GEORGE AND SANDY SMART FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND SANDY SMART FAMILY FOUNDATION (EIN 31-1513622)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-07
- IRS object ID
- 201731889349100503
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-07T08:28:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341341400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 415 Group Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 Munson Street NW | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 | 311513622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George & Sandy Smart Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3304779180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 Turnberry Circle NW | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Smart President | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3304779180 | PhoneNum |
| Signature | 2017-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott F Whetstone CPA | PreparerPersonNm |
| PTIN | P00167127 | PTIN |
| Phone | 3304920094 | PhoneNum |
| Preparation | 2017-07-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.103.148.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-07 | IPDt |
| IP Tm | 09:20:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8542113AD717B3CF1F00B52EE860ACB265F231B7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00F4E1AEA33852F8340F72268C3A46C8DD3AFD65 | 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 | $483,798 | 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 | $5,543 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,429 | 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 |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | 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 | $4,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,555 | CashBOYAmt |
| Cash EOY | $30,830 | CashEOYAmt |
| Cash EOYFMV | $30,830 | CashEOYFMVAmt |
| Corporate Stock BOY | $501,622 | CorporateStockBOYAmt |
| Corporate Stock EOY | $450,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $432,738 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,300 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,230 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $545,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $504,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $483,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $893,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $893,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$348,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$389,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $545,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $504,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $545,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $504,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $545,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,322 | OtherIncreasesAmt |
| Subtotal | $504,114 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $504,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Capital Gains - Charles Schwab | P | 2012-10-14 | 2016-12-31 | $120,631 | $124,397 | -$3,766 | -$3,766 |
| Capital Gains Dividends | P | $6,414 | $6,414 | $6,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,648 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,271 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $523,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075087 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,149 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $567,514 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.125370 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,035 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $578,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048423 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,035 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $565,760 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046018 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,567 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $585,428 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.159827 | DistributionYr5Rt |
| Total Distribution | 0.454725 | TotalDistributionRt |
| Average Distribution | 0.090945 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $454,649 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,415 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,580 | 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 | $67 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $747 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $747 | TotalPaymentsAndCreditsAmt |
| Overpayment | $680 | OverpaymentAmt |
| Applied To ES Tax | $680 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | George M Smart | IndividualWithBooksNm |
| Phone | 3308022413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 Turnberry Circle NW | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44708 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| George Smart | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | Pres & Treas | 0.00 | $0 | $0 | $0 |
| Sandy Smart | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP & Secy | 0.00 | $0 | $0 | $0 |
| Shelly Hinkle | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | $0 | $0 | $0 |
| Korey Hinkle | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | $0 | $0 | $0 |
| Stacy Hunt | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | $0 | $0 | $0 |
| Bruce Hunt | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 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 | $449,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $461,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $461,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $454,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67 | TotalTaxAmt |
| Distributable Before Adj | $22,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,665 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,580 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $67 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $93,760 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,035 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $44,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,915 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $209,827 | 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 | $93,760 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,035 | ExcessFromYear4Amt |
| Excess From Year2 | $44,743 | ExcessFromYear2Amt |
| Excess From Year1 | $13,374 | ExcessFromYear1Amt |
| Excess From Current Year | $31,915 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Heartland Church | |||||
| 3400 Weymouth Rd | Medina | OH | 44256 | General Support | $10,000 |
| Pregnancy Support Center | |||||
| 4500 - 22nd Street NW | Canton | OH | 44708 | General support | $5,000 |
| Stadia - Las Naves Church Plant | |||||
| PO Box 699 | Uniontown | OH | 44685 | General Support | $31,000 |
| Crossroads - Oatmeal and Grocery Ministry | |||||
| 1200 Cleveland Ave SW | Canton | OH | 44702 | General Support | $4,000 |
| Samaritan's Purse | |||||
| PO Box 3000 | Boone | NC | 28607 | General Support | $1,000 |
| Scholarship - Matt Eddins - University of Mount Union | |||||
| 1972 Clark Avenue | Alliance | OH | 44601 | Education | $1,000 |
| Scholarship - Cindy Santos- Florida Gulf Coast University | |||||
| 10501 IGCU Blvd | Fort Myers | FL | 33965 | Education | $1,000 |
| Jay Mbiro - Compassion International | |||||
| 12290 Voyage Parkway | Colorado Springs | CO | 80921 | General Support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,500 | 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 | $7,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,429 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,429 | 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 | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Investments - Corporate Bonds | BondNm |
| EOY Book Value | $22,300 | EOYBookValueAmt |
| EOYFMV | $20,230 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments - Corporate Stock | StockNm |
| EOY Book Value | $450,984 | EOYBookValueAmt |
| EOYFMV | $432,738 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ohio filing fees | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondividend Distributions | Desc |
| Amt | $1,322 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment | CategoryTxt |
| Amt | $3,486 | Amt |
| Net Investment Income | $3,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $146 | Amt |
| Net Investment Income | $146 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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