JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-31
- IRS object ID
- 201902129349100805
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-31T09:37:03-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3166 N Republic Blvd | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453987947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorothy Louise Kyler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 4198689370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 820 | AddressLine1Txt |
| City | Holland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lee Wunschel | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4198689370 | PhoneNum |
| Signature | 2019-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lee D Wunschel | PreparerPersonNm |
| PTIN | P00088726 | PTIN |
| Phone | 4198412848 | PhoneNum |
| Preparation | 2019-07-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.240.120.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-17 | IPDt |
| IP Tm | 09:14:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D41268BA6B9B48484F7675C44F2FADFB9D057250 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,491,916 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,450 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,450 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $82,155 | DividendsRevAndExpnssAmt |
| Dividends Adj Net Incm | $82,155 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $230,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,957 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $85,605 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,240 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $503 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,605 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,743 | CashBOYAmt |
| Cash EOY | $2,621 | CashEOYAmt |
| Cash EOYFMV | $2,621 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $274,767 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,767 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,221,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,316,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,211,528 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,503,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,598,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,491,916 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,503,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,598,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,503,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,598,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,503,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,598,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,503,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,598,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,598,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Ally Bk | P | 2017-04-18 | 2018-10-15 | $30,000 | $29,991 | $0 | $0 |
| Old Missouri | P | 2017-06-02 | 2018-11-06 | $30,000 | $29,984 | $0 | $0 |
| Capital Gains Dividends | P | $44,507 | $44,507 | $44,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,507 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $161,815 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,549,424 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063471 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,295,260 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,191,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051967 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,255,342 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059448 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.222292 | TotalDistributionRt |
| Average Distribution | 0.044458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,593,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $476 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $134,743 | 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 | $476 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $476 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $688 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $688 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $212 | OverpaymentAmt |
| Applied To ES Tax | $212 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Mary Jacobs | IndividualWithBooksNm |
| Phone | 4198689370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 820 | AddressLine1Txt |
| City | Holland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| John Eldred Jr | ||||||||
| PO Box 820 | Holland | OH | 43528 | Director | 0.00 | $0 | $0 | $0 |
| John Eldred III | ||||||||
| PO Box 820 | Holland | OH | 43528 | Director | 0.00 | $0 | $0 | $0 |
| James Eldred | ||||||||
| PO Box 820 | Holland | OH | 43528 | Director | 0.00 | $0 | $0 | $0 |
| Margaret Eldred | ||||||||
| PO Box 820 | Holland | OH | 43528 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,592,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,633,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,633,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,593,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $476 | TotalTaxAmt |
| Distributable Before Adj | $129,205 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,205 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,205 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,743 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $134,743 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $476 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $134,267 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $19,585 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $35,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,538 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,041 | 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 | $67,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,585 | ExcessFromYear4Amt |
| Excess From Year3 | $6,498 | ExcessFromYear3Amt |
| Excess From Year1 | $35,420 | ExcessFromYear1Amt |
| Excess From Current Year | $5,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John Eldred Jr | ContributingManagerNm |
| Contributing Manager | John Eldred III | ContributingManagerNm |
| Contributing Manager | James Eldred | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADELANTE INC | |||||||
| 520 BROADWAY ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| ADVOCATING OPPORTUNITY | |||||||
| 1119 ADAMS ST SECOND FLOOR | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,000 |
| ASAS TOLEDO | |||||||
| 1500 N SUPERIOR ST STE 31D | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| BEACH HOUSE INC | |||||||
| 2283 ASHLAND AVE | TOLEDO | OH | 43620 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $6,500 |
| BETHANY HOUSE | |||||||
| PO BOX 5930 | TOLEDO | OH | 43613 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| BITIERSWEET FARMS | |||||||
| 12660 ARCHBOLD WHITEHOUSE RD | WHITEHOUSE | OH | 43571 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| BOYS AND GIRLS CLUB OF TOLEDO | |||||||
| 2250 N DETROIT AVE | TOLEDO | OH | 43606 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| CENTER FOR HOPE AND SAFETY | |||||||
| 605 CENTER STREET NE | SALEM | OR | 97301 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| CHERRY STREET MISSION | |||||||
| 105 17TH ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $16,000 |
| CITY MISSION OF FINDLAY | |||||||
| 510 WEST MAIN CROSS | FINDLAY | OH | 45840 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| EVAC | |||||||
| 27100 OAKMEAD DR 237 | PERRYSBURG | OH | 43551 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| FOOD FOR THOUGHT | |||||||
| 316 ADAMS ST 2 | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| GRACE COMMUNITY CENTER | |||||||
| 406 W DELAWARE AVE | TOLEDO | OH | 43610 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 322 WEST LAMAR ST | AMERICUS | GA | 31709 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| HELPING HANDS OF ST LOUIS | |||||||
| 443 SIXTH ST | TOLEDO | OH | 43605 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,000 |
| INTERNATIONAL BOXING CLUB | |||||||
| 5965 TELEGRAPH | TOLEDO | OH | 43612 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| JEFFERSON TOWN LIBRARY | |||||||
| 10635 WATTERSON TRAIL | JEFFERSONTOWN | KY | 40299 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| LITERACY VOLUNTEERS OF SOUTH SARASOTA COUNTY | |||||||
| 260 N NOKOMIS AVE | VENICE | FL | 34285 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| MAUMEE VALLEY SAVE A PET | |||||||
| 5250 HILL AVE | TOLEDO | OH | 43615 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| MLK KITCHEN FOR THE POOR | |||||||
| 650 VANCE ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| MOMS HOUSE | |||||||
| 2505 FRANKLIN AVE | TOLEDO | OH | 43610 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 |
| NATURES NURSERY | |||||||
| PO BOX 2395 | WHITEHOUSE | OH | 43571 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 3700 SILVERTON ROAD NE | SALEM | OR | 97305 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| PARK CHURCH | |||||||
| 1456 HARVARD BLVD | TOLEDO | OH | 43614 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,000 |
| READ FOR LITERACY SAYLOR YOUNG READERS FUND | |||||||
| 325 N MICHIGAN ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| SALEM KEIZER EDUCATION FOUNDATION | |||||||
| 223 COMMERCIAL STREET NE | SALEM | OR | 97301 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| SALVATION ARMY NORTHWEST OHIO AREA SERVICES | |||||||
| 620 NORTH ERIE STREET | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $15,000 |
| SMART (START MAKING A READER TODAY) | |||||||
| 101 SW MARKET ST | PORTLAND | OR | 97201 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| SPLASH INTERNATIONAL | |||||||
| 1326 FIFTH AVE SUITE 300 | SEATTLE | WA | 98101 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| ST PAULS COMMUNITY CENTER | |||||||
| 230 13TH ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,000 |
| THE TOLEDO ZOO | |||||||
| PO BOX 140130 | TOLEDO | OH | 43609 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| THE VICTORY CENTER | |||||||
| 5532 W CENTRAL AVE STE B | TOLEDO | OH | 43615 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,000 |
| TOLEDO MUSEUM OF ART | |||||||
| 2445 MONROE ST | TOLEDO | OH | 43620 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,500 |
| TOLEDO NORTHWEST OHIO FOOD BANK | |||||||
| 24 EAST WOODRUFF AVE | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| TOLEDO SALVATION ARMY | |||||||
| 620 N ERIE ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| TOLEDO SCHOOL OF THE ARTS | |||||||
| 333 14TH ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| WATERORG | |||||||
| 117 WEST 20TH STREET SUITE 203 | KANSAS CITY | MO | 64108 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| WHAS CRUSADE FOR CHILDREN | |||||||
| 520 WEST CHESTNUT ST | LOUISVILLE | KY | 40202 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,000 |
| WILDLIFE CENTER OF VENICE | |||||||
| 3252 BORDER RD | VENICE | FL | 34292 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| WOODBERRY PARK FOUNDATION | |||||||
| 5963 WALNUT CIRCLE DR D4 | TOLEDO | OH | 43615 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| YOUTH ADVOCATE PROGRAMS INC | |||||||
| 1709 SPIELBUSCH AVE STE 200 | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| ZEPF CENTER | |||||||
| 6605 W CENTRAL AVE | TOLEDO | OH | 43617 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| Butterflies 15 | |||||||
| PO Box 41 | Toledo | OH | 43697 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,000 | 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 | $3,450 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,112 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| John H Eldred Jr | ||||||
| 1 | 7107 Providence Neapolis Swant | Swanton | OH | 43558 | $80,000 | Yes (X) |
| John Eldred III Irrev Trust | ||||||
| 2 | PO BOX 820 | Holland | OH | 43528 | $10,000 | Yes (X) |
| James Eldred Irrev Trust | ||||||
| 3 | PO BOX 820 | Holland | OH | 43528 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,240 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley | $2,177,834 | $2,018,991 |
| Steadfast REIT | $138,868 | $192,537 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Postage | $200 | $0 | $0 | $200 |
| Business Expense | $278 | $0 | $0 | $278 |
| Bank Fees | $25 | $0 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
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