JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201602249349100105
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T07:40:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-08-02 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,202,394 | 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 |
| Dividends Rev And Expnss | $65,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,398 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $65,398 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,916 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,314 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $65,398 | 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 | $16 | 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 | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,419 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $325 | 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 | $3,056 | 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 | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,314 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65,398 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,292 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,212,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,306,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,180,102 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,248,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,328,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,202,394 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $43,172 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,546 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43,172 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,546 | 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 | $2,104,997 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,196,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,204,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,296,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,248,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,328,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,204,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,296,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,296,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sale of securities | P | 2014-04-21 | 2015-04-20 | $10,000 | $10,367 | -$367 | -$367 |
| sale of securities | P | 2013-01-01 | 2015-04-20 | $50,000 | $45,967 | $4,033 | $4,033 |
| Capital Gains Dividends | P | $40,250 | $40,250 | $40,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,916 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$367 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,255,342 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059448 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.059448 | TotalDistributionRt |
| Average Distribution | 0.029724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,191,902 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,152 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,093 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,000 | 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 | $1,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $867 | OverpaymentAmt |
| Applied To ES Tax | $867 | 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 | $2,196,177 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,225,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,225,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,191,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,093 | TotalTaxAmt |
| Distributable Before Adj | $108,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,502 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,502 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,093 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,907 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,502 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $23,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,502 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,498 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,656 | 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 | $29,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $23,158 | ExcessFromYear1Amt |
| Excess From Current Year | $6,498 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adelia M Russell Library | |||||||
| 318 Church St | Alexander City | AL | 35010 | None | Public | To support the charitable mission of the organization. | $2,000 |
| Aliceville Public Library | |||||||
| 416 Third Avenue Ne | Aliceville | AL | 35442 | None | Public | To support the charitable mission of the organization. | $2,500 |
| Allen Parish Libraries | |||||||
| 320 South Sixth St | Oberlin | LA | 70655 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Avoyelles Parish | |||||||
| 660 N Main St | Marksville | LA | 71351 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Carrollton Public Library | |||||||
| PO Box 92 | Carrollton | AL | 35447 | None | Public | To support the charitable mission of the organization. | $2,000 |
| Citronelle Memorial Library | |||||||
| 7855 State Street | Citronelle | AL | 36522 | None | Public | To support the charitable mission of the organization. | $1,500 |
| Clayton Town And County Public Library | |||||||
| PO Box518 | Clayton | AL | 36016 | None | Public | To support the charitable mission of the organization. | $2,500 |
| Concordia Parish | |||||||
| 1609 Third Street | Ferriday | LA | 71334 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Demopolis Public Library | |||||||
| 211 E Washington Street | Demopolis | AL | 36732 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Florala Public Library | |||||||
| 1214 Fourth Street | Florala | AL | 36442 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Hayneville-Lowndes County Public Library | |||||||
| PO Box 425 | Hayneville | AL | 36040 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Central Mississippi Regional Library System | |||||||
| 1630 Simpson HWY 149 | Mendenhall | MS | 39114 | None | Public | To support the charitable mission of the organization. | $1,000 |
| Parnell Memorial Library | |||||||
| 277 Park Drive | Montevallo | AL | 35115 | None | Public | To support the charitable mission of the organization. | $4,000 |
| Itawamba County Pratt Memorial Library | |||||||
| 210 Cedar Street | Fulton | MS | 38843 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Slocomb Public Library | |||||||
| PO Box 1026 | Slocomb | AL | 36375 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Washington Parish | |||||||
| 825 Free St | Franklinton | LA | 70438 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Waynesboro-Wayne County Library System | |||||||
| 1103 A Mississippi Drive | Waynesboro | MS | 39367 | None | Public | To support the charitable mission of the organization. | $5,000 |
| West Baton Rouge Parish | |||||||
| 830 North Alexander Avenue | Port Allen | LA | 70767 | None | Public | To support the charitable mission of the organization. | $5,000 |
| White Hall Public Library | |||||||
| 640 Freedom Road | White Hall | AL | 36040 | None | Public | To support the charitable mission of the organization. | $1,000 |
| Whitehouse Public Library | |||||||
| 10651 Waterville St | Whitehouse | OH | 43571 | None | Public | To support the charitable mission of the organization. | $2,000 |
| Galion Public Library | |||||||
| 123 N Market St | Galion | OH | 44833 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Park Church | |||||||
| 1456 Harvard Blvd | Toledo | OH | 43614 | None | Public | To support the charitable mission of the organization. | $5,000 |
| All Faiths Food Bank | |||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | 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 |
| Toledo Northwestern Ohio Food Bank | |||||||
| 24 E Woodruff Ave | Toledo | OH | 43604 | None | Public | To support the charitable mission of the organization. | $3,000 |
| Marsh Foundation Jeff Grothouse | |||||||
| 1229 Lincoln Hwy | Van Wert | OH | 45891 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Swanton High School Athletics | |||||||
| 108 N Main St | Swanton | OH | 43558 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Delta High School Athletics | |||||||
| 605 Taylor St | Delta | OH | 43515 | None | Public | To support the charitable mission of the organization. | $5,000 |
| The Salvation Army | |||||||
| PO Box 4969 | Toledo | OH | 436100969 | None | Public | To support the charitable mission of the organization. | $7,500 |
| Misc Organizations | |||||||
| po box 820 | holland | OH | 43528 | None | Public | To support the charitable mission of the organization. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $65,398 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $40,250 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $105,648 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,314 | 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 | $1,250 | 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) |
|---|---|---|
| EOY Book Value | $2,306,509 | EOYBookValueAmt |
| EOYFMV | $2,180,102 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $16 | 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 |
|---|---|---|---|---|
| telephone | $145 | $0 | $0 | $0 |
| Business Expense | $16 | $0 | $0 | $0 |
| Other Expenses | $164 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| BOY Book Value | $43,172 | BOYBookValueAmt |
| EOY Book Value | $32,546 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bank Fees | CategoryTxt |
| Amt | $46 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $1,419 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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