KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201841289349100319
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T11:33:55-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W DOROTHY LN | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262154126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLODESH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOLO | BusinessNameControlTxt |
| Phone | 9372221313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVENUE NO 210 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45419 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER KOLODESH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9372221313 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW G ELSASSER | PreparerPersonNm |
| PTIN | P01290937 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,175,254 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $210,207 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $496,418 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,637 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $296,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,299 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,972 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $939 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $554 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $158,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,057 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,613,306 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,736,436 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,074,197 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,679,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,837,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,175,254 | 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 | $1,679,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,837,493 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,679,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,837,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,679,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,837,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,679,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $158,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,837,493 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,837,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $59,910 | $73,120 | -$13,210 | -$13,210 |
| PUBLICLY TRADED SECURITIES | P | $436,508 | $382,661 | $53,847 | $53,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,637 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,740,928 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,486,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066178 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,873 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,312,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020480 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,719 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,146,259 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029417 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $891,755 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041574 | DistributionYr5Rt |
| Total Distribution | 0.203892 | TotalDistributionRt |
| Average Distribution | 0.040778 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,917,762 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,202 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $718 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,920 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,511 | 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 | $718 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $718 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,629 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,629 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,911 | OverpaymentAmt |
| Applied To ES Tax | $1,911 | 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 | Yes (1) | 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 | SHAYNA KOLODESH | IndividualWithBooksNm |
| Phone | 9372221313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVENUE SUITE 210 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45419 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER KOLODESH | ||||||||
| 2305 FAR HILLS AVENUE SUITE 210 | DAYTON | OH | 45419 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHAYNA KOLODESH | ||||||||
| 2305 FAR HILLS AVENUE SUITE 210 | DAYTON | OH | 45419 | SECRETARY/TREASURER | 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 | $1,844,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,946,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,946,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,917,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $718 | TotalTaxAmt |
| Distributable Before Adj | $95,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,170 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $718 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $120,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,864 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,864 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,477 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,477 | 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 | $5,477 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,477 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASIAN ARTS CENTER | ||||||
| 1630 STROOP ROAD | KETTERING | OH | 45429 | NC | TO ASSIST ORGANIZATION TO PROVIDE TRAINING, EDUCATION AND COMMUNITY SERVICE TO THE DAYTON AREA. | $20,125 |
| BETH ABRAHAM SYNAGOGUE | ||||||
| 305 SUGAR CAMP CIR | OAKWOOD | OH | 45409 | NC | TO ASSIST IN JEWISH STUDIES. | $200 |
| BETH JACOB SYNAGOGUE | ||||||
| 7020 NORTH MAIN STREET | DAYTON | OH | 45415 | NC | TO ASSIST IN JEWISH STUDIES. | $1,500 |
| CASSANO'S CARES FOUNDATION | ||||||
| 1700 EAST STROOP ROAD | DAYTON | OH | 45429 | NC | GENERAL SUPPORT | $500 |
| CHABAD OF GREATER DAYTON | ||||||
| 2001 FAR HILLS AVENUE | DAYTON | OH | 45419 | NC | TO ASSIST CHARITY TO CREATE OPPORTUNITIES FOR PEOPLE TO EXPERIENCE THE JOY OF JUDAISM. | $18,236 |
| CHILDREN'S CANCER RESEARCH FUND | ||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | NC | GREAT CYCLE CHALLENGE, RIDING TO FIGHT KIDS' CANCER. | $100 |
| DAYTON METRO LIBRARY FOUNDATION | ||||||
| 215 E THIRD STREET | DAYTON | OH | 45402 | NC | TO HELP THE LIBRARY GROW INTO NEW FACILITIES AND SUPPORT PROGRAMMING TO ADDRESS EDUCATION, ACCESS, AND PERSONAL ACHIEVEMENT. | $200 |
| FRICKER'S GOLF SCRAMBLE | ||||||
| 6834 MILLER LANE | DAYTON | OH | 45414 | NC | GENERAL SUPPORT TO PROVIDE SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS. | $1,800 |
| HARMAN ELEMENTARY PTO | ||||||
| 735 HARMAN AVENUE | OAKWOOD | OH | 45419 | NC | TO SUPPORT THE HARMAN NIGHT SCHOOL - TRIVIA FOR GROWN UPS EVENT TO ASSIST THE PARENT TEACHER ORGANIZATION IN THEIR WORK. | $300 |
| JEWISH FEDERATION OF GREATER HOUSTON | ||||||
| 525 VERSAILLES DRIVE | DAYTON | OH | 45459 | NC | TO FURTHER THE EDUCATION OF THE JEWISH COMMUITY. | $500 |
| KETTERING HOLIDAY AT HOME FOUNDATION | ||||||
| PO BOX 292564 | KETTERING | OH | 454290564 | NC | LABOR DAY WEEKEND CELEBRATION FOR THE FAMILY. | $250 |
| MIAMI UNIVERSITY | ||||||
| 725 E CHESTNUT STREET | OXFORD | OH | 450562480 | NC | TO HELP STUDENT ATHLETES EXCEL. | $60,000 |
| MORAINE WEST CARROLLTON LITTLE LEAGUE | ||||||
| 411 WOODKNOLLS DR | DAYTON | OH | 45449 | NC | SPORTS AND RECREATION CLUBS. | $450 |
| PINK RIBBON GIRLS | ||||||
| 15 SOUTH SECOND STREET | TIPP CITY | OH | 45371 | NC | PROVIDE DIRECT SERVICES TO LADIES AND THIER FAMILIES GOING THROUGH CANCER TREATMENTS. | $10,000 |
| PITTSBURGH AMATEUR HOCKEY ASSOCIATION INC | ||||||
| 66 ALPHA DRIVE W SUITE 1 | PISSBURGH | PA | 15238 | NC | TO PROVIDE TOP INSTRUCTION TO BOYS AND GIRLS OF ALL SKILL LEVEL. | $5,000 |
| SAMARITAN'S PURSE | ||||||
| 801 BAMBOO ROAD PO BOX 3000 | BOONE | NC | 28607 | NC | HURRICANE RESPONSE, BRINGING HELP TO HURTING PEOPLE AND SHARING THE HOPE OF THE GOSPEL WITH THEM. | $500 |
| THE DAYTON ART INSTITUTE | ||||||
| 456 BELMONTE PARK NORTH | DAYTON | OH | 45405 | NC | ENSURE THE ARTS AND ARTS EDUCATION MAINTAIN A STRONG PRESENCE IN THE MIAMI VALLEY. | $250 |
| THE OHIO STATE UNIVERSITY COMPREHENSIVE CANCER CENTER | ||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NC | TO HELP FUND ESSENTIAL RESEARCH AND HELP IMPROVE AND SAVE LIVES. | $1,500 |
| THE OHIO STATE UNIVERSITY HEADNECK CANCER RESEARCH PROGRAM | ||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NC | TO HELP THE ORGANIZATION CONTINUE ITS RESEARCH AND EDUCATION PROGRAMS. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,511 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,637 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,299 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONIA W SINGER CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVENUE SUITE 210 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,207 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH MUTUAL FUND | BondNm |
| EOY Book Value | $1,736,436 | EOYBookValueAmt |
| EOYFMV | $2,074,197 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,972 | Amt |
| Net Investment Income | $13,972 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE TAX (OHIO) | $200 | $0 | $0 | $0 |
| FOREIGN TAX | $554 | $554 | $0 | $0 |
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