JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-05
- IRS object ID
- 201842489349100704
- Schema version
- 2017v2.3
- 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 | 2018-09-05T10:07:55-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-28 | 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 | 2018-08-28 | PreparationDt |
| 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 | $2,638,777 | 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 | $2,636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,636 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,636 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $77,261 | DividendsRevAndExpnssAmt |
| Dividends Adj Net Incm | $77,261 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $983,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,879 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,515 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,897 | 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 | $1,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,180 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $400 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $573 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,820 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,897 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,153 | CashBOYAmt |
| Cash EOY | $6,743 | CashEOYAmt |
| Cash EOYFMV | $6,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,116 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,402,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,221,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,358,918 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,434,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,503,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,638,777 | 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 | $2,434,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,503,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,434,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,503,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,434,712 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,503,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,434,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,503,440 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,503,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Bank Leumi USA CD | P | 2017-03-16 | 2017-12-18 | $24,295 | $24,866 | -$571 | -$571 |
| Fidelity ADV GRW & INC | P | 2016-12-27 | 2017-06-06 | $8,825 | $8,557 | $268 | $268 |
| Loomis Sayles Strat Inc | P | 2016-03-28 | 2017-03-10 | $10,124 | $9,965 | $159 | $159 |
| Thornburg Inv Inc Builder | P | 2016-09-26 | 2017-05-26 | $10,121 | $9,456 | $665 | $665 |
| Fidelity ADV Grw & Inc | P | 2014-01-16 | 2017-06-06 | $334,988 | $309,626 | $25,362 | $25,362 |
| Loomis Sayles Strat Inc | P | 2017-04-24 | 2017-03-10 | $234,924 | $270,493 | -$35,569 | -$35,569 |
| Thornburg Inv Inc Builder | P | 2013-01-14 | 2017-05-26 | $313,988 | $298,595 | $15,393 | $15,393 |
| Capital Gains Dividends | P | $46,172 | $46,172 | $46,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,879 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $521 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,295,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,907 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,191,902 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051967 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,075 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,255,342 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059448 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.158821 | TotalDistributionRt |
| Average Distribution | 0.039705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,549,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $538 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,763 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,353 | 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 | $538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $674 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,674 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,136 | OverpaymentAmt |
| Applied To ES Tax | $1,136 | 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 |
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 | $2,552,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,588,248 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,588,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,549,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $538 | TotalTaxAmt |
| Distributable Before Adj | $126,933 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,933 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $538 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $161,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $19,585 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,498 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $26,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,420 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,503 | 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 | $61,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,585 | ExcessFromYear3Amt |
| Excess From Year2 | $6,498 | ExcessFromYear2Amt |
| Excess From Current Year | $35,420 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Belfast Free Library | |||||||
| 106 High St | Belfast | ME | 04915 | None | Public | To support the charitable mission of the organization | $5,000 |
| Bollinger County Library | |||||||
| 302 Conrad Ave | Marble Hill | MO | 63764 | None | Public | To support the charitable mission of the organization | $3,000 |
| Bonne Terre Memorial Library | |||||||
| 5 SW Main St | Boone Terre | MO | 63628 | None | Public | To support the charitable mission of the organization | $2,000 |
| Brookfield Public Library | |||||||
| 102 E Boston St | Brookfield | MO | 64628 | None | Public | To support the charitable mission of the organization | $3,000 |
| Buck Memorial Library | |||||||
| 47 Main St | Bucksport | ME | 04416 | None | Public | To support the charitable mission of the organization | $4,000 |
| Butler Public Library | |||||||
| 100 W Atkison Ave | Butler | MO | 64730 | None | Public | To support the charitable mission of the organization | $3,000 |
| Caribou Public Library | |||||||
| 30 High St | Caribou | ME | 04736 | None | Public | To support the charitable mission of the organization | $4,000 |
| Cary Library | |||||||
| 107 Main St | Houlton | ME | 04730 | None | Public | To support the charitable mission of the organization | $3,000 |
| Chaffee Public Library | |||||||
| 202 Wright Ave | Chaffee | MO | 63740 | None | Public | To support the charitable mission of the organization | $3,000 |
| Charles City Public Library | |||||||
| 106 Milwaukee St | Charles City | IA | 50616 | None | Public | To support the charitable mission of the organization | $1,000 |
| Columbia County Public Library | |||||||
| 308 NW Columbia Ave | Lake City | FL | 32055 | None | Public | To support the charitable mission of the organization | $5,000 |
| Dallas County Library | |||||||
| 219 W Main St | Buffalo | MO | 65622 | None | Public | To support the charitable mission of the organization | $3,000 |
| Elisabeth Lahti Library | |||||||
| 15200 SW Adams Ave | Indiantown | FL | 34956 | None | Public | To support the charitable mission of the organization | $3,000 |
| Escanaba Public Library | |||||||
| 400 Ludington St | Escanaba | MI | 49829 | None | Public | To support the charitable mission of the organization | $3,000 |
| Farmington Public Library | |||||||
| 23500 Liberty St | Farmington | MI | 48335 | None | Public | To support the charitable mission of the organization | $4,000 |
| Fort Meade Public Library | |||||||
| 75 E Broadway St | Fort Meade | FL | 33841 | None | Public | To support the charitable mission of the organization | $3,000 |
| Garrett Public Library | |||||||
| S Randolph St W Houston St | Garrett | IN | 46738 | None | Public | To support the charitable mission of the organization | $4,000 |
| Grundy County Jewett Norris Library | |||||||
| 1331 Main St | Trenton | MO | 64683 | None | Public | To support the charitable mission of the organization | $4,000 |
| Hesperia Community Library | |||||||
| 80 S Division St | Hesperia | MI | 49421 | None | Public | To support the charitable mission of the organization | $3,000 |
| James Memorial Library | |||||||
| 300 W Scioto St | St James | MO | 65559 | None | Public | To support the charitable mission of the organization | $4,000 |
| Keller Public Library | |||||||
| 2402 W Grant St | Dexter | MO | 63841 | None | Public | To support the charitable mission of the organization | $4,600 |
| Keokuk Public Library | |||||||
| 210 N 5th St | Keokuk | IA | 52632 | None | Public | To support the charitable mission of the organization | $3,000 |
| Lake Alfred Public Library | |||||||
| 245 N Seminole Ave | Lake Alfred | FL | 33850 | None | Public | To support the charitable mission of the organization | $3,000 |
| Lantana Public Library | |||||||
| 205 W Ocean Ave | Lantana | FL | 33462 | None | Public | To support the charitable mission of the organization | $5,000 |
| Leesburg Public Library | |||||||
| 100 E Main St | Leesburg | FL | 34748 | None | Public | To support the charitable mission of the organization | $5,000 |
| Louis B Goodall Memorial Library | |||||||
| 952 Main St | Sanford | ME | 04073 | None | Public | To support the charitable mission of the organization | $5,000 |
| Maquoketa Public Library | |||||||
| 126 S 2nd St | Mapuoketa | IA | 52060 | None | Public | To support the charitable mission of the organization | $4,000 |
| Mark and Emily Turner Memorial Library | |||||||
| 39 2nd St | Presque Isle | ME | 04769 | None | Public | To support the charitable mission of the organization | $4,000 |
| Matilda J Gibson Memorial Library | |||||||
| 200 W Howard St | Creston | IA | 50801 | None | Public | To support the charitable mission of the organization | $4,000 |
| Mountain View Public Library | |||||||
| 585 Franklin St | Mountain View | CA | 94041 | None | Public | To support the charitable mission of the organization | $3,000 |
| Nevada Public Library | |||||||
| 212 W Walnut St | Nevada | MO | 64772 | None | Public | To support the charitable mission of the organization | $4,000 |
| Norelius Community Library | |||||||
| 1403 1st Ave S | Denison | IA | 51442 | None | Public | To support the charitable mission of the organization | $4,000 |
| Norway Memorial Library | |||||||
| 258 Main St | Norway | ME | 04268 | None | Public | To support the charitable mission of the organization | $3,000 |
| Orono Public Library | |||||||
| 39 Pine St | Orono | ME | 04473 | None | Public | To support the charitable mission of the organization | $3,000 |
| Owen County Public Library | |||||||
| 10 S Montgomery St | Spencer | IN | 47460 | None | Public | To support the charitable mission of the organization | $5,000 |
| Patten Free Library | |||||||
| 33 Summer St | Bath | ME | 04530 | None | Public | To support the charitable mission of the organization | $4,000 |
| Pulaski County Public Library | |||||||
| 121 S Riverside Dr | Winamac | IN | 46996 | None | Public | To support the charitable mission of the organization | $4,000 |
| Red Oak Public Library | |||||||
| 400 N 2nd St | Red Oak | IA | 51566 | None | Public | To support the charitable mission of the organization | $4,000 |
| Salem Public Library | |||||||
| 403 N Jackson St | Salem | MO | 65560 | None | Public | To support the charitable mission of the organization | $3,000 |
| Skowhegan Public Library | |||||||
| 9 Elm St | Skowhegan | ME | 04976 | None | Public | To support the charitable mission of the organization | $5,000 |
| St Johns County Public Library | |||||||
| 1960 N Ponce De Leon Blvd | St Augustine | FL | 32084 | None | Public | To support the charitable mission of the organization | $5,000 |
| Switzerland County Public Library | |||||||
| 205 Ferry St | Vevay | IN | 47043 | None | Public | To support the charitable mission of the organization | $3,000 |
| Thomasville Public Library | |||||||
| 14 Randolph St | Thomasville | MO | 27360 | None | Public | To support the charitable mission of the organization | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,600 | 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 | $2,636 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,879 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,776 | 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 | $1,475 | Amt |
| Net Investment Income | $295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,180 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley | $2,064,291 | $2,130,966 |
| Steadfast REIT | $157,639 | $227,952 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Telephone | $194 | $0 | $0 | $194 |
| Postage | $198 | $0 | $0 | $198 |
| Bank Fees | $65 | $0 | $0 | $65 |
| Business Expense | $116 | $0 | $0 | $116 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Taxes | $1,000 | $0 | $0 | $1,000 |
| Foreign Tax | $400 | $400 | $0 | $0 |
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