HARRY M AND VIOLET TURNER CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRY M AND VIOLET TURNER CHARITABLE TRUST (EIN 31-1711190)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202133139349100813
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T11:36:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST MAIN STREET SUITE 500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45502 | 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 | 311711190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY AND VIOLET TURNER 95 | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 9373251300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WEST MAIN STREET NO 800 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LANDESS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9373251300 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LANDESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA PEYTON | PreparerPersonNm |
| PTIN | P00441253 | PTIN |
| Phone | 9373992000 | PhoneNum |
| Preparation | 2021-11-05 | 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 | $26,110,097 | 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 | $200,372 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $43,745 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,745 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $251,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,655 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $496,677 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $496,677 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $24,775 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $736,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,497,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $727,936 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,107 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $1,230 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$123 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $107,147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,161 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,835,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,539,174 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475,744 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $475,744 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $256,464 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $256,464 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $111,904 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $111,904 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,746 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,746 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,817 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $61,817 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $204,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $84,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,213 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,213 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,048 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $47,825 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,857 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $52,687 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,687 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,491 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,491 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $550,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $471,902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78,430 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,828,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $585,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,202,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,366,394 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,366,394 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,194,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $585,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,569,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,359,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $953,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $182,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,051 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $784,487 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,205,594 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $784,487 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $784,487 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $174,379 | InventoriesBOYAmt |
| Inventories EOY | $174,131 | InventoriesEOYAmt |
| Inventories EOYFMV | $150,000 | InventoriesEOYFMVAmt |
| Other Investments BOY | $29,179,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,207,522 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,675,117 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,300,960 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,042,518 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $277,299 | LandBOYAmt |
| Land EOY | $258,442 | LandEOYAmt |
| Land EOYFMV | $258,442 | LandEOYFMVAmt |
| Total Assets BOY | $31,018,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,666,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,110,097 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | -$5,129 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,995 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $94,950 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $91,700 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $89,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,695 | 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 | $30,929,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,569,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,929,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,569,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,018,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,666,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,929,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,359,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,569,938 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,569,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| A1344-2 PLEDGE TO SNB | P | $178,876 | $181,068 | -$2,192 | -$2,192 |
| A1344-3 PLEDGE TO SNB | P | $296,233 | $389,136 | -$92,903 | -$92,903 |
| FORT WASHINGTON II K-1 | P | $30,942 | $1,541 | $29,401 | $29,401 |
| FORT WASHINGTON IV K-1 | P | $34,191 | -$34,191 | -$34,191 | |
| FORT WASHINGTON PEI IX | P | $38,141 | $38,141 | $38,141 | |
| FORT WASHINGTON PEO FUND III K-1 | P | $87,530 | $87,530 | $87,530 | |
| HUNTINGTON SECURITIES | P | $4,794 | $4,794 | $4,794 | |
| OHIO TECH ANGEL FUND II | P | $5,774 | -$5,774 | -$5,774 | |
| SNB (A 1344) | P | $1,829,813 | $1,040,351 | $789,462 | $789,462 |
| SNB GRACE FUND | P | $14,198 | $9,363 | $4,835 | $4,835 |
| SOUTHEAST LAND ACQUISITION FUND | P | $102 | $102 | $102 | |
| DAYTON REGION SIGNATURE FUND | P | $101,667 | -$101,667 | -$101,667 | |
| CONNOR GROUP REAL ESTATE FUND VII | P | $7,131 | $7,131 | $7,131 | |
| FORT WASHINGTON IV K-1 1202 STOCK | P | $4,460 | $2,376 | $2,084 | $2,084 |
| FORT WASHINGTON II K-1 1202 STOCK | P | $5,586 | $4,403 | $1,183 | $1,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $727,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,490 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,990 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,737 | OverpaymentAmt |
| Applied To ES Tax | $11,737 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.HMTURNERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T LANDESS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9373251300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WEST MAIN STREET SUITE 800 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN LANDESS | ||||||||
| 260 BRIGHTON ROAD | SPRINGFIELD | OH | 45504 | EXECUTIVE DIRECTOR | 40.00 | $265,725 | $15,400 | $390 |
| ELIZABETH COFFMAN | ||||||||
| 3435 KENERLY STREET | SPRINGFIELD | OH | 45502 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM LANDESS | ||||||||
| 5718 RESERVE LANE | HUDSON | OH | 44236 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY EMERSON | ||||||||
| 3970 SINTZ ROAD | SPRINGFIELD | OH | 45504 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAREN COTTER | ||||||||
| 4619 MCCORD STREET | SPRINGFIELD | OH | 45503 | CFO | 40.00 | $208,117 | $11,300 | $1,512 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN WOOTEN | ||||||||
| 2122 OLYMPIC STREET | SPRINGFIELD | OH | 45503 | ACCOUNTING MANAGER | 40.00 | $84,100 | $4,830 | $0 |
| KEVIN ROSE | ||||||||
| 712 SOUTH FOUNTAIN AVENUE | SPRINGFIELD | OH | 45506 | HISTORIAN | 40.00 | $64,600 | $3,840 | $0 |
| RODERICK HATFIELD | ||||||||
| 769 SHRINE ROAD | SPRINGFIELD | OH | 45504 | CREATIVE DIRECTOR | 40.00 | $55,850 | $3,315 | $0 |
| DEBORAH MCCOOL | ||||||||
| 5460 STONERIDGE DRIVE | SPRINGFIELD | OH | 45503 | EXECUTIVE ASSITANT/G | 40.00 | $55,519 | $3,174 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTING TO THE REVITALIZATION OF AN ECONOMIC DEPRESSED AREA, MAINTAIN CURRENT EMPLOYMENT, ATTRACT NEW TECHNOLOGY INDUSTRY, AND PROVIDE AFFORDABLE HOUSING TO FAMILIES BY PROVIDING LOANS AND GRANTS TO NONPROFIT & CORPORATE BUSINESSES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PURCHASE, REHABILITATE AND MAINTAIN HISTORICAL HOMES AND BUSINESS PROPERTY IN SPRINGFIELD TO PRESERVE OUR HISTORY AND REVITALIZE OUR COMMUNITY | Description2Txt |
| Expenses2 | $204,750 | Expenses2Amt |
| Total | $204,750 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,184,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,212,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,212,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,954,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $847,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $847,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,253 | TotalTaxAmt |
| Distributable Before Adj | $834,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $834,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $834,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,569,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,569,002 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,569,002 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $834,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,906,503 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,463,970 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,269,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,082,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,699,962 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,423,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,569,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $834,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,734,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,157,628 | 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 | $1,906,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,251,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,463,970 | ExcessFromYear4Amt |
| Excess From Year3 | $1,269,779 | ExcessFromYear3Amt |
| Excess From Year2 | $2,082,895 | ExcessFromYear2Amt |
| Excess From Year1 | $1,699,962 | ExcessFromYear1Amt |
| Excess From Current Year | $1,734,519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN LANDESS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 W MAIN STREET SUITE 800 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9373251300 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION PROCESS IS DONE ONLINE THROUGH SMARTER SELECT. ORGANIZATIONS FILE THEIR ONLINE APPLICATION WHICH ALSO INCLUDES THEIR TOTAL ORGANIZATIONAL BUDGET FOR THE CURRENT YEAR; PROJECT REQUEST BUDGET FOR THE ENTIRE PROJECT; IRS 501(C) 3 DETERMINATION LETTER; AND LIST OF BOARD MEMBERS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MID-SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1159 SOUTH COMMUNITY DEVELOPMENT CORP | ||||||||
| 562 E MAIN STREET | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTIONS | $600 | |
| ALS ASSN CENTRAL & S OHIO CHAPTER | ||||||||
| 1170 OLD HENDERSON RD SUITE 221 | COLUMBUS | OH | 43220 | NONE | PC | CHARITABLE CONTRIBUTION | $250 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 625 BURT ST | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 | |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||||
| 1200 E HIGH ST | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 | |
| CENTRAL CHRISTIAN CHURCH | ||||||||
| 1504 VILLA RD | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTION | $27,396 | |
| CHANGING LIVES NOW | ||||||||
| PO BOX 2122 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| CHILDREN'S RESCUE CENTER | ||||||||
| 1027 WEST HIGH STREET | SPRINGFIELD | OH | 45506 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| CITILOOKOUT-DUMAMIS MINISTRIES | ||||||||
| 616 N LIMESTONE ST 2ND FLOOR | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| CLARK COUNTY AGRICULTURAL SOCEITY | ||||||||
| 4401 SOUTH CHARLESTON PIKE | SPRINGFIELD | OH | 45502 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| CLARK COUNTY FULLER CENTER FOR HOUSING | ||||||||
| PO BOX 1282 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| CLARK COUNTY LITERACY COALITION | ||||||||
| 137 E HIGH ST | SPRINGFIELD | OH | 45502 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| CLARK COUNTY RETIRED TEACHER'S ASSOC | ||||||||
| 2906 TARRYTON LANE | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTIONS | $4,800 | |
| CLARK STATE FOUNDATION | ||||||||
| PO BOX 570 | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTION | $255,000 | |
| CLARK STATE PERFORMING ARTS CENTER | ||||||||
| PO BOX 570 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| COMMUNITY IMPROVEMENT CORPORATION | ||||||||
| 20 SOUTH LIMESTONE ST | SPRINGFIELD | OH | 45502 | NONE | PC | CHARITABLE CONTRIBUTION | $3,500 | |
| COMMUNITY LEADERSHIP ASSN OF CLARK COUNTY | ||||||||
| PO BOX 1565 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,000 | |
| CONSCIOUS CONNECT | ||||||||
| PO BOX 1565 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 | |
| CULTURE FEST | ||||||||
| 76 E HIGH STREET | SPRINGFIELD | OH | 45502 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| DAYTON CHILDREN'S HOSPITAL | ||||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| DEVELOPMENT RESEARCH CORP | ||||||||
| 900 KETTERING TOWER | DAYTON | OH | 45423 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| EMMANUEL CHRISTIAN ACADEMY | ||||||||
| 2177 EMMANUEL WAY | SPRINGFIELD | OH | 45502 | NONE | PC | CHARITABLE CONTRIBUTION | $188,769 | |
| ENCOMPASS CONNECTION CENTER | ||||||||
| 616 N LIMESTONE ST SUITE 3 | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,500 | |
| FAMILY YOUTH INITIATIVE | ||||||||
| 468 N DAYTON LAKEVIEW RD | NEW CARLISLE | OH | 45344 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| FROM K-1 - FORT WASHINGTON II | ||||||||
| 303 BROADWAY STREET SUITE 1200 | CINCINNATI | OH | 45202 | NONE | PC | CHARITABLE CONTRIBUTION | $1 | |
| FROM K-1 - FORT WASHINGTON PEO FUND III | ||||||||
| 305 BROADWAY STREET SUITE 1200 | CINCINNATI | OH | 45202 | NONE | PC | CHARITABLE CONTRIBUTION | $17 | |
| FROM K-1 - SOUTHEAST LAND ACQUISITION | ||||||||
| 3050 PEACHTREE RD NW SUITE 370 | ATLANTA | GA | 30305 | NONE | PC | CHARITABLE CONTRIBUTION | $10 | |
| FROM K-1 FORT WASHINGTON PEI IX | ||||||||
| 300 BROADWAY STREET SUITE 1200 | CINCINNATI | OH | 45202 | NONE | PC | CHARITABLE CONTRIBUTION | $13 | |
| HELPING YOUNG PEOPLE CONNECT WITH GOD | ||||||||
| PO BOX 1603 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $7,500 | |
| INSIDE OUT | ||||||||
| 501 SOUTH WITTENBERG AVE | SPRINGFIELD | OH | 45506 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| INTERFAITH HOSPITALITY NETWORK | ||||||||
| 126 NORTH RACE STREET | SPRINGFIELD | OH | 45504 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| JUNIOR ACHIEVEMENT | ||||||||
| PO BOX 1023 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| MARRIAGE RESOURCE CENTER OF MIAMI VALLEY | ||||||||
| 616 N LIMESTONE ST SUITE 3 | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,500 | |
| MASTER GARDENERS OF CLARK COUNTY | ||||||||
| 3130 E MAIN ST | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTION | $8,333 | |
| MERCY HEALTH FOUNDATION CLARK & CHAMPAIGN | ||||||||
| 100 WEST MCCREIGHT AVE | SPRINGFIELD | OH | 45504 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 | |
| MISSION INCREASE | ||||||||
| 7357 S W BEVELAND RD SUITE 200 | PORTLAND | OR | 97223 | NONE | PC | CHARITABLE CONTRIBUTIONS | $30,000 | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 11625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | NONE | PC | CHARITABLE CONTRIBUTION | $76,750 | |
| NATIONAL TRAILS PARKS & RECREATION | ||||||||
| 1301 MITCHELL BLVD | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTION | $1,250 | |
| NEHEMIAH FOUNDATION | ||||||||
| PO BOX 312 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTIONS | $500 | |
| OHIO EQUINE & AGRICULTURE | ||||||||
| 4122 LAYBOURNE RD | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTIONS | $147,062 | |
| OLIVE BRANCH SCHOOL PRESERVATION SOCIETY | ||||||||
| 8375 HAIMAN DRIVE | NEW CARLISLE | OH | 45344 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000 | |
| ON THE RISE | ||||||||
| 4177 DIALTON RD | SPRINGFIELD | OH | 45502 | NONE | PC | CHARITBALE CONTRIBUTION | $5,000 | |
| PINK RIBBON GIRLS | ||||||||
| 15 S SECOND STREET | TIPP CITY | OH | 45371 | NONE | PC | CHARITABLE CONTRIBUTION | $200 | |
| POWER OF THE PEN | ||||||||
| PO BOX 442 | RICHFIELD | OH | 44286 | NONE | PC | CHARITABLE CONTRIBUTIONS | $16,000 | |
| PREGNANCY RESOURCE CLINIC OF CLARK COUNTY | ||||||||
| 1010 S LIMESTONE ST | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTION | $12,500 | |
| PROJECT WOMAN | ||||||||
| 1316 E HIGH STREET | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| ROCKING HORSE CENTER | ||||||||
| 651 S LIMESTONE | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTION | $500 | |
| SALVATION ARMY | ||||||||
| 15 S PLUM STREET | SPRINGFIELD | OH | 45506 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| SECOND HARVEST FOOD BANK OF CLARK CHAMPAIGN COUNTIES | ||||||||
| 701 E COLUMBIA ST | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| SIFI MINISTRY | ||||||||
| PO BOX 124 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| SPRINGFIELD ARTS COUNCIL INC | ||||||||
| 117 SOUTH FOUNTAIN AVE | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| SPRINGFIELD CITY YOUTH MISSION | ||||||||
| 1500 BROADWAY ST | SPRINGFIELD | OH | 45504 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| SPRINGFIELD FOUNDATION | ||||||||
| 333 NORTH LIMESTONE STREET SUITE | SPRINGFIELD | OH | 45503 | NONE | PC | CHARITABLE CONTRIBUTION | $10,250 | 201 |
| SPRINGFIELD MUSEUM OF ART | ||||||||
| 107 CLIFF PARK ROAD | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $100,000 | |
| SPRINGFIELD SYMPH ORCHESTRA ASSOC | ||||||||
| 300 S FOUNTAIN AVE | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $3,500 | |
| SPRINGFIELD YMCA | ||||||||
| 300 S LIMESTONE ST | SPRINGFIELD | OH | 455051070 | NONE | PC | CHARITABLE CONTRIBUTION | $7,500 | |
| THE CIVIC THEATRE OF SPRINGFIELD | ||||||||
| 1532 BROADWAY ST | SPRINGFIELD | OH | 45504 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| THE GATHERING OF THE MIAMI VALLEY | ||||||||
| PO BOX 2642 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| THINK TANK | ||||||||
| 20 S LIMESTONE ST | SPRINGFIELD | OH | 45502 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| URBAN LIGHT MINISTRIES | ||||||||
| PO BOX 3132 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| WELLSPRING (PACE)(FAMILY SERVICE) | ||||||||
| 15 E PLEASANT ST | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,500 | |
| WESTCOTT HOUSE FOUNDATION | ||||||||
| 85 S GREENMOUNT AVE | SPRINGFIELD | OH | 45505 | NONE | PC | CHARITABLE CONTRIBUTION | $296,193 | |
| YOUNG LIFE | ||||||||
| PO BOX 1465 | SPRINGFIELD | OH | 45501 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,366,394 | 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 | $43,745 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,655 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $24,775 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $87,986 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,541 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $734,715 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 453220 | BusinessCd |
| Unrelated Business Taxbl Incm | -$123 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $89,404 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,074,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,163,455 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | PROGRAM RELATED ACTIVITIES IN ORDER TO PROVIDE ECONOMIC DEVELOPMENT TO |
| 10 | ECONOMICALLY DEPRESSED AREA |
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 | $61,817 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,817 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (133 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BEDROOM SUIT | 2017-06-14 | $3,036 | $2,159 | 200DB | 5.000000000000 | $364 | $0 |
| (11) 18" HEAVY DUTY STEEL (CORNELL STUDIO) | 2017-05-11 | $598 | $426 | 200DB | 5.000000000000 | $69 | $0 |
| LEASEHOLD IMPROVEMENTS - KAPP CONT | 2001-07-01 | $341,035 | $161,407 | SL | 39.000000000000 | $8,744 | $0 |
| TELEPHONE SYSTEM | 2001-07-01 | $10,278 | $10,278 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2001-07-01 | $36,974 | $36,974 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2001-07-01 | $210,775 | $210,775 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES - APPLIANCES | 2001-07-01 | $4,009 | $4,009 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2001-07-01 | $1,610 | $1,610 | 200DB | 7.000000000000 | $0 | $0 |
| TV/DVD/SURROUND SOUND SYSTEM ETC | 2002-01-03 | $32,956 | $23,069 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE/FIXTURES | 2002-07-01 | $26,894 | $18,826 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2002-07-01 | $40,705 | $28,493 | 200DB | 5.000000000000 | $0 | $0 |
| 4 PERSON WORKSTATION | 2002-05-17 | $14,528 | $10,170 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS - KAPP CONT | 2002-02-20 | $43,407 | $19,894 | SL | 39.000000000000 | $1,113 | $0 |
| OIL PAINTING | 2002-12-31 | $3,900 | $706 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS-HARDWOOD FLOOR REPLACEMENT | 2003-04-16 | $27,582 | $19,307 | SL | 15.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2003-08-02 | $10,511 | $5,255 | 200DB | 7.000000000000 | $0 | $0 |
| BOSTON COMMONS PAINTING-JOHN'S OFFICE | 2003-08-02 | $7,000 | $357 | 200DB | 7.000000000000 | $0 | $0 |
| DRAWINGS IN PROGRESS | 2003-08-29 | $11,000 | $561 | 200DB | 7.000000000000 | $0 | $0 |
| MEYERS PAINTING-STORAGE | 2003-10-03 | $1,100 | $56 | 200DB | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS (TRANSFERRED FROM 97 TRUST) | 2003-12-31 | $29,882 | $15,613 | 150DB | 15.000000000000 | $0 | $0 |
| ART-OIL HETZLER (RM 833) | 2004-01-11 | $7,865 | $3,932 | 200DB | 7.000000000000 | $0 | $0 |
| ART-CURRIER & IVES (RM 833) | 2004-02-06 | $1,260 | $630 | 200DB | 7.000000000000 | $0 | $0 |
| ART-GLASSWARE (STE 800) | 2004-08-23 | $2,165 | $1,082 | 200DB | 7.000000000000 | $0 | $0 |
| ART-PAINTING-BLOOM ANTIQUES (RM 833) | 2004-09-15 | $1,410 | $705 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS-ORAL HISTORY RM | 2004-11-01 | $3,681 | $1,840 | 150DB | 15.000000000000 | $0 | $0 |
| CARPET-WAR ROOM | 2004-04-23 | $2,078 | $1,039 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE/FIXTURES | 2004-12-02 | $2,717 | $1,358 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE/FIXTURES | 2004-10-29 | $749 | $374 | 200DB | 7.000000000000 | $0 | $0 |
| SHELVING | 2004-02-05 | $556 | $278 | 200DB | 7.000000000000 | $0 | $0 |
| PHONES | 2004-08-23 | $1,385 | $692 | 200DB | 7.000000000000 | $0 | $0 |
| ORAL HISTORY RM-FURNITURE & FIXTURES | 2004-08-02 | $2,790 | $1,395 | 200DB | 7.000000000000 | $0 | $0 |
| ORAL HISTORY RM-LAB/VIDEO EQUIPMENT | 2004-07-01 | $12,192 | $6,096 | 200DB | 7.000000000000 | $0 | $0 |
| 2 HEATERS | 2004-02-06 | $267 | $133 | 200DB | 7.000000000000 | $0 | $0 |
| CHRISTMAS DECORATIONS | 2004-01-15 | $4,160 | $2,080 | 200DB | 7.000000000000 | $0 | $0 |
| CERTANCE LTO ULTRIUM-COMPUTER | 2004-01-30 | $5,400 | $2,700 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER-CFA | 2004-08-16 | $3,993 | $1,996 | 200DB | 5.000000000000 | $0 | $0 |
| ORAL HISTORY CAMERA | 2004-08-23 | $4,410 | $2,205 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER BATTERIES-ORAL HISTORY | 2004-09-20 | $1,099 | $549 | 200DB | 5.000000000000 | $0 | $0 |
| SANYO PROJECTORS-ROD HATFIELD | 2004-09-21 | $12,000 | $6,000 | 200DB | 5.000000000000 | $0 | $0 |
| MAC COMPUTER & MONITOR | 2004-10-08 | $1,279 | $640 | 200DB | 5.000000000000 | $0 | $0 |
| ANTIQUE | 2004-04-30 | $358 | $179 | 200DB | 7.000000000000 | $0 | $0 |
| AUTO-WESTCOTT HOUSE | 2005-02-22 | $35,000 | L | $0 | $0 | ||
| HATCH - 50% DEPOSIT (1) CUSTOM CHANDELIER INV 186 | 2017-06-08 | $1,600 | $1,139 | 200DB | 5.000000000000 | $184 | $0 |
| GLASSWARE-ECLIPSE GALLERY | 2006-07-21 | $2,980 | $2,980 | 200DB | 7.000000000000 | $0 | $0 |
| CHRISTMAS DECORATIONS-VILLAGE | 2005-06-10 | $112,500 | $112,500 | 200DB | 7.000000000000 | $0 | $0 |
| GLASSWARE FOR OFFICE/ 3 FINIALS (CHRISTMAS) | 2005-09-22 | $3,328 | $3,328 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS-ORAL HISTORY RM | 2005-02-11 | $19,135 | $18,571 | 150DB | 15.000000000000 | $564 | $0 |
| SONY PORT REPLICATOR | 2005-05-20 | $215 | $215 | 200DB | 5.000000000000 | $0 | $0 |
| CANON 20D | 2005-12-16 | $2,391 | $2,391 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE SPACE HEATERS | 2005-12-23 | $1,626 | $1,626 | 200DB | 5.000000000000 | $0 | $0 |
| PRINT-"EYES WIDE OPEN" | 2006-08-07 | $400 | $400 | 200DB | 7.000000000000 | $0 | $0 |
| A/C SYSTEM | 2006-05-12 | $5,538 | $5,047 | 150DB | 15.000000000000 | $327 | $0 |
| LENS FOR NEW CAMERA | 2006-01-24 | $1,653 | $1,653 | 200DB | 5.000000000000 | $0 | $0 |
| SOFA - LEATHER | 2017-06-14 | $852 | $607 | 200DB | 5.000000000000 | $98 | $0 |
| LAVALIER MICROPHONE | 2006-01-24 | $472 | $472 | 200DB | 5.000000000000 | $0 | $0 |
| CAMERA | 2006-12-22 | $1,515 | $1,515 | 200DB | 5.000000000000 | $0 | $0 |
| DELL 15" FLAT MONITOR | 2006-12-06 | $189 | $189 | 200DB | 5.000000000000 | $0 | $0 |
| MISC. SOFTWARE/SERVER | 2006-12-06 | $4,625 | $4,625 | SL | 3.000000000000 | $0 | $0 |
| SPAM SOFTWARE | 2006-02-03 | $1,709 | $1,709 | SL | 3.000000000000 | $0 | $0 |
| CAMERA LENS-ROD HATFIELD | 2006-07-21 | $2,283 | $2,283 | 200DB | 5.000000000000 | $0 | $0 |
| CANON 24-70MM CAMERA | 2006-11-14 | $1,352 | $1,352 | 200DB | 5.000000000000 | $0 | $0 |
| ART-ECLIPSE GALLERY ART FOR OFFICE | 2007-08-17 | $378 | $378 | 200DB | 7.000000000000 | $0 | $0 |
| (2) SANYO XGA 400 ANSI LUMEN PROJECTOR | 2007-09-25 | $1,667 | $1,667 | 200DB | 5.000000000000 | $0 | $0 |
| CFA NETWORKS-INTERNAL DRIVE, TAPE MEDIA | 2007-11-26 | $2,876 | $2,876 | 200DB | 5.000000000000 | $0 | $0 |
| MAC SOFTWARE-3 PROGRAMS | 2007-08-17 | $3,191 | $3,191 | SL | 3.000000000000 | $0 | $0 |
| STARTALK VOICEMAIL UNIT | 2008-04-21 | $1,450 | $725 | 200DB | 5.000000000000 | $0 | $0 |
| ARTIFICIAL FLOWER ARRANGEMENT | 2008-07-09 | $224 | $112 | 200DB | 5.000000000000 | $0 | $0 |
| PRO STUDIO SET W/ MIC & HEADPHONE | 2008-03-18 | $572 | $286 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE CHAIR-(WHITE BREAST CANCER) | 2009-11-13 | $2,250 | $1,125 | 200DB | 7.000000000000 | $0 | $0 |
| CANON CAMERA-EOS-5D MARK II DIGITAL SLR AND ACCESSORIES | 2009-10-16 | $2,921 | $1,460 | 200DB | 5.000000000000 | $0 | $0 |
| SOUND AND LIGHTING EQUIPMENT IN MEEKS FOR HITC - CENTER CITY ASSOCIATI | 2009-12-16 | $1,500 | $750 | 200DB | 5.000000000000 | $0 | $0 |
| AUDI A6 | 2010-11-20 | $18,154 | 200DB | 5.000000000000 | $0 | $0 | |
| CAMERA EQUIPMENT | 2010-06-07 | $842 | $421 | 200DB | 5.000000000000 | $0 | $0 |
| CAMERA EQUIPMENT | 2010-10-29 | $3,727 | 200DB | 5.000000000000 | $0 | $0 | |
| FAST TRACK LATITUDE E5410 LAPTOP | 2010-11-24 | $1,144 | 200DB | 5.000000000000 | $0 | $0 | |
| CISCO ASA 5505 FIREWALL | 2010-12-27 | $593 | 200DB | 3.000000000000 | $0 | $0 | |
| MAC PRO TWO TOWER | 2010-12-28 | $3,299 | 200DB | 3.000000000000 | $0 | $0 | |
| 2 FANS FOR OFFICE - J LANDESS & T DALLENBACH | 2011-08-12 | $527 | $527 | 200DB | 7.000000000000 | $0 | $0 |
| 4 - 1TB 7.2K RPM NEAR-LINE SAS 3 GBPS 3.5 CABLED HARD DRIVE'S FOR SERV | 2011-04-30 | $1,124 | $1,124 | 200DB | 5.000000000000 | $0 | $0 |
| 8 & 32 GB MEMORY CARD, 2TB G-DRIVE EXTERNAL HARD DRIVE, PCM-D50 PORTAB | 2011-07-29 | $880 | $880 | 200DB | 5.000000000000 | $0 | $0 |
| OPTEKA VIDEO SHOULDER STABILIZER, X-GRIP, MANFROTTO 323 RAPID CONNECT | 2011-07-29 | $175 | $175 | 200DB | 5.000000000000 | $0 | $0 |
| 1TB SILVER MAC 2.0 HARD DRIVE | 2011-07-29 | $118 | $118 | 200DB | 5.000000000000 | $0 | $0 |
| LACIE 500GB HARD DRIVE, MINI VGA COMPOSITE VIDEO ADAPTER, MINI DISPLAY | 2011-07-29 | $174 | $174 | 200DB | 5.000000000000 | $0 | $0 |
| SONY PCM-D50 PORTABLE RECORDER PROTECTIVE CASE | 2011-07-29 | $16 | $16 | 200DB | 5.000000000000 | $0 | $0 |
| 4GB RAM - ALUM IMAC 2010 | 2011-07-29 | $169 | $169 | 200DB | 5.000000000000 | $0 | $0 |
| MACBOOK PRO 15-INCH LAPTOP (K. ROSE) | 2011-08-11 | $2,800 | $2,800 | 200DB | 5.000000000000 | $0 | $0 |
| VOSTRO 3550 LAPTOP (T. DALLENBACH) | 2011-08-11 | $686 | $686 | 200DB | 5.000000000000 | $0 | $0 |
| OPTIPLEX 380 MINI TOWER COMPUTER (D. COTTER) | 2011-08-16 | $1,051 | $1,051 | 200DB | 5.000000000000 | $0 | $0 |
| DELL DEAL POWER EDGE T410 | 2011-09-29 | $3,887 | $3,887 | 200DB | 5.000000000000 | $0 | $0 |
| 4 FRIGIDAIRE 50 PINT ESTAR DEHUMIDIFIERS | 2011-08-10 | $1,011 | $1,011 | 200DB | 5.000000000000 | $0 | $0 |
| MESH HIGH BACK CHAIR | 2012-08-20 | $534 | $267 | 200DB | 5.000000000000 | $0 | $0 |
| WHIRLPOOL 20 CUFT FRENCH DOOR REFRIGERATOR | 2012-11-06 | $1,799 | $899 | 200DB | 5.000000000000 | $0 | $0 |
| CANON EOS-4D MARK III BODY CAMERA | 2012-03-27 | $3,449 | $3,449 | 200DB | 5.000000000000 | $0 | $0 |
| PANASONIC AG-AC130A AVCAM CAMCORDER 21X ZOOM | 2012-10-02 | $3,895 | $3,895 | 200DB | 5.000000000000 | $0 | $0 |
| BEACHTEK DXA-SLR ACTIVE DSLR ADAPTER | 2012-10-02 | $449 | $449 | 200DB | 5.000000000000 | $0 | $0 |
| PANASONIC 7.2 V MAH BATTERY | 2012-10-02 | $136 | $136 | 200DB | 5.000000000000 | $0 | $0 |
| EXTERNAL HARD DRIVE 8TB | 2013-01-04 | $589 | $294 | 200DB | 5.000000000000 | $0 | $0 |
| DESKTOP COMPUTER 7010 OPTIPLEX | 2013-04-18 | $2,095 | $1,047 | 200DB | 5.000000000000 | $0 | $0 |
| DESKTOP COMPUTER OPTIPLEX 7010 | 2013-11-04 | $940 | $470 | 200DB | 5.000000000000 | $0 | $0 |
| CHAIN SHAW STIHL MS250 | 2013-05-03 | $240 | $120 | 200DB | 5.000000000000 | $0 | $0 |
| LAPTOP - D COTTER | 2014-09-10 | $450 | $225 | 200DB | 5.000000000000 | $0 | $0 |
| BLUE GLASS VASE - DOUG FRATES GLASS | 2014-10-10 | $317 | $158 | 200DB | 5.000000000000 | $0 | $0 |
| REPLACE WOOD FLOOR IN RECEPTION AREA | 2014-10-14 | $8,475 | $3,543 | 200DB | 7.000000000000 | $370 | $0 |
| BADA BING CHAIRS (32) WOOD-WALNUT CHAIRS PURCHASED BY TURNER 10/29/14 | 2014-10-29 | $2,264 | $1,132 | 200DB | 5.000000000000 | $0 | $0 |
| BADA BING CHAIRS (14) WOOD WALNUT STOOLS PURCHASED BY TURNER 10/29/14 | 2014-10-29 | $1,378 | $689 | 200DB | 5.000000000000 | $0 | $0 |
| FURITURE / 27" IMAC, IPAD AIR 2 (IKEA & B&H PHOTO) | 2015-06-05 | $6,423 | $6,053 | 200DB | 5.000000000000 | $370 | $0 |
| COUNTER/BAR (HUB GALLERY) INV 1744 | 2015-06-09 | $575 | $542 | 200DB | 5.000000000000 | $33 | $0 |
| TV/SOUND SYSTEM FOR HUB GALLERY | 2015-06-10 | $3,247 | $3,060 | 200DB | 5.000000000000 | $187 | $0 |
| (12) HERMAN MILLER EAMES #437 CHAIRS (KAVANUGH'S) | 2015-06-29 | $10,000 | $9,424 | 200DB | 5.000000000000 | $576 | $0 |
| (12) BOARDROOM CHAIRS | 2015-08-28 | $20,864 | $19,662 | 200DB | 5.000000000000 | $1,202 | $0 |
| AUDI REPAIRS | 2015-05-26 | $18,000 | $16,963 | 200DB | 5.000000000000 | $1,037 | $0 |
| AUDI REPAIR | 2015-06-04 | $1,100 | $1,037 | 200DB | 5.000000000000 | $63 | $0 |
| APPLE MBP 15.4 / 16 GB LAPTOP (K ROSE) | 2015-07-09 | $3,179 | $2,996 | 200DB | 5.000000000000 | $183 | $0 |
| DRAPES & RODS FOR DIETZEL LOFTS PHASE I | 2015-12-31 | $1,309 | $1,233 | 200DB | 5.000000000000 | $76 | $0 |
| SHELVING UNITS | 2016-02-03 | $1,416 | $1,200 | 200DB | 5.000000000000 | $192 | $0 |
| TABLES FOR ARCHIVES | 2016-02-11 | $161 | $137 | 200DB | 5.000000000000 | $21 | $0 |
| FREEZER FOR ARCHIVES | 2016-02-11 | $674 | $571 | 200DB | 5.000000000000 | $92 | $0 |
| DESKTOP COMPUTER - COTTER OPTIPLEX 3040 | 2016-01-08 | $796 | $675 | 200DB | 5.000000000000 | $108 | $0 |
| 105 N CENTER: FURNITURE AND EQUIPMENT | 2016-09-13 | $3,042 | $2,483 | 200DB | 5.000000000000 | $344 | $0 |
| 105 N CENTER: POTTERY KILN | 2016-10-24 | $4,596 | $3,653 | 200DB | 5.000000000000 | $503 | $0 |
| (4) COMMERCIAL SHELVING UNITS FOR ARCHIVES | 2017-02-27 | $660 | $565 | 200DB | 5.000000000000 | $38 | $0 |
| (2) PACIFICA GT400 POTTERY WHEEL (CORNELL STUDIO) | 2017-05-11 | $1,522 | $1,083 | 200DB | 5.000000000000 | $176 | $0 |
| 30" BARSTOOLS | 2017-06-14 | $298 | $212 | 200DB | 5.000000000000 | $34 | $0 |
| NESTING TABLES | 2017-06-14 | $267 | $190 | 200DB | 5.000000000000 | $31 | $0 |
| OTTOMAN LEATHER | 2017-06-14 | $374 | $267 | 200DB | 5.000000000000 | $43 | $0 |
| JAMISON QUEEN SET | 2017-06-14 | $1,072 | $763 | 200DB | 5.000000000000 | $124 | $0 |
| DIETZEL LOFTS 2B - TV, COFFEE MAKER, ALARM, BLU-RAY PLAYER (BEST BUY) | 2017-06-19 | $884 | $630 | 200DB | 5.000000000000 | $102 | $0 |
| MAGNOLIA HOME THEATER (MONITOR & SOUND) (BEST BUY) | 2017-07-10 | $9,073 | $6,460 | 200DB | 5.000000000000 | $1,045 | $0 |
| HATCH BLINDS (2) 134 1/2" X 82" (SELECT BLINDS) | 2017-07-31 | $904 | $644 | 200DB | 5.000000000000 | $104 | $0 |
| HATCH BLINDS (1) 89 1/2" X 82" (SELECT BLINDS) | 2017-07-31 | $455 | $324 | 200DB | 5.000000000000 | $52 | $0 |
| 105 N CENTER - FINAL CHANDELIER INV 196 | 2017-08-11 | $1,600 | $1,139 | 200DB | 5.000000000000 | $184 | $0 |
| DIETZEL LOFTS - OUTDOOR PATIO FURNITURE (LOWES) | 2017-08-17 | $663 | $472 | 200DB | 5.000000000000 | $76 | $0 |
| (1) SET SOLAR SHADES - HATCH | 2017-09-21 | $243 | $173 | 200DB | 5.000000000000 | $28 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPRINGFIELD AREA CONVENTION AND VISTORS | |||||||||||
| 20 SOUTH LIMESTONE STREET SUITE 100 | SPRINGFIELD | OH | 45502 | 2020-11-01 | $15,000 | PUBLIC RELATIONS - HOLIDAY IN THE CITY DOWNTOWN | $15,000 | NONE | DECEMBER 31, 2020 | 2021-01-22 | FUNDS WERE USED IN AGREEMENT WITH GRANT AGREEMENT. |
| GREATER SPRINGFIELD CHAMBER OF COMMERCE | |||||||||||
| 20 SOUTH LIMESTONE STREET SUITE 100 | SPRINGFIELD | OH | 45502 | 2020-01-10 | $57,500 | ECONOMIC DEVELOPMENT FOR CLARK COUNTY/SPRINGFIELD, OHIO. | $57,500 | NONE | END OF EVERY MONTH DURING 2020 | 2021-01-22 | FUNDS WERE USED IN AGREEMENT WITH GRANT AGREEMENT |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 100% OWNERSHIP SINGLE MEMBER LLC'S | IdentifierTxt |
| Form And Line Reference | PART VII-A LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | FOUNDATION OWNS 100% OF THE FOLLOWING LLC'S. THEY ARE CONSIDERED DISREGARDED ENTITIES FOR TAX PURPOSES.WELLINGTON SQUARE, LLC ID# 41-2043238WELLINGTON SQUARE II, LLC 20-1729113WELLINGTON SQUARE HOTEL, LLC 20-2093696BELMONT DEVELOPMENT ASSOCIATES, LLC 20-2177577LAGONDA INVESTMENTS II, LLC N/ALFLP, LLC N/AREGENT ENTERTAINMENT LTD 26-0329136LAGONDA INVESTMENTS, LLC 20-4444710WREN BUILDING PARTNERS, LLC 82-0607331 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCELERANT FUND I; CONNOR GROUP VII; QBASE | AT COST | $94,697 | $167,564 |
| BELMONT DEVELOPMENT | AT COST | $1,741,191 | $1,700,000 |
| DAYTON REGION SIGNATURE FUND | AT COST | $586,141 | $586,141 |
| FORT WASHINGTON II | AT COST | $127,393 | $149,525 |
| FORT WASHINGTON PEI FUND IX | AT COST | $561,196 | $754,308 |
| FORT WASHINGTON PEO FUND III | AT COST | $292,054 | $381,503 |
| FORT WASHINGTON PVT EQTY INVS IV LP | AT COST | $253,755 | $286,692 |
| HEALTHY CITY INVESTMENTS LLC | AT COST | $293,481 | $293,481 |
| HUNTINGTON BANK SECURITIES | AT COST | $2,685,005 | $4,000,753 |
| MOON CAPITAL OFFSHORE FUND | AT COST | $30,705 | $21,182 |
| NASHVILLE CHRISTIAN SONGWRITERS | AT COST | $7,542 | $7,542 |
| SECURITY NATIONAL BANK & TRUST- A1344-3 | AT COST | $2,771,810 | $5,021,236 |
| PROGRAM RELATED INVESTMENTS | AT COST | $4,240,976 | $1,000,000 |
| REGENT ENTERTAINMENT | AT COST | $410,431 | $200,000 |
| SECURITY NATIONAL BANK & TRUST | AT COST | $669,835 | $1,531,133 |
| SECURITY NATIONAL BANK & TRUST-GRACE FUND | AT COST | $326,130 | $581,100 |
| SECURITY NATIONAL BANK & TRUST-1344-2 | AT COST | $1,529,838 | $1,965,066 |
| SOUTHEAST LAND ACQUISITION FUND LLC | AT COST | $368,992 | $103,572 |
| WELLINGTON SQUARE | AT COST | $10,066,834 | $4,800,000 |
| WREN BUILDING PARTNERS, LLC | AT COST | $545,280 | $500,000 |
| LAGONDA INVEST LLC (DERBY GLEN) | AT COST | $411,173 | $411,175 |
| DIGIMED CAPITAL, LLC | AT COST | $193,063 | $213,144 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (135 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BEDROOM SUIT | $3,036 | $2,523 | $513 |
| (11) 18" HEAVY DUTY STEEL (CORNELL STUDIO) | $598 | $495 | $103 |
| LEASEHOLD IMPROVEMENTS - KAPP CONT | $341,035 | $170,151 | $170,884 |
| TELEPHONE SYSTEM | $10,278 | $10,278 | $0 |
| COMPUTER | $36,974 | $36,974 | $0 |
| FURNITURE AND FIXTURES | $210,775 | $210,775 | $0 |
| FURNITURE AND FIXTURES - APPLIANCES | $4,009 | $4,009 | $0 |
| FURNITURE AND FIXTURES | $1,610 | $1,610 | $0 |
| TV/DVD/SURROUND SOUND SYSTEM ETC | $32,956 | $32,956 | $0 |
| OFFICE FURNITURE/FIXTURES | $26,894 | $26,894 | $0 |
| COMPUTER EQUIPMENT | $40,705 | $40,705 | $0 |
| 4 PERSON WORKSTATION | $14,528 | $14,528 | $0 |
| LEASEHOLD IMPROVEMENTS - KAPP CONT | $43,407 | $21,007 | $22,400 |
| OIL PAINTING | $3,900 | $1,876 | $2,024 |
| LEASEHOLD IMPROVEMENTS-HARDWOOD FLOOR REPLACEMENT | $27,582 | $27,582 | $0 |
| SOFTWARE | $7,251 | $7,251 | $0 |
| FURNITURE AND FIXTURES | $10,511 | $10,511 | $0 |
| BOSTON COMMONS PAINTING-JOHN'S OFFICE | $7,000 | $3,857 | $3,143 |
| DRAWINGS IN PROGRESS | $11,000 | $6,061 | $4,939 |
| MEYERS PAINTING-STORAGE | $1,100 | $606 | $494 |
| BUILDING IMPROVEMENTS (TRANSFERRED FROM 97 TRUST) | $29,882 | $15,613 | $14,269 |
| ART-OIL HETZLER (RM 833) | $7,865 | $7,865 | $0 |
| ART-CURRIER & IVES (RM 833) | $1,260 | $1,260 | $0 |
| ART-GLASSWARE (STE 800) | $2,165 | $2,165 | $0 |
| ART-PAINTING-BLOOM ANTIQUES (RM 833) | $1,410 | $1,410 | $0 |
| LEASEHOLD IMPROVEMENTS-ORAL HISTORY RM | $3,681 | $3,681 | $0 |
| CARPET-WAR ROOM | $2,078 | $2,078 | $0 |
| OFFICE FURNITURE/FIXTURES | $2,717 | $2,717 | $0 |
| OFFICE FURNITURE/FIXTURES | $749 | $749 | $0 |
| SHELVING | $556 | $556 | $0 |
| PHONES | $1,385 | $1,385 | $0 |
| ORAL HISTORY RM-FURNITURE & FIXTURES | $2,790 | $2,790 | $0 |
| ORAL HISTORY RM-LAB/VIDEO EQUIPMENT | $12,192 | $12,192 | $0 |
| 2 HEATERS | $267 | $267 | $0 |
| CHRISTMAS DECORATIONS | $4,160 | $4,160 | $0 |
| CERTANCE LTO ULTRIUM-COMPUTER | $5,400 | $5,400 | $0 |
| COMPUTER-CFA | $3,993 | $3,993 | $0 |
| ORAL HISTORY CAMERA | $4,410 | $4,410 | $0 |
| COMPUTER BATTERIES-ORAL HISTORY | $1,099 | $1,099 | $0 |
| SANYO PROJECTORS-ROD HATFIELD | $12,000 | $12,000 | $0 |
| MAC COMPUTER & MONITOR | $1,279 | $1,279 | $0 |
| ANTIQUE | $358 | $358 | $0 |
| AUTO-WESTCOTT HOUSE | $35,000 | $0 | $35,000 |
| HATCH - 50% DEPOSIT (1) CUSTOM CHANDELIER INV 186 | $1,600 | $1,323 | $277 |
| GLASSWARE-ECLIPSE GALLERY | $2,980 | $2,980 | $0 |
| CHRISTMAS DECORATIONS-VILLAGE | $112,500 | $112,500 | $0 |
| GLASSWARE FOR OFFICE/ 3 FINIALS (CHRISTMAS) | $3,328 | $3,328 | $0 |
| LEASEHOLD IMPROVEMENTS-ORAL HISTORY RM | $19,135 | $19,135 | $0 |
| SONY PORT REPLICATOR | $215 | $215 | $0 |
| CANON 20D | $2,391 | $2,391 | $0 |
| OFFICE SPACE HEATERS | $1,626 | $1,626 | $0 |
| PRINT-"EYES WIDE OPEN" | $400 | $400 | $0 |
| A/C SYSTEM | $5,538 | $5,374 | $164 |
| LENS FOR NEW CAMERA | $1,653 | $1,653 | $0 |
| SOFA - LEATHER | $852 | $705 | $147 |
| LAVALIER MICROPHONE | $472 | $472 | $0 |
| CAMERA | $1,515 | $1,515 | $0 |
| DELL 15" FLAT MONITOR | $189 | $189 | $0 |
| MISC. SOFTWARE/SERVER | $4,625 | $4,625 | $0 |
| SPAM SOFTWARE | $1,709 | $1,709 | $0 |
| CAMERA LENS-ROD HATFIELD | $2,283 | $2,283 | $0 |
| CANON 24-70MM CAMERA | $1,352 | $1,352 | $0 |
| ART-ECLIPSE GALLERY ART FOR OFFICE | $378 | $378 | $0 |
| (2) SANYO XGA 400 ANSI LUMEN PROJECTOR | $1,667 | $1,667 | $0 |
| CFA NETWORKS-INTERNAL DRIVE, TAPE MEDIA | $2,876 | $2,876 | $0 |
| MAC SOFTWARE-3 PROGRAMS | $3,191 | $3,191 | $0 |
| STARTALK VOICEMAIL UNIT | $1,450 | $1,450 | $0 |
| ARTIFICIAL FLOWER ARRANGEMENT | $224 | $224 | $0 |
| PRO STUDIO SET W/ MIC & HEADPHONE | $572 | $572 | $0 |
| OFFICE CHAIR-(WHITE BREAST CANCER) | $2,250 | $2,250 | $0 |
| CANON CAMERA-EOS-5D MARK II DIGITAL SLR AND ACCESSORIES | $2,921 | $2,921 | $0 |
| SOUND AND LIGHTING EQUIPMENT IN MEEKS FOR HITC - CENTER CITY ASSOCIATI | $1,500 | $1,500 | $0 |
| AUDI A6 | $18,154 | $18,154 | $0 |
| CAMERA EQUIPMENT | $842 | $842 | $0 |
| CAMERA EQUIPMENT | $3,727 | $3,727 | $0 |
| FAST TRACK LATITUDE E5410 LAPTOP | $1,144 | $1,144 | $0 |
| CISCO ASA 5505 FIREWALL | $593 | $593 | $0 |
| MAC PRO TWO TOWER | $3,299 | $3,299 | $0 |
| 2 FANS FOR OFFICE - J LANDESS & T DALLENBACH | $527 | $527 | $0 |
| 4 - 1TB 7.2K RPM NEAR-LINE SAS 3 GBPS 3.5 CABLED HARD DRIVE'S FOR SERV | $1,124 | $1,124 | $0 |
| 8 & 32 GB MEMORY CARD, 2TB G-DRIVE EXTERNAL HARD DRIVE, PCM-D50 PORTAB | $880 | $880 | $0 |
| OPTEKA VIDEO SHOULDER STABILIZER, X-GRIP, MANFROTTO 323 RAPID CONNECT | $175 | $175 | $0 |
| 1TB SILVER MAC 2.0 HARD DRIVE | $118 | $118 | $0 |
| LACIE 500GB HARD DRIVE, MINI VGA COMPOSITE VIDEO ADAPTER, MINI DISPLAY | $174 | $174 | $0 |
| SONY PCM-D50 PORTABLE RECORDER PROTECTIVE CASE | $16 | $16 | $0 |
| 4GB RAM - ALUM IMAC 2010 | $169 | $169 | $0 |
| MACBOOK PRO 15-INCH LAPTOP (K. ROSE) | $2,800 | $2,800 | $0 |
| VOSTRO 3550 LAPTOP (T. DALLENBACH) | $686 | $686 | $0 |
| OPTIPLEX 380 MINI TOWER COMPUTER (D. COTTER) | $1,051 | $1,051 | $0 |
| DELL DEAL POWER EDGE T410 | $3,887 | $3,887 | $0 |
| 4 FRIGIDAIRE 50 PINT ESTAR DEHUMIDIFIERS | $1,011 | $1,011 | $0 |
| MESH HIGH BACK CHAIR | $534 | $534 | $0 |
| WHIRLPOOL 20 CUFT FRENCH DOOR REFRIGERATOR | $1,799 | $1,799 | $0 |
| CANON EOS-4D MARK III BODY CAMERA | $3,449 | $3,449 | $0 |
| PANASONIC AG-AC130A AVCAM CAMCORDER 21X ZOOM | $3,895 | $3,895 | $0 |
| BEACHTEK DXA-SLR ACTIVE DSLR ADAPTER | $449 | $449 | $0 |
| PANASONIC 7.2 V MAH BATTERY | $136 | $136 | $0 |
| EXTERNAL HARD DRIVE 8TB | $589 | $589 | $0 |
| DESKTOP COMPUTER 7010 OPTIPLEX | $2,095 | $2,095 | $0 |
| DESKTOP COMPUTER OPTIPLEX 7010 | $940 | $940 | $0 |
| CHAIN SHAW STIHL MS250 | $240 | $240 | $0 |
| LAPTOP - D COTTER | $450 | $450 | $0 |
| BLUE GLASS VASE - DOUG FRATES GLASS | $317 | $317 | $0 |
| REPLACE WOOD FLOOR IN RECEPTION AREA | $8,475 | $8,151 | $324 |
| BADA BING CHAIRS (32) WOOD-WALNUT CHAIRS PURCHASED BY TURNER 10/29/14 | $2,264 | $2,264 | $0 |
| BADA BING CHAIRS (14) WOOD WALNUT STOOLS PURCHASED BY TURNER 10/29/14 | $1,378 | $1,378 | $0 |
| FURITURE / 27" IMAC, IPAD AIR 2 (IKEA & B&H PHOTO) | $6,423 | $6,423 | $0 |
| COUNTER/BAR (HUB GALLERY) INV 1744 | $575 | $575 | $0 |
| TV/SOUND SYSTEM FOR HUB GALLERY | $3,247 | $3,247 | $0 |
| (12) HERMAN MILLER EAMES #437 CHAIRS (KAVANUGH'S) | $10,000 | $10,000 | $0 |
| (12) BOARDROOM CHAIRS | $20,864 | $20,864 | $0 |
| AUDI REPAIRS | $18,000 | $18,000 | $0 |
| AUDI REPAIR | $1,100 | $1,100 | $0 |
| APPLE MBP 15.4 / 16 GB LAPTOP (K ROSE) | $3,179 | $3,179 | $0 |
| DRAPES & RODS FOR DIETZEL LOFTS PHASE I | $1,309 | $1,309 | $0 |
| LOAN COSTS - NEW CALISE FEDERAL | $2,858 | $595 | $2,263 |
| SHELVING UNITS | $1,416 | $1,392 | $24 |
| TABLES FOR ARCHIVES | $161 | $158 | $3 |
| FREEZER FOR ARCHIVES | $674 | $663 | $11 |
| DESKTOP COMPUTER - COTTER OPTIPLEX 3040 | $796 | $783 | $13 |
| 105 N CENTER: FURNITURE AND EQUIPMENT | $3,042 | $2,827 | $215 |
| 105 N CENTER: POTTERY KILN | $4,596 | $4,156 | $440 |
| (4) COMMERCIAL SHELVING UNITS FOR ARCHIVES | $660 | $603 | $57 |
| (2) PACIFICA GT400 POTTERY WHEEL (CORNELL STUDIO) | $1,522 | $1,259 | $263 |
| 30" BARSTOOLS | $298 | $246 | $52 |
| NESTING TABLES | $267 | $221 | $46 |
| OTTOMAN LEATHER | $374 | $310 | $64 |
| JAMISON QUEEN SET | $1,072 | $887 | $185 |
| DIETZEL LOFTS 2B - TV, COFFEE MAKER, ALARM, BLU-RAY PLAYER (BEST BUY) | $884 | $732 | $152 |
| MAGNOLIA HOME THEATER (MONITOR & SOUND) (BEST BUY) | $9,073 | $7,505 | $1,568 |
| HATCH BLINDS (2) 134 1/2" X 82" (SELECT BLINDS) | $904 | $748 | $156 |
| HATCH BLINDS (1) 89 1/2" X 82" (SELECT BLINDS) | $455 | $376 | $79 |
| 105 N CENTER - FINAL CHANDELIER INV 196 | $1,600 | $1,323 | $277 |
| DIETZEL LOFTS - OUTDOOR PATIO FURNITURE (LOWES) | $663 | $548 | $115 |
| (1) SET SOLAR SHADES - HATCH | $243 | $201 | $42 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,746 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,746 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINGFORWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NON-PROFIT | InsiderRelationshipTxt |
| Loan Original | $100,000 | LoanOriginalAmt |
| Balance Due | $91,700 | BalanceDueAmt |
| Note | 2017-09 | NoteDt |
| Loan Maturity | 2028-09 | LoanMaturityDt |
| Repayment Terms | MONTHLY INTEREST/MONTHLY $100,000 PRINCIPAL PMTS BEG 10/1/18 | RepaymentTermsTxt |
| Interest | 2.000000000000 | InterestRt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | BUSINESS INVESTMENT PURPOSES | LoanPurposeTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $3,393 | $0 | $3,393 |
| INSURANCE | $29,348 | $0 | $29,348 |
| TELEPHONE | $6,622 | $0 | $6,622 |
| DUES, MEMBERSHIP, SUBSCRIPTIONS, SEMINARS | $2,145 | $0 | $2,145 |
| MARKETING | $11,025 | $0 | $11,025 |
| MISCELLANEOUS | $3,581 | $0 | $3,581 |
| MEALS | $2,711 | $0 | $2,711 |
| COMPUTER AND WEBSITE | $20,246 | $0 | $20,246 |
| RESEARCH/ARCHIVE EXPENSES | $759 | $0 | $759 |
| CONTRACT LABOR | -$1,400 | $0 | -$1,400 |
| RENTAL EXPENSES LIMITED TO RENTAL INVESTMENT INCOME | $471,902 | $471,902 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP PASS-THROUGH INCOME/(LOSS) | $105,556 | $17,570 | $105,556 |
| OTHER INCOME-BWC REFUND | $1,591 | $1,591 | $1,591 |
| $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $53,179 | $43,047 | $0 |
| PARTNERSHIP EXPENSES-NON DEDUCTIBLE | $1,251 | $0 | $0 |
| PORTFOLIO EXPENSES | $65,476 | $65,476 | $0 |
| PROGRAM RELATED DEVELOPMENT | $72,500 | $0 | $72,500 |
| CONSULTING FEES | $12,000 | $0 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $42,973 | $0 | $42,973 |
| FOREIGN TAX | $2,048 | $2,048 | $0 |
| FEDERAL TAXES | $10,000 | $0 | $0 |
| REAL ESTATE TAXES | $4,022 | $0 | $4,022 |
| OTHER TAXES | $830 | $0 | $830 |