BETA

KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-24
IRS object ID
202621149349101812
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-04-24T15:31:23-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311119890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARNES DENNIG & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 N MAIN STREET SUITE 2000AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP454231002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262154126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KOLODESH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOLOBusinessNameControlTxt
Phone9372221313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAYNA KOLODESHPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone9372221313PhoneNum
Signature2026-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD J SCHRODIPreparerPersonNm
PTINP00182776PTIN
Phone9372237272PhoneNum
Preparation2026-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,505,330FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$75,791DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,791DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$336,931NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$951,656GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$336,931CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$412,722TotalRevAndExpnssAmt
Total Net Invst Incm$412,722TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,968OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,968OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$343TaxesRevAndExpnssAmt
Taxes Net Invst Incm$118TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,086TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$285,074ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$285,074ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$313,985TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,086TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$285,074TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$98,737ExcessRevenueOverExpensesAmt
Net Investment Income$387,636NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$627CashBOYAmt
Cash EOY$345CashEOYAmt
Cash EOYFMV$345CashEOYFMVAmt
Sav And Temp Cash Invst BOY$250,692SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$193,387SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$193,387SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,438,126CorporateStockBOYAmt
Corporate Stock EOY$1,487,951CorporateStockEOYAmt
Corporate Stock EOYFMV$2,848,565CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,315,159CorporateBondsBOYAmt
Corporate Bonds EOY$1,421,687CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,463,033CorporateBondsEOYFMVAmt
Total Assets BOY$3,004,604TotalAssetsBOYAmt
Total Assets EOY$3,103,370TotalAssetsEOYAmt
Total Assets EOYFMV$4,505,330TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,004,604RetainedEarningBOYAmt
Retained Earning EOY$3,103,370RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,004,604TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,103,370TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,004,604TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,103,370TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,004,604TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$98,737ExcessRevenueOverExpensesAmt
Other Increases$29OtherIncreasesAmt
Subtotal$3,103,370SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,103,370TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES-ST COVEREDP$139,572$133,895$5,677$5,677
PUBLICLY TRADED SECURITIES-LT COVEREDP$811,613$480,830$330,783$330,783
CAPITAL GAIN DISTRIBUTIONSP$471$471$471
FieldValueIRS element (for citing)
Capital Gain Net Income$336,931CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,677NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,388InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,388SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,388TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,132EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,132TotalPaymentsAndCreditsAmt
Es Penalty$18EsPenaltyAmt
Tax Due$3,274TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHAYNA KOLODESHIndividualWithBooksNm
Phone9372221313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXANDER KOLODESH
2305 FAR HILLS AVENUE SUITE 210DAYTONOH45419PRESIDENT1.00$0$0$0
SHAYNA KOLODESH
2305 FAR HILLS AVE SUITE 210DAYTONOH45419SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,135,382AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$148,399AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,283,781TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,283,781AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,257CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,219,524NetVlNoncharitableAssetsAmt
Minimum Investment Return$210,976MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$210,976MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,388TaxBasedOnInvestmentIncomeAmt
Total Tax$5,388TotalTaxAmt
Distributable Before Adj$205,588DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$205,588DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$205,588DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$285,074ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$285,074QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$205,588DistributableAsAdjustedAmt
Undistributed Income PY$48,240UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$285,074QualifyingDistributionsAmt
Applied To Year1$48,240AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$205,588AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,246RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$31,246TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,246ExcessDistriCyovToNextYrAmt
Excess From Current Year$31,246ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CDT PARENT ASSOCIATION
2982 COURT FRANCESBEAVERCREEKOH45431NCFOSTER AMATEUR SPORTS COMPETITION$5,500
CHABAD OF GREATER DAYTON
2001 FAR HILLS AVEDAYTONOH45419NCWOMEN'S CIRCLE, GENERAL FUND$25,000
JEWISH FEDERATION OF GREATER DAYTON
525 VERSAILLES DRDAYTONOH45459NCIN MEMORY OF MARC KATZ$100
OAKWOOD SCHOOLS FOUNDATION
PO BOX 351OAKWOODOH45409NCARTS ENHANCEMENT PROJECT$1,050
PINK RIBBON GIRLS
15 S SECOND STTIPP CITYOH45371NCSUPPORTING FAMILIES WITH CANCER$75,000
KETTERING HEALTH FOUNDATION
2305 FAR HILLS AVE STE 210DAYTONOH45419NCSTRENGTHEN HEALTH CARE AND PATIENT SUPPORT$65,324
MIAMI UNIVERSITY
301 S CAMPUS AVEOXFORDOH45056NCHONORS COLLEGE COMMUNITY FUND$100,000
FRIENDS OF THE IDF
60 42ND STNEW YORKNY10165NCSUPPORTING THE ISRAEL DEFENSE FORCES$100
THE DAYTON FOUNDATION
1401 S MAIN ST SUITE 100DAYTONOH45409NCMONTGOMERY COUNTY LAW ENFORCEMENT MEMORIAL ASSOCIATION PERMANENT MEMORIAL BUILDING FUND$100
BEAVERCREEK CITY SCHOOLS
4085 SHAKERTOWN RDDAYTONOH45430NCAMS MIDDLE SCHOOL CHOIR$200
BOCA RATON SYNAGOGUE
7900 N MONTOYA CIR NBOCA RATONFL33433NCEZRA GERMAN PARATROOPERS$5,000
NE'EMAN FOUNDATION USA
867 BOYLSTON STREET 5TH FLOOR 1342BOSTONMA02116NCCHABOD SHILO$7,500
THE GLENN AT ST JOSEPH
611 ST JOSEPH AVEDAYTONOH45410NCIN MEMORY OF CHARLES L. MARASHALL II$100
NATIONAL KIDNEY FOUNDATION
1491 POLARIS PKWY BOX 268COLUMBUSOH43240NCIN MEMORY OF STUART METCALF ADDISON$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$285,074TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,791ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$336,931ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$412,722ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$412,722TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH 666-02403BondNm
EOY Book Value$1,421,687EOYBookValueAmt
EOYFMV$1,463,033EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH 666-02403StockNm
EOY Book Value$1,487,951EOYBookValueAmt
EOYFMV$2,848,565EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc1099 TIMING DIFFERENCESDesc
Amt$29Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$24,968Amt
Net Investment Income$24,968NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO FILING FEE$225$0$0$0
FOREIGN TAX PAID$118$118$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.