ANN AND ARI DESHE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ANN AND ARI DESHE FOUNDATION (EIN 31-1499050)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-31
- IRS object ID
- 201241529349100709
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-31T14:43:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522370901 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARY ROEPCKE MULCHAEY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MIRANOVA PLACE SUITE 600 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311499050 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN AND ARI DESHE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNA | NameControl |
| Phone | 6143407700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MIRANOVA PLACE NO 600 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN S DESHE | Name |
| Title | TRUSTEE | Title |
| Phone | 6143407700 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD E ARY | Name |
| PTIN | P00100849 | PTIN |
| Phone | 6144863600 | Phone |
| Date Prepared | 2012-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 3404260 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5943 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5943 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 94911 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94911 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 74 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 74 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 100928 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100928 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 225 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 225 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2788 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 162 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 200 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5063 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 387 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 367874 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 367874 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 372937 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 387 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 367874 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -272009 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100541 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1230228 | CashBOY |
| Cash EOY | 705646 | CashEOY |
| Cash EOYFMV | 705646 | CashEOYFMV |
| Receivables From Officers BOY | 160 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 160 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 160 | ReceivablesFromOfficersEOYFMV |
| Prepaid Expenses BOY | 3138 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 5512 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 5512 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 3267462 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3517627 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2654716 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 51140 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 51140 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 38226 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 4552128 | TotalAssetsBOY |
| Total Assets EOY | 4280085 | TotalAssetsEOY |
| Total Assets EOYFMV | 3404260 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 4552128 | RetainedEarningsBOY |
| Retained Earnings EOY | 4280085 | RetainedEarningsEOY |
| Total Net Assets BOY | 4552128 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4280085 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4552128 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4280085 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4552128 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -272009 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4280119 | Subtotal |
| Other Decreases | 34 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4280085 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 303706 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3198201 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.094962 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 614782 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3057463 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.201076 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 186321 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1561676 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.119308 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 324911 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3182660 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.102088 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 549390 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2509332 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.218939 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.736373 | TotalDistributionRatio |
| Average Distribution Ratio | 0.147275 | AverageDistributionRatio |
| Net Noncharitable Assets | 3503356 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 515957 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1005 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 516962 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 367874 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2011 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2011 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2011 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5512 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5512 | TotalCreditsAndPayments |
| Overpayment | 3501 | Overpayment |
| Amount Credited To Next Year | 3501 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | ARI DESHE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6143407700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EASTON OVAL | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43219 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANN DESHE | ||||||||
| TWO MIRANOVA PL SUITE 600 | COLUMBUS | OH | 43215 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| ARI DESHE | ||||||||
| 4 EASTON OVAL | COLUMBUS | OH | 43219 | VICE-PRESIDENT | 1.00 | 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 | 2517357 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1039350 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3556707 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3556707 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 53351 | CashDeemedCharitable |
| Net Noncharitable Assets | 3503356 | NetNoncharitableAssets |
| Minimum Investment Return | 175168 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 175168 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2011 | TaxBasedOnInvestmentIncome |
| Total Tax | 2011 | TotalTax |
| Distributable Amount Before Adj | 173157 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 173157 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 173157 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 367874 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 367874 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 367874 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 173157 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 427797 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 169533 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 108840 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 462565 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 146422 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1315157 | TotalExcessDistriCarryover |
| Qualifying Distributions | 367874 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 173157 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 194717 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1509874 | 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 | 427797 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1082077 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 169533 | ExcessFromYear4 |
| Excess From Year3 | 108840 | ExcessFromYear3 |
| Excess From Year2 | 462565 | ExcessFromYear2 |
| Excess From Year1 | 146422 | ExcessFromYear1 |
| Excess From Current Year | 194717 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN DESHE | ContributingManager |
| Contributing Manager | ARI DESHE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLUMBUS JEWISH FOUNDATION | ||||||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50,000 | |||||
| WIZO R | ||||||||||||
| NONE | 501(C)3 | GENERAL OPERATING FUND | $54 | 38 DAVID HAMELECH BLV | TEL AVIV | ISRAEL | IS | 64237 | ||||
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||||||||
| 200 SOUTH PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 | |||||
| JEWISH COMMUNITY CENTER | ||||||||||||
| 435 W MAIN STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 | |||||
| CLAREMONT MCKENNA | ||||||||||||
| 500 E 9TH STREET | CLAREMONT | CA | 91711 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200 | |||||
| KESHER LD INC | ||||||||||||
| 1890 NE 25TH AVE | N MIAMI | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 | |||||
| CROHN'S & COLITIS FOUNDATION | ||||||||||||
| 386 PARK AVE S 17 | NEW YORK | NY | 10016 | NONE | 501(C)3 | GENERAL OPERATING FUND | $25 | |||||
| CROHN'S & COLITIS FOUNDATION | ||||||||||||
| 386 PARK AVE S 17 | NEW YORK | NY | 10016 | NONE | 501(C)3 | GENERAL OPERATING FUND | $45 | |||||
| CROHN'S & COLITIS FOUNDATION | ||||||||||||
| 386 PARK AVE S 17 | NEW YORK | NY | 10016 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 | |||||
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||||||||
| 200 SOUTH PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | 501(C)3 | GENERAL OPERATING FUND | $150 | |||||
| NATIONAL MS SOCIETY PAX | ||||||||||||
| 1501 REEDSDALE STREET | PITTSBURGH | PA | 15233 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200 | |||||
| JFNA FEBWEB | ||||||||||||
| PO BOX 157 | NEW YORK | NY | 10268 | NONE | 501(C)3 | GENERAL OPERATING FUND | $800 | |||||
| ASPEN ART MUSEUM MOTO | ||||||||||||
| 590 NORTH MILL STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,250 | |||||
| THE JAMES CANCER HOSPITAL | ||||||||||||
| 410 WEST 10TH AVE | COLUMBUS | OH | 43215 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 | |||||
| NETWORK FOR GOOD | ||||||||||||
| 7920 NORFOLK AVENUE | BETHESDA | MD | 20814 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 | |||||
| JEWISH COMMUNITY CENTER | ||||||||||||
| 1125 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 | |||||
| FRIENDS OF THE IDF | ||||||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $720 | |||||
| AVENTURA TURNBERRY JEWISH-2 | ||||||||||||
| 20400 NORTHEAST 30TH AVE | MIAMI | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $3,600 | |||||
| CHABAD HOUSE | ||||||||||||
| 207 EAST 15TH AVENUE | COLUMBUS | OH | 43201 | NONE | 501(C)3 | GENERAL OPERATING FUND | $13,000 | |||||
| HADASSAH DONATIONS | ||||||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 | |||||
| ISRAEL GUIDE DOG CENTER | ||||||||||||
| 968 EASTON ROAD | WARRINGTON | PA | 18976 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 | |||||
| CONGREGATION AGUDAS AC | ||||||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $21,000 | |||||
| CHILDRENS CRANIOFACIAL | ||||||||||||
| 13140 COIT ROD | DALLAS | TX | 75240 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |||||
| AGUDAS ACHIM BROTHERHOOD | ||||||||||||
| 2767 E BROAD STREET | BEXLEY | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $20,000 | |||||
| JEWISH COMMUNITY CENTER | ||||||||||||
| 1125 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 | |||||
| BEXLEY EDUCATION FOUNDATION | ||||||||||||
| 348 SOUTH CASSINGHAM ROAD | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |||||
| COLUMBUS FOUNDATION | ||||||||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | NONE | 501(C)3 | GENERAL OPERATING FUND | $55,000 | |||||
| COLUMBUS FOUNDATION | ||||||||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50,000 | |||||
| COLUMBUS FOUNDATION | ||||||||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | NONE | 501(C)3 | GENERAL OPERATING FUND | $45,000 | |||||
| BB FLYING HORSE FARM | ||||||||||||
| 225 GREEN MEADOWS DRIVE SOUTH | LEWIS CENTER | OH | 43035 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 | |||||
| HADASSAH DONATIONS | ||||||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |||||
| CHABAD CENTER AT THE UNIVERSITY OF COLORADO | ||||||||||||
| 775 17TH STREET | BOULDER | CO | 80302 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50,000 | |||||
| UW FOUNDATION | ||||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | 501(C)3 | GENERAL OPERATING FUND | $20,000 | |||||
| CU FOUNDATION #2 | ||||||||||||
| 4740 WALNUT STREET | BOULDER | CO | 80301 | NONE | 501(C)3 | GENERAL OPERATING FUND | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 367874 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,943 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94,911 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $74 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $100,928 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 100928 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | Category |
| Amount | $1,850 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | INVESTMENT - CORPORATE BONDS | NameOfBond |
| EOY Book Value | 51140 | EOYBookValue |
| EOYFMV | 38226 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENT - CORPORATE STOCK | 3267430 | 2395765 |
| INVESTMENT - MUTUAL FUNDS | 250197 | 258951 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO DSW STOCK BASIS | Description |
| Amount | $34 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE FILING FEES | Description |
| Revenue And Expenses Per Books | 200 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 74 | RevenueAndExpensesPerBooks |
| Net Investment Income | 74 | NetInvestmentIncome |
| Adjusted Net Income | 74 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | Category |
| Amount | $225 | Amount |
| Net Investment Income | 225 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX - MERRILL LYNCH | $162 | 162 | 0 |
| FEDERAL EXCISE TAX | $2,626 | 0 | 0 |
Comments