HAUSHALTER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAUSHALTER FAMILY FOUNDATION (EIN 83-2108689)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-18
- IRS object ID
- 202421099349101107
- Schema version
- 2023v5.0
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-18T09:13:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832108689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haushalter Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Haushalter Family Foundation | InCareOfNm |
| Business Name Control | HAUS | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13670 Highway 68 South | AddressLine1Txt |
| City | Kenton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL HAUSHALTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4196744152 | PhoneNum |
| Signature | 2024-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERYL | PersonFirstNm |
| Person Last | HAUSHALTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,784,810 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $630,012 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $714 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $714 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,225 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,748 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,748 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,494 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $823 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,276 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $412,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,576 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,278,552 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,661,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,684,234 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,350,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,762,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,784,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,350,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,762,400 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,350,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,762,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,350,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,762,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,350,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $412,323 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,762,400 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,762,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $82,692 | GrossSalesPriceAmt |
| Cost Or Other Basis | $88,383 | CostOrOtherBasisAmt |
| Gain Or Loss | -$5,691 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$5,691 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,691 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $816 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $816 | SubtotalAmt |
| Tax Based On Investment Income | $816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $216 | TaxDueAmt |
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 | OH | 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 | Haushalter Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4196744152 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13670 Highway 68 South | AddressLine1Txt |
| City | Kenton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mark Fissel | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Joan Haushalter | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Nikki Haushalter | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, VP, Sec | 1.0 | $0 | $0 | $0 |
| Sherri Haushalter | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $2,492,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,589,947 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,589,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,551,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $816 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $816 | TotalTaxAmt |
| Distributable Before Adj | $126,739 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $126,739 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $126,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $843 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $269,906 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,739 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $99,063 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $197,266 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $144,004 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $579,416 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,906 | QualifyingDistributionsAmt |
| Applied To Current Year | $126,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,167 | RemainingDistriFromCorpusAmt |
| Total Corpus | $722,583 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $722,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,063 | ExcessFromYear4Amt |
| Excess From Year3 | $197,266 | ExcessFromYear3Amt |
| Excess From Year2 | $144,004 | ExcessFromYear2Amt |
| Excess From Year1 | $139,083 | ExcessFromYear1Amt |
| Excess From Current Year | $143,167 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joan Haushalter | ContributingManagerNm |
| Contributing Manager | Nikki Haushalter | ContributingManagerNm |
| Contributing Manager | Sherri Haushalter | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 50 NORTH | ||||||||
| 339 E MELROSE AVE | FINDLAY | OH | 45840 | N/A | PC | Expansion Fund | $5,000 | |
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $500 | |
| Apollo Career Center | ||||||||
| 3325 SHAWNEE RD | Lima | OH | 45806 | N/A | GOV | Caleb Pulfer Adult HVAC Scholarship Fund | $1,000 | |
| BELLEFONTAINE HIGH SCHOOL | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | GOV | For a BHS student to attend HOBY | $275 | |
| Bellefontaine Middle School | ||||||||
| 1201 LUDLOW RD | Bellefontaine | OH | 43311 | N/A | GOV | VexIQ Robotics Team | $1,500 | |
| CAMPUS CRUSADE FOR CHRIST INC | ||||||||
| 100 LAKE HART DR 2400 | ORLANDO | FL | 32832 | N/A | PC | General Support of Program Digital Communications | $1,200 | |
| CEDAR CREEK COMMUNITY CHURCH | ||||||||
| 29129 LIME CITY RD | PERRYSBURG | OH | 43551 | N/A | PC | Camp Funds for Findlay Campus Children | $5,000 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | PC | General & Unrestricted | $500 | |
| D S Hernandez | ||||||||
| CLARK TECHNICAL COLLEGE SCHOLARSHIP | SPRINGFIELD | OH | 45505 | None | I | Scholarship Grant | $4,204 | 570 E LEFFEL LN |
| DOLLARS FOR SCHOLARSHIPS | ||||||||
| 116 E FRANKLIN ST | KENTON | OH | 43326 | N/A | PC | Kenton Senior High Scholarship Fund | $1,000 | |
| DOLLY PARTONS IMAGINATION LIBRARY -HARDIN COUNTY | ||||||||
| PO BOX 806 | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $1,000 | |
| ELKS NATIONAL FOUNDATION INC | ||||||||
| 2750 N LAKEVIEW AVE | CHICAGO | IL | 60614 | N/A | PC | Veterans Program | $500 | |
| FEARLESS ROBOTICS | ||||||||
| 425 E SANDUSKY AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $1,000 | |
| FIELDON UNITED CHURCH OF CHRIST | ||||||||
| 205 S 1ST ST PO BOX 70 | FIELDON | IL | 62052 | N/A | PC | cemetary maintenance fund | $250 | |
| FIELDON UNITED CHURCH OF CHRIST | ||||||||
| 205 S 1ST ST PO BOX 70 | FIELDON | IL | 62052 | N/A | PC | General & Unrestricted | $250 | |
| FINDLAY HOPE HOUSE FOR THE HOMELESS INC | ||||||||
| 1800 N BLANCHARD ST STE 106 | FINDLAY | OH | 45840 | N/A | PC | General & Unrestricted | $5,000 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 234 N MAIN ST | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $5,000 | |
| D S Hernandez | ||||||||
| FRANKLIN UNIVERSITY | COLUMBUS | OH | 43215 | None | I | Scholarship Grant | $5,796 | 201 S GRANT AVE |
| GREEN HILLS FOUNDATION | ||||||||
| 6557 US HWY 68 S | WEST LIBERTY | OH | 43357 | N/A | SO II | Mission Week 48th Anniversary "Under Construction" Theme | $500 | |
| GREEN HILLS FOUNDATION | ||||||||
| 6557 US HWY 68 S | WEST LIBERTY | OH | 43357 | N/A | SO II | Holiday Wreath Project | $300 | |
| GUARDIAN ANGELS MEDICAL SERVICE DOGS INC | ||||||||
| 3251 NE 180TH AVE | WILLISTON | FL | 32696 | N/A | PC | General & Unrestricted | $2,000 | |
| HABITAT FOR HUMANITY INC | ||||||||
| 1200 COMMERCE PKWY | FINDLAY | OH | 45840 | N/A | PC | Charitable Event | $1,000 | |
| HANCOCK COUNTY PERFORMING ARTS CENTER | ||||||||
| 200 W MAIN CROSS ST | FINDLAY | OH | 45840 | N/A | PC | Endowment Society at Marathon Center for the Performing Arts | $10,000 | |
| HARDIN COUNTY COMMUNITY FOUNDATION | ||||||||
| PO BOX 343 | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $500 | |
| HEARTBEAT OF HARDIN COUNTY | ||||||||
| 220 E FRANKLIN ST | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $1,000 | |
| HEIFER INTERNATIONAL FOUNDATION | ||||||||
| PO BOX 727 | LITTLE ROCK | AR | 72203 | N/A | PC | General & Unrestricted | $500 | |
| HI-POINT YOUTH SPORTS | ||||||||
| 135 N DETROIT ST | BELLEFONTAINE | OH | 43311 | N/A | PC | 2024 Bellefontaine Chiefs 12U Baseball Team | $1,000 | |
| INDIAN LAKE DEVELOPMENT CORPORATION | ||||||||
| PO BOX 103 | RUSSELLS PT | OH | 43348 | N/A | PC | General & Unrestricted | $500 | |
| INDIAN LAKE WATERSHED PROJECT | ||||||||
| 324 COUNTY RD 11 | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $500 | |
| JUDICIAL WATCH INC | ||||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $500 | |
| Kenton High School | ||||||||
| 200 HARDING AVE | Kenton | OH | 43326 | N/A | GOV | HOBY conference support fund | $790 | |
| LAKE OF LIGHTS | ||||||||
| 321 N CHERRY ST | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $500 | |
| LAW ENFORCEMENT FOUNDATION INC | ||||||||
| 6277 RIVERSIDE DR 1S | DUBLIN | OH | 43017 | N/A | PC | General & Unrestricted | $1,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $500 | |
| LITTLE LEAGUE BASEBALL INC | ||||||||
| PO BOX 1 | KENTON | OH | 43326 | N/A | PC | Infield Refurbishing Project | $5,000 | |
| LOGAN COUNTY CANCER SOCIETY INC | ||||||||
| 205 E PALMER RD | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $500 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | Phil Forsythe Scholarship Fund | $2,500 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund | $550 | |
| LOGAN COUNTY HISTORICAL SOCIETY | ||||||||
| 521 E COLUMBUS AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $250 | |
| LOGAN COUNTY LANDMARK PRESERVATION INC | ||||||||
| 127 E COLUMBUS AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | Light Up The Holland Marquee Campaign | $2,000 | |
| LUTHERAN COMMUNITY SERVICES INC | ||||||||
| 820 W SANDUSKY AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | to purchase Cooler, Freezer, Pantry Storage Racks and Deep Freeze in Food Pantry | $3,000 | |
| MARY RUTAN FOUNDATION | ||||||||
| 205 E PALMER RD | BELLEFONTAINE | OH | 43311 | N/A | SO I | Purchase of new Magnetic Resonance Imaging (MRI) Unit | $1,000 | |
| MOOSE CHARITIES INC | ||||||||
| 155 S INTERNATIONAL DR | MOOSEHEART | IL | 60539 | N/A | PC | General & Unrestricted | $500 | |
| MOOSE CHARITIES INC | ||||||||
| 155 S INTERNATIONAL DR | MOOSEHEART | IL | 60539 | N/A | PC | Mooseheart Children fund | $500 | |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES INC | ||||||||
| 250 E BROAD ST STE 1700 | COLUMBUS | OH | 43215 | N/A | PC | Logan County Founders Club | $1,000 | |
| OHIO HI POINT | ||||||||
| 2280 STATE RTE 540 | BELLEFONTAINE | OH | 43311 | N/A | GOV | A.S.P.I.R.E. Champions Fund | $1,000 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN ST | ADA | OH | 45810 | N/A | PC | Dicke Business College | $2,500 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN ST | ADA | OH | 45810 | N/A | PC | Dicke Business College, Finance Lab | $50,000 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN ST | ADA | OH | 45810 | N/A | PC | Charitable Event | $1,250 | |
| OHIO-WEST VIRGINIA YOUTH LEADERSHIP ASSOCIATION | ||||||||
| 3309 HORSESHOE RUN RD | PARSONS | WV | 26287 | N/A | PC | Camp Horseshoe | $2,000 | |
| L Murphy | ||||||||
| OWENS COMMUNITY COLLEGE | PERRYSBURG | OH | 43551 | None | I | Scholarship Grant | $1,000 | 30335 OREGON RD |
| PRESENCE POINT INC | ||||||||
| 2036 NEVADA CITY HWY STE 78 | GRASS VALLEY | CA | 95945 | N/A | PC | General & Unrestricted | $1,000 | |
| RIDGEMONT YOUTH SUMMER SPORTS ASSOCIATION | ||||||||
| PO BOX 247 | MOUNT VICTORY | OH | 43340 | N/A | PC | General & Unrestricted | $500 | |
| SARAS GARDEN-THE SARA JOY RYCHENER- BURKHOLDER HYP | ||||||||
| PO BOX 150 | WAUSEON | OH | 43567 | N/A | PC | Hyperbaric Therapy Scholarship Fund | $6,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Sponsored Child Program | $252 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Sponsored Child Program | $222 | |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PC | Theta Eta Chapter at Missouri S&T Scholarship Fund | $2,000 | |
| SMILE TRAIN INC | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 | |
| THE CHILDRENS MENTORING CONNECTION OF HANCOCK COUN | ||||||||
| 1800 N BLANCHARD ST | FINDLAY | OH | 45840 | N/A | PC | General & Unrestricted | $5,000 | |
| THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION | ||||||||
| 101 W SANDUSKY ST STE 207 | FINDLAY | OH | 45840 | N/A | PC | Van Buren Schools Foundation Education Fund Scholarship Fund | $1,000 | |
| THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F | ||||||||
| 22267 STATE RTE 309 | KENTON | OH | 43326 | N/A | PC | Female students studying Mathematics, Economics, Statistics, Finance, Actuarial Science, Accounting, Data Analytics or Computer Science Scholarship Fund | $10,000 | |
| THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F | ||||||||
| 22267 STATE RTE 309 | KENTON | OH | 43326 | N/A | PC | Students going to colleges/universities outside of Ohio Scholarship Fund | $10,000 | |
| THE OHIO STATE UNIVERSITY | ||||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | N/A | Other | Scholarship Grant | $5,000 | |
| P Cox | ||||||||
| THE OHIO STATE UNIVERSITY - OFFICE | COLUMBUS | OH | 43218 | None | I | Scholarship grant | $10,000 | PO BOX 183248 |
| UNITED WAY OF LOGAN COUNTY INC | ||||||||
| 130 S MAIN ST STE 109 | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $500 | |
| WEST OHIO FOOD BANK | ||||||||
| PO BOX 1566 | LIMA | OH | 45802 | N/A | PC | General & Unrestricted | $3,000 | |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | General & Unrestricted | $500 | |
| S S Henry | ||||||||
| WRIGHT STATE UNIVERSITY FOUNDATION | DAYTON | OH | 45435 | none | I | Scholarship Grant | $10,000 | 3640 COLONEL GLENN HWY |
| YOUTH FOR CHRIST INTERNATIONAL MINISTRIES | ||||||||
| 7670 S VAUGHN CT | ENGLEWOOD | CO | 80112 | N/A | PC | General & Unrestricted | $1,200 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| PO BOX 4478 | ENGLEWOOD | CO | 80155 | N/A | PC | General & Unrestricted | $25,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| PO BOX 514 | FINDLAY | OH | 45839 | N/A | PC | General & Unrestricted | $21,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| PO BOX 514 | FINDLAY | OH | 45839 | N/A | PC | Youth For Christ Foundation | $5,000 | |
| HUGH OBRIAN YOUTH LEADERSHIP - ROUTES TO SUCCESS | ||||||||
| PO BOX 283 | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted - see general explanation | $843 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,882 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $714 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,511 | 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 | -$5,691 | 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 | $69,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,534 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Haushalter Joan | ||||||
| 1 | 1400 Turner Road | Bellefontaine | OH | 43311 | $210,004 | Yes (X) |
| Haushalter Nikki | ||||||
| 2 | 16391 Lindsey Drive | Kenton | OH | 43326 | $210,004 | Yes (X) |
| Haushalter Sherri | ||||||
| 3 | 307 Pheasant Run Lane | Findlay | OH | 45840 | $210,004 | Yes (X) |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF SCHOOL SUPPLIES : PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $843 TOTAL BOOK VALUE OF PROPERTY: $843 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $843 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Wristbands UNITS: 225 DATE OF DISTRIBUTION: 5/5/2023 GRANT RECIPIENT: Hugh O'Brien Youth Leadership FMV OF PROPERTY: $232 BOOK VALUE OF PROPERTY: $232 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $232 DESCRIPTION OF PROPERTY: Backpacks UNITS: 270 DATE OF DISTRIBUTION: 5/5/2023 GRANT RECIPIENT: Hugh O'Brien Youth Leadership FMV OF PROPERTY: $508 BOOK VALUE OF PROPERTY: $508 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $508 DESCRIPTION OF PROPERTY: Stationary UNITS: 200 DATE OF DISTRIBUTION: 5/5/2023 GRANT RECIPIENT: Hugh O'Brien Youth Leadership FMV OF PROPERTY: $103 BOOK VALUE OF PROPERTY: $103 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $103 |
| FORM 990-PF, PARTS I AND XIV | FORM 990-PF, PARTS I AND XIV | TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $252,882 LESS AMOUNT NOT TREATED AS QUALIFYING DISTRIBUTION: $843 TOTAL PART I, LINE 25, COLUMN (D): $252,039 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $664,550 | $682,392 |
| FRANKLIN FLOATING RATE DAILY A | $174,286 | $174,876 |
| ISHARES CORE US REIT ETF | $124,475 | $118,406 |
| SCHWAB STRATEGIC TR US LARGE C | $245,180 | $251,098 |
| SCHWAB U.S. SMALL-CA | $42,155 | $51,303 |
| SCHWAB US BROAD MARKET | $549,074 | $601,960 |
| SPDR PORTFOLIO SMALL CAP ETF | $234,542 | $236,672 |
| VANGUARD INTERMEDIATE TERM COR | $623,070 | $562,620 |
| VANGUARD SM-CAP ETF | $4,492 | $4,907 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $1,748 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,748 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $14,046 | $14,046 |
| INDEMNIFICATION INSURANCE | $994 | $994 |
| Postage/Delivery Service | $36 | $36 |
| State or Local Filing Fees | $200 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $16,494 | Amt |
| Net Investment Income | $16,494 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $600 |
| 990-PF Excise Tax for 2022 | $223 |