FRANKEL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FAMILY CHARITABLE TRUST (EIN 36-7347911)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-13
- IRS object ID
- 202522259349101107
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T13:54:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 170 N RADNOR-CHESTER RD SUITE 200 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM S COVERT | PreparerPersonNm |
| PTIN | P00128629 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2025-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,002,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $146,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $262,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,313 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $316,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,271 | 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 | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $642 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,657 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,123 | CashBOYAmt |
| Cash EOY | $193,047 | CashEOYAmt |
| Cash EOYFMV | $193,047 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,266,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,233,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,807,724 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,388,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,428,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,002,771 | 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 | $4,388,374 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,428,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,388,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,428,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,388,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,428,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,388,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,428,436 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,428,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $262,255 | $92,039 | $170,216 | $170,216 |
| CAPITAL GAINS DIVIDENDS | P | $97 | $97 | $97 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,313 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,825 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,825 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $4,478 | OverpaymentAmt |
| Applied To ES Tax | $4,478 | 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 | 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 | $9,781,005 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,890,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,890,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,741,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,332 | TotalTaxAmt |
| Distributable Before Adj | $482,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $482,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $482,760 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $262,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $482,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,369 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,369 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $257,604 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $5,000 | |
| AMERICAN FRIENDS OF KEHILLAT NOFEI HASHEMESH | ||||||||
| 525 CHESTNUT STREET SUITE 204 | CEDARHURST | NY | 11516 | N/A | CHARITABLE | GENERAL | $1,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | N/A | CHARITABLE | GENERAL | $10,000 | |
| AMERICAN FRIENDS OF LEMA'AN ACHAI | ||||||||
| 10 BRIARWOOD LANE | SUFFERN | NY | 10901 | N/A | CHARITABLE | GENERAL | $12,500 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | N/A | CHARITABLE | GENERAL | $10,000 | |
| ASHBROOK CENTER | ||||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | N/A | CHARITABLE | GENERAL | $5,000 | |
| B'NAI AMOONA CONGREGATION | ||||||||
| 324 S MASON ROAD | ST LOUIS | MO | 63141 | N/A | RELIGIOUS | GENERAL | $17,600 | |
| CAMP STONE | ||||||||
| 2145 DEER RUN RD | SUGAR GROVE | PA | 16350 | N/A | CHARITABLE | GENERAL | $2,000 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | CHARITABLE | GENERAL | $5,000 | |
| CHABAD JEWISH CENTER | ||||||||
| 3977 HUNT ROAD | CINCINNATI | OH | 45236 | N/A | RELIGIOUS | GENERAL | $11,000 | |
| CHABAD OF SOUTH SCOTTSDALE | ||||||||
| 10215 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85253 | N/A | RELIGIOUS | GENERAL | $1,800 | |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | N/A | CHARITABLE | GENERAL | $2,000 | |
| CINCINNATI COMMUNITY KOLLEL | ||||||||
| 2241 LOSANTIVILLE AVE | CINCINNATI | OH | 45237 | N/A | CHARITABLE | GENERAL | $1,000 | |
| CLAREMONT INSTITUTE | ||||||||
| 1317 W FOOTHILL | UPLAND | CA | 91786 | N/A | CHARITABLE | GENERAL | $5,000 | |
| ETHICS AND PUBLIC POLICY CENTER | ||||||||
| 1730 M STREET SUITE 910 | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $5,000 | |
| FEDERALIST SOCIETY | ||||||||
| 1776 I STREET NW STE 300 | WASHINGTON | DC | 20006 | N/A | CHARITABLE | GENERAL | $5,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | ||||||||
| 1800 M STREET | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $5,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION (FIRE) | ||||||||
| 170 S INDEPENDENCE MALL | PHILADELPHIA | PA | 19106 | N/A | CHARITABLE | GENERAL | $5,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||
| 29 E MADISON STREET | CHICAGO | IL | 60602 | N/A | CHARITABLE | GENERAL | $10,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 442 5TH AVE 1866 | NEW YORK | NY | 10018 | N/A | CHARITABLE | GENERAL | $10,000 | |
| GUSH ETZION FOUNDATION | ||||||||
| 281 MASON TERRACE 1 | BROOKLINE | MA | 02446 | N/A | CHARITABLE | GENERAL | $3,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE | GENERAL | $5,000 | |
| HOOVER INSTITUTE | ||||||||
| 434 GALEZ MALL STANFORD UNIV | STANFORD | CA | 94305 | N/A | CHARITABLE | GENERAL | $10,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVE NW FOURTH | WASHINGTON | DC | 20004 | N/A | CHARITABLE | GENERAL | $5,000 | FLOOR |
| INSTITUTE FOR FAMILY STUDIES | ||||||||
| P O BOX 1502 | CHARLOTTESVILLE | VA | 22902 | N/A | CHARITABLE | GENERAL | $5,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE | ||||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | N/A | CHARITABLE | GENERAL | $1,500 | |
| JEWISH EDUCATION FOR EVERY PERSON | ||||||||
| 1995 SECTION ROAD | CINCINNATI | OH | 45237 | N/A | EDUCATIONAL | GENERAL | $10,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | N/A | CHARITABLE | GENERAL | $3,000 | |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | N/A | CHARITABLE | GENERAL | $2,540 | |
| JEWISH LEARNING INITIATIVE ON CAMPUS OF THE ORTHODOX UNION | ||||||||
| 40 RECTOR ST 4TH FLOOR | NEW YORK | NY | 10006 | N/A | CHARITABLE | GENERAL | $2,000 | |
| KOL RINAH | ||||||||
| 7701 MARYLAND AVE | ST LOUIS | MO | 63105 | N/A | RELIGIOUS | GENERAL | $6,500 | |
| LEGAL INSURRECTION FOUNDATION | ||||||||
| 18 MAPLE AVENUE 280 | BARRINGTON | RI | 02806 | N/A | CHARITABLE | GENERAL | $2,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | CHARITABLE | GENERAL | $5,000 | |
| MARTIN CENTER | ||||||||
| 353 E SIX FORKS ROAD SUITE 200 | RALEIGH | NC | 27609 | N/A | CHARITABLE | GENERAL | $5,000 | |
| MIDDLE EAST FORUM | ||||||||
| 1650 MARKET STREET | PHILADELPHIA | PA | 19103 | N/A | CHARITABLE | GENERAL | $5,000 | |
| MINYAN SEGULAH AT MISHKAN TORAH SYNAGOGUE | ||||||||
| 54 RIDGE RD UNIT L | GREENBELT | MD | 20770 | N/A | CHARITABLE | GENERAL | $2,000 | |
| MOSES MILLER HEBREW FREE LOAN SOCIETY | ||||||||
| 4515 PERTH LANE | CINCINNATI | OH | 45229 | N/A | CHARITABLE | GENERAL | $1,500 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 8 WEST 38TH STREET SUITE 503 | NEW YORK | NY | 10018 | N/A | CHARITABLE | GENERAL | $5,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| 1225 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $10,000 | |
| NISHMAH (JEWISH COMMUNITY CENTER) | ||||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | N/A | CHARITABLE | GENERAL | $2,470 | |
| NUSACH HARI BNAI ZION CONGREGATION | ||||||||
| 650 N PRICE ROAD | ST LOUIS | MO | 63132 | N/A | CHARITABLE | GENERAL | $7,400 | |
| OHIO STATE UNIVERSITY HILLEL | ||||||||
| 46 E 16TH AVE | COLUMBUS | OH | 43201 | N/A | CHARITABLE | GENERAL | $3,000 | |
| OLAMI - ARIZONA INC | ||||||||
| 6740 E VOLTAIRE AVE | SCOTTSDALE | AZ | 85254 | N/A | CHARITABLE | GENERAL | $1,800 | |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | CHARITABLE | GENERAL | $1,000 | |
| PROVIDENT BEHAVIORAL HEALTH | ||||||||
| 2650 OLIVE STREET | ST LOUIS | MO | 63103 | N/A | CHARITABLE | GENERAL | $2,000 | |
| RINA'S SIMCHA CLOSET | ||||||||
| 5895 BARTLETT STREET | PITTSBURG | PA | 15217 | N/A | CHARITABLE | GENERAL | $350 | |
| SCHOTTENSTEIN CHABAD HOUSE AT OSU | ||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | N/A | CHARITABLE | GENERAL | $7,000 | |
| ST LOUIS BOTANICAL GARDENS | ||||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | N/A | CHARITABLE | GENERAL | $500 | |
| ST LOUIS KOLLEL | ||||||||
| 8200 DELMAR BLVD | ST LOUIS | MO | 63124 | N/A | CHARITABLE | GENERAL | $2,000 | |
| TORAH AND NATURE FOUNDATION | ||||||||
| 9200 SUNSET BLVD | WEST HOLLYWOOD | CA | 90049 | N/A | CHARITABLE | GENERAL | $1,000 | |
| WASHINGTON UNIVERITY CHABAD | ||||||||
| 7018 FORSYTH BLVD | ST LOUIS | MO | 63105 | N/A | CHARITABLE | GENERAL | $2,000 | |
| ZAKA | ||||||||
| 2920 AVENUE R | BROOKLYN | NY | 11229 | N/A | CHARITABLE | GENERAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,460 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,313 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $316,601 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,601 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,900 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | 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 | $4,233,389 | EOYBookValueAmt |
| EOYFMV | $10,807,724 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND RECEIVABLE | Desc |
| BOY Book Value | $2,000 | BOYBookValueAmt |
| EOY Book Value | $2,000 | EOYBookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR CUSTODY FEES | $22 | $22 | $0 |
| IL FILING FEES | $115 | $0 | $115 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $642 | $642 | $0 |
| FEDERAL TAX PAID | $9,400 | $0 | $0 |