STARR FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STARR FAMILY FOUNDATION (EIN 83-2816672)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-12
- IRS object ID
- 202412569349101516
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-12T15:15:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341939672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHICIANO JOHNSTON & BIALEK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 549 E WASHINGTON ST SUITE 5 | AddressLine1Txt |
| City | CHAGRIN FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | 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 | 832816672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STARR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAR | BusinessNameControlTxt |
| Phone | 2163740801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 PINEWOOD LANE | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A STARR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163740801 | PhoneNum |
| Signature | 2024-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P BIALEK CPA | PreparerPersonNm |
| PTIN | P01355829 | PTIN |
| Phone | 4402474835 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,712 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,885 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,292 | 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 | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $182 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,110 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,126 | CashBOYAmt |
| Cash EOY | $4,524 | CashEOYAmt |
| Cash EOYFMV | $4,524 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $10,613 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $12,323 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $12,323 | RcvblFromOfficersEOYFMVAmt |
| Other Assets BOY | $21,758 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,865 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,865 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,712 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $64 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,064 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $64 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,064 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $48,150 | CapitalStockBOYAmt |
| Capital Stock EOY | $48,150 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$12,717 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$29,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,648 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40 GLENMEDE SECURED OPTIONS INSTIT | P | 2022-07-08 | 2023-09-05 | $524 | $520 | $4 | $4 |
| 15 ISHARES CORE S&P | P | 2018-12-21 | 2023-09-05 | $1,485 | $1,003 | $482 | $482 |
| 10 ISHARES CORE S&P | P | 2018-12-21 | 2023-12-18 | $1,065 | $669 | $396 | $396 |
| 13ISHARES CORE S&P | P | 2018-12-21 | 2023-09-05 | $659 | $653 | $6 | $6 |
| 9 ISHARES CORE S&P | P | 2018-12-21 | 2023-09-05 | $673 | $724 | -$51 | -$51 |
| 21ISHARES CORE S&P | P | 2018-12-21 | 2023-09-05 | $1,397 | $1,380 | $17 | $17 |
| 15 SPDR S&P | P | 2018-12-21 | 2023-09-05 | $1,027 | $668 | $359 | $359 |
| 15 SPDR S&P | P | 2018-12-21 | 2023-12-18 | $1,090 | $668 | $422 | $422 |
| 8 SPRD S&P | P | 2018-12-21 | 2023-09-05 | $3,603 | $1,947 | $1,656 | $1,656 |
| 5VANGUARD GROWTH ETF | P | 2018-12-21 | 2023-12-18 | $1,543 | $651 | $892 | $892 |
| 9 VANGUARD TOTAL BOND | P | 2018-12-21 | 2023-09-05 | $638 | $711 | -$73 | -$73 |
| 8 VANGUARD VALUE ETF | P | 2018-12-21 | 2023-09-05 | $1,144 | $773 | $371 | $371 |
| 10 VANGUARD VALUE ETF | P | 2018-12-21 | 2023-12-18 | $1,492 | $967 | $525 | $525 |
| 48 VANGUARD STC ETF DV | P | 2018-12-21 | 2023-09-05 | $3,616 | $3,737 | -$121 | -$121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,885 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $71 | TaxDueAmt |
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 | RICHARD A STARR | IndividualWithBooksNm |
| Phone | 2163740801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 PINEWOOD LANE | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD A STARR | ||||||||
| 28 PINEWOOD LANE | HUDSON | OH | 44236 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PATRICIA A STARR | ||||||||
| 28 PINEWOOD LANE | HUDSON | OH | 44236 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RICHARD A STARR | ||||||||
| 28 PINEWOOD LANE | HUDSON | OH | 44236 | TREASURER | 1.00 | $0 | $0 | $0 |
| PATRICIA A STARR | ||||||||
| 28 PINEWOOD LANE | HUDSON | OH | 44236 | SECRETARY | 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 | $18,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $1,061 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,061 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,061 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,061 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,831 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,364 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,029 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,405 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,867 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,939 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,806 | 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 | $1,831 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,975 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,364 | ExcessFromYear4Amt |
| Excess From Year3 | $11,029 | ExcessFromYear3Amt |
| Excess From Year2 | $9,405 | ExcessFromYear2Amt |
| Excess From Year1 | $9,238 | ExcessFromYear1Amt |
| Excess From Current Year | $19,939 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SIMPLE CHANGES | |||||||
| 10800 BELMONT AVENUE | MASON NECK | VA | 22079 | NONE | PUBLIC CHARITY | TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| ST PETER CHANEL FOUNDATION | |||||||
| 1931 GEORGETOWN ROAD 212 | HUDSON | OH | 44236 | NONE | PUBLIC CHARITY | TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 |
| FAIRFIELD CITY SCHOOL DISTRICT | |||||||
| 4641 BACH LANE | FAIRFIELD | OH | 45014 | NONE | PUBLIC CHARITY | TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 |
| OHIO VALLEY VOICES | |||||||
| 6642 BRANCH HILL-GUINEA PIKE | LOVELAND | OH | 45140 | NONE | PUBLIC CHARITY | TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| CHRISTIAN CENTER OF PARK CITY | |||||||
| 1283 DEER VALLEY DRIVE | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 EAST 9TH STREET | CLEVELAND | OH | 44114 | NONE | PUBLIC CHARITY | TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,292 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,292 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREP | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ACCOUNT - MUTUAL FUNDS | Desc |
| BOY Book Value | $21,758 | BOYBookValueAmt |
| EOY Book Value | $6,865 | EOYBookValueAmt |
| EOYFMV | $6,865 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK AND CREDIT CARD FEES | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ONE SPARK CARD | Desc |
| BOY Book Value | $64 | BOYBookValueAmt |
| EOY Book Value | $5,064 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $182 | Amt |
| Net Investment Income | $182 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2022 TAXES PAID | $69 | $0 | $0 |
| FOREIGN TAXES PAID | $1 | $0 | $0 |