HIRSH FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HIRSH FAMILY FOUNDATION (EIN 20-3977553)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-18
- IRS object ID
- 202322919349100117
- Schema version
- 2022v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-18T15:50:44-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310998651 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLBROOK & MANTER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PROFESSIONAL PARKWAY | AddressLine1Txt |
| City | MARYSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203977553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 6145625586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 438 | AddressLine1Txt |
| City | GRANVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J HIRSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6145625586 | PhoneNum |
| Signature | 2023-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HIRSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | JUSTIN T LINSCOTT CPA | PreparerPersonNm |
| PTIN | P01042013 | PTIN |
| Phone | 9376448175 | PhoneNum |
| Preparation | 2023-10-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $340,725 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,527 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $46,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,514 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $70 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $70 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $209 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,454 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,060 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,590 | CashBOYAmt |
| Cash EOY | $7,061 | CashEOYAmt |
| Cash EOYFMV | $7,061 | CashEOYFMVAmt |
| Corporate Stock BOY | $138,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,472 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $184,247 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $225,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $225,192 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $433,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $340,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $340,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $433,753 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $340,725 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $433,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $340,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $433,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $340,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $433,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,541 | ExcessRevenueOverExpensesAmt |
| Subtotal | $441,294 | SubtotalAmt |
| Other Decreases | $100,569 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $340,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| WT TR US MID CAP DIV | P | $637 | $722 | -$85 | -$85 | ||
| WT TR US QTLY DIV GR | P | $3,007 | $3,486 | -$479 | -$479 | ||
| WT TR US EFF CORE CLOUD | P | $189 | $219 | -$30 | -$30 | 2021-01-26 | 2022-01-06 |
| WT TR US EFF CORE MULTI | P | $3,392 | $3,937 | -$545 | -$545 | ||
| AMERICAN FUNDS GR F2 | P | $29,566 | $25,846 | $3,720 | $3,720 | 2019-03-07 | 2022-12-07 |
| WT TR US EFF CORE CLOUD | P | $2,842 | $2,311 | $531 | $531 | 2020-07-16 | 2022-01-06 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,527 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,139 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $209 | SubtotalAmt |
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $209 | 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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID J HIRSH | IndividualWithBooksNm |
| Phone | 6145625586 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 438 | AddressLine1Txt |
| City | GRANVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43023 | 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 | false | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID J HIRSH | ||||||||
| PO BOX 438 | GRANVILLE | OH | 43023 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SUZANNE M HIRSH | ||||||||
| PO BOX 438 | GRANVILLE | OH | 43023 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JAY A HIRSH | ||||||||
| PO BOX 438 | GRANVILLE | OH | 43023 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LAUREN F STANKE | ||||||||
| PO BOX 438 | GRANVILLE | OH | 43023 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| REBECCA G HIRSH | ||||||||
| PO BOX 438 | GRANVILLE | OH | 43023 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $328,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,826 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $387,240 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $387,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $381,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $209 | TotalTaxAmt |
| Distributable Before Adj | $18,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,670 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,670 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,863 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,866 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,869 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,358 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,670 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $221,484 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $56,866 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $164,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,869 | ExcessFromYear4Amt |
| Excess From Year3 | $52,386 | ExcessFromYear3Amt |
| Excess From Year2 | $46,358 | ExcessFromYear2Amt |
| Excess From Year1 | $22,198 | ExcessFromYear1Amt |
| Excess From Current Year | $17,807 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SUZANNE HIRSH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEMPLE BETH SHALOM | |||||||
| 5089 JOHNSTOWN ROAD | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHAR | SUPPORT OF EXEMPT PURPOSE | $5,000 |
| THE NEW ALBANY COMMUNITY FOUNDATION | |||||||
| 220 MARKET ST STE 205 | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHAR | SUPPORT OF EXEMPT PURPOSE | $4,250 |
| LICKING COUNTY FOUNDATION | |||||||
| 30 NORTH SECOND STREET | NEWARK | OH | 43058 | NONE | PUBLIC CHAR | SUPPORT OF EXEMPT PURPOSE | $25,000 |
| AFS-USA | |||||||
| 120 WALL STREET 4TH FLOO | NEW YORK | NY | 10005 | NONE | PUBLIC CHAR | SUPPPORT OF EXEMPT PURPOSE | $250 |
| GRANVILLE COMMUNITY FOUNDATION | |||||||
| PO BOX 321 | GRANVILLE | OH | 430230321 | NONE | PUBLIC CHAR | SUPPORT OF EXEMPT PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,987 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,527 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,524 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND SUZANNE HIRSH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 438 | AddressLine1Txt |
| City | GRANVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE FOUNDATIONS TO ANNUALLY FILE THEIR FORM 990-PF IN ENTIRETY. THE OHIO ATTORNEY GENERAL DOES REQUIRE AN ANNUAL REPORT TO BE FILED ON-LINE, WHICH THE ORGANIZATION WILL FILE PRIOR TO THE DUE DATE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HOME DEPOT | StockNm |
| EOY Book Value | $108,472 | EOYBookValueAmt |
| EOYFMV | $108,472 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB STRATEGIC | FMV | $13,513 | $13,513 |
| WT TR US MID | FMV | $7,162 | $7,162 |
| WT TR US VALUE | FMV | $7,299 | $7,299 |
| WT TR US LG CAP | FMV | $42,254 | $42,254 |
| WT TR US S CAP | FMV | $14,254 | $14,254 |
| WT TR US QTR DIV GR | FMV | $27,886 | $27,886 |
| WT TR US EFF CORE CLOUD | FMV | ||
| WT TR US EFF CORE MULTI | FMV | $27,169 | $27,169 |
| AMERICAN FUND GR F3 | FMV | $85,655 | $85,655 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $70 | LegalFeesAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE | Desc |
| Amt | $100,569 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FOREIGN TAXES | $19 | $19 |
| INVESTMENT FEES | $1,435 | $1,435 |
| NON-DEDUCTIBLE GRANT | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OHIO ATTORNEY GENERAL | $100 | $100 |
| FEDERAL TAXES | $109 |