KINDER CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KINDER CHARITABLE FOUNDATION (EIN 34-1500608)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-12
- IRS object ID
- 201810439349100116
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-12T16:32:09-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | 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 | 341500608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINDER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIND | BusinessNameControlTxt |
| Phone | 3307591180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2012 CRESTWOOD BLVD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERRY PESKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307591180 | PhoneNum |
| Signature | 2018-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2018-02-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.112.4.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-07 | IPDt |
| IP Tm | 14:14:46 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7969FFAD2D7CD341D8058D0FD5CF4C8C30E1631C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D8F234487D65E1543AE1C5B2C727025BB042078 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $532,898 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,536 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,455 | 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 |
| Other Prof Fees Rev And Expnss | $3,460 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,460 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $217 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,995 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,580 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $499,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $466,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $492,318 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $512,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $532,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $512,100 | CapitalStockBOYAmt |
| Capital Stock EOY | $507,027 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $512,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $507,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $512,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $507,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $512,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $507,027 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $507,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DREYFUS INTL STOCK INDEX FUND INV: DIISX | P | 2016-12-22 | 2017-10-12 | $6 | $5 | $1 | $1 |
| DRIEHAUS ACTIVE INCM FD: LCMAX | P | 2017-07-26 | 2017-10-12 | $1,121 | $1,137 | -$16 | -$16 |
| PIMCO TOTAL RETURN FUND INSTL CL: PTTRX | P | 2017-10-12 | $4 | $4 | $0 | $0 | |
| VAUGHAN NELSON VALUE OPPORTUNITY CL A: VNVAX | P | 2016-12-22 | 2017-10-12 | $4 | $4 | $0 | $0 |
| VIRTUS SEIX FLOAT RATE HIGH INCM I: SAMBX | P | 2017-07-26 | 2017-10-12 | $1,591 | $1,593 | -$2 | -$2 |
| COLUMBIA LARGE CAP INDEX FD CL Z: NINDX | P | 2017-01-12 | $3,433 | $1,902 | $1,531 | $1,531 | |
| DOUBLELINE CORE DIXED INCM FD CL I: DBLFX | P | 2014-10-22 | 2017-01-12 | $4,700 | $4,802 | -$102 | -$102 |
| EDGEWOOD GROWTH RETAIL: EGFFX | P | 2014-10-22 | 2017-01-12 | $1,075 | $939 | $136 | $136 |
| FEDERATED STRATEGIC VALUE DIVIDEND A: SVAAX | P | 2014-10-22 | 2017-01-12 | $510 | $526 | -$16 | -$16 |
| GATEWAY FUND CL A: GATEX | P | 2011-06-21 | 2017-01-12 | $1,200 | $1,023 | $177 | $177 |
| HARDING LOEVNER EMERGING MARKETS ADV CL: HLEMX | P | 2014-05-21 | 2017-01-12 | $304 | $341 | -$37 | -$37 |
| HARDING LOEVNER INTL EQTY PORT INV CL: HLMNX | P | 2014-05-21 | 2017-01-12 | $853 | $849 | $4 | $4 |
| JP MORGAN CHASE ALERIAN ETN: AMJ | P | 2009-11-23 | 2017-01-12 | $1,731 | $1,470 | $261 | $261 |
| METROPOLITAN WEST TOTAL RETURN BOND I: MWTIX | P | 2014-09-30 | 2017-01-12 | $5,852 | $5,998 | -$146 | -$146 |
| NATIONWIDE GENEVA SM CAP GR A: NWHZX | P | 2015-09-01 | 2017-01-12 | $1,631 | $1,503 | $128 | $128 |
| OAKMARK INTL SMALL CAP FUND INV: OAKEX | P | 2014-05-21 | 2017-01-12 | $930 | $1,117 | -$187 | -$187 |
| RIDGEWORTH SEIX FLOAT RATE HIGH INC I: SAMBX | P | 2013-12-06 | 2017-01-12 | $1,349 | $1,392 | -$43 | -$43 |
| SCHWAB INTERNATIONAL EQUITY ETF: SCHF | P | 2014-05-21 | 2017-01-12 | $1,709 | $1,926 | -$217 | -$217 |
| COLUMBIA LARGE CAP INDEX FD CL Z: NINDX | P | 2017-07-26 | $2,098 | $987 | $1,111 | $1,111 | |
| EAGLE MLP STRATEGY FD A: EGLAX | P | 2017-07-26 | $4,709 | $3,477 | $1,232 | $1,232 | |
| EDGEWOOD GROWTH RETAIL: EGFFX | P | 2014-10-22 | 2017-07-26 | $2,087 | $1,481 | $606 | $606 |
| FEDERATED STRATEGIC VALUE DIVIDEND A: SVAAX | P | 2017-07-26 | $274 | $264 | $10 | $10 | |
| FIDELITY ADV REAL ESTATE INCOME FD CL A: FRIBD | P | 2016-01-26 | 2017-07-26 | $604 | $536 | $68 | $68 |
| GATEWAY FUND CL A: GATEX | P | 2016-01-26 | 2017-07-26 | $1,729 | $1,517 | $212 | $212 |
| HARDING LOEVNER EMERGING MARKETS ADV CL: HLEMX | P | 2014-05-21 | 2017-07-26 | $1,898 | $1,763 | $135 | $135 |
| HARDING LOEVNER INTL EQTY PORT INV CL: HLMNX | P | 2014-05-21 | 2017-07-26 | $617 | $523 | $94 | $94 |
| JP MORGAN CHASE ALERIAN ETN: AMJ | P | 2009-11-23 | 2017-07-26 | $6,358 | $5,667 | $691 | $691 |
| NATIONWIDE GENEVA SM CAP GR A: NWHZX | P | 2015-09-01 | 2017-07-26 | $800 | $654 | $146 | $146 |
| SCHWAB INTERNATIONAL EQUITY ETF: SCHF | P | 2014-05-21 | 2017-07-26 | $164 | $161 | $3 | $3 |
| SCHWAB US SMALL CAP ETF: SCHA | P | 2016-01-26 | 2017-07-26 | $3,272 | $2,350 | $922 | $922 |
| VAUGHAN NELSON VALUE OPPORTUNITY CL A: VNVAX | P | 2017-07-26 | $1,649 | $1,403 | $246 | $246 | |
| ASG MGD FUTURES STRATEGY FD CL A: AMFAX | P | 2017-10-12 | $1,738 | $1,732 | $6 | $6 | |
| COLUMBIA LARGE CAP INDEX FD CL Z: NINDX | P | 2009-11-23 | 2017-10-12 | $3,166 | $1,400 | $1,766 | $1,766 |
| DOUBLELINE CORE DIXED INCM FD CL N: DLFNX | P | 2017-10-12 | $6,816 | $6,798 | $18 | $18 | |
| DREYFUS INTL STOCK INDEX FUND INV: DIISX | P | 2017-10-12 | $196 | $161 | $35 | $35 | |
| EDGEWOOD GROWTH RETAIL: EGFFX | P | 2014-10-22 | 2017-10-12 | $806 | $557 | $249 | $249 |
| FEDERATED STRATEGIC VALUE DIVIDEND A: SVAAX | P | 2005-02-04 | 2017-10-12 | $1,032 | $962 | $70 | $70 |
| FIDELITY ADV REAL ESTATE INCOME FD CL A: FRIBD | P | 2016-01-26 | 2017-10-12 | $953 | $850 | $103 | $103 |
| GATEWAY FUND CL A: GATEX | P | 2016-01-26 | 2017-10-12 | $1,826 | $1,580 | $246 | $246 |
| HARDING LOEVNER EMERGING MARKETS ADV CL: HLEMX | P | 2017-10-12 | $1,057 | $939 | $118 | $118 | |
| HARDING LOEVERNER INTL EQTY PORT INV CL: HLMNX | P | 2014-05-21 | 2017-10-12 | $1,741 | $1,411 | $330 | $330 |
| NATIONWIDE GENEVA SM CAP GR A: NWHZX | P | 2015-09-01 | 2017-10-12 | $856 | $664 | $192 | $192 |
| NUVEEN SMALL CAP FUND INV: OAKEX | P | 2016-08-09 | 2017-10-12 | $1,921 | $1,655 | $266 | $266 |
| OAKMARK INTL SMALL CAP FUND INV: OAKEX | P | 2014-05-21 | 2017-10-12 | $345 | $334 | $11 | $11 |
| PIMCO FOREIGN BD USD HEDGED ADM CL: PFRAX | P | 2015-12-16 | 2017-10-12 | $1,069 | $1,049 | $20 | $20 |
| PIMCO TOTAL RETURN FUND INSTL CL: PTTRX | P | 2017-10-12 | $169 | $178 | -$9 | -$9 | |
| SCHWAB INTERNATIONAL EQUITY ETF: SCHF | P | 2017-10-12 | $1,491 | $1,343 | $148 | $148 | |
| VAUGHAN NELSON VALUE OPPORTUNITY CL A: VNVAX | P | 2017-10-12 | $100 | $81 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,536 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $515,702 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053517 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,329 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $576,263 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047425 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,118 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $572,662 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049101 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $575,188 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $562,719 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043450 | DistributionYr5Rt |
| Total Distribution | 0.234958 | TotalDistributionRt |
| Average Distribution | 0.046992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $529,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,859 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $210 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,069 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,967 | 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 | $210 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $210 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $210 | TaxDueAmt |
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 | GERALD PESKIN | IndividualWithBooksNm |
| Phone | 3307591180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2012 CRESTWOOD BLVD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44505 | 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH PESKIN | ||||||||
| 1340 STONINGTON DR | YOUNGSTOWN | OH | 44505 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GERALD PESKIN | ||||||||
| 2012 CRESTWOOD BLVD | YOUNGSTOWN | OH | 44505 | TRUSTEE | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $500,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $537,066 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $537,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $529,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $210 | TotalTaxAmt |
| Distributable Before Adj | $26,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,967 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $210 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,237 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,237 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,511 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGUDAS ACHIM CONGREGATION | ||||||
| 2508 MARKET AVE N | CANTON | OH | 44714 | PC | GENERAL | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 30100 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | PC | GENERAL | $500 |
| AMERICAN SIGN MUSEUM | ||||||
| 1330 MONMOUTH AVE | CINCINNATI | OH | 45225 | PC | GENERAL | $500 |
| B'NAI B'RITH | ||||||
| 1120 20TH ST NW SUITE 300 N | WASHINGTON | DC | 20036 | PC | GENERAL | $500 |
| CHILDREN OF ISRAEL | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | PC | GENERAL | $1,500 |
| EL EMETH | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | PC | GENERAL | $1,000 |
| KENT STATE HILLEL | ||||||
| 613 E SUMMIT ST | KENT | OH | 44240 | PC | GENERAL | $500 |
| KENT STATE UNIVERSITY JEWISH STUDIES PROGRAM | ||||||
| 800 E SUMMIT | KENT | OH | 44242 | PC | GENERAL | $1,000 |
| LEVY GARDENS ASSISTED LIVING | ||||||
| 584 GRANADA AVENUE | YOUNGSTOWN | OH | 44505 | PC | GENERAL | $250 |
| NEW LIFE CHRISTIAN CHURCH | ||||||
| 2250 E WESTERN RESERVE RD | YOUNGSTOWN | OH | 44514 | PC | BETHLEHEM FOOD AND FLOOD RELIEF | $750 |
| OHEV TZEDEK | ||||||
| 5245 GLENWOOD | YOUNGSTOWN | OH | 44512 | PC | GENERAL | $1,000 |
| RODEF SHOLOM | ||||||
| 1119 ELM ST | YOUNGSTOWN | OH | 44505 | PC | GENERAL | $1,000 |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | PC | LOCAL & OVERSEAS | $4,500 |
| YOUNGSTOWN FOUNDATION | ||||||
| PO BOX 1162 | YOUNGSTOWN | OH | 44501 | PC | REQUESTED FUNDS BE DISTRIBUTED TO THE FOLLOWING CHARITIES: URSULINE CENTER - HIV/AIDS, YOUNGSTOWN BUSINESS INCUBATOR, MAHONING VALLEY HISTORICAL CENTER, OH WOW, RESCUE MISSION, SECOND HARVEST FOODBANK, BUTLER ART GALLERY, FR. FELLOWS RIVERSIDE GARDENS, AND UNENCUMBERED. | $5,250 |
| ZIONIST ORGANIZATION OF AMERICA | ||||||
| 1171 LOGAN WOOD DRIVE | HUBBARD | OH | 44425 | PC | GENERAL | $500 |
| UNITED HATZALAH | ||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | PC | GENERAL | $500 |
| HOSPICE OF THE VALLEY | ||||||
| 5190 MARKET STREET | YOUNGSTOWN | OH | 44512 | PC | GENERAL | $1,000 |
| AKRON CHILDREN'S HOSPITAL BEEGHLY CAMPUS | ||||||
| 6505 MARKET STREET | BOARDMAN | OH | 44512 | PC | GENERAL | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 525 N BROAD STREET | CANFIELD | OH | 44406 | PC | RELAY FOR LIFE EVENT IN LIBERTY, OH | $500 |
| RICH CENTER FOR AUTISM | ||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | PC | GENERAL | $500 |
| TEMPLE SINAI BROOKLINE | ||||||
| 50 SEWALL AVENUE | BROOKLINE | MA | 02446 | PC | GENERAL | $500 |
| CONGREGATION ETZ HAYIM | ||||||
| 2920 ARLINGTON BOULEVARD | ARLINGTON | VA | 22204 | PC | GENERAL | $500 |
| CARL H LINDNER COLLEGE OF BUSINESS | ||||||
| 2925 CAMPUS GREEN DRIVE | CINCINNATI | OH | 45221 | PC | BUILDING FUND | $500 |
| CHURCHILL UNITED METHODIST CHURCH | ||||||
| 189 CHURCHHILL-HUBBARD RD | YOUNGSTOWN | OH | 44505 | PC | GENERAL AND LIBERTY FOOD PANTRY | $500 |
| HERITAGE MANOR | ||||||
| 517 GYPSY LANE | YOUNGSTOWN | OH | 44504 | PC | EMPLOYEE ASSISTANCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,750 | 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 | $13,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,455 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $442,646 | $481,929 |
| CORPORATE STOCK | $23,801 | $10,389 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,460 | Amt |
| Net Investment Income | $3,460 | 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 |
|---|---|---|---|---|
| TAXES - STATE | $200 | $0 | $0 | $200 |
| TAXES - FEDERAL | $101 | $0 | $0 | $0 |
Comments