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ENCOVA FOUNDATION OF OHIO: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ENCOVA FOUNDATION OF OHIO (EIN 31-1712343)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202203139349102520
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-09T15:59:22-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1191 PEACHTREE STREET NE SUITE 2700AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311712343EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ENCOVA FOUNDATION OF OHIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOTOBusinessNameControlTxt
Phone6146296003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1471 EAST BROAD STAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY KUHLMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6146296003PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastKUHLMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAD BULLARDPreparerPersonNm
PTINP01248027PTIN
Phone4045758900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,500,128FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$98InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$98InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$140,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$140,466DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$724,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$724,509GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$724,509CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$80,934OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,671OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,284,139TotalRevAndExpnssAmt
Total Net Invst Incm$869,744TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$34,053OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,053OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,088TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,088TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,141TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,985,039ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,985,039ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,024,180TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,141TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,985,039TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,259,959ExcessRevenueOverExpensesAmt
Net Investment Income$830,603NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,642CashBOYAmt
Acct Rcvbl$2,500,000AcctRcvblAmt
Acct Rcvbl BOY$1,750,000AcctRcvblBOYAmt
Acct Rcvbl EOY$2,500,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,500,000AcctRcvblEOYFMVAmt
Other Investments BOY$6,470,343OtherInvestmentsBOYAmt
Other Investments EOY$6,991,244OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,991,244OtherInvestmentsEOYFMVAmt
Other Assets BOY$7,376OtherAssetsBOYAmt
Other Assets EOY$8,884OtherAssetsEOYAmt
Other Assets EOYFMV$8,884OtherAssetsEOYFMVAmt
Total Assets BOY$8,250,361TotalAssetsBOYAmt
Total Assets EOY$9,500,128TotalAssetsEOYAmt
Total Assets EOYFMV$9,500,128TotalAssetsEOYFMVAmt
Accounts Payable BOY$10,203AccountsPayableBOYAmt
Accounts Payable EOY$11AccountsPayableEOYAmt
Total Liabilities BOY$10,203TotalLiabilitiesBOYAmt
Total Liabilities EOY$11TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,240,158RetainedEarningBOYAmt
Retained Earning EOY$9,500,117RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,240,158TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,500,117TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,250,361TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,500,128TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,240,158TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,259,959ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,500,117SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,500,117TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNET REALIZED GAIN/LOSSPropertyDesc
Sold2021-12-31SoldDt
Gross Sales Price$724,509GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Gain Or Loss$724,509GainOrLossAmt
Gains Minus Excess Or Losses$724,509GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$724,509CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,545InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,545SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,545TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,606EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,606TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,061OverpaymentAmt
Applied To ES Tax$1,061AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressGUIDESTAR.COMWebsiteAddressTxt
Individual With BooksAMY KUHLMAN MOTORISTS MUTUAL INS CIndividualWithBooksNm
Phone6142258285PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1471 E BROAD ST 3TAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J CHRISTOPHER HOWAT
471 E BROAD STCOLUMBUSOH43215TRUSTEE-PARTTIME0.00$0$0$0
THOMAS J OBROKTA JR
471 E BROAD STCOLUMBUSOH43215TRUSTEE-PARTTIME0.00$0$0$0
MARCHELLE E MOORE
471 E BROAD STCOLUMBUSOH43215TRUSTEE-PARTTIME0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,695,346AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,695,346TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,695,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$100,430CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,594,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$329,746MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$329,746MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,545TaxBasedOnInvestmentIncomeAmt
Total Tax$11,545TotalTaxAmt
Distributable Before Adj$318,201DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$318,201DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$318,201DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,985,039ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,985,039QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$318,201DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$794,905ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$906,339ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$554,194ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$872,195ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$684,372ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,812,005TotalExcessDistributionCyovAmt
Qualifying Distributions$1,985,039QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$318,201AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,666,838RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,478,843TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$794,905ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,683,938ExcessDistriCyovToNextYrAmt
Excess From Year4$906,339ExcessFromYear4Amt
Excess From Year3$554,194ExcessFromYear3Amt
Excess From Year2$872,195ExcessFromYear2Amt
Excess From Year1$684,372ExcessFromYear1Amt
Excess From Current Year$1,666,838ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARCHELLE MOORE TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1471 EAST BROAD STAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6146296003RecipientPhoneNum
Form And Info And MaterialsLETTER, PURPOSE OF FUNDS, AMOUNT REQUESTED, CONTACT NAME AND PHONE NUMBER.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO EXEMPT ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A KID AGAIN INC
777-G DEARBORN PARK LANECOLUMBUSOH43085POFANNUAL OPERATIONS$10,000
ABILITY UNLIMITED INC
7232 VARNEDOE DRSAVANNAHGA31406POFANNUAL OPERATIONS$2,500
AFTER-SCHOOL ALL-STARS OHIO
75 APRILL DRANN ARBORMI48103POFANNUAL OPERATIONS$1,000
ALVIS INC
2100 STELLA CTCOLUMBUSOH43215POFANNUAL OPERATIONS$1,800
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
225 NORTH MICHIGAN AVENUECHICAGOIL60601POFANNUAL OPERATIONS$5,000
AMERICAN CANCER SOCIETY-OHIO
10501 EUCLID AVECLEVELANDOH44106POFANNUAL OPERATIONS$2,500
AMERICAN HEART ASSOCIATION INC
5455 N HIGH STREETCOLUMBUSOH43214POFANNUAL OPERATIONS$10,000
AMERICAN LUNG CANCER ASSOCIATION
PO BOX 7262HILSSBOROUGHNJ08844POFANNUAL OPERATIONS$1,000
AMERICAN RED CROSS OF GREATER COLUMBUS
995 E BROAD STCOLUMBUSOH43205POFANNUAL OPERATIONS$5,000
ASSOCIATION OF DIVERSITY & INCLUSION
1701 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20006POFANNUAL OPERATIONS$3,500200
BESA COMMUNITY INC
400 W RICH ST 238COLUMBUSOH43215POFANNUAL OPERATIONS$5,000
BETTER BUSINESS BUREAU FOUNDATION OF CENTRAL OHIO
1169 DUBLIN RDCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
BLUE STAR MOTHERS OF AMERICA INC
PO BOX 942WORTHINGTONOH43085POFANNUAL OPERATIONS$2,500
BOTTOMS UP DIAPER DRIVE
625 GARFIELD AVELANCASTEROH43130POFANNUAL OPERATIONS$1,000
BOY SCOUTS OF AMERICA - SIMON KENTON COUNCIL
807 KINNEAR RDCOLUMBUSOH43212POFANNUAL OPERATIONS$1,500
BOYS & GIRLS CLUBS OF COLUMBUS INC
807 KINNEAR RDCOLUMBUSOH43212POFANNUAL OPERATIONS$2,500
BUCKEYE RANCH FOUNDATION INC
5665 HOOVER RDGROVE CITYOH43215POFANNUAL OPERATIONS$5,000
BUDDY UP TENNIS INC
8000 WALTON PKWY 218NEW ALBANYOH43054POFANNUAL OPERATIONS$1,000
BYRON SAUNDERS FOUNDATION
PO BOX 268NEW ALBANYOH43054POFANNUAL OPERATIONS$1,000
CATHOLIC SOCIAL SERVICES INC
4989 OH-37DELAWAREOH43015POFANNUAL OPERATIONS$5,000
CENTRAL OHIO DIVERSITY CONSORTIUM
PO BOX 248240COLUMBUSOH432248240POFANNUAL OPERATIONS$1,500
CENTRAL STATE UNIV INNOVATION & DEVELOPMENT FOUND
1400 BRUSH ROW RDWILBERFORCEOH45384POFANNUAL OPERATIONS$35,000
CHILDRENS HUNGER ALLIANCE
1105 SCHROCK RD 505COLUMBUSOH43229POFANNUAL OPERATIONS$5,000
CHOICES FOR VICTIMS OF DOMESTIC VIOLENCE
500 W WILSON BRIDGE RD STE 245WORTHINGTONOH43085POFANNUAL OPERATIONS$2,500
CHRISTINE WILSON FOUNDATION
7110 COVENTRY WOODS CTDUBLINOH43017POFANNUAL OPERATIONS$1,000
CITY YEAR - COLUMBUS
350 E 1ST AVE 250COLUMBUSOH43201POFANNUAL OPERATIONS$2,500
COLON CANCER COALITION FOUNDATION
5666 LINCOLN DRIVE 270EDINAMN55436POFANNUAL OPERATIONS$500
COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS INC
55 E STATE STCOLUMBUSOH43215POFANNUAL OPERATIONS$10,000
COLUMBUS EARLY LEARNING CENTERS
240 N CHAMPION AVENUECOLUMBUSOH43203POFANNUAL OPERATIONS$2,000
COLUMBUS METROPOLITAN CLUB INC
100 E BROAD STREET SUITE 100COLUMBUSOH43215POFANNUAL OPERATIONS$3,500
COLUMBUS METROPOLITAN LIBRARY
96 S GRANT AVECOLUMBUSOH43215POFANNUAL OPERATIONS$250,000
COLUMBUS METROPOLITAN LIBRARY FOUNDATION
COMMUNITY RELATIONS AND DEVELOPMENTCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000DEPARTMENT
COLUMBUS MUSEUM OF ART
480 EAST BROAD STREETCOLUMBUSOH432153886POFANNUAL OPERATIONS$10,000
COLUMBUS ORGANIZING PROJECT
404 S 3RD STREETCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
COLUMBUS RECREATION AND PARKS FOUNDATION
1111 E BROAD STCOLUMBUSOH43205POFANNUAL OPERATIONS$1,000
COLUMBUS STATE COMMUNITY COLLEGE DEVELOPMENT FOUNDATION INC
550 EAST SPRING STREETCOLUMBUSOH432161609POFANNUAL OPERATIONS$5,000
COLUMBUS URBAN LEAGUE
788 MOUNT VERNON AVENUECOLUMBUSOH43203POFANNUAL OPERATIONS$15,000
COMMUNITY ARTS PROJECT INC
867 MOUNT VERNON AVECOLUMBUSOH43203POFANNUAL OPERATIONS$10,000
COMMUNITY ARTS PROJECT INC
867 MOUNT VERNON AVECOLUMBUSOH43203POFANNUAL OPERATIONS$5,000
COMMUNITY DEVELOPMENT FOR ALL PEOPLE
946 PARSONS AVECOLUMBUSOH43206POFANNUAL OPERATIONS$500
COMMUNITY HEALTH & LIFESKILLS OPPORTUNITIES & EDUCATION INC
700 LOCUST ST 195DUBUQUEIA52001POFANNUAL OPERATIONS$1,000
COMMUNITY SHELTER BOARD
355 E CAMPUS VIEW BLVDCOLUMBUSOH43235POFANNUAL OPERATIONS$20,000
CONVENE COLUMBUS
3359 RESORT COURTPOWELLOH43065POFANNUAL OPERATIONS$2,500
CONVENE COLUMBUS
3359 RESORT COURTPOWELLOH43065POFANNUAL OPERATIONS$5,000
CORNERSTONE OF HOPE
1550 OLD HENDERSON RD E262COLUMBUSOH43220POFANNUAL OPERATIONS$5,000
CREATIVE LIVING INC
150 W 10TH AVENUECOLUMBUSOH43201POFANNUAL OPERATIONS$500
CROHNS & COLITIS FOUNDATION INC
6797 N HIGH STREETWORTHINGTONOH43085POFANNUAL OPERATIONS$2,500
CYSTIC FIBROSIS FOUNDATION - CENTRAL OHIO CHAPTER
4550 MONTGOMERY AVE SUITE 1100 NBETHESDAMD20814POFANNUAL OPERATIONS$5,500
DEWITT COMMUNITY HOSPITAL FOUNDATION
1118 11TH STDEWITTIA42742POFANNUAL OPERATIONS$100,000
DONT KISS THE BABIES FOUNDATION
415 CLAY STREET PO BOX 627CEDAR FALLSIA50613POFANNUAL OPERATIONS$500
DRESS FOR SUCCESS COLUMBUS
1204 N HIGH STCOLUMBUSOH43201POFANNUAL OPERATIONS$10,000
FURNITURE BANK OF CENTRAL OHIO
118 S YALE AVECOLUMBUSOH43222POFANNUAL OPERATIONS$2,500
FUTURE POSSIBILITIES INC
471 E BROAD STREETCOLUMBUSOH43215POFANNUAL OPERATIONS$10,000
GAMMA IOTA SIGMA
256 MASON HALL 250 WWOODRUFF AVECOLUMBUSOH43201POFANNUAL OPERATIONS$2,500
GAMMA IOTA SIGMA
256 MASON HALL 250 WWOODRUFF AVECOLUMBUSOH43201POFANNUAL OPERATIONS$10,000
GAMMA IOTA SIGMA
256 MASON HALL 250 WWOODRUFF AVECOLUMBUSOH43201POFANNUAL OPERATIONS$1,000
GAMMA IOTA SIGMA
256 MASON HALL 250 WWOODRUFF AVECOLUMBUSOH43201POFANNUAL OPERATIONS$2,500
GENERAL COUNCIL ON FINANCE & ADMINS OF THE UNITED METHODIST CHURCH
1 MUSIC CIRCLE NORTHNASHVILLETN37203POFANNUAL OPERATIONS$10,000
GLADDEN COMMUNITY HOUSE
183 HAWKES AVENUECOLUMBUSOH43223POFANNUAL OPERATIONS$5,000
GLENOAK HIGH SCHOOL
1801 SCHNEIDER ST NECANTONOH44721POFANNUAL OPERATIONS$750
GODMAN GUILD ASSOCIATION
195 N GRANT AVECOLUMBUSOH43215POFANNUAL OPERATIONS$1,000
GREATER COLUMBUS ARTS COUNCIL INC
182 E LONG STCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
GREATER COLUMBUS SPORTS FOUNDATION
155 W NATIONWIDE BLVD 125COLUMBUSOH43215POFANNUAL OPERATIONS$3,000
HANDSON CENTRAL OHIO INC
1105 E SCHROCK RD STE 100COLUMBUSOH43229POFANNUAL OPERATIONS$1,000
HARMONY PROJECT PRODUCTIONS INC
779 E LONG STREETCOLUMBUSOH43203POFANNUAL OPERATIONS$5,000
INSURANCE INDUSTRY CHARITABLE FOUNDATION INC
1999 AVENUE OF THE STARS STE 1100LOS ANGELESCA90067POFANNUAL OPERATIONS$1,000
INSURANCE INDUSTRY CHARITABLE FOUNDATION INC
1999 AVENUE OF THE STARS STE 1100LOS ANGELESCA90067POFANNUAL OPERATIONS$5,000
INSURANCE INDUSTRY CHARITABLE FOUNDATION INC
1999 AVENUE OF THE STARS STE 1100LOS ANGELESCA90067POFANNUAL OPERATIONS$3,500
IOWA COLLEGE FOUNDATION
505 5TH AVENUE SUITE 1034DES MOINESIA503092396POFANNUAL OPERATIONS$7,500
JAZZ ARTS GROUP OF COLUMBUS
769 E LONG STCOLUMBUSOH43203POFANNUAL OPERATIONS$3,000
JAZZ ARTS GROUP OF COLUMBUS
769 E LONG STCOLUMBUSOH43203POFANNUAL OPERATIONS$2,000
JDRF INTERNATIONAL CENTRAL OHIO CHAPTER
8035 HOSBROOK RD SUITE 210CINCINNATIOH45236POFANNUAL OPERATIONS$3,000
JUNIOR ACHIEVEMENT OF CENTRAL OHIO
68 E 2ND AVECOLUMBUSOH43201POFANNUAL OPERATIONS$5,000
JUNIOR ACHIEVEMENT OF THE HEARTLAND
68 E 2ND AVECOLUMBUSOH43201POFANNUAL OPERATIONS$3,000
KALEIDOSCOPE YOUTH CENTER INC
603 E TOWN STCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
LAW & LEADERSHIP INSTITUTE LLC
303 E BROAD STCOLUMBUSOH43215POFANNUAL OPERATIONS$2,500
LAW ENFORCEMENT FOUNDATION INC
6277 RIVERSIDE DRIVE SUITE 2NDUBLINOH430175067POFANNUAL OPERATIONS$10,000
LEADERSHIP COLUMBUS
37 W BROAD ST 980COLUMBUSOH43215POFANNUAL OPERATIONS$2,500
LIFECARE ALLIANCE
1699 W MOUND STCOLUMBUSOH43223POFANNUAL OPERATIONS$5,000
LINCOLN THEATRE ASSOCIATION
769 E LONG STCOLUMBUSOH43203POFANNUAL OPERATIONS$5,000
MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY AND INDIAN
2545 FARMERS DR 300CINCINNATIOH45235POFANNUAL OPERATIONS$10,000
MID-OHIO FOODBANK
3960 BROOKHAM DRGROVE CITYOH43123POFANNUAL OPERATIONS$10,000
MOMENTUM-EXCELLENCE INC
538 E TOWN ST SUITE CCOLUMBUSOH43215POFANNUAL OPERATIONS$1,000
NATIONAL VETERANS MEMORIAL AND MUSEUM FOUNDATION
300 W BROAD STCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
NATIONAL VETERANS MEMORIAL AND MUSEUM OPERATING CO
300 W BROAD STCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
NETCARE FOUNDATION
199 S CENTRAL AVCOLUMBUSOH43223POFANNUAL OPERATIONS$1,000
NEW ALBANY COMMUNITY FOUNDATION
220 MARKET STREETNEW ALBANYOH43054POFANNUAL OPERATIONS$10,000
NEW DIRECTIONS CAREER CENTER
2760 AIRPORT DR SUITE 125COLUMBUSOH43219POFANNUAL OPERATIONS$25,000
OHIO CANCER RESEARCH ASSOCIATES
85 E GAY ST UNIT 700COLUMBUSOH43215POFANNUAL OPERATIONS$75,000
OHIO DOMINICAN UNIVERSITY
1216 SUNBURY RDCOLUMBUSOH43219POFANNUAL OPERATIONS$250,000
OHIO FOUNDATION OF INDEPENDENT COLLEGES INC
250 EAST BROAD STREET SUITE 1700COLUMBUSOH432153722POFANNUAL OPERATIONS$10,000
OHIO MINORITY SUPPLIER DEVELOPMENT COUNCIL
6956 EAST BROAD STREET SUITE 310COLUMBUSOH43213POFANNUAL OPERATIONS$14,000
OHIO NEWSBOYS ASSOCIATION INC
4300 INDIANOLA AVECOLUMBUSOH43214POFANNUAL OPERATIONS$5,000
OHIO STATE UNIVERSITY FOUNDATION
PO BOX 710811COLUMBUSOH43271POFANNUAL OPERATIONS$10,000
OHIO GUIDESTONE
195 N GRANT AVE STE 250COLUMBUSOH43215POFANNUAL OPERATIONS$2,500
OHIOHEALTH CORPORATION
180 E BROAD STCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
PAUL SKEFFINGTON MEMORIAL RACE FOUNDATION
PO BOX 445DEWITTIA527420445POFANNUAL OPERATIONS$500
PELOTONIA
450 W BROAD STCOLUMBUSOH43215POFANNUAL OPERATIONS$25,000
PER SCHOLAS INC
231 PEACHTREE ST NEATLANTAGA30303POFANNUAL OPERATIONS$5,000
PREVENT BLINDNESS OHIO AFFILIATE
2045 GILBERT AVE SUITE 204CINCINNATIOH452021403POFANNUAL OPERATIONS$3,500
PREVENT BLINDNESS OHIO AFFILIATE
2045 GILBERT AVE SUITE 204CINCINNATIOH452021403POFANNUAL OPERATIONS$2,700
RELA
153 E MAIN ST 230COLUMBUSOH43215POFANNUAL OPERATIONS$5,000
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO INC
711 E LIVINGSTON AVECOLUMBUSOH43205POFANNUAL OPERATIONS$25,000
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO INC
711 E LIVINGSTON AVECOLUMBUSOH43205POFANNUAL OPERATIONS$350,000
ROY G BIV GALLERY FOR EMERGIN ARTISTS INC
435 W RICH STCOLUMBUSOH43215POFANNUAL OPERATIONS$2,500
RULING OUR EXPERIENCES INC (ROX)
1335 DUBLIN ROAD SUITE 18ACOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
SANDUSKY COUNTY YOUNG PROFESSIONALS GROUP
PO BOX 244CLYDEOH43410POFANNUAL OPERATIONS$500
SEEDS OF CARING
325 PIEDMONT RDCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
SERVING OUR NEIGHBORS MINISTRIES INC
325 PIEDMONT RDCOLUMBUSOH43215POFANNUAL OPERATIONS$5,000
SID PUBLIC SERVICES ASSOCIATION
23 N 4TH STCOLUMBUSOH432153654POFANNUAL OPERATIONS$790
SOUTH SIDE LEARNING & DEVELOPMENT CENTER
1700 S 20TH STCOLUMBUSOH43207POFANNUAL OPERATIONS$1,000
ST STEPHENS COMMUNITY HOUSE
1500 E 17TH AVECOLUMBUSOH43219POFANNUAL OPERATIONS$15,000
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL ROADDALLASTX75380POFANNUAL OPERATIONS$3,500
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL ROADDALLASTX75380POFANNUAL OPERATIONS$5,000
THE ALS ASSOCIATION CENTRAL & SOUTHERN OHIO CHAPTE
1170 OLD HENDERSON ROAD SUITE 221COLUMBUSOH43220POFANNUAL OPERATIONS$3,000
THE AMERICAN LUNG ASSOCIATION
4050 EXECUTIVE PARK DRIVE 100CINCINNATIOH45241POFANNUAL OPERATIONS$1,000
THE OHIO STATE UNIVERSITY
281 W LANE AVECINCINNATIOH45210POFANNUAL OPERATIONS$240,000
TIFFIN SENECA UNITED WAY INC
201 S WASHINGTON STTIFFINOH44883POFANNUAL OPERATIONS$7,500
UNITED NEGRO COLLEGE FUND INC
399 E MAIN STCOLUMBUSOH43215POFANNUAL OPERATIONS$1,500
UNITED WAY OF CENTRAL OHIO INC
360 SOUTH THIRD STREETCOLUMBUSOH43215POFANNUAL OPERATIONS$89,499
URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO
3458 READING RDCINCINNATIOH45229POFANNUAL OPERATIONS$2,500
VISTA VILLAGE INC
8000 RAVNIES EDGE COURTCOLUMBUSOH43235PDFANNUAL OPERATIONS$5,000
WOMEN FOR ECONOMIC AND LEADERSHIP DEVELOPMENT
6478 WINCHESTER BLVDCANAL WINCHESTEROH43110POFANNUAL OPERATIONS$5,000
YOUNG MENS CHRISTIAN ASSOCIATION OF CENTRAL OHIO
7798 LIBERTY ROAD NPOWELLOH43065POFANNUAL OPERATIONS$5,000
YWCA HOUSING CORPORATION
65 S FOURTH STCOLUMBUSOH43215POFANNUAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,985,039TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$98RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$140,466RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$41,391RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$724,509RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSDesc
Related Or Exempt Function Incm-$122,325RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$784,139RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$784,139TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3PROVIDING FUNDS FOR PURPOSES OF CONTRIBUTIONS
4PROVIDING FUNDS FOR PURPOSES OF CONTRIBUTIONS
7PROVIDING FUNDS FOR PURPOSES OF CONTRIBUTIONS
8PROVIDING FUNDS FOR PURPOSES OF CONTRIBUTIONS
11PROVIDING FUNDS FOR PURPOSES OF CONTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1cLineNumberTxt
Involved$0InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1MOTORISTS MUTUAL INSURANCE COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmCOMMON MANAGEMENTTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTED ASSETSAT COST$6,695,346$6,695,346
ALTERNATIVE INVESTMENTSAT COST$295,898$295,898

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$7,376BOYBookValueAmt
EOY Book Value$8,884EOYBookValueAmt
EOYFMV$8,884EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
UNREALIZED GAINS/LOSS ON ALTERNATIVES$36,720$0$36,720
MISC ADJUSTMENT$4,671$4,671$4,671
UNREALIZED GAINS/LOSS-$122,325-$122,325

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$34,053Amt
Net Investment Income$34,053NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOTORISTS MUTUAL INS COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1471 E BROAD STAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$5,088Amt
Net Investment Income$5,088NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt