BETA

KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-29
IRS object ID
201911199349100631
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)
Return2019-04-29T14:01:46-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311122097PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THORN LEWIS DUNCAN INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 N MAIN ST STE 2000AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP454231002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262154126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KOLODESH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOLOBusinessNameControlTxt
Phone9372221313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAYNA KOLODESHPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone9372221313PhoneNum
Signature2019-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD J SCHRODIPreparerPersonNm
PTINP00182776PTIN
Phone9372237272PhoneNum
Preparation2019-04-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.7.154.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-29IPDt
IP Tm14:01:46IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id419F2E4F6DCC55E4B1CCB4DFE85E6219FF804A20AtSubmissionCreationDeviceId
At Submission Filing Device Id419F2E4F6DCC55E4B1CCB4DFE85E6219FF804A20AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,206,826FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$210,207ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$44,952DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,952DividendsNetInvstIncmAmt
Dividends Adj Net Incm$44,952DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$57,656NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$309,229GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,656CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$312,815TotalRevAndExpnssAmt
Total Net Invst Incm$102,608TotalNetInvstIncmAmt
Total Adj Net Incm$44,952TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,904OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,904OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$840TaxesRevAndExpnssAmt
Taxes Net Invst Incm$640TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$16,794TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$127,819TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,544TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$111,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$184,996ExcessRevenueOverExpensesAmt
Net Investment Income$87,064NetInvestmentIncomeAmt
Adjusted Net Income$44,952AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$101,057CashBOYAmt
Cash EOY$219CashEOYAmt
Cash EOYFMV$219CashEOYFMVAmt
Sav And Temp Cash Invst EOY$216,599SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$216,599SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,055,450CorporateStockBOYAmt
Corporate Stock EOY$1,085,422CorporateStockEOYAmt
Corporate Stock EOYFMV$1,296,119CorporateStockEOYFMVAmt
Corporate Bonds BOY$680,986CorporateBondsBOYAmt
Corporate Bonds EOY$710,375CorporateBondsEOYAmt
Corporate Bonds EOYFMV$693,889CorporateBondsEOYFMVAmt
Total Assets BOY$1,837,493TotalAssetsBOYAmt
Total Assets EOY$2,012,615TotalAssetsEOYAmt
Total Assets EOYFMV$2,206,826TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,837,493RetainedEarningBOYAmt
Retained Earning EOY$2,012,615RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,837,493TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,012,615TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,837,493TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,012,615TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,837,493TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$184,996ExcessRevenueOverExpensesAmt
Subtotal$2,022,489SubtotalAmt
Other Decreases$9,874OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,012,615TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP$72,471$76,194-$3,723-$3,723
PUBLICLY TRADED SECURITIES - LTP$236,510$175,379$61,131$61,131
FieldValueIRS element (for citing)
Capital Gain Net Income$57,656CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$120,793AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,917,762NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062986DistributionYr1Rt
Adjusted Qlfy Distri Yr2$80,505AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,740,928NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046243DistributionYr2Rt
Adjusted Qlfy Distri Yr3$98,380AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,486,600NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066178DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,873AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,312,174NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.020480DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,719AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,146,259NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.029417DistributionYr5Rt
Total Distribution0.225304TotalDistributionRt
Average Distribution0.045061AverageDistributionRt
Net Vl Noncharitable Assets$2,203,511NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$99,292AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$871NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$100,163AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$111,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$871InvestmentIncomeExciseTaxAmt
Subtotal$871SubtotalAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,911EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,911TotalPaymentsAndCreditsAmt
Overpayment$1,040OverpaymentAmt
Applied To ES Tax$1,040AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHAYNA KOLODESHIndividualWithBooksNm
Phone9372221313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXANDER KOLODESH
2305 FAR HILLS AVENUE SUITE 210DAYTONOH45419PRESIDENT1.00$0$0$0
SHAYNA KOLODESH
2305 FAR HILLS AVE SUITE 210DAYTONOH45419SECRETARY/TR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,107,197AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$129,870AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,237,067TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,237,067AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,556CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,203,511NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,176MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,176MinimumInvestmentReturnAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Total Tax$871TotalTaxAmt
Distributable Before Adj$109,305DistributableBeforeAdjAmt
Distributable Before Ded$109,305DistributableBeforeDedAmt
Distributable As Adjusted$109,305DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$111,025ExpensesAndContributionsAmt
Qualifying Distributions$111,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$871PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$110,154AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,305DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$5,477ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,477TotalExcessDistributionCyovAmt
Qualifying Distributions$111,025QualifyingDistributionsAmt
Applied To Current Year$109,305AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,720RemainingDistriFromCorpusAmt
Total Corpus$7,197TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,197ExcessDistriCyovToNextYrAmt
Excess From Year1$5,477ExcessFromYear1Amt
Excess From Current Year$1,720ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ADATH ISRAEL CONGREGATION
3201 E GALBRAITH RDCINCINNATIOH45236NCGENERAL FUND$100
ASIAN ARTS CENTER
1630 STROOP RDDAYTONOH45429NCPROVIDE TRAINING, EDUCATION, ETC.$8,625ASIAN ARTS CENTER1630 STROOP RD
CASSANO'S CARES FOUNDATION
1700 E STROOP RDDAYTONOH45429NCSPONSORSHIP-BRIDIG'S PATH$500
CHABAD OF GREATER DAYTON
2001 FAR HILLS AVEDAYTONOH45419NCPURIM PROJECT, WOMEN'S CIRCLE, GEN$18,200
CHAI LIFELINE
151 W 30TH ST 7TH FLOORNEW YORKNY10001NCSUPPORT FAMILIES WITH SICK CHILDREN$100
FRICKER'S GOLF SCRAMBLE
228 BYERS RDDAYTONOH45342NCFBO MIAMI U SCHOLARSHIP FUND$2,700
HARMAN ELEMENTARY PTO
735 HARMON AVEOAKWOODOH45419NCSPONSORSHIP TRIVIA NIGHT$300
JEWISH FEDERATION GREATER DAYTON
525 VERSAILLES DRDAYTONOH45459NCUNITED JEWISH CAMPAIGN$5,000
LYMPHOMA RESEARCH FOUNDATION
88 PINE STNEW YORKNY10005NCCHICAGO LYMPHOMA WALK SPONSOR$300
MAKE A WISH OH KY IN ZETA ALPHA
2545 FARMERS DRIVECOLUMBUSOH43235NCWISHES FOR TERMINAL CHILDREN$100
MAYME CARMICHAEL SCHOOL ORG
242 FRITTS RDOLIVER SPRINGSTN37840NCBUILDING FUND DRIVE$2,000
MIAMI UNIVERSITY
501 E HIGHOXFORDOH45056NCFRICK SCHOLARSHIP/ATHLETIC CENTER$60,000
OAKWOOD SCHOOLS FOUNDATION
PO BOX 351DAYTONOH45419NCCOME BACK LUMBERJACKS EVENT SPONSOR$500
OHIO STATE UNIVERSITY FOUNDATION
1480 W LANE AVECOLUMBUSOH43221NCPEDIATRIC CANCER RESEARCH$100
PAIGE'S PRINCESS FOUNDATION
912 MCBURNEY DRLEBANONOH45036NCFBO CINCINNATI CHILDRENS HOSPITAL$100
PINK RIBBON GIRLS
15 S SECOND STTIPP CITYOH45371NCSUPPORTING FAMILIES WITH CANCER$5,000
PITTSBURGH AMETEUR HOCKEY ASSOC INC
66 ALPHA DR WPITTSBURGHPA15238NCSUPPORT AMATEUR YOUTH HOCKEY$5,000
GOOD SAMARITAN HOSPITAL FOUNDATION
2222 PHILADELPHIA DRDAYTONOH45406NCHOMELESS CLINIC$500
ST JUDE'S CHILDREN'S RESEARCH
501 ST JUDE PLACEMEMPHISTN38105NCCHILDREN'S HOSPITAL$1,000
WEST CARROLLTON RECREATION ASSOC
PO BOX 490013WEST CARROLLTONOH45449NCWEE PIRATES YOUTH FOOTBALL$400
WESTMINSTER PRESBYTERIAN CHURCH
125 N WILKINSONDAYTONOH45419NCMEMORIAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,025TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,952ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$57,656ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$102,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,608TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSONIA W SINGER CHARITABLE LEADContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd
FieldValueIRS element (for citing)
Total Contributions$210,207TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,050Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH 666-02403BondNm
EOY Book Value$710,375EOYBookValueAmt
EOYFMV$693,889EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH 666-02403StockNm
EOY Book Value$1,085,422EOYBookValueAmt
EOYFMV$1,296,119EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
1099 TIMING/UNREALIZED G/L$4,440
1099 TIMING/UNREALIZED G/L PY$5,434

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$14,904Amt
Net Investment Income$14,904NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
OHIO FILING FEE$200
FOREIGN TAXES$640$640

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