HOMEWOOD FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HOMEWOOD FAMILY FOUNDATION (EIN 46-1095356)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202043169349101944
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T16:20:47-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN314419361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN GERLACH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line137 W BROAD ST STE 530AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461095356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOMEWOOD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOMEBusinessNameControlTxt
Phone6143326186PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 E CHOCTAW DRAddressLine1Txt
CityLONDONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonD ALAN HOMEWOODPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6143326186PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GATTAS CPAPreparerPersonNm
PTINP00407764PTIN
Phone6142242164PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.202.49.200IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm14:44:14IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5F49BDBB3B8EF3B09D16A91F741B0F1147D48229AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,000,522FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$182InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$182InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,646DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,646DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,428NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,783GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,400TotalRevAndExpnssAmt
Total Net Invst Incm$24,828TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,329OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,329OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$750TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,329TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,779TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,329TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,379ExcessRevenueOverExpensesAmt
Net Investment Income$22,499NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,312CashBOYAmt
Cash EOY$14,098CashEOYAmt
Cash EOYFMV$14,098CashEOYFMVAmt
Corporate Stock BOY$284,276CorporateStockBOYAmt
Corporate Stock EOY$196,081CorporateStockEOYAmt
Corporate Stock EOYFMV$224,920CorporateStockEOYFMVAmt
Corporate Bonds BOY$398,786CorporateBondsBOYAmt
Corporate Bonds EOY$475,816CorporateBondsEOYAmt
Corporate Bonds EOYFMV$477,194CorporateBondsEOYFMVAmt
Other Investments BOY$173,223OtherInvestmentsBOYAmt
Other Investments EOY$173,223OtherInvestmentsEOYAmt
Other Investments EOYFMV$284,310OtherInvestmentsEOYFMVAmt
Total Assets BOY$892,597TotalAssetsBOYAmt
Total Assets EOY$859,218TotalAssetsEOYAmt
Total Assets EOYFMV$1,000,522TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$892,597RetainedEarningBOYAmt
Retained Earning EOY$859,218RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$892,597TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$859,218TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$892,597TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$859,218TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$892,597TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,379ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$859,218SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$859,218TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AQR MGD FUTURES STRATP2019-02-11$55,362$67,300-$11,938-$11,938
SALIENT MLP & ENERGYP2019-04-09$24,389$26,015-$1,626-$1,626
INVESCO OPPENHEIMERP2019-07-09$23,000$18,896$4,104$4,104
CAPITAL GAINS DIVIDENDSP$5,032$5,032$5,032
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,428CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$52,490AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$990,634NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052986DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,789AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,016,776NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051918DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,052AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$961,464NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046858DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,667AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,012,289NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051040DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,452AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,045,740NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043464DistributionYr5Rt
Total Distribution0.246266TotalDistributionRt
Average Distribution0.049253AverageDistributionRt
Net Vl Noncharitable Assets$979,636NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,250AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$225NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,475AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$225InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$225SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$629EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,129TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$904OverpaymentAmt
Applied To ES Tax$904AppliedToESTaxAmt
Refund$0RefundAmt

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 GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksD ALAN HOMEWOODIndividualWithBooksNm
Phone6143326186PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12020 E CHOCTAW DRAddressLine1Txt
CityLONDONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43140ZIPCd
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

FieldValueIRS element (for citing)
PersonD ALAN HOMEWOODPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 E CHOCTAW DRAddressLine1Txt
CityLONDONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43140ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$951,370AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,184AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$994,554TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$994,554AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,918CashDeemedCharitableAmt
Net Vl Noncharitable Assets$979,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Total Tax$225TotalTaxAmt
Distributable Before Adj$48,757DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,757DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,757DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$225PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,275AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,757DistributableAsAdjustedAmt
Undistributed Income PY$46,720UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$50,500QualifyingDistributionsAmt
Applied To Year1$46,720AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,780AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$44,977UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerD ALAN HOMEWOODContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUTISM LIVING
4633 HAYDEN RUN RDCOLUMBUSOH43221NONEPCANGELS WITH AUTISM FOUNDATION$10,000
MCH
210 N MAIN STLONDONOH43140NONEPCGENERAL PURPOSE$13,000
THE RONALD MCDONALD HOUSE
711 E LIVINGSTON AVECOLUMBUSOH43205NONEPCGENERAL PURPOSE$2,500
AUTISM SPEAKS
1060 STATE ROAD 2ND FLOORPRINCETONNJ08540NONEPCCOLUMBUS WALK$2,500
NATIONWIDE CHILDREN'S
PO BOX 16810COLUMBUSOH43216NONEPCAUTISM PROGRAM AND EPILEPSY PROGRAM$12,500
PCDH19 ALLIANCE
926A DIABLO AVE 212NOVATOCA94947NONEPCGENERAL PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$182ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,646ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,428ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,400ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,400TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionELECTION TO AVOID THE "ADDITIONAL" EXCISE TAX FOR FAILURE TO DISTRIBUTE INCOME THE HOMEWOOD FAMILY FOUNDATION EIN 46-1095356 2020 E. CHOCTAW DR LONDON, OH 43140 FORM 990-PF, TAX YEAR ENDING 12/31/2017 PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS 2015 IN THE FOLLOWING AMOUNTS: TAX YEAR AMOUNT 2015 $4,995ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JPMORGAN STRATEGIC INCM$79,949$76,941
METROPOLITAN WEST LOW$91,679$91,132
METROPOLITAN WEST TOTAL$103,233$104,828
CARILLON REAMS$56,677$58,477
AMERICAN FD EMRG MKTS BD$28,233$27,054
LOOMIS SAYLES STRATEGIC$39,015$38,483
BAIRD CORE PLUS BD$77,030$80,279

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD MID CAP FUND INST$11,941$22,191
WASATCH SMALL CAP GROWTH$10,014$9,092
AMERICAN FD EUROPACIFIC$86,468$95,384
VANGUARD SMALL CAP VALUE$10,520$13,677
JPMORGAN INCM BUILDER$57,988$60,087
INVESCO OPPENHEIMER DEV$19,150$24,489

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SCHW US LCAP ETFFMV$81,829$170,441
SCHW US LCAP CAPFMV$25,097$33,126
VANGUARD MID CAP VALUEFMV$13,271$17,879
SCHW US LCAP CAPFMV$20,000$29,731
JP MORGAN ULTRA SHORTFMV$33,026$33,133

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOHIO ATTORNEY GENERAL FEEDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCHARLES SCHWAB INVESTMENT FEESCategoryTxt
Amt$2,329Amt
Net Investment Income$2,329NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.