THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION (EIN 31-1529311)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201913179349101676
Schema version
2018v3.1
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)
Return2019-11-13T13:11:59-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCM CPAS & ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 EAST FIFTH STREET SUITE 2100AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311529311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RAYMOND AND RITA FOOS FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRAYMBusinessNameControlTxt
Phone5132639329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110307 RIVERWALK LANEAddressLine1Txt
CityLOVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45150ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN FOOSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5132639329PhoneNum
Signature2019-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRYSTAL L FAULKNER CPAPreparerPersonNm
PTINP00944429PTIN
Phone5135791717PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.135.99.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-05IPDt
IP Tm11:04:33IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD1FA197CA943E0D2D313480846D1A52A97A3D94AtSubmissionCreationDeviceId
At Submission Filing Device IdFBB1BEE4C399DE4978216AA72CB85D9ADE6015E4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,557,915FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,001ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$65InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$65InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,735DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,735DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,548NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,895,996GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,549CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$120,349TotalRevAndExpnssAmt
Total Net Invst Incm$111,349TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,963AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$982AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$981AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,799OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,799OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$800TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,609OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$805OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$804OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,171TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,586TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,585TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$118,671TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,586TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$88,085TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,678ExcessRevenueOverExpensesAmt
Net Investment Income$80,763NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$164,788SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$332,162SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$332,162SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$806,106CorporateStockBOYAmt
Corporate Stock EOY$640,410CorporateStockEOYAmt
Corporate Stock EOYFMV$1,225,753CorporateStockEOYFMVAmt
Total Assets BOY$970,894TotalAssetsBOYAmt
Total Assets EOY$972,572TotalAssetsEOYAmt
Total Assets EOYFMV$1,557,915TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$970,894RetainedEarningBOYAmt
Retained Earning EOY$972,572RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$970,894TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$972,572TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$970,894TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$972,572TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$970,894TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,678ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$972,572SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$972,572TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 3155$330,206$314,832$15,374$15,374
MORGAN STANLEY 3155$63,124$50,349$12,775$12,775
FIDELITY 9402$151,351$149,661$1,690$1,690
FIDELITY 9402$23,262$18,722$4,540$4,540
FIDELITY 9410$850,767$849,231$1,536$1,536
FIDELITY 9410$60,414$43,804$16,610$16,610
FIDELITY 9429$1,233,516$1,230,603$2,913$2,913
FIDELITY 9429$183,356$143,245$40,111$40,111
FieldValueIRS element (for citing)
Capital Gain Net Income$95,549CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$79,492AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,664,935NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047745DistributionYr1Rt
Adjusted Qlfy Distri Yr2$82,090AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,570,339NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052275DistributionYr2Rt
Adjusted Qlfy Distri Yr3$76,883AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,678,731NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045798DistributionYr3Rt
Adjusted Qlfy Distri Yr4$57,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,662,408NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.034288DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,269,208NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043334DistributionYr5Rt
Total Distribution0.223440TotalDistributionRt
Average Distribution0.044688AverageDistributionRt
Net Vl Noncharitable Assets$1,782,609NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$79,661AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$808NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$80,469AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$88,085QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$808InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$808SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$808TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,295EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,795TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,987OverpaymentAmt
Applied To ES Tax$1,987AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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 BooksBRIAN FOOSIndividualWithBooksNm
Phone5132639329PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110307 RIVERWALK LANEAddressLine1Txt
CityLOVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45150ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HEATHER FOOS
10307 RIVERWALK LANELOVELANDOH45140PRESIDENT2.00$0$0$0
MICHELE SHERMAN
10307 RIVERWALK LANELOVELANDOH45140VICE PRESIDENT2.00$0$0$0
BRIAN FOOS
10307 RIVERWALK LANELOVELANDOH45140TREASURER2.00$0$0$0
STEPHANIE BEDGIO
11215 MARIGOLD DRIVEBRADENTONFL34202SECRETARY2.00$0$0$0
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$1,639,127AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,809,755TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,809,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,146CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,782,609NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,130MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,130MinimumInvestmentReturnAmt
Tax Based On Investment Income$808TaxBasedOnInvestmentIncomeAmt
Total Tax$808TotalTaxAmt
Distributable Before Adj$88,322DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$88,322DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$88,322DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,085ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,085QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$808PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$87,277AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,322DistributableAsAdjustedAmt
Undistributed Income PY$79,546UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$88,085QualifyingDistributionsAmt
Applied To Year1$79,546AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,539AppliedToCurrentYearAmt
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$79,783UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEVEMENT CENTER CAMP CHEERFUL
15000 CHEERFUL LANESTRONGVILLEOH44136NONEPCFOR CHILDREN'S CAMP PROGRAMS$45,000
ALL SAINTS
8939 MONTGOMERY RDCINCINNATIOH45236NONEPCINTANGIBLE RELIGIOUS BENEFITS$750
ALS ASSOCIATION OF NORTHERN OH
6155 ROCKSIDE RD 403INDEPENDENCEOH44131NONEPCSUPPORTS PEOPLE LIVING WITH ALS AND THEIR LOVED ONES THROUGH SERVICES AND EDUCATION$1,000
AMERICAN SIGN MUSEUM
1330 MONMOUTH AVENUECINCINNATIOH45225NONEPCTO PRESERVE SIGNAGE HISTORY$750
CANCERFREE KIDS
420 W LOVELAND AVE 105LOVELANDOH45140NONEPCCHILDHOOD CANCER RESEARCH$1,000
CONTRA COSTA BALLET
2040 N BROADWAYWALNUT CREEKCA94596NONEPCSUPPORTING DANCE, THROUGH SCHOLARSHIPS AND OUTREACH, IN THE EAST BAY$1,000
FRONT STEP HOUSING & SERVICES
1545 WEST 25TH STREETCLEVELANDOH44113NONEPCPROVIDE SAFE AND SECURE ENVIRONMENT FOR HOMELESS INDIVIDUALS & FAMILIES$5,000
KOINONIA HOMES
6161 OAK TREE BLVD 400INDEPENDENCEOH44131NONEPCDEVELOPMENTAL DISABILITIES$4,000
PROGRESSIVE ART ALLIANCE
3311 PERKINS AVE SUITE 300CLEVELANDOH44114NONEPCEDUCATION THROUGH ART$4,000
PROVIDENCE HOUSE
2050 W 32ND STCLEVELANDOH44113NONEPCCHILD ABUSE PREVENTION$5,000
REACH OUT AND READ
89 SOUTH ST SUITE 201BOSTONMA02111NONEPCFOR CHILDREN'S EDUCATION$1,500
ST AMBROSE CHURCH
929 PEARL RDBRUNSWICKOH44212NONEPCINTANGIBLE RELIGIOUS BENEFITS$2,000
ST XAVIER HIGH SCHOOL
600 W NORTH BEND RDCINCINNATIOH45224NONEPCEDUCATION$1,500
YOUTH CHALLENGE
800 SHARON DRIVEWESTLAKEOH44145NONEPCBRING TOGETHER YOUNG PEOPLE WITH PHYSICAL DISABILITIES AND TEEN VOLUNTEERS$10,000
ZANES INC
3196 COURTWOOD WAYKENTOH44240NONEPCSERVICES FOR ADULTS AND CHILDREN WITH SPECIAL NEEDS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,500TotalGrantOrContriPdDurYrAmt
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$65ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,735ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$94,548ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$110,348ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$110,348TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,963Amt
Net Investment Income$982NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$981DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$640,410EOYBookValueAmt
EOYFMV$1,225,753EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$386$193$0$193
WEB DEVELOPMENT$432$216$0$216
TELEPHONE EXPENSES$592$296$0$296
MISCELLANEOUS$199$100$0$99

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY$6,957$6,957$0$0
NIEMANN CAPITAL FEES$21,842$21,842$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOHIO REGISTRATION FEESCategoryTxt
Amt$800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

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