BETA

GROSS HUTTON FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GROSS HUTTON FAMILY FOUNDATION (EIN 20-8419458)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-29
IRS object ID
201642429349100559
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-29T14:12:42-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EAST FOURTH ST SUITE 1200AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208419458EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GROSSHUTTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGROSBusinessNameControlTxt
Phone5137856060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19435 WATERSTONE BLVD NO 390AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45249ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA GROSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5137856060PhoneNum
Signature2016-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonA E SCHWEIER CPAPreparerPersonNm
PTINP00294882PTIN
Phone5132413111PhoneNum
Preparation2016-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,120,941FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$25,598DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,598DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$44,415GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,523CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$54,121TotalRevAndExpnssAmt
Total Net Invst Incm$54,121TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$442LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$221LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$221LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,300AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,017TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,059TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,521TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,721TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,521TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,221TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,438ExcessRevenueOverExpensesAmt
Net Investment Income$52,600NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,378CashBOYAmt
Cash EOY$2,910CashEOYAmt
Cash EOYFMV$2,910CashEOYFMVAmt
Corporate Stock BOY$284,834CorporateStockBOYAmt
Corporate Stock EOY$268,864CorporateStockEOYAmt
Corporate Stock EOYFMV$1,118,031CorporateStockEOYFMVAmt
Total Assets BOY$294,212TotalAssetsBOYAmt
Total Assets EOY$271,774TotalAssetsEOYAmt
Total Assets EOYFMV$1,120,941TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$294,212RetainedEarningBOYAmt
Retained Earning EOY$271,774RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$294,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$271,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$294,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$294,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,438ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$271,774SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$271,774TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY SMITH BARNEY$40,423$15,892$24,531$24,531
CAPITAL GAINS DIVIDENDS$3,992$3,992$3,992P
FieldValueIRS element (for citing)
Capital Gain Net Income$28,523CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$126,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$787,627NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.160609DistributionYr1Rt
Adjusted Qlfy Distri Yr2$184,778AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$575,373NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.321145DistributionYr2Rt
Adjusted Qlfy Distri Yr3$432,965AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$567,405NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.763062DistributionYr3Rt
Adjusted Qlfy Distri Yr4$209,536AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$770,144NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.272074DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$847,635NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045303DistributionYr5Rt
Total Distribution1.562193TotalDistributionRt
Average Distribution0.312439AverageDistributionRt
Net Vl Noncharitable Assets$1,147,853NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$358,634AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$526NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$359,160AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$72,221QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,052InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,052SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,052TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,840EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,840TotalPaymentsAndCreditsAmt
Overpayment$788OverpaymentAmt
Applied To ES Tax$788AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSANDRA GROSSIndividualWithBooksNm
Phone5137856060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14985 WALNUT WOODS LANEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45243ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
SANDRA GROSS
4985 WALNUT WOODS LANECINCINNATIOH452434063PRESIDENT0.00$0$0$0
JOHN HUTTON
4985 WALNUT WOODS LANECINCINNATIOH452434063VICE PRESIDENT0.00$0$0$0
ANTHONY SCHWEIER
1 E 4TH STREET STE 1200CINCINNATIOH45202TREASURER0.00$0$0$0
MICHAEL SCHWARTZ
221 E 4TH STREET STE 2000 - ATRIUMCINCINNATIOH45202SECRETARY0.00$0$0$0TWO
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,154,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,797AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,165,333TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,165,333AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,480CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,147,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,393MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,393MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,052TaxBasedOnInvestmentIncomeAmt
Total Tax$1,052TotalTaxAmt
Distributable Before Adj$56,341DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,341DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,341DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,221ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,221QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,221AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,341DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$172,357ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$409,065ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$157,653ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$88,936ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$828,011TotalExcessDistributionCyovAmt
Qualifying Distributions$72,221QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,341AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,880RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$843,891TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$843,891ExcessDistriCyovToNextYrAmt
Excess From Year4$172,357ExcessFromYear4Amt
Excess From Year3$409,065ExcessFromYear3Amt
Excess From Year2$157,653ExcessFromYear2Amt
Excess From Year1$88,936ExcessFromYear1Amt
Excess From Current Year$15,880ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSANDRA GROSSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14985 WALNUT WOODS LANEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45243ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5132413111RecipientPhoneNum
Form And Info And MaterialsTHE TRUST ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2) OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ACCEPTED AT ANY TIME.SubmissionDeadlinesTxt
Restrictions On AwardsIN AWARDING GRANTS, THE TRUST GIVES PREFERENCES TO THE ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SANIBEL-CAPTIVA CONSERVATION FOUNDATION
3333 SANIBEL-CAPTIVA ROADSANIBELFL33957NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
THE CINCINNATI ZOO
3400 VINE STREETCINCINNATIOH45220NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$50,000
IMAGO EARTH CENTER
700 ENRIGHT AVECINCINNATIOH45205NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$4,000
BIG SKY FILM INSTITUTE
113 W FRONT ST SUITE 203MISSOULAMT59802NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,500
REACH OUT AND READ NATIONAL CENTER
56 ROLAND ST SUITE 100DBOSTONMA02129NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,598ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,523ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLITIGATION SETTLEMENTDesc
Exclusion01ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$54,121ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,121TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,600Amt
Net Investment Income$1,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$268,864EOYBookValueAmt
EOYFMV$1,118,031EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$442LegalFeesAmt
Net Investment Income$221NetInvestmentIncomeAmt
Disbursements Charitable Prps$221DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OH TAX$200$0$200
FEDERAL TAX$2,817$0$0

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