RINDSFOOS FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RINDSFOOS FOUNDATION TR (EIN 31-6018151)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202611269349102141
- Schema version
- 2025v4.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:37-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316018151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINDSFOOS FOUNDATION XXXXX2005 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIND | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | ExecDirector | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2026-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2026-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $5,295,468 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $133,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $602,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,020 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $306,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,015 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,160 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,855 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $368 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $368 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,009 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,366 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,366 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $264,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,389 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,647 | CashBOYAmt |
| Cash EOY | $50,078 | CashEOYAmt |
| Cash EOYFMV | $50,078 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,098 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,299,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,244,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,060,960 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $815,553 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $828,021 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $819,996 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $218,928 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $292,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,429,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,472,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,295,468 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,429,898 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,472,869 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,429,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,472,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,429,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,472,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,429,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,200 | OtherIncreasesAmt |
| Subtotal | $3,474,239 | SubtotalAmt |
| Other Decreases | $1,370 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,472,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . ALEXION PHARMACEUTICALS INC | 2025-01-03 | $27 | $27 | $27 | |||
| . VALEANT PHARMACEUTICALS INTE | 2025-02-10 | $25 | $25 | $25 | |||
| 540. ISHARES CORE MSCI EAFE ETF | 2025-06-26 | $44,564 | $11,326 | $11,326 | 2019-04-01 | $33,238 | |
| 340. JPMORGAN BETABUILDERS EUROPE ETF | 2025-06-26 | $22,680 | $3,044 | $3,044 | 2021-05-13 | $19,636 | |
| 62. JPMORGAN BETABUILDERS CANADA | 2025-06-26 | $4,971 | $2,177 | $2,177 | 2018-10-24 | $2,794 | |
| 93. JPMORGAN BETABUILDERS CANADA | 2025-06-26 | $7,456 | $3,265 | $3,265 | 2018-10-24 | $4,191 | |
| 110. SPDR TR UNIT SER 1 | 2025-06-26 | $67,305 | $40,666 | $40,666 | 2017-06-30 | $26,639 | |
| 722.591 FRNKLN ALTRNTV STRTGS FND-R6 | 2025-07-25 | $8,230 | -$470 | -$470 | 2024-10-07 | $8,700 | |
| 3. SPDR TR UNIT SER 1 | 2025-07-25 | $1,911 | $1,184 | $1,184 | 2017-06-30 | $727 | |
| 37. SPDR TR UNIT SER 1 | 2025-07-25 | $23,573 | $14,612 | $14,612 | 2017-06-30 | $8,961 | |
| 2210.757 PIMCO UNCONSTRAINED BD FD INSTL CL* | 2025-09-11 | $22,749 | -$311 | -$311 | 2021-07-22 | $23,060 | |
| 583. VANGUARD INT-TERM CORPORATE | 2025-09-11 | $49,255 | $3,067 | $3,067 | 2023-12-12 | $46,188 | |
| 10291.724 BLACKROCK HIGH YIELD-K | 2025-10-21 | $74,615 | $3,039 | $3,039 | 2022-06-10 | $71,576 | |
| 179.777 FIDELITY 500 INDEX FUND | 2025-10-21 | $42,075 | $25,374 | $25,374 | 2018-10-24 | $16,701 | |
| 4583.162 PGIM HIGH YIELD-R6 | 2025-10-21 | $22,320 | $810 | $810 | 2023-01-27 | $21,510 | |
| 11. VANGUARD MORTGAGE-BACKED SEC | 2025-10-21 | $522 | $13 | $13 | 2024-12-05 | $509 | |
| 2069. VANGUARD MORTGAGE-BACKED SEC | 2025-10-21 | $98,076 | $2,324 | $2,324 | 2024-12-05 | $95,752 | |
| 370.666 FIDELITY 500 INDEX FUND | 2025-12-01 | $87,870 | $53,435 | $53,435 | 2018-10-24 | $34,435 | |
| 90. ISHARES CORE MSCI EAFE ETF | 2025-12-01 | $7,953 | $2,413 | $2,413 | 2019-04-01 | $5,540 | |
| 125. JPMORGAN BETABUILDERS JAPAN ETF | 2025-12-01 | $8,534 | $2,536 | $2,536 | 2018-07-10 | $5,998 | |
| 80. JPMORGAN BETABUILDERS CANADA | 2025-12-01 | $7,174 | $3,569 | $3,569 | 2018-10-24 | $3,605 | |
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P | |||||
| CAPITAL GAIN DIVIDENDS | $895 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,020 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,328 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,328 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $431 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $51,015 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,940,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,021,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,021,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,946,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,759 | TotalTaxAmt |
| Distributable Before Adj | $243,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,389 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $224,389 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $205,366 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,389 | QualifyingDistributionsAmt |
| Applied To Year1 | $205,366 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,023 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $224,539 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| GROVE CITY COLLEGE | ||||||||
| C/O BARBARA L LYLE | 100 CAMPUS DRIVE | GROVE CITY | PA | 161272104 | NONE | PC | GENERAL | $38,478 |
| EPISCOPAL RETIREMENT HOMES | ||||||||
| 3870 VIRGINIA AVE | CINCINNATI | OH | 452273427 | NONE | PC | GENERAL | $46,473 | |
| BROAD STREET PRESBYTERIAN CHURCH | ||||||||
| 760 E BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $50 | |
| 1ST PRESBYTERIAN CHURCH CIRCLEVILLE | ||||||||
| 134 E MOUND | CIRCLEVILLE | OH | 43113 | NONE | PC | GENERAL | $50 | |
| BREMEN-BETHEL PRESBYTERIAN CHURCH | ||||||||
| 142 PURVIS AVE | BREMEN | OH | 431071139 | NONE | PC | GENERAL | $50 | |
| CAPITAL UNIVERSITY | ||||||||
| ATTN ADVANCEMENT OFFICE | 1 COLLEGE AND MAIN | COLUMBUS | OH | 432097812 | NONE | PC | GENERAL | $57,717 |
| THE COLLEGE OF WOOSTER | ||||||||
| ATTN HENRY COPELAND | 1189 BEALL AVE | WOOSTER | OH | 44691 | NONE | PC | GENERAL | $57,717 |
| NATIONWIDE CHILDRENS HOSPITAL | ||||||||
| FOUNDATION | 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | NONE | PC | GENERAL | $4,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,366 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $306,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,406 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 54401E143 LORD ABBETT SHRT DUR | $102,997 | $98,886 |
| 74440Y884 PGIM HIGH YIELD-R6 | $25,994 | $26,485 |
| 92206C771 VANGUARD MORTGAGE-BA | $52,070 | $52,965 |
| 921937835 VANGUARD TOTAL BOND | $151,978 | $149,621 |
| 09260B614 BLACKROCK HIGH YIELD | $52,280 | $53,219 |
| 92203J407 VANGUARD TOTAL INTL | $316,525 | $309,248 |
| 92206C870 VANGUARD INT-TERM CO | $49,201 | $51,674 |
| 921946885 VANGUARD EMERG MKTS | $23,604 | $25,286 |
| 46429B267 ISHARES US TREASURY | $53,372 | $52,612 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 315911750 FIDELITY 500 INDEX F | $1,405,027 | $2,964,311 |
| 46432F842 ISHARES CORE MSCI EA | $284,243 | $370,812 |
| 78462F103 SPDR S&P 500 ETF TRU | ||
| 46641Q191 JPMORGAN BETABUILDER | $354,710 | $439,800 |
| 46641Q217 JPMORGAN BETABUILDER | $75,631 | $100,842 |
| 46641Q225 JPMORGAN BETABUILDER | $55,038 | $108,345 |
| 46641Q233 JPMORGAN BETABUILDER | $70,043 | $76,850 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $98,728 | $101,018 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $38,345 | $51,245 |
| 72201M487 PIMCO DYNAMIC BOND-I | |||
| 024525669 AMERICAN BEACON AHL | AT COST | $26,790 | $26,029 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $103,176 | $103,314 |
| 35241W401 K2 ALTERNATIVE STRAT | |||
| 09258N703 BR GLOB EQ MARK NEUT | AT COST | $25,941 | $25,730 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $184 | $184 |
| LEGAL FEES - INCOME (ALLOCABLE | $184 | $184 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTION POSTED IN 2026 | Desc |
| Amt | $1,370 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $2,187 |
| COST BASIS ADJUSTMENT | $13 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $579 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,328 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,770 | $1,770 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $239 | $239 | $0 |
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