HARRY C MOORES FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARRY C MOORES FOUNDATION (EIN 31-6035344)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-10
- IRS object ID
- 202030419349100313
- Schema version
- 2018v3.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-10T13:26:10-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200562744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS BURNETT AREND & SCHMIESING CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7730 OLENTANGY RIVER ROAD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316035344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY C MOORES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 6142278884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH THIRD STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432154236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFFICER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6142278884 | PhoneNum |
| Signature | 2020-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW AREND | PreparerPersonNm |
| PTIN | P00631697 | PTIN |
| Phone | 6144362727 | PhoneNum |
| Preparation | 2020-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $34,497,836 | 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 | $1,489,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,489,274 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $7,000 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,214 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,214 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,491,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,498,488 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $200,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,767 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,085,207 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,085,207 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,306,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,085,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$814,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,295,946 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $214,510 | CashBOYAmt |
| Cash EOY | $129,751 | CashEOYAmt |
| Cash EOYFMV | $129,751 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $344,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,832 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,046,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,065,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,269,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,601,634 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,022,350 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,917,180 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $25,207,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,399,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,497,836 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $25,207,425 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,399,486 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,207,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,399,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,207,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,399,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,207,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$814,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,000 | OtherIncreasesAmt |
| Subtotal | $24,399,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,399,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (139 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RESIDEO TECHNOLOGIES | 2015-10-27 | 2018-10-29 | $7 | $6 | $1 | $1 |
| GARRETT MOTION INC | 2015-10-27 | 2018-11-12 | $1,896 | $1,664 | $232 | $232 |
| GARRETT MOTION INC | 2016-07-05 | 2018-11-12 | $632 | $627 | $5 | $5 |
| GENERAL ELECTRIC CO | 1993-01-02 | 2018-11-12 | $98,006 | $54,145 | $43,861 | $43,861 |
| RESIDEO TECHNOLOGIES | 2016-07-05 | 2018-10-29 | $7 | $7 | $0 | $0 |
| RESIDEO TECHNOLOGIES | 2015-10-27 | 2018-11-12 | $5,332 | $4,459 | $873 | $873 |
| RESIDEO TECHNOLOGIES | 2016-07-05 | 2018-11-12 | $1,770 | $1,673 | $97 | $97 |
| SCHLUMBERGER LTD | 2014-12-30 | 2018-11-12 | $49,796 | $87,959 | -$38,163 | -$38,163 |
| BANK OF NEW YORK MELLON CORP | 2018-06-20 | 2018-11-12 | $94,588 | $117,745 | -$23,157 | -$23,157 |
| SCHNEIDER NATIONAL INC CL B | 2018-01-29 | 2018-11-12 | $112,549 | $149,506 | -$36,957 | -$36,957 |
| HONEYWELL INTERNATIONAL INC | 2015-10-27 | 2019-03-22 | $76,361 | $49,449 | $26,912 | $26,912 |
| HONEYWELL INTERNATIONAL INC | 2016-07-05 | 2019-03-22 | $76,361 | $55,885 | $20,476 | $20,476 |
| ISHARES MSCI EURO FINANCIAL | 2018-01-29 | 2019-03-22 | $88,957 | $130,806 | -$41,849 | -$41,849 |
| JOHNSON CTLS INTL PLC | 2017-09-18 | 2019-03-22 | $177,000 | $202,492 | -$25,492 | -$25,492 |
| CONSTELLATION BRANDS INC CL A | 2016-12-21 | 2019-05-29 | $184,287 | $153,362 | $30,925 | $30,925 |
| PFIZER | 2005-06-21 | 2019-08-16 | $170,018 | $144,272 | $25,746 | $25,746 |
| APPLE INC | 2012-12-07 | 2018-11-06 | $10,138 | $3,819 | $6,319 | $6,319 |
| CISCO SYS INC | 2008-12-03 | 2018-11-06 | $27,781 | $9,046 | $18,735 | $18,735 |
| EDWARD LIFESCIENCES CORP | 2013-12-16 | 2018-11-06 | $15,228 | $3,141 | $12,087 | $12,087 |
| GENERAL ELECTRIC CO | 1990-10-09 | 2018-11-06 | $23,579 | $11,284 | $12,295 | $12,295 |
| KOHLS CORP WISC | 2012-12-07 | 2018-11-06 | $16,034 | $8,787 | $7,247 | $7,247 |
| MICROSOFT CORP | 2006-05-24 | 2018-11-06 | $16,110 | $3,510 | $12,600 | $12,600 |
| PAYPAL HOLDINGS INC | 2009-05-13 | 2018-11-06 | $16,868 | $1,963 | $14,905 | $14,905 |
| SCHLUMBERGER LTD | 2015-11-18 | 2018-11-06 | $49,222 | $73,599 | -$24,377 | -$24,377 |
| SCHLUMBERGER LTD | 2017-08-17 | 2018-11-06 | $12,953 | $15,834 | -$2,881 | -$2,881 |
| UNITEDHEALTH GP INC | 2008-12-03 | 2018-11-06 | $13,138 | $982 | $12,156 | $12,156 |
| DISCOVERY INC SER A | 2017-12-11 | 2018-11-06 | $39,650 | $23,722 | $15,928 | $15,928 |
| GENERAL ELECTRIC CO | 2017-12-11 | 2018-11-06 | $23,579 | $44,000 | -$20,421 | -$20,421 |
| HANESBRANDS INC | 2017-12-11 | 2018-11-06 | $65,934 | $82,640 | -$16,706 | -$16,706 |
| SCHLUMBERGER LTD | 2017-12-11 | 2018-11-06 | $10,362 | $12,891 | -$2,529 | -$2,529 |
| DEVON ENERGY CORP NEW | 2017-08-17 | 2018-12-26 | $54,686 | $76,698 | -$22,012 | -$22,012 |
| INFOSYS LIMITED ADR | 2015-11-18 | 2018-12-26 | $18,605 | $16,040 | $2,565 | $2,565 |
| MCKESSON CORP | 2017-08-17 | 2018-12-26 | $60,092 | $81,466 | -$21,374 | -$21,374 |
| MCKESSON CORP | 2006-05-24 | 2018-12-26 | $9,828 | $2,340 | $7,488 | $7,488 |
| PAYPAL HOLDINGS INC | 2009-05-13 | 2018-12-26 | $16,176 | $1,963 | $14,213 | $14,213 |
| SPIRIT AIRLINES INC | 2015-11-18 | 2018-12-26 | $22,718 | $14,208 | $8,510 | $8,510 |
| APACHE CORP | 2018-11-06 | 2018-12-26 | $36,912 | $52,105 | -$15,193 | -$15,193 |
| MANPOWERGROUP INC COM | 2018-07-09 | 2018-12-26 | $60,549 | $84,604 | -$24,055 | -$24,055 |
| SPDR S&P OIL & GAS EQUIP SVC | 2018-11-06 | 2018-12-26 | $46,833 | $75,178 | -$28,345 | -$28,345 |
| ALPHABET INC CL C | 2010-08-23 | 2019-03-08 | $11,396 | $2,320 | $9,076 | $9,076 |
| CISCO SYS INC | 2008-12-03 | 2019-03-08 | $20,373 | $6,031 | $14,342 | $14,342 |
| LOWES COMPANIES | 2000-05-30 | 2019-03-08 | $9,863 | $1,163 | $8,700 | $8,700 |
| ROYAL BANK OF CANADA | 2015-08-31 | 2019-03-08 | $15,333 | $11,097 | $4,236 | $4,236 |
| KRAFT HEINZ CO | 2018-11-06 | 2019-03-08 | $44,579 | $74,532 | -$29,953 | -$29,953 |
| DOW INC | 2012-12-05 | 2019-04-02 | $19 | $11 | $8 | $8 |
| EDWARD LIFESCIENCES CORP | 2013-12-16 | 2019-05-16 | $8,911 | $1,570 | $7,341 | $7,341 |
| QUALCOMM INC | 2016-04-01 | 2019-05-16 | $16,584 | $9,559 | $7,025 | $7,025 |
| UNITED THERAPEUTICS CORP | 2014-04-11 | 2019-05-16 | $31,232 | $33,257 | -$2,025 | -$2,025 |
| UNITED THERAPEUTICS CORP | 2014-08-11 | 2019-05-16 | $13,385 | $13,118 | $267 | $267 |
| CORTEVA INC | 2012-12-05 | 2019-06-03 | $9 | $6 | $3 | $3 |
| DUPONT DE NEMOURS INC | 2012-12-05 | 2019-06-03 | $24 | $15 | $9 | $9 |
| APPLE INC | 2012-12-07 | 2019-08-27 | $10,288 | $3,819 | $6,469 | $6,469 |
| CORTEVA INC | 2012-12-05 | 2019-08-27 | $12,437 | $6,951 | $5,486 | $5,486 |
| DOW INC | 2012-12-05 | 2019-08-27 | $17,526 | $13,574 | $3,952 | $3,952 |
| EDWARD LIFESCIENCES CORP | 2013-12-16 | 2019-08-27 | $21,589 | $3,141 | $18,448 | $18,448 |
| INFOSYS LIMITED ADR | 2015-11-18 | 2019-08-27 | $18,914 | $13,634 | $5,280 | $5,280 |
| ISHARES US BROKER-DEALER ETF | 2008-12-03 | 2019-08-27 | $31,319 | $8,400 | $22,919 | $22,919 |
| LOWES COMPANIES | 2015-09-01 | 2019-08-27 | $10,734 | $1,163 | $9,571 | $9,571 |
| PAYPAL HOLDINGS INC | 2009-05-13 | 2019-08-27 | $10,766 | $982 | $9,784 | $9,784 |
| PEPSICO INC | 2009-08-26 | 2019-08-27 | $13,404 | $5,778 | $7,626 | $7,626 |
| ROYAL BANK OF CANADA | 2015-08-31 | 2019-08-27 | $73,670 | $55,485 | $18,185 | $18,185 |
| VERIZON COMMUNICATIONS | 2014-02-21 | 2019-08-27 | $12,982 | $10,874 | $2,108 | $2,108 |
| VERIZON COMMUNICATIONS | 2014-04-11 | 2019-08-27 | $55,947 | $46,065 | $9,882 | $9,882 |
| HARTFORD FIN SERS GRP INC | 2013-03-25 | 2019-08-27 | $17,566 | $7,832 | $9,734 | $9,734 |
| ALLERGAN PLC SHS | 2019-05-16 | 2019-08-27 | $16,182 | $14,065 | $2,117 | $2,117 |
| CONSTELLATION BRANDS INC CL A | 2019-03-08 | 2019-08-27 | $10,021 | $8,284 | $1,737 | $1,737 |
| SCHLUMBERGER LTD | 2018-12-26 | 2019-08-27 | $60,424 | $67,859 | -$7,435 | -$7,435 |
| SIEMENS AKTIENGESELLSCHAFT | 2018-11-06 | 2019-08-27 | $61,649 | $72,822 | -$11,173 | -$11,173 |
| SPDR S&P OIL & GAS EQUIP SVC | 2018-12-26 | 2019-08-27 | $54,162 | $67,080 | -$12,918 | -$12,918 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2018-11-13 | $28,252 | $28,252 | $0 | $0 |
| CORE FIXED INCOME FUND SCOAX | 2015-09-01 | 2018-11-13 | $6,131 | $6,533 | -$402 | -$402 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2018-11-13 | $5,227 | $5,029 | $198 | $198 |
| LIMITED DURATION BOND SLDBX | 2015-09-01 | 2018-11-13 | $3,079 | $3,132 | -$53 | -$53 |
| WORLD EQUITY EX-US FUND WEUSX | 2015-09-01 | 2018-11-13 | $2,769 | $2,478 | $291 | $291 |
| OPPORTUNISTIC IND FD A ENIAX | 2015-09-01 | 2018-11-13 | $2,458 | $2,472 | -$14 | -$14 |
| SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2018-11-13 | $1,836 | $1,915 | -$79 | -$79 |
| MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2018-11-13 | $1,836 | $2,059 | -$223 | -$223 |
| DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2018-11-13 | $1,526 | $1,060 | $466 | $466 |
| REAL ESTATE FUND SETAX | 2015-09-01 | 2018-11-13 | $932 | $1,114 | -$182 | -$182 |
| HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2018-11-13 | $918 | $967 | -$49 | -$49 |
| EMERGING MKTS DEBT FUND SEDAX | 2015-09-01 | 2018-11-13 | $918 | $1,068 | -$150 | -$150 |
| EMERGING MKTS EQ A SMQFX | 2015-09-01 | 2018-11-13 | $622 | $619 | $3 | $3 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2019-02-14 | $27,243 | $27,243 | $0 | $0 |
| CORE FIXED INCOME FUND SCOAX | 2015-09-01 | 2019-02-14 | $5,912 | $6,147 | -$235 | -$235 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2019-02-14 | $5,040 | $5,517 | -$477 | -$477 |
| LIMITED DURATION BOND SLDBX | 2015-09-01 | 2019-02-14 | $2,969 | $2,999 | -$30 | -$30 |
| WORLD EQUITY EX-US FUND WEUSX | 2015-09-01 | 2019-02-14 | $2,670 | $2,455 | $215 | $215 |
| OPPORTUNISTIC IND FD A ENIAX | 2015-09-01 | 2019-02-14 | $2,370 | $2,386 | -$16 | -$16 |
| SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2019-02-14 | $1,771 | $2,122 | -$351 | -$351 |
| MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2019-02-14 | $1,771 | $2,056 | -$285 | -$285 |
| DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2019-02-14 | $1,471 | $1,037 | $434 | $434 |
| REAL ESTATE FUND SETAX | 2015-09-01 | 2019-02-14 | $899 | $1,088 | -$189 | -$189 |
| HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2019-02-14 | $885 | $950 | -$65 | -$65 |
| EMERGING MKTS DEBT FUND SEDAX | 2015-09-01 | 2019-02-14 | $885 | $971 | -$86 | -$86 |
| EMERGING MKTS EQ A SMQFX | 2015-09-01 | 2019-02-14 | $599 | $612 | -$13 | -$13 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2019-05-07 | $27,520 | $27,520 | $0 | $0 |
| CORE FIXED INCOME FUND SCOAX | 2015-09-01 | 2019-05-07 | $5,972 | $6,117 | -$145 | -$145 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2019-05-07 | $5,091 | $5,376 | -$285 | -$285 |
| LIMITED DURATION BOND SLDBX | 2015-09-01 | 2019-05-07 | $3,000 | $3,017 | -$17 | -$17 |
| WORLD EQUITY EX-US FUND WEUSX | 2015-09-01 | 2019-05-07 | $2,697 | $2,368 | $329 | $329 |
| OPPORTUNISTIC IND FD A ENIAX | 2015-09-01 | 2019-05-07 | $2,394 | $2,399 | -$5 | -$5 |
| SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2019-05-07 | $1,789 | $2,052 | -$263 | -$263 |
| MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2019-05-07 | $1,789 | $2,061 | -$272 | -$272 |
| DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2019-05-07 | $1,486 | $990 | $496 | $496 |
| REAL ESTATE FUND SETAX | 2015-09-01 | 2019-05-07 | $908 | $1,054 | -$146 | -$146 |
| HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2019-05-07 | $894 | $935 | -$41 | -$41 |
| EMERGING MKTS DEBT FUND SEDAX | 2015-09-01 | 2019-05-07 | $894 | $980 | -$86 | -$86 |
| EMERGING MKTS EQ A SMQFX | 2015-09-01 | 2019-05-07 | $605 | $604 | $1 | $1 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2019-06-03 | $27,368 | $27,368 | $0 | $0 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2019-06-03 | $129,285 | $141,444 | -$12,159 | -$12,159 |
| SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2019-06-03 | $5,928 | $7,362 | -$1,434 | -$1,434 |
| DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2019-06-03 | $114,876 | $81,246 | $33,630 | $33,630 |
| REAL ESTATE FUND SETAX | 2015-09-01 | 2019-06-03 | $504,818 | $593,222 | -$88,404 | -$88,404 |
| HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2019-06-03 | $6,580 | $6,963 | -$383 | -$383 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2019-07-25 | $2 | $2 | $0 | $0 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2019-08-16 | $28,697 | $28,697 | $0 | $0 |
| CORE FIXED INCOME FUND SCOAX | 2015-09-01 | 2019-08-16 | $6,457 | $6,313 | $144 | $144 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2019-08-16 | $5,481 | $5,821 | -$340 | -$340 |
| LIMITED DURATION BOND SLDBX | 2015-09-01 | 2019-08-16 | $3,214 | $3,206 | $8 | $8 |
| WORLD EQUITY EX-US FUND WEUSX | 2015-09-01 | 2019-08-16 | $2,898 | $2,685 | $213 | $213 |
| OPPORTUNISTIC IND FD A ENIAX | 2015-09-01 | 2019-08-16 | $2,583 | $2,597 | -$14 | -$14 |
| SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2019-08-16 | $1,923 | $2,357 | -$434 | -$434 |
| MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2019-08-16 | $1,923 | $2,165 | -$242 | -$242 |
| DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2019-08-16 | $1,607 | $1,103 | $504 | $504 |
| HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2019-08-16 | $976 | $1,033 | -$57 | -$57 |
| EMERGING MKTS DEBT FUND SEDAX | 2015-09-01 | 2019-08-16 | $976 | $1,034 | -$58 | -$58 |
| EMERGING MKTS EQ A SMQFX | 2015-09-01 | 2019-08-16 | $660 | $693 | -$33 | -$33 |
| CORE FIXED INCOME FUND SCOAX | 2015-09-01 | 2019-09-04 | $233,550 | $227,511 | $6,039 | $6,039 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2019-09-04 | $198,258 | $205,642 | -$7,384 | -$7,384 |
| LIMITED DURATION BOND SLDBX | 2015-09-01 | 2019-09-04 | $116,256 | $115,836 | $420 | $420 |
| WORLD EQUITY EX-US FUND WEUSX | 2015-09-01 | 2019-09-04 | $104,838 | $95,472 | $9,366 | $9,366 |
| OPPORTUNISTIC IND FD A ENIAX | 2015-09-01 | 2019-09-04 | $93,420 | $93,703 | -$283 | -$283 |
| SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2019-09-04 | $69,546 | $84,136 | -$14,590 | -$14,590 |
| MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2019-09-04 | $69,546 | $78,019 | -$8,473 | -$8,473 |
| DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2019-09-04 | $58,128 | $38,947 | $19,181 | $19,181 |
| HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2019-09-04 | $35,292 | $37,098 | -$1,806 | -$1,806 |
| EMERGING MKTS DEBT FUND SEDAX | 2015-09-01 | 2019-09-04 | $35,292 | $37,350 | -$2,058 | -$2,058 |
| EMERGING MKTS EQ A SMQFX | 2015-09-01 | 2019-09-04 | $23,874 | $24,846 | -$972 | -$972 |
| M/S #136091 - RETURN OF CAPITAL | 2015-09-01 | 2019-09-30 | $6,879 | $6,879 | $6,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,000 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$209,060 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,965,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,349,482 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055589 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,834,943 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,339,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055038 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,828,668 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,022,084 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057106 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,793,407 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,624,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053337 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,788,623 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,373,240 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053595 | DistributionYr5Rt |
| Total Distribution | 0.274665 | TotalDistributionRt |
| Average Distribution | 0.054933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,075,431 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,871,866 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,959 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,884,825 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,085,207 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,959 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,959 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,041 | OverpaymentAmt |
| Applied To ES Tax | $14,041 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA HARTLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142278884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH THIRD STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID FENNER | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | CHAIR | 8.00 | $0 | $0 | $0 |
| ROBERT WISEMAN | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | SECRETARY | 2.00 | $0 | $0 | $0 |
| KURT TUNNELL | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | TREASURER | 2.00 | $0 | $0 | $0 |
| JAMES BECHTEL | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTEN SYDNEY | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEI PRIVATE TRUST CO | |||||
| 1 FREEDOM VALLEY DR | OAKS | PA | 19456 | INVESTMENT ADVISORY FEES | $111,712 |
| BRICKLER & ECKLER | |||||
| 100 S THIRD ST | COLUMBUS | OH | 43215 | ADMINISTRATIVE SERVICES | $58,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO CHARITABLE GROUPS IN CENTRAL OHIO AND THE SURROUNDING AREA. | Description1Txt |
| Expenses1 | $2,085,207 | Expenses1Amt |
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 | $33,696,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $898,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,594,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,594,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $518,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,075,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,703,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,703,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,959 | TotalTaxAmt |
| Distributable Before Adj | $1,690,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,690,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,690,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,085,207 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,085,207 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,959 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,072,248 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,690,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $164,999 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $185,211 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,479 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $232,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,028,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,085,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,690,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $394,394 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,423,350 | 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 | $164,999 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,258,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $185,211 | ExcessFromYear4Amt |
| Excess From Year3 | $241,259 | ExcessFromYear3Amt |
| Excess From Year2 | $205,479 | ExcessFromYear2Amt |
| Excess From Year1 | $232,008 | ExcessFromYear1Amt |
| Excess From Current Year | $394,394 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS DONNA HARTLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH THIRD STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6142278884 | RecipientPhoneNum |
| Form And Info And Materials | DETAIL IS AVAILABLE THROUGH THE GRANT APPLICATION INSTRUCTIONS WHICH CAN BE OBTAINED UPON REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 1 FOR GRANTS MADE IN AUGUST/SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE NOT MADE TO INDIVIDUALS OR PRIVATE FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCACY & PROTECTIVE SERVICES | |||||||
| 4110 N HIGH ST | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| ALL THAT - TEENS HOPEFUL ABOUT TOMORROW | |||||||
| PO BOX 27113 | COLUMBUS | OH | 43227 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| ALVIS INC | |||||||
| 2100 STELLA CT | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| AMERICAN RED CROSS | |||||||
| 995 E BROAD ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| ANDREWS HOUSE | |||||||
| 39 W WINTER ST | DELAWARE | OH | 43015 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $9,899 |
| ARTHRITIS FOUNDATION | |||||||
| 3740 RIDGE MILL DR | COLUMBUS | OH | 43026 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| BALLETMET | |||||||
| 322 MT VERNON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| BEHAVIORAL HEALTH PARTNERS OF CENTRAL OHIO | |||||||
| 65 MESSIMER DR | NEWARK | OH | 43055 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $11,000 |
| BEXLEY UNITED METHODIST CHURCH | |||||||
| 2657 E BROAD ST | BEXLEY | OH | 43209 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| BIG BROTHERS BIG SISTERS ASSOC | |||||||
| 1855 E DUBLIN GRANVILLE RD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| BOYS AND GIRLS CLUBS OF COLUMBUS | |||||||
| 1108 CITY PARK AVE | COLUMBUS | OH | 43206 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| BREATHING ASSOCIATION | |||||||
| 1520 OLD HENDERSON RD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| BRIDGEWAY ACADEMY | |||||||
| 2500 MEDARY AVE | COLUMBUS | OH | 43202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| BUCKEYE RANCH | |||||||
| 5665 HOOVER RD | GROVE CITY | OH | 43123 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $14,000 |
| CANCER SUPPORT COMMUNITY CENTRAL OHIO | |||||||
| 1200 OLD HENDERSON RD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| CATCO | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CATHOLIC SOCIAL SERVICES | |||||||
| 197 E GAY ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| CENTRAL OHIO YOUTH FOR CHRIST | |||||||
| 5000 ARLINGTON CENTRE BLVD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $19,825 |
| CHARITABLE PHARMACY OF CENTRAL OHIO | |||||||
| 200 E LIVINGSTON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| CHARITY NEWSIES | |||||||
| 4300 INDIANOLA AVE | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CHILDHOOD LEAGUE CENTER | |||||||
| 674 CLEVELAND AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| CHILDRENS HUNGER ALLIANCE | |||||||
| 1105 SCHROCK AVE | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| CHOICES FOR VICTIMS OF DOMESTIC VIOLENCE | |||||||
| 500 W WILSON BRIDGE RD STE 245 | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| CHRIST CHILD SOCIETY OF COLUMBUS | |||||||
| PO BOX 340091 | COLUMBUS | OH | 43234 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CITY YEAR COLUMBUS | |||||||
| 350 E 1ST AVE STE 250 | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CLINTONVILLE BEECHWOLD CRC | |||||||
| 3222 N HIGH ST | COLUMBUS | OH | 43202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| COLLEGE MENTORS FOR KIDS | |||||||
| 212 W 10TH ST | INDIANAPOLIS | IN | 46202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COLUMBUS CHILDREN'S THEATRE | |||||||
| 177 E NAUGHTEN ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| COLUMBUS COUNCIL ON WORLD AFFAIRS | |||||||
| 51 JEFFERSON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| COLUMBUS HOUSING PARTNERSHIP | |||||||
| 3443 AGLER RD | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| COLUMBUS MUSEUM OF ART | |||||||
| 480 E BROAD ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COLUMBUS SPEECH & HEARING CENTER | |||||||
| 510 E NORTH BROADWAY ST | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,500 |
| COLUMBUS SYMPHONY ORCHESTRA | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $3,000 |
| COLUMBUS WORKS | |||||||
| 750 MT CARMEL MALL | COLUMBUS | OH | 43222 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| COMMUNITIES IN SCHOOLS OF CENTRAL OHIO | |||||||
| 6500 BUSCH BLVD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| COMMUNITY DEVELOPMENT FOR ALL PEOPLE | |||||||
| PO BOX 6063 | COLUMBUS | OH | 43206 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| COMMUNITY FOR NEW DIRECTIONS | |||||||
| 2323 W 5TH AVE | COLUMBUS | OH | 43204 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $17,000 |
| COMMUNITY HOUSING NETWORK | |||||||
| 1680 WATERMARK DR | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COMMUNITY KITCHEN | |||||||
| 640 S OHIO AVE | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $21,000 |
| COMMUNITY MEDIATION SERVICE OF CENTRAL OHIO | |||||||
| 67 JEFFERSON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COMMUNITY OF HOLY ROSARY | |||||||
| PO BOX 83572 | COLUMBUS | OH | 43203 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COMMUNITY REFUGEE & IMMIGRATION SERVICES | |||||||
| 1925 E DUBLIN GRANVILLE RD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| COMMUNITY SHELTER BOARD | |||||||
| 355 E CAMPUS VIEW BLVD | COLUMBUS | OH | 43235 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| CRISTO REY COLUMBUS HIGH SCHOOL | |||||||
| 400 E TOWN ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| DEAF INITIATIVES INC | |||||||
| 563 S DAWSON AVE | COLUMBUS | OH | 43209 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,943 |
| DIRECTIONS FOR YOUTH AND FAMILIES | |||||||
| 1515 INDIANOLA AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $22,500 |
| DRESS FOR SUCCESS COLUMBUS | |||||||
| 1204 N HIGH ST | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| EASTER SEALS CENTRAL AND SOUTHEAST OHIO | |||||||
| 3830 TRUEMAN CT | HILLIARD | OH | 43026 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| EMPLOYMENT FOR SENIORS | |||||||
| 4300 E BROAD ST | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| EPILEPSY ALLIANCE OHIO | |||||||
| 895 CENTRAL AVE | CINCINNATI | OH | 45202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| FAITH MISSION | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 565 METRO PL S | DUBLIN | OH | 43017 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| FLYING HORSE FARMS | |||||||
| 5260 ST RT 95 | MT GILEAD | OH | 43338 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| FRANKLIN COUNTY 4H ADVISORY COMMITTEE | |||||||
| 530 W SPRING ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,500 |
| FRANKLIN COUNTY CASA | |||||||
| 373 S HIGH ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| FRANLINTON RISING | |||||||
| 4653 TRUEMAN BLVD | HILLIARD | OH | 43026 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| FURNITURE BANK OF CENTRAL OHIO | |||||||
| 118 S YALE AVE | COLUMBUS | OH | 43222 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| GLADDEN COMMUNITY HOUSE | |||||||
| 183 HAWKES AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| GODMAN GUILD ASSOCIATION | |||||||
| 303 E 6TH AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| GOOD NEIGHBORS OF CENTRAL OHIO | |||||||
| PO BOX 16311 | COLUMBUS | OH | 43216 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| GOODWILL COLUMBUS | |||||||
| 1331 EDGEHILL RD | COLUMBUS | OH | 43212 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| GRANGE INSURANCE AUDOBON CENTER | |||||||
| 505 W WHITTIER ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| HABITAT FOR HUMANITY - MID OHIO | |||||||
| 6665 BUSCH BLVD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| HARDY CENTER | |||||||
| 4593 CHARLESFIELD DR | COLUMBUS | OH | 43230 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| HEART OF OHIO FAMILY HEALTH CENTER | |||||||
| 882 S HAMILTON RD | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HERITAGE DAY HEALTH CENTERS | |||||||
| 2335 N BANK DR | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| HIGHLAND YOUTH GARDEN | |||||||
| 183 HAWKES AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| HILLTOP PRESCHOOL | |||||||
| 12 S TERRACE AVE | COLUMBUS | OH | 43204 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $4,000 |
| HOMELESS FAMILIES FOUNDATION | |||||||
| 33 N GRUBB ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| HOMES ON THE HILL COMMUNITY DEVELOPMENT CORP | |||||||
| 3659 SOLDANO BLVD | CENTERBURG | OH | 43228 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HOSPICE OF CENTRAL OHIO | |||||||
| 2269 CHERRY VALLEY RD | NEWARK | OH | 43055 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HOUSE OF HOPE FOR ALCOHOLICS INC | |||||||
| 825 DENNISON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $9,000 |
| HUCKLEBERRY HOUSE | |||||||
| 1421 HAMLET ST | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $17,000 |
| INTERNATIONAL DYSLEXIA ASSOCIATION OF CENTRAL OHIO | |||||||
| PO BOX 1601 | WESTERVILLE | OH | 43086 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| JOSEPHS COAT OF CENTRAL OHIO | |||||||
| 240 OUTERBELT ST | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL OHIO | |||||||
| 68 E 2ND AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| JUNIOR LEAGUE - KELTON HOUSE | |||||||
| 586 E TOWN ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| LAW AND LEADERSHIP INSTITUTE | |||||||
| 1700 LAKE SHORE DR | COLUMBUS | OH | 43204 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| LEAP OF FAITH DANCE COMPANY | |||||||
| 355 CHERRINGTON RD | WESTERVILLE | OH | 43081 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $4,000 |
| LIFECARE ALLIANCECENTRAL OHIO DIABETES ASSOCIATION | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| LIFECARE ALLIANCECOLUMBUS CANCER CENTER | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $23,000 |
| LIFECARE ALLIANCEMEALS ON WHEELS | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| LIFECARE ALLIANCEPROJECT OPEN HAND | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| LOCAL MATTERS | |||||||
| 633 PARSONS AVE | COLUMBUS | OH | 43206 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| LOWER LIGHT MINISTRIES (LIGHT THE WAY) | |||||||
| 1066 BELLOWS AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| LOWER LIGHT MINISTRIES (RACHELS HOUSE) | |||||||
| 1066 BELLOWS AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| MARBURN ACADEMY | |||||||
| 9555 JOHNSTOWN RD | NEW ALBANY | OH | 43054 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $27,500 |
| MARMON VALLEY MINISTRIES | |||||||
| 7754 ST RT 292 | ZANESFIELD | OH | 43360 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $1,920 |
| MENTAL HEALTH AMERICA OF FRANKLIN COUNTY | |||||||
| 2323 W 5TH AVE | COLUMBUS | OH | 43204 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| METHODIST THEOLOGICAL SCHOOL IN OHIO | |||||||
| 3081 COLUMBUS PIKE | DELAWARE | OH | 43015 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,300 |
| MIDOHIO FOOD BANK | |||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $35,000 |
| MOMENTUM-EXCELLENCE INC | |||||||
| 500 S FRONT ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| MOUNT CARMEL HEALTH SYSTEM FOUNDATIONS | |||||||
| 6150 E BROAD ST | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| NATIONAL CHURCH RESIDENCES FOUNDATION | |||||||
| 2335 N BANK DR | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| NEW DIRECTIONS CAREER CENTER | |||||||
| 199 E RICH ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| OHIO BUSINESS WEEK FOUNDATION | |||||||
| 3763 N HIGH ST | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| OHIO FEDERATION FOR HEALTH EQUITY AND SOCIAL JUSTICE | |||||||
| 332 HAMILTON AVE | COLUMBUS | OH | 43203 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| OHIO GUIDESTONE | |||||||
| 195 N GRANT AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| OHIO HISPANIC COALITION | |||||||
| 100 E CAMPUS VIEW BLVD | COLUMBUS | OH | 43235 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| OHIO HISTORY CONNECTION | |||||||
| 800 E 17TH AVE | COLUMBUS | OH | 43211 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| OHIO LIVING HOME HEALTH AND HOSPICE | |||||||
| 2740 AIRPORT DR | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| OHIO WESLEYAN UNIVERSITY | |||||||
| 61 S SANDUSKY ST | DELAWARE | OH | 43015 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| OHIOANA LIBRARY ASSOCIATION | |||||||
| 274 E 1ST AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $11,000 |
| OHIOHEALTH FOUNDATION | |||||||
| 3430 OHIOHEALTH PKWY | COLUMBUS | OH | 43202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| PARTNERSHIPS MAKE A DIFFERENCE | |||||||
| 1601 W 5TH AVE | COLUMBUS | OH | 43212 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| PBJ CONNECTIONS | |||||||
| 9734 JUG ST | PATASKALA | OH | 43062 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| PEOPLE IN NEED OF DELWARE COUNTY | |||||||
| PO BOX 962 | DELAWARE | OH | 43015 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| PREVENT BLINDNESS | |||||||
| 1500 W 3RD AVE | COLUMBUS | OH | 43212 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| REBUILDING TOGETHER CENTRAL OHIO | |||||||
| 2771 E 4TH AVE | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| RECREATION UNLIMITED FOUNDATION | |||||||
| 7700 PIPER RD | ASHLEY | OH | 43003 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $9,600 |
| RELA | |||||||
| 565 METRO PL S | DUBLIN | OH | 43017 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| RONALD MCDONALD HOUSE | |||||||
| 711 E LIVINGSTON AVE | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $32,000 |
| RULING OUR EXPERIENCES | |||||||
| 1335 DUBLIN RD | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $11,250 |
| SALVATION ARMY IN CENTRAL OHIO | |||||||
| 966 E MAIN ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $27,500 |
| SEE KIDS DREAM | |||||||
| 16 ORCHARD LN | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| SERVING OUR NEIGHBORS (SON) MINISTRIES | |||||||
| 2300 LYTHAM RD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| SIMON KENTON COUNCIL BOY SCOUTS | |||||||
| 807 KINNEAR RD | COLUMBUS | OH | 43212 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| SOUTH SIDE EARLY LEARNING & DEVELOPMENT CENTER | |||||||
| 280 REEB AVE | COLUMBUS | OH | 43207 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| ST VINCENT FAMILY CENTER | |||||||
| 1490 E MAIN ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| STONYBROOK UNITED METHODIST CHURCH | |||||||
| 485 CHERRY BOTTOM RD | GAHANNA | OH | 43230 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| NEWSREEL CLUB INC | |||||||
| 5 E LONG ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,202 |
| THURBER HOUSE | |||||||
| 77 JEFFERSON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| TRAYLEE AFTER SCHOOL BIBLE SCHOOL | |||||||
| 2802 VANTAGE POINT DR | COLUMBUS | OH | 43224 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| UNION COLLEGE | |||||||
| 310 COLLEGE ST | BARBOURVILLE | KY | 40906 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| UNITED SCHOOLS NETWORK | |||||||
| 1469 E MAIN ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| URBAN CONCERN | |||||||
| 1000 BONHAM AVE | COLUMBUS | OH | 43211 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| URBAN RESURRECTION COMMUNITY DEVELOPMENT | |||||||
| 428 E MAIN ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $6,000 |
| WESTERVILLE AREA RESOURCE MINISTRY | |||||||
| 150 HEATHERDOWN DR | WESTERVILLE | OH | 43081 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,500 |
| WOSU PUBLIC MEDIA | |||||||
| 2400 OLENTANGY RIVER RD | COLUMBUS | OH | 43210 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $17,000 |
| YMCA OF CENTRAL OHIO | |||||||
| 1907 LEONARD AVE | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| YWCA COLUMBUS | |||||||
| 65 S 4TH ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| ACTION FOR CHILDREN | |||||||
| 78 JEFFERSON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $22,000 |
| ARTMOBILE LLC | |||||||
| 1961 WATERBROOK LN | COLUMBUS | OH | 43209 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| ASSOCIATION FOR THE DEVELOPMENTLY DISABLED (ADD) | |||||||
| 769 BROOKSEDGE BLVD | WESTERVILLE | OH | 43055 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $16,000 |
| AT HOME BY HIGH | |||||||
| 211 E 11TH AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COLUMBUS EARLY LEARNING CENTERS | |||||||
| 240 N CHAMPION AVE | COLUMBUS | OH | 43203 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| COSI COLUMBUS | |||||||
| 333 W BROAD ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| CREATIVE LIVING | |||||||
| 150 W 10TH AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| DEAF SERVICES CENTER | |||||||
| 5830 N HIGH ST | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| ETHIOPIAN TEWAHEDO SOCIAL SERVICES (ETSS) | |||||||
| 1060 MT VERNON AVE | COLUMBUS | OH | 43203 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $9,268 |
| GIRL SCOUTS OF OHIO'S HEARTLAND | |||||||
| 1700 WATERMARK DR | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $14,000 |
| HANDS ON CENTRAL OHIO | |||||||
| 1105 SCHROCK RD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HEART FOOD PANTRY | |||||||
| 6475 E MAIN ST | REYNOLDSBURG | OH | 43068 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| HEINZERLING COMMUNITY | |||||||
| 1800 HEINZERLING DR | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| I KNOW I CAN | |||||||
| 1108 CITY PARK AVE | COLUMBUS | OH | 43206 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| KIDSMILES PEDIATRIC DENTAL CLINIC | |||||||
| 770 BETHEL RD | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,000 |
| LEGAL AID SOCIETY OF COLUMBUS | |||||||
| 1108 CITY PARK AVE | CENTERBURG | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| LINCOLN THEATRE ASSOCIATION | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| PATCHES OF LIGHT | |||||||
| PO BOX 153 | COLUMBUS | OH | 43026 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $6,000 |
| SERENITY STREET FOUNDATION | |||||||
| 32 E WOODROW AVE | COLUMBUS | OH | 43207 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| SHANE CENTER FOR THERAPEUTIC HORSEMANSHIP | |||||||
| 7908 MYERS RD | CENTERBURG | OH | 43011 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,000 |
| UNITED WAY OF CENTRAL OHIO | |||||||
| 360 S THIRD ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| VOICECORPS READING SERVICE | |||||||
| 2955 W BROAD ST | COLUMBUS | OH | 43204 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $8,000 |
| COLUMBUS FOUNDATION - IMPACT GENOME PROJECT | |||||||
| 1234 E BROAD ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,085,207 | 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 | $1,489,274 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,491,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,491,488 | 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 RETURN & COMPLIANCE | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990PF IS NOT REQUIRED TO BE FILED WITH OHIO ATTORNEY GENERAL'S OFFICE | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEI #338 | BondNm |
| EOY Book Value | $8,022,350 | EOYBookValueAmt |
| EOYFMV | $7,917,180 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #136091 | $6,561,055 | $14,082,904 |
| MORGAN STANLEY #136092 | $2,170,512 | $3,642,862 |
| SEI #338 | $7,333,986 | $8,543,307 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $25 | $25 | $0 | $0 |
| STATE FILING FEES | $200 | $200 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SETTLEMENT GRANTS | $1,034 | $1,034 | $0 |
| PARTNERSHIP & OTHER DISTRIBUTIONS | $1,180 | $1,180 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN INCOME | Desc |
| Amt | $7,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY INVESTMENT MANAGEMENT FEES | $30,260 | $30,260 | $0 | $0 |
| SEI INVESTMENT MANAGEMENT FEES | $111,712 | $111,712 | $0 | $0 |
| ADMINISTRATION FEES | $58,795 | $58,795 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX | $16,016 | $0 | $0 | $0 |
| FOREIGN INCOME TAX | $2,662 | $0 | $0 | $0 |