JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-20
- IRS object ID
- 201702019349100305
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-20T14:08:54-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341087273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LublinSussman Group LLP | 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 | 2016-01-01 | 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 | 2017-06-29 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.240.120.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-29 | IPDt |
| IP Tm | 13:53:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C08B671D5A9C989CE1A1E89D2E51074795245E8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1340E2C0E3726877B2DCE6886F8F430B1666D95E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $2,458,032 | 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 | $457 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $457 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $457 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,530 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,530 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,283,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,976 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,963 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,987 | 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 |
| Legal Fees Rev And Expnss | $64 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,987 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,964 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,306,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,402,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,426,068 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,328,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,434,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,458,032 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $32,546 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $38,710 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32,546 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,710 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $100,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $100,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,196,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,296,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,296,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,396,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,328,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,434,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,296,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,396,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,396,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| American Cap Inc Builder | P | 2015-09-16 | 2016-08-22 | $8,670 | $8,216 | $454 | $454 |
| American Inc Fd of America | P | 2015-09-16 | 2016-08-23 | $12,752 | $11,870 | $882 | $882 |
| Franklin Income | P | 2016-01-05 | 2016-12-23 | $31,143 | $29,127 | $2,016 | $2,016 |
| American Cap Inc Builder | P | 2013-01-11 | 2016-08-22 | $311,670 | $288,143 | $23,527 | $23,527 |
| American Inc Fd of America | P | 2013-12-30 | 2016-08-23 | $290,659 | $277,213 | $13,446 | $13,446 |
| Franklin Income | P | 2013-01-11 | 2016-12-23 | $609,305 | $614,512 | -$5,207 | -$5,207 |
| Capital Gains Dividends | P | $18,858 | $18,858 | $18,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,976 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,352 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,907 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,191,902 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,255,342 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059448 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.111415 | TotalDistributionRt |
| Average Distribution | 0.037138 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,295,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,241 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,431 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,000 | 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 | $1,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $867 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,867 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $674 | OverpaymentAmt |
| Applied To ES Tax | $674 | 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 | Sue Bascuk | 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 | $2,303,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,330,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,330,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,295,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,190 | TotalTaxAmt |
| Distributable Before Adj | $113,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,573 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,573 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $23,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,573 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,573 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,083 | 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 | $26,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $19,585 | ExcessFromYear2Amt |
| Excess From Year1 | $6,498 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abbeville County Library | |||||||
| 1407 N Main St | Abbeville | SC | 29620 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Baker County Library | |||||||
| 398 Georgia Highway 37 SW | Newton | GA | 39870 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Burke County Public Library | |||||||
| 204 South King Street | Morganton | NC | 28655 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Commerce Public Library | |||||||
| 1344 South Broad Street | Commerce | GA | 30529 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Cook County Library | |||||||
| 213 East 2nd Street | Adel | GA | 31620 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Dallas Public Library | |||||||
| 1010 East Memorial Drive | Dallas | GA | 30132 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Davie County Public Library | |||||||
| 371 N Main St | Mocksville | NC | 27028 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Edgecombe County | |||||||
| 909 Main Street | Tarboro | NC | 27886 | None | Public | To support the charitable mission of the organization. | $3,000 |
| JJs Safe House | |||||||
| PO Box 1471 | Maumee | OH | 43537 | None | Public | To support the charitable mission of the organization. | $17,000 |
| King Library | |||||||
| PO Box 629 | King | NC | 27021 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Laurens County Public Library | |||||||
| 1017 W Main St | Laurens | SC | 29360 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Lincoln County Public Library | |||||||
| 306 West Main Street | Lincolnton | NC | 28092 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Mary Vinson Memorial Library | |||||||
| 151 S Jefferson St | Milledgeville | GA | 31061 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Mooneyham Public Library | |||||||
| 240 E Main St | Forest City | NC | 28043 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Mount Airy Public Library | |||||||
| 145 Rockford St | Mt Airy | NC | 27030 | None | Public | To support the charitable mission of the organization. | $2,000 |
| Park Church | |||||||
| 1456 Harvard Blvd | Toledo | OH | 43614 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Pasquotank County Library | |||||||
| 100 E Colonial Ave | Elizabeth City | NC | 27909 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Person County Library | |||||||
| 319 S Main St | Roxboro | NC | 27573 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Polly Fox Academy | |||||||
| 1505 Jefferson Ave | Toledo | OH | 43604 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Roanoke Rapids Public Library | |||||||
| 319 Roanoke Ave | Roanoke Rapids | NC | 27870 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Shepard Pruden Memorial Library | |||||||
| 106 W Water St | Edenton | NC | 27932 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Thomas Public Library | |||||||
| 315 Martin Luther King Jr Drive | Fort Valley | GA | 31030 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Transylvania County Library | |||||||
| 212 S Gaston St | Brevard | NC | 28712 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Union County | |||||||
| 300 East South Street | Union | SC | 29379 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Vidalia Toombs County Library | |||||||
| 610 Jackson St | Vidalia | GA | 30474 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Walnut Grove Library | |||||||
| 1000 Walnut Grove Pkwy | Loganville | GA | 30052 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Watauga Library | |||||||
| 140 Queen Street | Boone | NC | 28607 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Winder Public Library | |||||||
| 189 Bellview St | Winder | GA | 30680 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $457 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $64,530 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $18,858 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $83,845 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,963 | 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 | $1,335 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Morgan Stanley | StockNm |
| EOY Book Value | $2,402,748 | EOYBookValueAmt |
| EOYFMV | $2,426,068 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $64 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Business Expense | $200 | $0 | $0 | $0 |
| Telephone | $5,415 | $0 | $0 | $0 |
| Postage | $170 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| BOY Book Value | $32,546 | BOYBookValueAmt |
| EOY Book Value | $38,710 | EOYBookValueAmt |
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 | $0 |
| Foreign Tax | $1,032 | $0 | $0 | $0 |
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