FRANKEL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FAMILY CHARITABLE TRUST (EIN 36-7347911)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349100646
- 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 Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:41:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | 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 | 367347911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEVEN FRANKEL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5138917877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9499 BENCHMARK LANE | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN FRANKEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5138917877 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | FRANKEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY VOGEL | PreparerPersonNm |
| PTIN | P00994328 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
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 | $5,062,466 | 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 | $258,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $71,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $311,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $311,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $311,031 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $640,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,651 | 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 | $11,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $548 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $405,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,026 | CashBOYAmt |
| Cash EOY | $344,852 | CashEOYAmt |
| Cash EOYFMV | $344,852 | CashEOYFMVAmt |
| Corporate Stock BOY | $471,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $942,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,715,614 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $237,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $883,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,289,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,062,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $883,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,289,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $883,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,289,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $883,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,289,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $883,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $405,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,289,151 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,289,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 603 SHS APPLE INC | 1998-07-31 | 2020-08-24 | $310,604 | $773 | $309,831 | $309,831 | |
| CAPITAL GAINS DIVIDENDS | $1,200 | $1,200 | $1,200 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $311,031 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $114 | 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 | $114 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $5,127 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | STEVEN FRANKEL | IndividualWithBooksNm |
| Phone | 5138917877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9499 BENCHMARK LANE | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICAH P FRANKEL | ||||||||
| 411 GOLD LAKE COURT | DANVILLE | CA | 94506 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD M FRANKEL | ||||||||
| 26 PICARDY LANE | ST LOUIS | MO | 63124 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN H FRANKEL | ||||||||
| 9499 BENCHMARK LANE | BLUE ASH | OH | 45242 | 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 | $3,530,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $285,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,817,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,817,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,760,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,229 | TotalTaxAmt |
| Distributable Before Adj | $182,800 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,800 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,800 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $228,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $228,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,935 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $39,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,700 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,390 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,935 | ExcessFromYear4Amt |
| Excess From Year1 | $39,755 | ExcessFromYear1Amt |
| Excess From Current Year | $45,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI (ACTA) | |||||||
| 1730 M STREET NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $3,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 17TH ST NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $6,000 |
| ASHBROOK CENTER | |||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | N/A | CHARITABLE | GENERAL | $3,000 |
| ATARA JEWISH INSTITUTE | |||||||
| 6701 ELBROOK AVE | CINCINNATI | OH | 45237 | N/A | CHARITABLE | GENERAL | $11,000 |
| AU HILLLEL | |||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | N/A | CHARITABLE | GENERAL | $1,000 |
| B'NAI BRITH INTERNATIONAL | |||||||
| 1120 20TH STREET NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $2,000 |
| CAMERA | |||||||
| PO B OX 35040 | BOSTON | MA | 02135 | N/A | CHARITABLE | GENERAL | $6,000 |
| CAMP CHABAD OF CINNCINATI | |||||||
| 7560 REINHOLD DRIVE | CINCINNATI | OH | 45237 | N/A | CHARITABLE | GENERAL | $500 |
| CASA - ST LOUIS | |||||||
| 920 N VANDEVENTER AVE | ST LOUIS | MO | 63108 | N/A | CHARITABLE | GENERAL | $500 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | CHARITABLE | GENERAL | $6,000 |
| CHABAD AT AU | |||||||
| 2110 LEROY PLACE NW | WASHINGTON | DC | 20008 | N/A | CHARITABLE | GENERAL | $2,000 |
| CHABAD JEWISH CENTER | |||||||
| 3977 HUNT ROAD | CINCINNATI | OH | 45236 | N/A | RELIGIOUS | GENERAL | $3,000 |
| CHABAD OF BLUE ASH | |||||||
| 3977 HUNT ROAD | CINCINNATI | OH | 45236 | N/A | RELIGIOUS | GENERAL | $7,000 |
| CHABAD OF DANVILLE | |||||||
| 2 ASHLAND WAY | DANVILLE | CA | 94506 | N/A | RELIGIOUS | GENERAL | $10,000 |
| CHABAD YOUNG PROFESSIONALS | |||||||
| 3919 S JEFFERSON AVE | CINCINNATI | OH | 45212 | N/A | CHARITABLE | GENERAL | $2,000 |
| CINCINNATI COMMUNITY KOLLEL | |||||||
| 2241 LOSANTIVILLE AVE | CINCINNATI | OH | 45237 | N/A | CHARITABLE | GENERAL | $3,500 |
| CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL | UPLAND | CA | 91786 | N/A | CHARITABLE | GENERAL | $6,000 |
| COMMENTARY INC | |||||||
| 561 7TH AVENUE | NEW YORK | NY | 10018 | N/A | CHARITABLE | GENERAL | $2,000 |
| COMMITTEE FOR JUSTICE | |||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 20006 | N/A | CHARITABLE | GENERAL | $1,000 |
| ETHICS AND PUBLIC POLICY CENTER | |||||||
| 1730 M STREET SUITE 910 | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $3,000 |
| FEDERALIST SOCIETY | |||||||
| 1776 I STREET NW STE 300 | WASHINGTON | DC | 20006 | N/A | CHARITABLE | GENERAL | $6,000 |
| FOUNDATION FOR CULTURAL REVIEW | |||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | N/A | CHARITABLE | GENERAL | $3,000 |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||
| 1800 M STREET | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $3,000 |
| FOUNDATION FOR ECONOMIC EDUCATION (FEE) | |||||||
| 1819 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | EDUCATIONAL | GENERAL | $6,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION (FIRE) | |||||||
| 170 S INDEPENDENCE MALL | PHILADELPHIA | PA | 19106 | N/A | CHARITABLE | GENERAL | $6,000 |
| FRONT PAGE MAGAZINE - DAVID HOROWITZ FREEDOM CENTER | |||||||
| 14724 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | N/A | CHARITABLE | GENERAL | $4,000 |
| GATESTONE INSTITUTE | |||||||
| 14 EAST 60TH STREET SUITE 1001 | NEW YORK | NY | 10022 | N/A | CHARITABLE | GENERAL | $1,000 |
| HARVEY KORNBLUTH JEWISH FOOD PANTRY | |||||||
| 10601 BAUR BOULEVARD | ST LOUIS | MO | 63132 | N/A | CHARITABLE | GENERAL | $1,800 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE | GENERAL | $6,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | CHARITABLE | GENERAL | $1,000 |
| HOOVER INSTITUTE | |||||||
| 434 GALEZ MALL STANFORD UNIV | STANFORD | CA | 94305 | N/A | CHARITABLE | GENERAL | $3,000 |
| INDEPENDENCE INSTITUTE | |||||||
| 727 EAST 16TH AVENUE | DENVER | CO | 80203 | N/A | CHARITABLE | GENERAL | $2,000 |
| INSTITUTE FOR FAMILY STUDIES | |||||||
| P O BOX 1502 | CHARLOTTESVILLE | VA | 22902 | N/A | CHARITABLE | GENERAL | $1,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 GLEBE ROAD | ARLINGTON | VA | 22203 | N/A | CHARITABLE | GENERAL | $3,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | N/A | CHARITABLE | GENERAL | $3,000 |
| JEWISH EDUCATION FOR EVERY PERSON | |||||||
| 1995 SECTION ROAD | CINCINNATI | OH | 45237 | N/A | EDUCATIONAL | GENERAL | $6,000 |
| JEWISH FAMILY SERVICE | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | N/A | CHARITABLE | GENERAL | $2,000 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 305 7TH AVENUE | NEW YORK | NY | 10001 | N/A | CHARITABLE | GENERAL | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH | NEW YORK | NY | 10021 | N/A | CHARITABLE | GENERAL | $6,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET | WASHINGTON | DC | 20024 | N/A | CHARITABLE | GENERAL | $6,000 |
| KOL EMETH CONGREGATION | |||||||
| 5130 W TOUHY AVENNUE | SKOKIE | IL | 60077 | N/A | RELIGIOUS | GENERAL | $2,000 |
| KOL RINAH | |||||||
| 7701 MARYLAND AVE | ST LOUIS | MO | 63105 | N/A | RELIGIOUS | GENERAL | $5,000 |
| MERCATUS CENTER | |||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | N/A | CHARITABLE | GENERAL | $2,000 |
| MIDDLE EAST FORUM | |||||||
| 1650 MARKET STREET | PHILADELPHIA | PA | 19103 | N/A | CHARITABLE | GENERAL | $6,000 |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | |||||||
| 1819 L STREET | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $6,000 |
| MIDWEST CAMPERS INC | |||||||
| 2463 S GREEN ROAD | BEACHWOOD | OH | 44122 | N/A | CHARITABLE | GENERAL | $1,000 |
| MINDING THE CAMPUS | |||||||
| 20 FIFTH AVE STE 14C | NEW YORK | NY | 10011 | N/A | CHARITABLE | GENERAL | $2,000 |
| MISES INSTITUTE | |||||||
| 518 W MAGNOLIA AVENUE | AUBURN | AL | 36832 | N/A | CHARITABLE | GENERAL | $1,000 |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 8 WEST 38TH STREET SUITE 503 | NEW YORK | NY | 10018 | N/A | CHARITABLE | GENERAL | $6,000 |
| NATIONAL COUNCIL OF SYNAGOGUE YOUTH | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | N/A | CHARITABLE | GENERAL | $2,000 |
| NEW CIVIL LIBERTIES ALLIANCE | |||||||
| 1225 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $6,000 |
| NUSACH HARI BNAI ZION CONGREGATION | |||||||
| 650 N PRICE ROAD | ST LOUIS | MO | 63132 | N/A | CHARITABLE | GENERAL | $2,250 |
| ORAYTA YESHIVA | |||||||
| 9687 PAVAROTTI TERRACE 102 | BOYNTON BEACH | FL | 33437 | N/A | CHARITABLE | GENERAL | $1,000 |
| ORT AMERICA | |||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | CHARITABLE | GENERAL | $4,000 |
| ORTHODOX UNION | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | N/A | CHARITABLE | GENERAL | $1,000 |
| PRAGER UNIVERSITY | |||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | N/A | EDUCATIONAL | GENERAL | $6,000 |
| PROVIDENT FOUNDATION | |||||||
| 2650 OLIVE STREET | ST LOUIS | MO | 63103 | N/A | CHARITABLE | GENERAL | $5,000 |
| STATE POLICY NETWORK | |||||||
| 1655 N FORT MEYER DRIVE | ARLINGTON | VA | 22209 | N/A | CHARITABLE | GENERAL | $2,000 |
| THE HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA NW | WASHINGTON | DC | 20004 | N/A | CHARITABLE | GENERAL | $6,000 |
| THE MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT | NEW YORK | NY | 10017 | N/A | CHARITABLE | GENERAL | $6,000 |
| UNIVERSITY OF CHICAGO - LEO STRAUSS CENTER | |||||||
| 5235 S HARPER | CHICAGO | IL | 60615 | N/A | CHARITABLE | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $311,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $382,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $382,651 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF SAM FRANKEL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROY RAEMER 742 LORRAINE CIRCLE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $258,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,900 | Amt |
| Net Investment Income | $5,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK - VANGUARD ACCT #2342 | StockNm |
| EOY Book Value | $942,299 | EOYBookValueAmt |
| EOYFMV | $4,715,614 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REFUND RECEIVABLE | $2,000 | $2,000 | $2,000 |
| CONTRIBUTION IN TRANSIT | $235,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $548 | Amt |
| Net Investment Income | $548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |