OHIO CHARITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OHIO CHARITY FOUNDATION INC (EIN 34-6564739)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-11-30
- IRS object ID
- 201213359349300626
- Schema version
- 2011v1.2
- 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 | 2012-11-30T14:09:23-06:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLEMING BROCKSCHMIDT & DURKIN PLL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GARFIELD PL STE 540 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452024366 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346564739 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO CHARITY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O DAVE HELMSTETTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5421 COUNTY ROAD 33A | AddressLine1 |
| City | ST MARYS | City |
| State | OH | State |
| ZIP Code | 45885 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE HELMSTETTER | Name |
| Title | STATE DEPUTY | Title |
| Date Signed | 2012-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J CLAY DEYE | Name |
| Phone | 5137217590 | Phone |
| Date Prepared | 2012-11-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Gross Receipts | 552291 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FUNDS FOR RELIGIOUS AND CHARITABLE ACTIVITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 371571 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 368309 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24970 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22611 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 396541 | TotalRevenuePriorYear |
| Total Revenue Current Year | 390920 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 165104 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 188060 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 100121 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 158648 | OtherExpensePriorYear |
| Other Expenses Current Year | 170339 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 323752 | TotalExpensesPriorYear |
| Total Expenses Current Year | 358399 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 72789 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 32521 | RevenuesLessExpensesCY |
| Total Assets BOY | 1419635 | TotalAssetsBOY |
| Total Assets EOY | 1439546 | TotalAssetsEOY |
| Total Liabilities BOY | 362954 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 358072 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1056681 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1081474 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE FUNDS FOR RELIGIOUS AND CHARITABLE ACTIVITIES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 67689 | Expense |
| Grants | 67689 | Grants |
| Description | RELIGIOUS EDUCATION GRANTS TO 7 CATHOLIC DIOCESE OF OHIO -CINCINNATI, CLEVELAND, COLUMBUS, PARMA, STEUBENVILLE, TOLEDO, AND YOUNGSTOWN | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 120371 | Expense |
| Grants | 120371 | Grants |
| Description | VARIOUS EDUCATIONAL, DEVELOPMENT, AND RESEARCH GRANTS FOR RELIGIOUS AND CHARITABLE ACTIVITIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 188060 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARRY MOEGLING | NamePerson |
| Telephone Number | 7403731182 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 BOHL DRIVE | AddressLine1 |
| City | MARIETTA | City |
| State | OH | State |
| ZIP Code | 45750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DAVE HELMSTETTER | |||||
| PRESIDENT | 10.00 | X | 0 | 0 | 0 |
| GARY ECKSTEIN | |||||
| VICE PRES. | 10.00 | X | 0 | 0 | 0 |
| LARRY MOEGLING | |||||
| TREASURER | 10.00 | X | 0 | 0 | 0 |
| ROBERT BYERS | |||||
| SECRETARY | 10.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 368309 | AllOtherContributions |
| Total Contributions | 368309 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34868 | TotalRevenueColumn |
| Exclusion | $34,868 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 149114 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 161371 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12257 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12257 | TotalRevenueColumn |
| Related Or Exempt Function Income | -12257 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 390920 | TotalRevenueColumn |
| Related Or Exempt Function Income | -12257 | RelatedOrExemptFunctionIncome |
| Exclusion | $34,868 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188060 | Total |
| Program Services | 188060 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12650 | Total |
| Management And General | 12650 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47535 | Total |
| Management And General | 47535 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32 | Total |
| Management And General | 32 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUND-RAISING AWARDS | 81180 | 81180 | |
| FUND-RAISING EXPENSES | 18941 | 18941 | |
| FRATERNAL | 8847 | 8847 | |
| OFFICE EXPENSES | 727 | 727 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427 | Total |
| Management And General | 427 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358399 | Total |
| Program Services | 188060 | ProgramServices |
| Management And General | 70218 | ManagementAndGeneral |
| Fundraising | 100121 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60751 | BOY |
| EOY | 31104 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151966 | BOY |
| EOY | 110097 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18941 | BOY |
| EOY | 19070 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 819378 | BOY |
| EOY | 808466 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366911 | BOY |
| EOY | 430892 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1688 | BOY |
| EOY | 39917 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1419635 | BOY |
| EOY | 1439546 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362954 | BOY |
| EOY | 358072 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362954 | BOY |
| EOY | 358072 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433447 | BOY |
| EOY | 363793 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573234 | BOY |
| EOY | 667681 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056681 | BOY |
| EOY | 1081474 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1419635 | BOY |
| EOY | 1439546 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 32521 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7728 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 273927 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 275417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 271953 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 371571 | CurrentTaxYearMinus1Year |
| Current Tax Year | 368309 | CurrentTaxYear |
| Total | 1561177 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 273927 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 275417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 271953 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 371571 | CurrentTaxYearMinus1Year |
| Current Tax Year | 368309 | CurrentTaxYear |
| Total | 1561177 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1561177 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 86882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56478 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34868 | CurrentTaxYear |
| Total | 271168 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 86882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56478 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34868 | CurrentTaxYear |
| Total | 271168 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -1309 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -424 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -1127 | CurrentTaxYearMinus1Year |
| Current Tax Year | -435 | CurrentTaxYear |
| Total | -4133 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 359500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 331471 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 327972 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 406527 | CurrentTaxYearMinus1Year |
| Current Tax Year | 402742 | CurrentTaxYear |
| Total | 1828212 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.83150 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.15000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.17000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE CHRISTOPHER FUND | Description |
| Book Value | 430892 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 430892 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AWARDS PAYABLE | Description |
| Amount | $358,072 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 358072 | TotalOfAmounts |
| Total Revenue | 390920 | TotalRevenue |
| Total Expenses | 358399 | TotalExpenses |
| Excess Or Deficit For Year | 32521 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -13101 | NetUnrealizedGLOnInvestments |
| Other | $5,373 | OtherAmount |
| Total Adjustments | -7728 | TotalAdjustments |
| Excess Or Deficit Per FS | 24793 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 383192 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -13101 | NetUnrealizedGainsInvestments |
| Other Revenues | 5373 | OtherRevenues |
| Revenue Not Rptd F990 | -7728 | RevenueNotRptdF990 |
| Revenue Subtotal | 390920 | RevenueSubtotal |
| Total Revenue Per Form990 | 390920 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 358399 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 358399 | ExpensesSubtotal |
| Total Expenses Per Form990 | 358399 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | DIFF. IN REALIZED TAX LOSS & BOOK LOSS ON INVEST. 5,373 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | DIFF. IN REALIZED TAX LOSS & BOOK LOSS ON INVEST. 5,373 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CATHOLIC DIOCESE OF CINCINNATI | |||||||
| 100 EAST EIGHTH STREET | CINCINNATI | OH | 45202 | 310538501 | 3 | 12718 | SUPPORT THE DIOCESE |
| CATHOLIC DIOCESE OF CLEVELAND | |||||||
| 1404 EAST NINTH STREET | CLEVELAND | OH | 44114 | 340714606 | 3 | 15699 | SUPPORT THE DIOCESE |
| CATHOLIC DIOCESE OF COLUMBUS | |||||||
| 197 EAST GAY STREET | COLUMBUS | OH | 43215 | 314379603 | 3 | 13384 | SUPPORT THE DIOCESE |
| CATHOLIC DIOCESE OF TOLEDO | |||||||
| 1933 SPIELBUSCH AVENUE | TOLEDO | OH | 43604 | 344428233 | 3 | 14206 | SUPPORT THE DIOCESE |
| CATHOLIC DIOCESE OF YOUNGSTOWN | |||||||
| 225 ELM STREET | YOUNGSTOWN | OH | 44503 | 340714655 | 3 | 7101 | SUPPORT THE DIOCESE |
| CENTER FOR SPECIAL NEEDS TRUST | |||||||
| 4912 CREEKSIDE DRIVE | CLEARWATER | FL | 33760 | 593705979 | 3 | 30000 | CATHOLIC SOCIAL SERV |
| THE ARC OF OHIO | |||||||
| 1335 DUBLIN ROAD | COLUMBUS | OH | 43215 | 310642964 | 3 | 10000 | |
| VARIOUS UNDER 5000 | |||||||
| 84952 | |||||||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE COUNCIL - KOC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5421 COUNTY ROAD 33A | AddressLine1 |
| City | ST MARYS | City |
| State | OH | State |
| ZIP Code | 45885 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237211961 | EIN |
| Primary Activities | FRATERNAL | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501C | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE COUNCIL - KOC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 366609 | AmountInvolved |
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