STUART ROSE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STUART ROSE FAMILY FOUNDATION (EIN 31-1274967)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-08-10
- IRS object ID
- 202142229349101204
- Schema version
- 2019v5.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-10T12:44:07-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351476702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 RIGBY ROAD SUITE 400 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311274967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART ROSE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 9372763931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 E STATE ROUTE 73 | AddressLine1Txt |
| City | SPRINGBORO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART ROSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9376099161 | PhoneNum |
| Signature | 2021-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY T COLEGATE CPA | PreparerPersonNm |
| PTIN | P00197566 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2021-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $43,845,695 | 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 | $37,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,970 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $225,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,113 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,113 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,309 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $641 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $248,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,218,932 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,218,932 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,467,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,445,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,429,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $484,119 | CorporateStockBOYAmt |
| Corporate Stock EOY | $484,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,789,730 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,955,759 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,493,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,493,721 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $524,614 | OtherAssetsBOYAmt |
| Other Assets EOY | $524,614 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $524,614 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,970,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,540,084 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,845,695 | 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 | $7,970,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,540,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,970,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,540,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,970,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,540,084 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,970,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,429,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,540,084 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,540,084 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,685,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,916,463 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036701 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,453,834 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,703,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031129 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,781,833 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,090,323 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034207 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,287,197 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $47,821,482 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047828 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $869,925 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,924,682 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020750 | DistributionYr5Rt |
| Total Distribution | 0.170615 | TotalDistributionRt |
| Average Distribution | 0.034123 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,427,901 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,550,136 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $159 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,550,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,445,173 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $319 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,321 | OverpaymentAmt |
| Applied To ES Tax | $1,321 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STUART ROSE | IndividualWithBooksNm |
| Phone | 9376099161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST STATE ROUTE 73 | AddressLine1Txt |
| City | SPRINGBORO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45066 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STUART ROSE | ||||||||
| 215 EAST STATE ROUTE 73 | SPRINGBORO | OH | 45066 | PRESIDENT, TREASURER | 20.00 | $240,000 | $0 | $0 |
| JACQUELINE T ROSE | ||||||||
| 215 EAST STATE ROUTE 73 | SPRINGBORO | OH | 45066 | SECRETARY | 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 | $45,573,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $524,614 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,119,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,119,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,427,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,271,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,271,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $319 | TotalTaxAmt |
| Distributable Before Adj | $2,271,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,271,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,271,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,445,173 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,445,173 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,445,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,271,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,162,166 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,445,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,162,166 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283,007 | 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 | $1,988,069 | 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) |
|---|---|---|
| Contributing Manager | STUART ROSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF HUBER HEIGHTS | |||||||
| 6131 TAYLORSVILLE ROAD | HUBER HEIGHTS | OH | 45424 | NONE | PC | TO ASSIST IN THE CONSTRUCTION OF THE COMMUNITY AMPITHEATER. | $200,000 |
| DAYTON CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | PC | TO HELP PROVIDE STATE-OF-THE-ART MEDICAL SERVICES TO CHILDREN IN THE REGION, REGARDLESS OF THE FAMILY'S ABILITY TO PAY. | $20,000 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DR | ATLANTA | GA | 30322 | NONE | PC | TO FURTHER THE EDUCATION AND RESEARCH OF THE COMMUNITY. | $10,000 |
| TEMPLE ISRAEL | |||||||
| 130 RIVERSIDE DR | DAYTON | OH | 45405 | NONE | PC | TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY. | $2,500 |
| THE SEEDLING FOUNDATION | |||||||
| PO BOX 1858 | DAYTON | OH | 45401 | NONE | PC | DONATION TO SUPPORT THE FOUNDAITON | $60,000 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | TO FURTHER THE EDUCATION AND RESEARCH OF THE COMMUNITY. | $10,432 |
| CINCINNATI COUNTRY DAY SCHOOL | |||||||
| 6905 GIVEN RD | CINCINNATI | OH | 45243 | NONE | PC | TO ASSIST IN THE CONSTRUCTION OF THE COMMUNITY AMPITHEATER. | $15,000 |
| DAYBREAK | |||||||
| 605 S PATTERSON BLVD | DAYTON | OH | 45402 | NONE | PC | TO HELP HOMELESS TEENAGERS. | $275,000 |
| DAYTON ART INSTITUTE | |||||||
| 456 BELMONTE PARK N | DAYTON | OH | 45405 | NONE | PC | ANNUAL PLEDGE TO SUPPORT THE CENTENNIAL CAMPAIGN. | $250,000 |
| MIAMI VALLEY SCHOOL | |||||||
| 5151 DENISE DR | DAYTON | OH | 45429 | NONE | PC | TO FURTHER EDUCATION OF THE COMMUNITY. | $325,000 |
| UNITED REHABILITATION SERVICES | |||||||
| 4710 TROY PIKE | DAYTON | OH | 45424 | NONE | PC | TO ENHANCE THE QUALITY OF LIFE FOR CHILDREN AND ADULTS WITH DISABILITIES OR OTHER SPECIAL NEEDS. | $1,000 |
| USC EDUCATIONAL FOUNDATION | |||||||
| 1027 BARNWELL ST | COLUMBIA | SC | 29201 | NONE | PC | TO HELP THE UNIVERSITY ENSURE MORE DESERVING STUDENTS COULD RECEIVE AN EDUCATION. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,218,932 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,970 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $3,309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $641 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 443,854 SHARES OF REX AMERICAN STORES | StockNm |
| EOY Book Value | $484,119 | EOYBookValueAmt |
| EOYFMV | $37,789,730 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JP MORGAN SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,493,721 | BookValueAmt |
| EOYFMV | $5,493,721 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,113 | LegalFeesAmt |
| Net Investment Income | $4,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE - CASH SURRENDER VALUE | Desc |
| BOY Book Value | $524,614 | BOYBookValueAmt |
| EOY Book Value | $524,614 | EOYBookValueAmt |
| EOYFMV | $524,614 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARY OF STATE OF OHIO | $200 | $200 | $0 |
| FEDERAL TAXES | $702 | $0 | $0 |