THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION (EIN 31-1529311)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201713149349100411
- Schema version
- 2016v3.0
- 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 | 2017-11-10T09:12:08-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTJOY CHILTON MEDLEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3536 EDWARDS ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311529311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAYMOND AND RITA FOOS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 5132639329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10307 RIVERWALK LANE | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN FOOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5132639329 | PhoneNum |
| Signature | 2017-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M COONEY CPA | PreparerPersonNm |
| PTIN | P00940292 | PTIN |
| Phone | 5138988800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 128.136.148.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-02 | IPDt |
| IP Tm | 10:43:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E8AE66CD278768F05FF6694288ED78BBCB068204 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7CC221E31CECBAC677BF5A98758DEE4845ABB877 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,597,409 | 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 | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $68 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,592,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,070 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,823 | 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 | $28,078 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,078 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $214 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,386 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $364,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,374 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $638,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $813,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,449,035 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,003,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,597,409 | 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 | $1,003,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $961,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,003,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,003,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,003,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $961,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $961,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANELY - 6233 | P | $374,229 | $361,114 | $13,115 | $13,115 |
| MORGAN STANELY - 6233 | P | $104,472 | $111,413 | -$6,941 | -$6,941 |
| FIDELITY - 9402 | P | $467,551 | $461,206 | $6,345 | $6,345 |
| FIDELITY - 9410 | P | $814,219 | $809,566 | $4,653 | $4,653 |
| FIDELITY - 9429 | P | $1,832,302 | $1,805,404 | $26,898 | $26,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,070 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,883 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,678,731 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,662,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034288 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,269,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043334 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,479 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,095,146 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053398 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,173,601 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046864 | DistributionYr5Rt |
| Total Distribution | 0.223682 | TotalDistributionRt |
| Average Distribution | 0.044736 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,570,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,251 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $410 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,500 | 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 | $410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,604 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,604 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,194 | OverpaymentAmt |
| Applied To ES Tax | $3,194 | 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 | BRIAN FOOS | IndividualWithBooksNm |
| Phone | 5132639329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10307 RIVERWALK LANE | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45150 | 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 |
|---|---|---|---|---|---|---|---|---|
| HEATHER FOOS | ||||||||
| 10307 RIVERWALK LANE | LOVELAND | OH | 45140 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHELLE FOOS | ||||||||
| 10307 RIVERWALK LANE | LOVELAND | OH | 45140 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRIAN FOOS | ||||||||
| 10307 RIVERWALK LANE | LOVELAND | OH | 45140 | TREASURER | 2.00 | $0 | $0 | $0 |
| STEPHANIE BEDGIO | ||||||||
| 11215 MARIGOLD DRIVE | BRADENTON | FL | 34202 | SECRETARY | 2.00 | $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 | $1,368,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,594,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,594,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,570,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $410 | TotalTaxAmt |
| Distributable Before Adj | $78,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $410 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,982 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,982 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $518 | 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 | $77,589 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS FOOS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21444 OAKHURST LANE | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4402680363 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTER CAMP CHEERFUL | ||||||
| 15000 CHEERFUL LANE | STRONGVILLE | OH | 44136 | NONE | FOR CHILDREN'S CAMP PROGRAMS | $26,300 |
| ALL FAITH FOOD BANK | ||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | NONE | FOR HEALTHY SOLUTIONS TO END HUNGER | $1,500 |
| ALL SAINTS PARISH | ||||||
| 8939 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | FOR FAITHFUL TEACHING | $1,200 |
| AMERICAN SIGN MUSEUM | ||||||
| 1330 MONMOUTH AVENUE | CINCINNATI | OH | 45225 | NONE | TO PRESERVE SIGNAGE HISTORY | $300 |
| BOY SCOUTS OF AMERICA | ||||||
| 2241 CLEVELAND AVENUE | CLEVELAND | OH | 44115 | NONE | FOR SCOUTING EXPERIENCE PROGRAMS | $1,000 |
| CENTER FOR COURAGEOUS KIDS | ||||||
| 1501 BURNLEY RD | SCOTTSVILLE | KY | 42164 | NONE | SUPPORT INSPIRING PROGRAMS FOR CHILDREN WITH SERIOUS ILLNESSES | $7,900 |
| CITY BALLET FOUNDATION | ||||||
| 32 OTIS STREET | SAN FRANCISCO | CA | 94103 | NONE | FOR DANCE EDUCATION | $1,000 |
| COURAGE FOR CARINA FOUNDATION | ||||||
| 4902 FOOTE RD UNIT 17 | MEDINA | OH | 44256 | NONE | FINANCIAL ASSISTANCE FOR CHILDREN FACING SERIOUS ILLNESSES | $1,000 |
| LEUKEMIA LYMPHOMA SOCIETY | ||||||
| 2225 CITYGATE DR | COLUMBUS | OH | 43219 | NONE | TO FIGHT CANCER | $1,000 |
| MERCY NEIGHBORHOOD | ||||||
| 1602 MADISON ROAD 200 | CINCINNATI | OH | 45206 | NONE | FOR WORKFORCE EDUCATION AND SENIOR SERVICES | $7,000 |
| PROVIDENCE HOUSE | ||||||
| 2050 W 32ND ST | CLEVELAND | OH | 44113 | NONE | CHILD ABUSE PREVENTION | $8,400 |
| REACH OUT AND READ | ||||||
| 89 SOUTH ST SUITE 201 | BOSTON | MA | 02111 | NONE | FOR CHILDREN'S EDUCATION | $1,000 |
| RETURN TO GOLF | ||||||
| 5840 CANTERBURY ROAD | NORTH OLMSTED | OH | 44070 | NONE | TO SUPPORT HEALTH AND WELLNESS PROGRAMS | $1,000 |
| ST JUDES RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | MEDICAL RESEARCH | $5,000 |
| TEAM FOCUS | ||||||
| 1501 KNOLLWOOD DR | MOBILE | AL | 36609 | NONE | SUPPORT EDUCATIONAL PROGRAMS | $1,500 |
| YOUTH CHALLENGE | ||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | NONE | FOR EDUCATION | $15,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,823 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $813,476 | EOYBookValueAmt |
| EOYFMV | $1,449,035 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $386 | $0 | $0 | $0 |
| PROFESSIONAL FEES | $3,000 | $1,500 | $0 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES - FID 410 | $7,980 | $7,980 | $0 | $0 |
| INVESTMENT FEES - FID 429 | $10,351 | $10,351 | $0 | $0 |
| INVESTMENT FEES - FID 402 | $4,357 | $4,357 | $0 | $0 |
| MORGAN STANLEY | $5,390 | $5,390 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX | $3,500 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $214 | $214 | $0 | $0 |
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