MIROLO CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MIROLO CHARITABLE FOUNDATION (EIN 31-1375646)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-16
- IRS object ID
- 201722899349100047
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-16T16:09:46-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202122306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GBQ PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 WEST STREET SUITE 700 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432152663 | 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 | 311375646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIROLO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BLOOMFIELD & KEMPF | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIRO | BusinessNameControlTxt |
| Phone | 6142249221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 MACKENZIE DRIVE NO 209 | AddressLine1Txt |
| City | UPPER ARLINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID S BLOOMFIELD JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6142249221 | PhoneNum |
| Signature | 2017-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE A RUMORA | PreparerPersonNm |
| PTIN | P00074247 | PTIN |
| Phone | 6142211120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.11.241.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-04 | IPDt |
| IP Tm | 15:28:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC38252B5A75D530B4C577188E588F9BA155D118 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B0AA31E47DBBD649AA6F6D75BC604954EA209592 | 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 | $3,109,055 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,307 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,307 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $839,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,144 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $478 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $478 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $142,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,652 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,652 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,741 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,741 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,494 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,632 | CashBOYAmt |
| Cash EOY | $34,639 | CashEOYAmt |
| Cash EOYFMV | $34,639 | CashEOYFMVAmt |
| Other Investments BOY | $2,610,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,497,364 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,074,416 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,633,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,532,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,109,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $537 | CapitalStockBOYAmt |
| Capital Stock EOY | $537 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,632,495 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,531,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,633,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,532,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,633,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,532,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,633,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,532,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,532,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VARIOUS SECURITIES - DETAIL AVAILABLE UPON REQUEST | P | $166,397 | $173,182 | -$6,785 | -$6,785 |
| VARIOUS SECURITIES - DETAIL AVAILABLE UPON REQUEST | P | $673,285 | $600,441 | $72,844 | $72,844 |
| CAPITAL GAINS DIVIDENDS | P | $85 | $85 | $85 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,144 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,191,725 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $159,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,256,266 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049042 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,057,338 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $146,573 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,850,533 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051420 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,833,564 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047929 | DistributionYr5Rt |
| Total Distribution | 0.244432 | TotalDistributionRt |
| Average Distribution | 0.048886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,051,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $149,185 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $590 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,000 | 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 | $590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $590 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,890 | OverpaymentAmt |
| Applied To ES Tax | $1,890 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID S BLOOMFIELD JR | IndividualWithBooksNm |
| Phone | 6142272169 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 S HIGH ST 29TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BLOOMFIELD SR | ||||||||
| 1880 MACKENZIE DRIVE SUITE 209 | UPPER ARLINGTON | OH | 43220 | CHAIR & DIRECTOR | 0.75 | $10,000 | $0 | $0 |
| CHRISTOPHER KEMPF | ||||||||
| 1880 MACKENZIE DRIVE SUITE 209 | UPPER ARLINGTON | OH | 43220 | VICE CHAIR & DIRECTOR | 0.75 | $5,000 | $0 | $0 |
| PAUL BLOOMFIELD | ||||||||
| 1880 MACKENZIE DRIVE SUITE 209 | UPPER ARLINGTON | OH | 43220 | DIRECTOR | 1.50 | $10,000 | $0 | $0 |
| DAVID S BLOOMFIELD JR | ||||||||
| 1880 MACKENZIE DRIVE SUITE 209 | UPPER ARLINGTON | OH | 43220 | TREASURER | 1.50 | $10,000 | $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 | $3,054,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,098,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,098,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,051,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $590 | TotalTaxAmt |
| Distributable Before Adj | $151,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $590 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $135,972 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $135,972 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,028 | 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 | $127,967 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF GROVE CITY | |||||||
| 4035 BROADWAY | GROVE CITY | OH | 43123 | N/A | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE. | $40,000 |
| GRANDVIEW HEIGHTS-MARBLE HEIGHTS EDUCATION FOUNDATION | |||||||
| 1650 LAKE SHORE DR STE 285 | COLUMBUS | OH | 43204 | N/A | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE. | $10,000 |
| SANTA'S SILENT HELPERS | |||||||
| 1795 ARLINGTON AVENUE | UPPER ARLINGTON | OH | 43212 | N/A | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE. | $1,500 |
| ECONOMIC AND COMMUNITY DEVELOPMENT INSTITUTE | |||||||
| 1655 OLD LEONARD AVENUE | COLUMBUS | OH | 43219 | N/A | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE. | $20,000 |
| UPPER ARLINGTON SCHOOL DISTRICT | |||||||
| 1950 NORTH MALLWAY DRIVE | UPPER ARLINGTON | OH | 43221 | N/A | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE. | $20,000 |
| RIVERSIDEOHIO HEALTH FOUNDATION | |||||||
| 180 E BROAD STREET 31ST FLOOR | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $68,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | 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 | $11,307 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,135 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $478 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,144 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,064 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,741 | Amt |
| Net Investment Income | $3,741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,497,364 | BookValueAmt |
| EOYFMV | $3,074,416 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,652 | LegalFeesAmt |
| Net Investment Income | $18,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND INTERNET | $765 | $765 | $0 |
| TRAVEL | $314 | $314 | $0 |
| LICENSE AND FEES | $200 | $200 | $0 |
| REIMBURSEMENT | $1,215 | $1,215 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $478 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $478 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,904 | Amt |
| Net Investment Income | $19,904 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - IRS | $3,106 | $3,106 | $0 |
| FOREIGN TAXES | $196 | $196 | $0 |
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