DOLL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DOLL FAMILY FOUNDATION (EIN 34-1725981)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349102642
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:12:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 341725981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLL | BusinessNameControlTxt |
| Phone | 2169218269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3159 VAN AKEN BLVD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY C DOLL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2169218269 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRY | PersonFirstNm |
| Person Last | DOLL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL ROAN | PreparerPersonNm |
| PTIN | P01984778 | PTIN |
| Phone | 8002291099 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $4,003,199 | 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 | $149,689 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,731 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,731 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$122,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,076,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,013 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,754 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,097 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,532 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$119,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,242 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,358 | CashBOYAmt |
| Cash EOY | $153,809 | CashEOYAmt |
| Cash EOYFMV | $153,809 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,463,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,264,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,849,390 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,537,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,418,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,003,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,537,781 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,418,046 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,537,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,418,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,537,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,418,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,537,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$119,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,418,046 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,418,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| APPLE INC. | 2021-12-09 | 2023-01-03 | $22,213 | $1,110 | $21,103 | $21,103 | |
| AIR PRODUCTS & CHEMICALS | 2022-12-29 | 2023-01-03 | $35,556 | $6,600 | $28,956 | $28,956 | |
| AMERICAN WATERWORKS COMPANY | 2021-12-28 | 2023-06-27 | $10,621 | $1,816 | $8,805 | $8,805 | |
| ALAPHABET INC. | 2021-12-09 | 2023-01-03 | $42,749 | $4,238 | $38,511 | $38,511 | |
| PARKER HANNIFIN | 2011-11-23 | 2023-06-27 | $15,848 | $3,214 | $12,634 | $12,634 | |
| DANAHER CORP | 2011-11-23 | 2023-01-03 | $50,424 | $11,184 | $39,240 | $39,240 | |
| CISCO SYSTEMS | $14,480 | $6,843 | $7,637 | $7,637 | |||
| PAYPAL | $4,455 | $2,267 | $2,188 | $2,188 | |||
| FORTIVE | $25,556 | $7,304 | $18,252 | $18,252 | |||
| YUM! BRANDS | $42,897 | $7,566 | $35,331 | $35,331 | |||
| CHARLES SCHWAB - DETAIL AVAILABLE UPON REQUEST | $808,725 | $939,332 | -$130,607 | -$130,607 | |||
| CAPITAL GAINS DIVIDENDS | $3,249 | $3,249 | $3,249 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,299 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,511 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,511 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $854 | OverpaymentAmt |
| Applied To ES Tax | $854 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HENRY C DOLL | IndividualWithBooksNm |
| Phone | 2169218269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3159 VAN AKEN BLVD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY C DOLL | ||||||||
| 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH V DOLL | ||||||||
| 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,561,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,687,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,687,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,631,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,657 | TotalTaxAmt |
| Distributable Before Adj | $179,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $170,515 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,422 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $21,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,453 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $170,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,419 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,419 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,261 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $16,003 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $21,805 | ExcessFromYear3Amt |
| Excess From Year1 | $8,453 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY C DOLL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG SKY YOUTH ENDOWMENT | |||||||
| PO BOX 6757 | BOZEMAN | MT | 59771 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| OHIO VALLEY COMMUNITY FOUNDATION | |||||||
| 1226 CHAPLINE ST | WHEELING | WV | 26003 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| OREGON ENVIRONMENTAL COUNCIL | |||||||
| 537 SE ASH STREET SUITES 205 206 | PORTLAND | OH | 97214 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| POLICY MATTERS | |||||||
| 3631 PERKINS AVE | CLEVELAND | OH | 44114 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| LEGALWORKS INC | |||||||
| 2800 EUCLID AVE 511 | CLEVELAND | OH | 44115 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| FAMILYWORKS OF GREATER CLEVELAND | |||||||
| 3470 E 152ND | CLEVELAND | OH | 44120 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| FAMILY PROMISE OF GALLATIN VALLEY | |||||||
| 1603 TSCHACHE LN | BOZEMAN | MT | 59715 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| RAPHAEL HOUSE OF PORTLAND | |||||||
| 4110 SE HAWTHORNE BLVD 503 | PORTLAND | OR | 97214 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| BRIDGERCARE | |||||||
| 1288 N 14TH AVE 201 | BOZEMAN | MT | 59715 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| OREGON TRADESWOMEN INC | |||||||
| 454 SE 187TH AVE | PORTLAND | OR | 97233 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| NARAL PROCHOICE OHIO | |||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| ROSE HAVEN | |||||||
| 1740 NORTHWEST GLISAN STREET | PORTLAND | OR | 97209 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| THRIVE | |||||||
| 29201 AURORA RD 400 | SOLON | OH | 44139 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 W 25TH ST 2ND FLOOR | CLEVELAND | OH | 44113 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| NA'AH ILLAHEE FUND | |||||||
| 1620 18TH AVE | SEATTLE | WA | 98122 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| RESOURCE MEDIA | |||||||
| 9450 SW GEMINI DRIVE 59115 | BEAVERTON | OR | 970087105 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,731 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$122,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$59,460 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$59,460 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HENRY C DOLL | ||||||
| 1 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $24,755 | Yes (X) |
| HENRY C DOLL | ||||||
| 2 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $15,042 | Yes (X) |
| HENRY C DOLL | ||||||
| 3 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $14,983 | Yes (X) |
| HENRY C DOLL | ||||||
| 4 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $15,062 | Yes (X) |
| HENRY C DOLL | ||||||
| 5 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $20,319 | Yes (X) |
| HENRY C DOLL | ||||||
| 6 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $20,305 | Yes (X) |
| HENRY C DOLL | ||||||
| 7 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $19,940 | Yes (X) |
| HENRY C DOLL | ||||||
| 8 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $19,283 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 89 SHARES OF AIR PRODUCTS & CHEMICALS | $24,755 | 2023-06-12 |
| 2 | 80 SHARES OF EATON CORP | $15,042 | 2023-06-12 |
| 3 | 42 SHARES OF PARKER HANNIFIN | $14,983 | 2023-06-12 |
| 4 | 85 SHARES OF ESTEE LAUDER | $15,062 | 2023-06-12 |
| 5 | 86 SHARES OF DANAHER | $20,319 | 2023-06-12 |
| 6 | 39 SHARES OF THERMO FISHER SCIENTIFIC INC | $20,305 | 2023-06-12 |
| 7 | 162 SHARES OF ALPHABET INC | $19,940 | 2023-06-12 |
| 8 | 132 SHARES OF AMERICAN WATER WORKS COMPANY INC | $19,283 | 2023-06-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $2,080,301 | $2,511,263 |
| MUTUAL FUNDS | $302,445 | $502,692 |
| FIXED INCOME | $881,491 | $835,435 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSOCIATION FEES | $815 | $0 | $815 |
| INSURANCE | $750 | $0 | $0 |
| INVESTMENT FEES | $27,532 | $27,532 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $9,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,700 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO | $200 | $0 | $0 |
| FOREIGN TAXES | $2,013 | $2,013 | $0 |