KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101475
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T14:13:37-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310210560 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE RIPPE KINGSTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 WEST DOROTHY LANE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262154126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLODESH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOLO | BusinessNameControlTxt |
| Phone | 9372221313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVENUE NO 210 | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45419 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER KOLODESH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9372221313 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA TUSCHONG | PreparerPersonNm |
| PTIN | P00968342 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,244,577 | 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 | $210,207 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,205 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,810 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $247,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,904 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,651 | 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 | $33,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $211,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,904 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $201,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $737,442 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,139,496 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,233,866 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $938,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,150,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,244,577 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $100 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $100 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $938,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,150,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $938,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,150,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $938,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,150,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $938,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $211,741 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,150,107 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,150,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .3560 JP MORGAN CORE BOND FD A | P | 2013-11-27 | 2013-12-02 | $4 | $4 | $0 | $0 |
| 1,053 JP MORGAN CORE BOND FD A | P | 2009-11-16 | 2013-05-31 | $12,508 | $11,825 | $683 | $683 |
| 439 JP MORGAN CORE BOND FD A | P | 2009-11-16 | 2013-05-31 | $5,215 | $4,930 | $285 | $285 |
| 3,754 JP MORGAN CORE BOND FD A | P | 2011-08-23 | 2013-05-31 | $44,594 | $44,487 | $107 | $107 |
| 1 JP MORGAN CORE BOND FD A | P | 2011-08-23 | 2013-11-27 | $12 | $12 | $0 | $0 |
| 13 JP MORGAN CORE BOND FD A | P | 2011-08-23 | 2013-11-27 | $152 | $152 | $0 | $0 |
| 9 JP MORGAN CORE BOND FD A | P | 2011-08-23 | 2013-11-27 | $105 | $105 | $0 | $0 |
| 1 JP MORGAN CORE BOND FD A | P | 2011-08-23 | 2013-11-27 | $12 | $12 | $0 | $0 |
| 23 JP MORGAN CORE BOND FD A | P | 2011-08-23 | 2013-11-27 | $269 | $269 | $0 | $0 |
| 810 JP MORGAN CORE BOND FD A | P | 2011-08-23 | 2013-11-27 | $9,447 | $9,599 | -$152 | -$152 |
| CAPITAL GAINS DIVIDENDS | P | $13,887 | $13,887 | $13,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,810 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,074 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $891,755 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041574 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,529 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $815,458 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069322 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,768 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $392,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029991 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,623 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $185,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.149059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,104 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.289946 | TotalDistributionRt |
| Average Distribution | 0.057989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,146,259 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,839 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,719 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $738 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $738 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $738 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $749 | 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 | Yes (1) | 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 | SHAYNA KOLODESH | IndividualWithBooksNm |
| Phone | 9372221313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVENUE SUITE 210 | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45419 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER KOLODESH | ||||||||
| 2305 FAR HILLS AVENUE SUITE 210 | DAYTON | OH | 45419 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHAYNA KOLODESH | ||||||||
| 2305 FAR HILLS AVENUE SUITE 210 | DAYTON | OH | 45419 | SECRETARY/TREASURER | 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 | $1,030,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,163,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,163,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,146,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $738 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $738 | TotalTaxAmt |
| Distributable Before Adj | $56,575 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,575 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,575 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,719 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,719 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $16,142 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,242 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,719 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,242 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,242 | 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 | $3,614 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ASIAN ARTS CENTER | |||||
| 1630 STROOP ROAD | KETTERING | OH | 45429 | TO ASSIST ORGANIZATION TO PROVIDE TRAINING, EDUCATION AND COMMUNITY SERVICE TO THE DAYTON AREA. | $17,000 |
| BETH ABRAHAM SYNOGOGUE | |||||
| 305 SUGAR CAMP CIR | DAYTON | OH | 45409 | TO ASSIST IN JEWISH STUDIES. | $100 |
| BETH JACOB CONGREGATION | |||||
| 7020 NORTH MAIN STREET | DAYTON | OH | 45415 | TO ASSIST IN JEWISH STUDIES. | $1,400 |
| CAMP LIVINGSTON | |||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | TO ASSIST THE ORGANIZATION IN PROVIDING A RESIDENTIAL CAMP PROGRAM FOR YOUTH. | $200 |
| CASSANO'S CARE FOUNDATION | |||||
| 1700 EAST STROOP ROAD | DAYTON | OH | 454295095 | TO ASSIST THE FAMILY PROVIDE NOURISHMENT TO LOCAL FAMILIES IN CRISIS. | $1,000 |
| CHABAD OF GREATER DAYTON | |||||
| 2001 FAR HILLS AVENUE | DAYTON | OH | 45419 | TO ASSIST CHARITY TO CREATE OPPORTUNITIES FOR PEOPLE TO EXPERIENCE THE JOY OF JUDAISM. | $36 |
| FRICKER'S GOLF SCRAMBLE | |||||
| 6834 MILLER LANE | DAYTON | OH | 45414 | TO PROVIDE SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS. | $1,600 |
| HARMAN ELEMENTARY PTO | |||||
| 735 HARMAN AVENUE | OAKWOOD | OH | 45419 | TO ASSIST THE PARENT TEACHER ORGANIZATION IN THEIR WORK. | $300 |
| HARVEST GROVE MISSIONARY BAPTIST CHURCH | |||||
| 3323 HIGHVIEW HILLS RD | DAYTON | OH | 45417 | TO PROVIDE A CONTRIBUTION IN THE NAME OF A MEMBER OF THE CHURCH. | $980 |
| JEWISH FAMILY SERVICE | |||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | TO HELP INDIVIDUALS AND FAMILIES FACING LIFE'S CHALLENGES. | $1,000 |
| JEWISH FEDERATION OF GREATER DAYTON | |||||
| 525 VERSAILLES DRIVE | DAYTON | OH | 45459 | TO FURTHER THE EDUCATION OF THE JEWISH COMMUITY. | $3,273 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||
| 4440 LAKE FOREST DRIVE SUITE 120 | CINCINNATI | OH | 45242 | TO ASSIST CHARITY IN RESEARCH OF MULTIPLE SCLEROSIS. | $50 |
| SINAI SCHOLARS | |||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | TO HELP THE ORGANIZATION PROMOTE AND PROVIDE JEWISH STUDIES AND SUPPORT AMONG TEENS. | $100 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||
| 2300 WALL STREET SUITE 2300 | CINCINNATI | OH | 45212 | TO ASSIST THE ORGANIZATION WITH FINDING A CURE FOR LEUKEMIA AND LYMPHOMA. | $150 |
| THE MARK A KREUSCH MEMORIAL FUND | |||||
| 40 N MAIN ST SUITE 500 | DAYTON | OH | 45423 | TO HELP THE ORGANIZATION PROVIDE RESOURCES FOR CHILDREN TO GROW, LEARN AND PLAY IN A SAFE AND HEALTHY ENVIRONMENT. | $300 |
| THE OHIO STATE UNIVERSITY HEADNECK CANCER RESEARCH PROGRAM | |||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | TO HELP THE ORGANIZATION CONTINUE ITS RESEARCH AND EDUCATION PROGRAMS. | $5,000 |
| THE RONALD MCDONALD HOUSE CHARITIES | |||||
| 555 VALLEY STREET | DAYTON | OH | 454041844 | TO HELP THE ORGANIZATION PROVIDE HOUSING FOR FAMILIES OF SICK OR INJURED CHILDREN IN DAYTON AREA HOSPITALS. | $1,000 |
| THE SOCIETY FOR THE IMPROVEMENT OF CONDITIONS FOR STRAY ANIMALS | |||||
| 2600 WILMINGTON PIKE | KETTERING | OH | 45419 | TO ASSIST THE ORGANIZATION TO PROMOTE THE WELFARE AND ADOPTION OF COMPANION ANIMALS. | $30 |
| VISIONS ENDOWMENT | |||||
| PO BOX 90282 | DAYTON | OH | 45490 | TO HELP THE ORGANIZATION PROVIDE EXTENDED LEARNING OPPORTUNITIES FOR STUDENTS OF VANDALIA-BUTLER CITY SCHOOLS. | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,719 | 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 | $22,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,810 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,904 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,904 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SONIA W SINGER CHARITABLE LEAD ANNU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVENUE SUITE 210 | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45419 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,207 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH MUTUAL FUND | BondNm |
| EOY Book Value | $1,139,496 | EOYBookValueAmt |
| EOYFMV | $1,233,866 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONIA W SINGER CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVENUE SUITE 210 | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45419 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX | $451 | $0 | $0 | $0 |
| STATE TAX (OHIO) | $200 | $0 | $0 | $0 |
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