GEORGE AND SANDY SMART FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND SANDY SMART FAMILY FOUNDATION (EIN 31-1513622)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-17
- IRS object ID
- 201401689349100010
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-17T14:05:10-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341341400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 415 Group Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 Holiday Street NW Ste 100 | AddressLine1 |
| City | Canton | City |
| State | OH | State |
| ZIP Code | 44718 | 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 | 311513622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George & Sandy Smart Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3304779180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 Turnberry Circle NW | AddressLine1 |
| City | Canton | City |
| State | OH | State |
| ZIP Code | 44708 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Smart President | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3304779180 | PhoneNum |
| Signature | 2014-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott F Whetstone CPA | PreparerPersonNm |
| PTIN | P00167127 | PTIN |
| Phone | 3304920094 | PhoneNum |
| Preparation | 2014-06-17 | PreparationDt |
| 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 | $603,071 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,725 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,663 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,422 | 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 | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $115 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,035 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | 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 | $5,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,617 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,147 | CashBOYAmt |
| Cash EOY | $42,572 | CashEOYAmt |
| Cash EOYFMV | $42,572 | CashEOYFMVAmt |
| Corporate Stock BOY | $310,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $323,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $379,372 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $130,368 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $181,176 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $181,127 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $554,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $547,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $603,071 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $893,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $893,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$339,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$345,715 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $554,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $547,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $554,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $547,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $554,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $547,739 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $547,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 500shs - Pimco Enhanced Short | P | 2013-12-18 | 2013-12-18 | $60 | $60 | $60 | |
| 1000shs - Vanguard Short-Trm Corp | P | 2013-12-30 | 2013-12-30 | $40 | $40 | $40 | |
| 150shs - Exxon Mobil Corporation | P | 2010-11-30 | 2013-02-07 | $13,199 | $2,771 | $2,771 | $10,428 |
| 250shs - US Bancorp | P | 2012-01-18 | 2013-02-07 | $8,339 | $1,070 | $1,070 | $7,269 |
| 350shs - AT&T Incorporated | P | 2011-10-20 | 2013-02-07 | $12,302 | $2,151 | $2,151 | $10,151 |
| 150shs - General Electric Company | P | 2003-11-26 | 2013-10-14 | $3,643 | -$726 | -$726 | $4,369 |
| 100shs - General Electric Company | P | 2004-08-23 | 2013-10-14 | $2,428 | -$834 | -$834 | $3,262 |
| 529.50shs - Matthews Asia Dividend Fund | P | 2010-08-17 | 2013-10-14 | $8,488 | $1,488 | $1,488 | $7,000 |
| 2.74shs - Matthews Asia Dividend Fund | P | 2011-12-10 | 2013-10-14 | $44 | $10 | $10 | $34 |
| 250shs - General Electric Company | P | 2002-07-30 | 2013-10-14 | $6,071 | -$1,464 | -$1,464 | $7,535 |
| 400shs - Kayne Anderson Energy Total Return Fund | P | 2012-07-20 | 2013-11-05 | $11,314 | $374 | $374 | $10,940 |
| 400shs - PNC Financial Services | P | 2012-04-19 | 2013-11-05 | $10,061 | $46 | $46 | $10,015 |
| 500shs - Pimco Enhanced Short | P | 2013-12-17 | 2013-12-17 | $14 | $14 | $14 | |
| 1000shs - Vanguard Short-Trm Corp | P | 2013-12-29 | 2013-12-29 | $140 | $140 | $140 | |
| Capital Gains Dividends | P | $523 | $523 | $523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $565,760 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046018 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $93,567 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $585,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.159827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $234,552 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $764,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.306976 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $796,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051468 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,724 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $882,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048429 | DistributionYr5Rt |
| Total Distribution | 0.612718 | TotalDistributionRt |
| Average Distribution | 0.122544 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $578,957 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,948 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $176 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,124 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Overpayment | $168 | OverpaymentAmt |
| Applied To ES Tax | $168 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | George M Smart | IndividualWithBooksNm |
| Phone | 3308022413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 Turnberry Circle NW | AddressLine1 |
| City | Canton | City |
| State | OH | State |
| ZIP Code | 44708 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| George Smart | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | Pres & Treas | 0.00 | $0 | $0 | $0 |
| Sandy Smart | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP & Secy | 0.00 | $0 | $0 | $0 |
| Shelly Hinkle | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | $0 | $0 | $0 |
| Korey Hinkle | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | $0 | $0 | $0 |
| Stacy Hunt | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | $0 | $0 | $0 |
| Bruce Hunt | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $525,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $587,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $587,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $578,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $352 | TotalTaxAmt |
| Distributable Before Adj | $28,596 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,596 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $234,735 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,760 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $356,010 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $561 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $561 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $355,449 | 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 | $355,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $919 | ExcessFromYear4Amt |
| Excess From Year3 | $234,735 | ExcessFromYear3Amt |
| Excess From Year2 | $93,760 | ExcessFromYear2Amt |
| Excess From Year1 | $26,035 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Church of the Savior | |||||
| 120 Cleveland Ave SW | Canton | OH | 44702 | Oatmeal Ministry | $4,000 |
| Pregnancy Support Center | |||||
| 4500 - 22nd Street NW | Canton | OH | 44708 | General support | $5,000 |
| Total Living Center | |||||
| 2221 Ninth St SW | Canton | OH | 44706 | General support | $7,000 |
| New Pointe Community Church | |||||
| 5305 Broadmoor Circle NW | Canton | OH | 44709 | General Support | $10,000 |
| Scholarship - Cindy Santos FGCU | |||||
| 10501 FGCU Blvd South | Fort Myers | FL | 339656565 | Education | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,725 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,663 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,422 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $115 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,035 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Investments - Corporate Bonds | BondNm |
| EOY Book Value | $181,176 | EOYBookValueAmt |
| EOYFMV | $181,127 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments - Corporate Stock | StockNm |
| EOY Book Value | $323,991 | EOYBookValueAmt |
| EOYFMV | $379,372 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ohio filing fees | Desc |
| Revenue And Expenses Per Books | $200 | 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 | CategoryTxt |
| Amt | $3,690 | Amt |
| Net Investment Income | $3,690 | 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 | CategoryTxt |
| Amt | $869 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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