KINDER CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KINDER CHARITABLE FOUNDATION (EIN 34-1500608)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201532299349100243
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T13:39:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341500608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINDER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIND | BusinessNameControlTxt |
| Phone | 3307591180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2012 CRESTWOOD BLVD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERRY PESKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307591180 | PhoneNum |
| Signature | 2015-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2015-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $590,692 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,393 | 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 |
| Other Prof Fees Rev And Expnss | $4,368 | 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 | $680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | 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 | $5,058 | 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 | $28,118 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,118 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $478,014 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $574,147 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $509,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $555,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $590,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $509,807 | CapitalStockBOYAmt |
| Capital Stock EOY | $555,024 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $509,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $555,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $509,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $555,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $509,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $555,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $555,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA LARGE CAP | P | 2012-12-11 | 2014-01-16 | $343 | $275 | $68 | $68 |
| OPPENHEIMER STELLPATH | P | 2012-05-17 | 2014-01-16 | $508 | $427 | $81 | $81 |
| PERRITT MICRO CAP | P | 2013-01-01 | 2014-01-16 | $582 | $375 | $207 | $207 |
| SCHW US SCAP ETF | P | 2011-06-21 | 2014-01-16 | $530 | $356 | $174 | $174 |
| VAUGHAN NELSON VALUE | P | 2013-01-01 | 2014-01-16 | $290 | $204 | $86 | $86 |
| COLUMBIA LARGE CAP INDEX | P | 2013-01-01 | 2014-05-21 | $5,331 | $3,162 | $2,169 | $2,169 |
| DREYFUS MIDCAP INDEX FD | P | 2013-01-01 | 2014-05-21 | $140 | $85 | $55 | $55 |
| EDGEWOOD GROWTH RETAIL | P | 2013-05-16 | 2014-05-21 | $7,179 | $5,997 | $1,182 | $1,182 |
| FEDERATED STRATEGIC | P | 2012-01-30 | 2014-05-21 | $4,060 | $3,075 | $985 | $985 |
| NATIONWIDE GENEVA CAP GR A | P | 2013-05-16 | 2014-05-21 | $5,200 | $4,973 | $227 | $227 |
| OPPENHEIMER STELLPATH | P | 2012-05-17 | 2014-05-21 | $1,435 | $1,131 | $304 | $304 |
| PERRITT MICRO CAP | P | 2013-01-01 | 2014-05-21 | $4,111 | $3,403 | $708 | $708 |
| PIMCO COMMODITY REAL | P | 2013-05-16 | 2014-05-21 | $1,959 | $2,015 | -$56 | -$56 |
| SCHW US SCAP ETF | P | 2013-01-01 | 2014-05-21 | $4,095 | $2,567 | $1,528 | $1,528 |
| PIMCO TOTAL RETURN FUND | P | 2013-01-01 | 2014-09-30 | $101,701 | $103,088 | -$1,387 | -$1,387 |
| GATEWAY FUND CL A | P | 2011-06-21 | 2014-10-22 | $1,904 | $1,739 | $165 | $165 |
| JP MORGAN EXCH TRADED NTALERIAN | P | 2009-11-23 | 2014-10-22 | $1,497 | $802 | $695 | $695 |
| JP MORGAN CORE BOND A | P | 2012-01-30 | 2014-10-22 | $47,649 | $48,213 | -$564 | -$564 |
| OPPENHEIMER STELLPATH | P | 2013-01-01 | 2014-10-22 | $9,293 | $7,235 | $2,058 | $2,058 |
| PIMCO COMMODITY REAL | P | 2013-05-16 | 2014-10-22 | $9,842 | $11,900 | -$2,058 | -$2,058 |
| PIMCO COMMODITY REAL | P | 2013-01-01 | 2014-10-22 | $8,722 | $13,793 | -$5,071 | -$5,071 |
| PIMCO TOTAL RETURN FUND | P | 2013-01-01 | 2014-10-22 | $7,476 | $7,430 | $46 | $46 |
| TEMPLETON GLOBAL BOND | P | 2013-08-07 | 2014-10-22 | $585 | $573 | $12 | $12 |
| ASG MGD FUTURES AMFAX | P | 2013-05-16 | 2014-01-16 | $709 | $713 | -$4 | -$4 |
| COLUMBIA LARGE CAP INDEX | P | 2013-12-09 | 2014-01-16 | $250 | $254 | -$4 | -$4 |
| DREYFUS MIDCAP INDEX FD | P | 2014-01-01 | 2014-05-21 | $6 | $6 | $0 | $0 |
| PIMCO TOTAL RETURN FUND | P | 2014-01-01 | 2014-09-30 | $2,889 | $2,883 | $6 | $6 |
| JP MORGAN CORE BOND | P | 2014-05-21 | 2014-10-22 | $681 | $676 | $5 | $5 |
| PIMCO COMMODITY REAL | P | 2014-01-16 | 2014-10-22 | $1,603 | $1,707 | -$104 | -$104 |
| PIMCO COMMODITY REAL | P | 2014-01-01 | 2014-10-22 | $179 | $193 | -$14 | -$14 |
| PIMCO TOTAL RETURN FUND | P | 2014-05-21 | 2014-10-22 | $241 | $241 | $0 | $0 |
| RIDGEWORTH SEIX FLOAT | P | 2014-01-01 | 2014-10-22 | $2,558 | $2,605 | -$47 | -$47 |
| TEMPLETON GLOBAL BOND | P | 2014-05-21 | 2014-10-22 | $335 | $337 | -$2 | -$2 |
| LOWES CORPORATION | P | 2009-03-12 | 2014-09-03 | $65,478 | $10,859 | $54,619 | $54,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,069 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $575,188 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $562,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043450 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $574,019 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,754 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $514,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051999 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $444,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069114 | DistributionYr5Rt |
| Total Distribution | 0.251758 | TotalDistributionRt |
| Average Distribution | 0.050352 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $572,662 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,835 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $784 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,118 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,579 | TaxDueAmt |
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 | GERALD PESKIN | IndividualWithBooksNm |
| Phone | 3307591180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2012 CRESTWOOD BLVD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44505 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH PESKIN | ||||||||
| 1340 STONINGTON DR | YOUNGSTOWN | OH | 44505 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GERALD PESKIN | ||||||||
| 2012 CRESTWOOD BLVD | YOUNGSTOWN | OH | 44505 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $543,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $581,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $581,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $572,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,568 | TotalTaxAmt |
| Distributable Before Adj | $27,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,118 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,118 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,164 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,164 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $954 | 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 | $26,111 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGUDAS ACHIM CANTON | ||||||
| 2508 MARKET AVE N | CANTON | OH | 44714 | EXEMPT | GENERAL | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 23215 COMMERCE PARK RD SUITE 306 | BEACHWOOD | OH | 44122 | EXEMPT | GENERAL | $1,000 |
| B'NAI B'RITH | ||||||
| 2020 K STREET NW - 7TH FLOOR | WASHINGTON | DC | 20006 | EXEMPT | GENERAL | $500 |
| CHILDREN OF ISRAEL | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | EXEMPT | GENERAL | $1,518 |
| KENT STATE HILLEL | ||||||
| 613 E SUMMIT ST | KENT | OH | 44240 | EXEMPT | GENERAL | $1,000 |
| KENT STATE UNIVERSITY JEWISH STUDIES PROGRAM | ||||||
| KENT STATE UNIVERSITY | KENT | OH | 44242 | EXEMPT | GENERAL | $1,000 |
| RODEF SHOLOM | ||||||
| 1119 ELM ST | YOUNGSTOWN | OH | 44505 | EXEMPT | GENERAL | $500 |
| URSULINE SISTERS | ||||||
| 1225 ELM ST | YOUNGSTOWN | OH | 44505 | EXEMPT | GENERAL | $1,000 |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | EXEMPT | GENERAL | $7,250 |
| YOUNGSTOWN FOUNDATION | ||||||
| PO BOX 1162 | YOUNGSTOWN | OH | 44501 | EXEMPT | GENERAL | $9,500 |
| NEW LIFE CHRISTIAN CHURCH | ||||||
| 2250 E WESTERN RESERVE RD | YOUNGSTOWN | OH | 44514 | EXEMPT | GENERAL | $250 |
| MONDAY MUSICAL CLUB | ||||||
| 1000 5TH AVE 3 | YOUNGSTOWN | OH | 44504 | EXEMPT | GENERAL | $100 |
| EL EMETH | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | EXEMPT | GENERAL | $1,000 |
| OHEV TZEDEK | ||||||
| 5245 GLENWOOD | YOUNGSTOWN | OH | 44512 | EXEMPT | GENERAL | $1,000 |
| HERITIAGE MANOR | ||||||
| 517 GYPSY LANE | YOUNGSTOWN | OH | 44505 | EXEMPT | GENERAL | $1,000 |
| AMERICAN SIGN MUSEUM | ||||||
| 23215 COMMERCE PARK RD SUITE 306 | BEACHWOOD | OH | 45225 | EXEMPT | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,118 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,393 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $514,678 | $533,113 |
| CORPORATE STOCK | $23,801 | $41,034 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,368 | 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 | TAXES - STATE | CategoryTxt |
| Amt | $680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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