DOLL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DOLL FAMILY FOUNDATION (EIN 34-1725981)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-26
- IRS object ID
- 202102999349101460
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-26T12:17:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-25 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALANE BOFFA | PreparerPersonNm |
| PTIN | P00012337 | PTIN |
| Phone | 8002291099 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,729,021 | 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 | $179,686 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $311 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $903,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,665 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $359,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,943 | 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 | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,174 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $365 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,591 | CashBOYAmt |
| Cash EOY | $13,689 | CashEOYAmt |
| Cash EOYFMV | $13,689 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,305,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,499,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,715,332 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,342,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,512,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,729,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,342,372 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,512,770 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,342,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,512,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,342,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,512,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,342,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,524,063 | SubtotalAmt |
| Other Decreases | $11,293 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,512,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 70 SHARES OF BOEING | 2020-03-27 | $11,276 | $9,117 | $2,159 | $2,159 | |
| 8 SHARES OF VANGUARD SMALL-CAP ETF | 2020-03-25 | $868 | $1,199 | -$331 | -$331 | |
| SHARES OF VANGUARD SMALL-CAP ETF | 2020-03-25 | $62,844 | $64,463 | -$1,619 | -$1,619 | |
| 10 SHARES OF ISHARES EDGE MSCI | 2020-02-20 | $553 | $585 | -$32 | -$32 | |
| SHARES OF ISHARES EDGE MSCI | 2020-02-20 | $23,949 | $24,609 | -$660 | -$660 | |
| 144 SHARES OF VF CORP | 2020-02-20 | $11,836 | $1,968 | $9,868 | $9,868 | |
| AMERICAN FUNDS AMERICAN HIGH-INC | 2020-12-08 | $6,435 | $6,053 | $382 | $382 | |
| AMERICAN FUNDS CAPITAL WORLD BOND | 2020-12-08 | $1,991 | $1,845 | $146 | $146 | |
| AMERICAN FUNDS INCOME FUND OF AMER | 2020-12-08 | $20,482 | $18,903 | $1,579 | $1,579 | |
| AMERICAN FUNDS NEW ECONOMY | 2020-12-08 | $7,970 | $6,103 | $1,867 | $1,867 | |
| AMERICAN FUNDS INVMT CO OF AMER | 2020-12-23 | $5,737 | $5,264 | $473 | $473 | |
| AMERICAN FUNDS AMERICAN HIGH-INC | 2020-12-08 | $112,251 | $108,492 | $3,759 | $3,759 | |
| AMERICAN FUNDS CAPITAL WORLD BOND | 2020-12-08 | $82,965 | $75,708 | $7,257 | $7,257 | |
| AMERICAN FUNDS INCOME FUND OF AMER | 2020-12-08 | $353,417 | $272,458 | $80,959 | $80,959 | |
| AMERICAN FUNDS NEW ECONOMY | 2020-12-08 | $107,831 | $70,553 | $37,278 | $37,278 | |
| AMERICAN FUNDS INVMT CO OF AMER | 2020-12-23 | $69,126 | $62,215 | $6,911 | $6,911 | |
| 95 SHARES OF PARKER HANNIFIN | 2020-07-15 | $16,403 | $7,269 | $9,134 | $9,134 | |
| CAPITAL GAINS DIVIDENDS | $7,535 | $7,535 | $7,535 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,665 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,170 | OverpaymentAmt |
| Applied To ES Tax | $4,170 | 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 | $3,012,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,101 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,046,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,046,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,000,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,830 | TotalTaxAmt |
| Distributable Before Adj | $147,210 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,210 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,015 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $169,015 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,210 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,168 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,307 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $25,422 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $51,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,805 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,702 | 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 | $13,168 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,534 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,307 | ExcessFromYear4Amt |
| Excess From Year2 | $25,422 | ExcessFromYear2Amt |
| Excess From Current Year | $21,805 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| ADELANTE MUJERES | |||||||
| 2030 MAIN STREET SUITE A | FOREST GROVE | OR | 97116 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| FAMILY PROMISE OF GREATER CLEVELAND | |||||||
| 3470 EAST 152ND STREET | CLEVELAND | OH | 44120 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| FRONT & CENTERED | |||||||
| 1501 EAST MADISON STREET | SEATTLE | WA | 98122 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| OREGON TRADESWOMEN INC | |||||||
| 3934 NE MARTIN LUTHER BLVD STE 101 | PORTLAND | OR | 97212 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| ROSE HAVEN | |||||||
| PO BOX 10405 | PORTLAND | OR | 97296 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| THRIVE | |||||||
| 400 E BABCOCK ST | BOZEMAN | MT | 59715 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| WOMEN'S RECOVERY CENTER | |||||||
| 6209 STORER AVE | CLEVELAND | OH | 44102 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| RAPHAEL HOUSE OF PORTLAND | |||||||
| 4110 SE HAWTHORNE BLVD | PORTLAND | OR | 97214 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| PRETERM | |||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| HAVEN | |||||||
| 3400 FOLSOM BLVD | SACRAMENTO | CA | 95816 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| GLOBAL TO LOCAL HEALTH INITIATIVE | |||||||
| 4040 S 188TH ST | SEATAC | WA | 98188 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| FAMILY PROMISE OF GALLATIN VALLEY | |||||||
| 429 E STORY ST | BOZEMAN | MT | 59715 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| DOMESTIC VIOLENCE CHILD ADVOCACY | |||||||
| 2806 PAYNE AVE | CLEVELAND | OH | 44114 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 1228 EUCLID AVE | CLEVELAND | OH | 44115 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| LUTERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 44103 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| RESOURCE MEDIA | |||||||
| 9450 SW GEMINI DRIVE | BEAVERTON | OR | 97008 | 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 | $311 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,039 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HENRY C DOLL | |||||||
| 1 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $11,111 | Yes (X) | Yes (X) |
| HENRY C DOLL | |||||||
| 2 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $25,000 | Yes (X) | |
| HENRY C DOLL | |||||||
| 3 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $10,231 | Yes (X) | Yes (X) |
| HENRY C DOLL | |||||||
| 4 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $44,027 | Yes (X) | Yes (X) |
| HENRY C DOLL | |||||||
| 5 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $68,416 | Yes (X) | Yes (X) |
| HENRY C DOLL | |||||||
| 6 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $13,296 | Yes (X) | Yes (X) |
| HENRY C DOLL | |||||||
| 7 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $7,605 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70 SHARES OF BOEING | $11,111 | 2020-03-25 |
| 3 | 261 SHARES OF CISCO SYSTEMS | $10,231 | 2020-10-20 |
| 4 | 25 SHARES ALPHABET INC | $44,027 | 2020-12-15 |
| 5 | 535 SHARES APPLE INC | $68,416 | 2020-12-15 |
| 6 | 60 SHARES PAYPAL | $13,296 | 2020-12-15 |
| 7 | 232 SHARES VONTIER CORP | $7,605 | 2020-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL ACCOUNTING FEES | CategoryTxt |
| Amt | $2,550 | 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 | $112,749 | $353,916 |
| MUTUAL FUNDS | $1,699,456 | $2,674,189 |
| FIXED INCOME | $686,876 | $687,227 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $11,293 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO FILING FEE | $200 | $0 | $0 |
| ASSOCIATION FEES | $1,515 | $0 | $1,515 |
| INSURANCE | $750 | $0 | $0 |
| INVESTMENT FEES | $365 | $365 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATE | CategoryTxt |
| Amt | $3,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |