KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201311279349100741
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T14:45:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351476702 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MAIN STREET SUITE 600 | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 454022088 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262154126 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLODESH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KOLO | NameControl |
| Phone | 9372221313 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALEXANDER KOLODESH | Name |
| Title | PRESIDENT | Title |
| Phone | 9372221313 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN P CARR | Name |
| PTIN | P00348390 | PTIN |
| Phone | 9372235247 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 993042 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 210007 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 21362 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21362 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 21362 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1198 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 20000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1198 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 232567 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22560 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 21362 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 393 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1393 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38693 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 193874 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22560 | NetInvestmentIncome |
| Adjusted Net Income | 21362 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 9554 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 201024 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 201024 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 734938 | InvestmentsOtherBOY |
| Investments Other EOY | 737442 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 792018 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 744492 | TotalAssetsBOY |
| Total Assets EOY | 938466 | TotalAssetsEOY |
| Total Assets EOYFMV | 993042 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 100 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 744492 | RetainedEarningsBOY |
| Retained Earnings EOY | 938366 | RetainedEarningsEOY |
| Total Net Assets BOY | 744492 | TotalNetAssetsBOY |
| Total Net Assets EOY | 938366 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 744492 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 938466 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 744492 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 193874 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 938366 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 938366 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 847 JP MORGAN CORE BOND FD A | P | 2009-11-16 | 2012-03-19 | 9989 | 9512 | 477 | 477 |
| .4150 JP MORGAN CORE BOND FD A | P | 2009-11-16 | 2012-03-19 | 5 | 5 | 0 | 0 |
| .4960 JP MORGAN CORE BOND FD A | P | 2012-03-01 | 2012-03-19 | 6 | 6 | 0 | 0 |
| 253 BLACKROCK GLOBAL ALLOC A | P | 2010-03-19 | 2012-03-19 | 4981 | 4582 | 399 | 399 |
| .5920 BLACKROCK GLOBAL | P | 2010-03-19 | 2012-03-19 | 12 | 11 | 1 | 1 |
| .3580 BLACKROCK GLOBAL ALLOC A | P | 2011-12-20 | 2012-03-19 | 7 | 6 | 1 | 1 |
| 258 BLACKROCK GLOBAL ALLOC A | P | 2010-03-19 | 2012-05-02 | 4992 | 4673 | 319 | 319 |
| .4070 BLACKROCK GLOBAL ALLOC A | P | 2010-03-19 | 2012-05-02 | 8 | 7 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1198 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 56529 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 815458 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069322 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11768 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 392386 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.029991 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27623 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 185316 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.149059 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 17104 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248372 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049674 | AverageDistributionRatio |
| Net Noncharitable Assets | 891755 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44297 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 226 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 44523 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 451 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 451 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 451 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 451 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SHAYNA KOLODESH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9372221313 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER KOLODESH | ||||||||
| 2305 FAR HILLS AVE SUITE 210 | DAYTON | OH | 45419 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| SHAYNA S KOLODESH | ||||||||
| 2305 FAR HILLS AVE SUITE 210 | DAYTON | OH | 45419 | SECRETARY/TREASURER | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 770469 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 134866 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 905335 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 905335 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13580 | CashDeemedCharitable |
| Net Noncharitable Assets | 891755 | NetNoncharitableAssets |
| Minimum Investment Return | 44588 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44588 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 451 | TaxBasedOnInvestmentIncome |
| Total Tax | 451 | TotalTax |
| Distributable Amount Before Adj | 44137 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 44137 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 44137 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37300 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44137 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 9937 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 16142 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 26079 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37300 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37300 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 6837 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 6837 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19242 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19242 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 3100 | ExcessFromYear3 |
| Excess From Year1 | 16142 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ASIAN ARTS CENTER | |||||
| 1630 STROOP RD | KETTERING | OH | 45429 | TO ASSIST ORGANIZATION PROVIDE TRAINING, EDUCATION AND COMMUNITY SERVICE TO THE DAYTON AREA. | $8,000 |
| BETH JACOB SYNAGOGUE | |||||
| 7020 NORTH MAIN STREET | DAYTON | OH | 45415 | TO ASSIST IN JEWISH STUDIES. | $1,500 |
| BUTLER TOWNSHIP | |||||
| 8524 DIXIE DRIVE | DAYTON | OH | 45414 | TO ASSIST IN DEVELOPING THE COMMUNITY | $500 |
| CHABAD OF DAYTON | |||||
| 2001 FAR HILLS AVENUE | DAYTON | OH | 45419 | TO ASSIST CHARITY TO CREATE OPPORTUNITIES FOR PEOPLE TO EXPERIENCE THE JOY OF JUDAISM. | $1,800 |
| DAYTON BALLET | |||||
| 140 N MAIN STREET | DAYTON | OH | 45402 | TO ASSIST THE ORGANIZATION IN IT'S MISSION OF PERFORMANCE, OUTREACH AND COMMUNITY SERVICE. | $500 |
| HARMON ELEMENTARY PTO | |||||
| 735 HARMON AVENUE | DAYTON | OH | 45419 | TO ASSIST THE PARENT TEACHER ORGANIZATION IN THEIR WORK. | $300 |
| HILLEL ACADEMY | |||||
| 305 SUGAR CAMP CIR | DAYTON | OH | 45409 | TO ASSIST ORGANIZATION TO ENSURE THE CONTINUATION OF A QUALITY JEWISH EDUCATION IN THE DAYTON JEWISH COMMUNITY. | $500 |
| HUMANE SOCIETY OF GREATER DAYTON | |||||
| 1661 NICHOLAS RD | DAYTON | OH | 45417 | TO ASSIST ORGANIZATION IN SERVING AREA ANIMALS AND COMMUNITY MEMBERS. | $25 |
| JEWISH FEDERATION OF GREATER DAYTON | |||||
| 33 W 1ST STREET SUITE 100 | DAYTON | OH | 45402 | TO FURTHER THE EDUCATION OF THE JEWISH COMMUNITY. | $11,025 |
| LANGE SCHOOL | |||||
| 219 W DOROTHY LANE | DAYTON | OH | 45429 | TO ASSIST THE SCHOOL IN ITS WORK. | $50 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 2300 WALL STREET SUITE 2300 | CINCINNATI | OH | 45212 | TO ASSIST THE ORGANIATION WITH FINDING A CURE FOR LEUKEMIA, LYMPHOMA, HODGKINS'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES. | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | TO ASSIST ORGANIZATION IN CANCER RESEARCH. | $200 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||
| 4440 LAKE FOREST DRIVE SUITE 120 | CINCINNATI | OH | 45242 | TO ASSIST CHARITY IN RESEARCH OF MULTIPLE SCLEROSIS. | $50 |
| RONALD MCDONALD HOUSE CHARITIES | |||||
| 555 VALLEY ST | DAYTON | OH | 45404 | TO HELP CHARITY PROVIDE HOUSING FOR FAMILIES OF SICK OR INJURED CHILDREN IN DAYTON AREA HOSPITALS. | $5,000 |
| THE HUMAN RACE THEATER | |||||
| 126 N MAIN STREET SUITE 300 | DAYTON | OH | 45402 | TO ASSIST THE ORGANIZATION OF ITS MISSION. | $250 |
| TROY DEVELOPMENT COUNCIL | |||||
| 405 SW PUBLIC SQUARE SUITE 330 | TROY | OH | 45373 | TO PROVIDE SUPPORT FOR THE FOUNDATION'S "PARTNERS IN PROGRESS" INITIATIVE. | $2,500 |
| UNIVERSITY OF ALASKA FOUNDATION | |||||
| 910 YUKON DRIVE SUITE 206 | FAIRBANKS | AK | 99775 | TO ASSIST ORGANIZATION IN FULFILLING ITS MISSION OF OUTSTANDING EDUCATION, RESEARCH, AND OUTREACH. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 21362 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1198 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 22560 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22560 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST INCOME RECEIVED ON CONTRIBUTIONS - WILL BE USED TO PROVIDE |
| 3 | CONTRIBUTIONS TO OTHER CHARITIES |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONIA W SINGER CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 210007 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH MUTUAL FUND | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 737442 | BookValue |
| EOYFMV | 792018 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL INCOME TAX | $193 | 0 | 0 | 0 |
| OHIO TAXES | $200 | 0 | 0 | 0 |
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