STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

HARRY C MOORES FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HARRY C MOORES FOUNDATION (EIN 31-6035344)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-02-13
IRS object ID
201940449349100304
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-13T09:02:53-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200562744PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARRIS BURNETT AREND & SCHMIESING CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17730 OLENTANGY RIVER ROADAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43235ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316035344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY C MOORES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone6142278884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432154236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOFFICERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6142278884PhoneNum
Signature2019-02-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW ARENDPreparerPersonNm
PTINP00631697PTIN
Phone6144362727PhoneNum
Preparation2019-02-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.57.4.86IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-05IPDt
IP Tm16:05:13IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1188A0994B878C92DB7490FAAC35B1C5753B1301AtSubmissionCreationDeviceId
At Submission Filing Device Id1188A0994B878C92DB7490FAAC35B1C5753B1301AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,185,578FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$30InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,230,461DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,230,461DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$689,457CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,860OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,860OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,232,351TotalRevAndExpnssAmt
Total Net Invst Incm$1,921,808TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$198,061OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$198,061OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$54,864TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$360PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$360PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$315OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$315OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$255,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$200,236TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,982,266ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,982,266ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,237,366TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$200,236TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,982,266TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,005,015ExcessRevenueOverExpensesAmt
Net Investment Income$1,721,572NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$318,398CashBOYAmt
Cash EOY$214,510CashEOYAmt
Cash EOYFMV$214,510CashEOYFMVAmt
Sav And Temp Cash Invst BOY$784,319SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$344,590SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$344,590SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$17,309,302CorporateStockBOYAmt
Corporate Stock EOY$18,046,691CorporateStockEOYAmt
Corporate Stock EOYFMV$28,193,353CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,110,964CorporateBondsBOYAmt
Corporate Bonds EOY$6,601,634CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,433,125CorporateBondsEOYFMVAmt
Total Assets BOY$25,522,983TotalAssetsBOYAmt
Total Assets EOY$25,207,425TotalAssetsEOYAmt
Total Assets EOYFMV$35,185,578TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$25,522,983CapitalStockBOYAmt
Capital Stock EOY$25,207,425CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,522,983TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,207,425TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,522,983TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,207,425TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,522,983TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,005,015ExcessRevenueOverExpensesAmt
Other Increases$689,457OtherIncreasesAmt
Subtotal$25,207,425SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,207,425TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNITED CONTINENTAL HLDGS2008-07-232018-01-29$322,484$44,890$277,594$277,594
MONSANTO CO2010-08-162018-04-16$246,276$115,514$130,762$130,762
STARBUCKS CORP2014-02-262018-06-20$101,790$72,388$29,402$29,402
WHIRLPOOL CORP2010-12-152018-07-25$242,916$175,719$67,197$67,197
US TREASURY BILL2018-05-152018-08-30$805,000$805,000$0$0
ABBVIE INC2016-04-012017-12-11$9,642$5,743$3,899$3,899
APPLIED MATERIALS INC2012-08-082017-12-11$20,616$4,758$15,858$15,858
COCA COLA EUROPEAN PARTNERS2008-12-032017-12-11$51,028$50,206$822$822
DR HORTON INC2014-08-272017-12-11$35,304$15,204$20,100$20,100
DISCOVER FINANCIAL SERVICES2016-04-012017-12-11$22,294$15,414$6,880$6,880
KOHLS CORP WISC2012-12-072017-12-11$25,247$21,967$3,280$3,280
KORN/FERRY INTL DELA2016-10-072017-12-11$102,748$52,972$49,776$49,776
MAGNA INTERNATIONAL INC2016-06-302017-12-11$33,599$21,035$12,564$12,564
MIRCROSOFT CORP2006-05-242017-12-11$17,031$4,680$12,351$12,351
OWENS CORNING INC2014-08-112017-12-11$8,779$3,424$5,355$5,355
SPIRIT AEROSYSTEMS HLD CL A2013-03-252017-12-11$16,726$3,649$13,077$13,077
TIMKEN CO2015-08-312017-12-11$96,915$63,354$33,561$33,561
UNITEDHEALTH GP INC2008-12-032017-12-11$16,689$1,473$15,216$15,216
KOHLS CORP WISC2012-12-072018-04-03$19,009$13,180$5,829$5,829
MASIMO CORP2014-08-112018-04-03$67,791$17,807$49,984$49,984
DIEBOLD NXDF INC2017-08-172018-07-09$50,532$80,294-$29,762-$29,762
DIEBOLD NXDF INC2017-12-112018-07-09$6,478$9,344-$2,866-$2,866
DIEBOLD NXDF INC2018-04-032018-07-09$14,253$15,991-$1,738-$1,738
TRIUMPH GROUP INC2017-12-112018-07-09$59,399$79,626-$20,227-$20,227
ALPHABET INC CL C2010-08-232018-07-09$11,491$2,320$9,171$9,171
ARCONIC INC2015-08-312018-07-09$41,434$48,574-$7,140-$7,140
INTEL CORP2006-03-142018-07-09$20,676$7,916$12,760$12,760
APPLE INC2012-12-072018-08-29$11,014$3,819$7,195$7,195
WHIRLPOOL CORP2017-04-112018-08-29$61,184$79,778-$18,594-$18,594
NEWELL BRANDS INC2017-12-112018-08-29$57,459$80,206-$22,747-$22,747
NEWELL BRANDS INC2018-04-032018-08-29$13,260$14,799-$1,539-$1,539
WESTERN DIGITAL CORP2018-07-092018-08-29$64,490$79,494-$15,004-$15,004
WHIRLPOOL CORP2018-04-032018-08-29$6,440$7,523-$1,083-$1,083
GOVERNMENT FUND SEOXX2015-09-012017-11-07$28,178$28,178$0$0
CORE FIXED INCOME FUND SCOAX2015-09-012017-11-07$6,115$6,202-$87-$87
US MANAGED VOL FUND SVYAX2015-09-012017-11-07$5,213$4,929$284$284
LIMITED DURATION BOND SLDBX2015-09-012017-11-07$3,071$3,084-$13-$13
WORLD EQUITY EX-US FUND WEUSX2015-09-012017-11-07$2,761$2,185$576$576
OPPORTUNISTIC IND FD A ENIAX2015-09-012017-11-07$2,452$2,431$21$21
SMALL/MID CAP EQTY FUND SSMAX2015-09-012017-11-07$1,832$1,746$86$86
MULTI ASSET REAL RETURN SEIAX2015-09-012017-11-07$1,832$2,027-$195-$195
DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012017-11-07$1,522$1,028$494$494
REAL ESTATE FUND SETAX2015-09-012017-11-07$930$1,027-$97-$97
HIGH YIELD BOND FUND SGYAX2015-09-012017-11-07$916$924-$8-$8
EMERGING MRKTS DEBT FUND SEDAX2015-09-012017-11-07$916$942-$26-$26
EMERGING MRKTS EQ A SMQFX2015-09-012017-11-07$620$511$109$109
GOVERNMENT FUND SEOXX2015-09-012018-02-14$27,693$27,693$0$0
CORE FIXED INCOME FUND SCOAX2015-09-012018-02-14$6,009$6,258-$249-$249
US MANAGED VOL FUND SVYAX2015-09-012018-02-14$5,123$5,216-$93-$93
LIMITED DURATION BOND SLDBX2015-09-012018-02-14$3,019$3,049-$30-$30
WORLD EQUITY EX-US FUND WEUSX2015-09-012018-02-14$2,714$2,190$524$524
OPPORTUNISTIC IND FD A ENIAX2015-09-012018-02-14$2,409$2,400$9$9
SMALL/MID CAP EQTY FUND SSMAX2015-09-012018-02-14$1,800$1,895-$95-$95
MULTI ASSET REAL RETURN SEIAX2015-09-012018-02-14$1,800$2,046-$246-$246
DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012018-02-14$1,495$1,061$434$434
REAL ESTATE FUND SETAX2015-09-012018-02-14$914$1,141-$227-$227
HIGH YIELD BOND FUND SGYAX2015-09-012018-02-14$900$935-$35-$35
EMERGING MRKTS DEBT FUND SEDAX2015-09-012018-02-14$900$922-$22-$22
EMERGING MRKTS EQ A SMQFX2015-09-012018-02-14$609$495$114$114
GOVERNMENT FUND SEOXX2015-09-012018-05-09$28,113$28,113$0$0
CORE FIXED INCOME FUND SCOAX2015-09-012018-05-09$6,100$6,415-$315-$315
US MANAGED VOL FUND SVYAX2015-09-012018-05-09$5,201$5,320-$119-$119
LIMITED DURATION BOND SLDBX2015-09-012018-05-09$3,064$3,108-$44-$44
WORLD EQUITY EX-US FUND WEUSX2015-09-012018-05-09$2,755$2,186$569$569
OPPORTUNISTIC IND FD A ENIAX2015-09-012018-05-09$2,446$2,451-$5-$5
SMALL/MID CAP EQTY FUND SSMAX2015-09-012018-05-09$1,827$1,848-$21-$21
MULTI ASSET REAL RETURN SEIAX2015-09-012018-05-09$1,827$2,056-$229-$229
DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012018-05-09$1,518$1,065$453$453
REAL ESTATE FUND SETAX2015-09-012018-05-09$928$1,111-$183-$183
HIGH YIELD BOND FUND SGYAX2015-09-012018-05-09$914$950-$36-$36
EMERGING MRKTS DEBT FUND SEDAX2015-09-012018-05-09$914$992-$78-$78
EMERGING MRKTS EQ A SMQFX2015-09-012018-05-09$618$513$105$105
GOVERNMENT FUND SEOXX2015-09-012018-08-06$28,515$28,515$0$0
CORE FIXED INCOME FUND SCOAX2015-09-012018-08-06$6,188$6,478-$290-$290
US MANAGED VOL FUND SVYAX2015-09-012018-08-06$5,275$5,081$194$194
LIMITED DURATION BOND SLDBX2015-09-012018-08-06$3,108$3,149-$41-$41
WORLD EQUITY EX-US FUND WEUSX2015-09-012018-08-06$2,794$2,273$521$521
OPPORTUNISTIC IND FD A ENIAX2015-09-012018-08-06$2,481$2,492-$11-$11
SMALL/MID CAP EQTY FUND SSMAX2015-09-012018-08-06$1,853$1,771$82$82
MULTI ASSET REAL RETURN SEIAX2015-09-012018-08-06$1,853$2,062-$209-$209
DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012018-08-06$1,540$1,030$510$510
REAL ESTATE FUND SETAX2015-09-012018-08-06$941$1,042-$101-$101
HIGH YIELD BOND FUND SGYAX2015-09-012018-08-06$927$957-$30-$30
EMERGING MRKTS DEBT FUND SEDAX2015-09-012018-08-06$927$1,035-$108-$108
EMERGING MRKTS EQ A SMQFX2015-09-012018-08-06$627$555$72$72
CORE FIXED INCOME FUND SCOAX2015-09-012018-08-30$215,264$225,148-$9,884-$9,884
US MANAGED VOL FUND SVYAX2015-09-012018-08-30$183,520$173,756$9,764$9,764
LIMITED DURATION BOND SLDBX2015-09-012018-08-30$108,128$109,536-$1,408-$1,408
WORLD EQUITY EX-US FUND WEUSX2015-09-012018-08-30$97,216$79,071$18,145$18,145
OPPORTUNISTIC IND FD A ENIAX2015-09-012018-08-30$86,304$86,382-$78-$78
SMALL/MID CAP EQTY FUND SSMAX2015-09-012018-08-30$64,480$60,109$4,371$4,371
MULTI ASSET REAL RETURN SEIAX2015-09-012018-08-30$64,480$71,928-$7,448-$7,448
DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012018-08-30$53,568$35,441$18,127$18,127
REAL ESTATE FUND SETAX2015-09-012018-08-30$32,736$35,880-$3,144-$3,144
HIGH YIELD BOND FUND SGYAX2015-09-012018-08-30$32,240$33,309-$1,069-$1,069
EMERGING MRKTS DEBT FUND SEDAX2015-09-012018-08-30$32,240$37,795-$5,555-$5,555
EMERGING MRKTS EQ A SMQFX2015-09-012018-08-30$21,824$19,821$2,003$2,003
M/S #136091 - RETURN OF CAPITAL2015-09-012018-09-30$1,786$1,786$1,786
FieldValueIRS element (for citing)
Capital Gain Net Income$689,457CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$94,966NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,834,943AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$33,339,751NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055038DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,828,668AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$32,022,084NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057106DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,793,407AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$33,624,380NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053337DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,788,623AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$33,373,240NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053595DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,658,363AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,627,014NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055975DistributionYr5Rt
Total Distribution0.275051TotalDistributionRt
Average Distribution0.055010AverageDistributionRt
Net Vl Noncharitable Assets$35,349,482NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,944,575AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$17,216NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,961,791AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,982,266QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$17,216InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,216SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,216TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,984OverpaymentAmt
Applied To ES Tax$10,984AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARY CUMMINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142278884PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID FENNER
4056 FAIRFAX DRIVECOLUMBUSOH43220CHAIR8.00$0$0$0
ROBERT WISEMAN
6858 DOWNS STREETWORTHINGTONOH43085SECRETARY2.00$0$0$0
KURT TUNNELL
3709 SCIOTO RUN BLVDHILLIARDOH43026TREASURER2.00$0$0$0
JAMES BECHTEL
230 WEST STREETCOLUMBUSOH43215TRUSTEE1.00$0$0$0
KRISTEN SYDNEY
153 SOUTH DAWSONBEXLEYOH43209TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SEI PRIVATE TRUST CO
1 FREEDOM VALLEY DROAKSPA19456INVESTMENT ADVISORY FEES$112,499
BRICKLER & ECKLER
100 S THIRD STCOLUMBUSOH43215ADMINISTRATIVE SERVICES$52,612
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS TO CHARITABLE GROUPS IN CENTRAL OHIODescription1Txt
Expenses1$1,982,266Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,784,781AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,103,018AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,887,799TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,887,799AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$538,317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,349,482NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,767,474MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,767,474MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,216TaxBasedOnInvestmentIncomeAmt
Total Tax$17,216TotalTaxAmt
Distributable Before Adj$1,750,258DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,750,258DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,750,258DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,982,266ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,982,266QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$17,216PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,965,050AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,750,258DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$222,423ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$164,999ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$185,211ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$241,259ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$205,479ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,019,371TotalExcessDistributionCyovAmt
Qualifying Distributions$1,982,266QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,750,258AppliedToCurrentYearAmt
Remaining Distri From Corpus$232,008RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,251,379TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$222,423ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,028,956ExcessDistriCyovToNextYrAmt
Excess From Year4$164,999ExcessFromYear4Amt
Excess From Year3$185,211ExcessFromYear3Amt
Excess From Year2$241,259ExcessFromYear2Amt
Excess From Year1$205,479ExcessFromYear1Amt
Excess From Current Year$232,008ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMS MARY CUMMINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6142278884RecipientPhoneNum
Form And Info And MaterialsDETAIL IS AVAILABLE THROUGH THE GRANT APPLICATION INSTRUCTIONS WHICH CAN BE OBTAINED UPON REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1 FOR GRANTS MADE IN AUGUST/SEPTEMBERSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE NOT MADE TO INDIVIDUALS OR PRIVATE FOUNDATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEXLEY UNITED METHODIST CHURCH
2657 E BROAD STBEXLEYOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
STONYBROOK UNITED METHODIST CHURCH
485 CHERRY BOTTOM RDGAHANNAOH43230N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
CRISTO REY COLUMBUS HIGH SCHOOL
400 E TOWN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
MARBURN ACADEMY
9555 JOHNSTOWN RDNEW ALBANYOH43054N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$27,500
METHODIST THEOLOGICAL SCHOOL IN OHIO
3081 COLUMBUS PIKEDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$24,800
OHIO WESLEYAN UNIVERSITY
61 S SANDUSKY STDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
UNION COLLEGE
310 COLLEGE STBARBOURVILLEKY40906N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
WOSU
2400 OLENTANGY RIVER RDCOLUMBUSOH43210N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
MOUNT CARMEL HEALTH SYSTEM FOUNDATIONS
6150 E BROAD STCOLUMBUSOH43213N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
NATIONWIDE CHILDRENS HOSPITAL FOUNDATION
700 CHILDRENS DRCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
OHIOHEALTH FOUNDATION
180 E BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
BALLETMET
322 MT VERNON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BALLETMET (CAPITAL CAMPAIGN)
322 MT VERNON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CATCO-PHOENIX
77 S HIGH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COLUMBUS CHILDREN'S THEATRE
512 PARK STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
COLUMBUS MUSEUM OF ART
480 E BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COLUMBUS SYMPHONY ORCHESTRA
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$3,000
DAWES ARBORETUM
7770 JACKSONTOWN RDNEWARKOH43056N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,000
GRANGE INSURANCE AUDOBON CENTER
505 W WHITTIER STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
MOMENTUM-EXCELLENCE INC
500 S FRONT STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
OHIO HISTORY CONNECTION
800 E 17TH AVECOLUMBUSOH43211N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
OHIOANA LIBRARY ASSOCIATION
274 E 1ST AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$11,000
THURBER HOUSE
77 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BIG BROTHERS BIG SISTERS ASSOC
1855 E DUBLIN GRANVILLE RDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
BOYS AND GIRLS CLUBS OF COLUMBUS
1108 CITY PARK AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
BRIDGEWAY ACADEMY
2500 MEDARY AVECOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,400
BUCKEYE RANCH
697 E BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$18,202
CENTRAL OHIO YOUTH FOR CHRIST
5000 ARLINGTON CENTRE BLVDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,900
CHARITY NEWSIES
4300 INDIANOLA AVECOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CHILDHOOD LEAGUE CENTER
670 S 18TH STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CHILDRENS HUNGER ALLIANCE
1105 SCHROCK AVECOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CHRIST CHILD SOCIETY
PO BOX 340091COLUMBUSOH43234N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CITY YEAR
35 N 4TH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CLINTONVILLE BEECHWOLD CRC
14 LAKEVIEW AVECOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COLLEGE MENTORS FOR KIDS
212 W 10TH STINDIANAPOLISIN46202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COMMUNITY FOR NEW DIRECTIONS
983 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,000
COMMUNITIES IN SCHOOLS OF CENTRAL OHIO
510 E NORTH BROADWAY STCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
DEAF INITIATIVES INC
563 S DAWSON AVECOLUMBUSOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
DIRECTIONS FOR YOUTH AND FAMILIES
1515 INDIANOLA AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,553
EASTER SEALS CENTRAL AND SOUTHEAST OHIO
3830 TRUEMAN CTHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
FELLOWSHIP OF CHRISTIAN ATHLETES
565 METRO PL SDUBLINOH43017N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
FLYING HORSE FARMS
5260 ST RT 95MT GILEADOH43338N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$13,000
FRANKLIN COUNTY 4H ADVISORY
2105 S HAMILTON RDCOLUMBUSOH43232N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
FRANKLIN COUNTY CASA
373 S HIGH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
GLADDEN COMMUNITY HOUSE
183 HAWKES AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
HARDY CENTER
1743 E LAKEVIEW AVECOLUMBUSOH43224N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HERITAGE DAY HEALTH CENTERS
1185 E BROAD STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HILLTOP PRESCHOOL
2473 W BROAD STCOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
INTERNATIONAL DYSLEXIA ASSOCIATION OF CENTRAL OHIO
PO BOX 1601WESTERVILLEOH43086N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,250
LIFESMART EDUCATION
38989 BROADWAYGROVE CITYOH43123N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
PBJ CONNECTIONS
9734 JUG STPATASKALAOH43062N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$14,000
RECREATION UNLIMITED
7700 PIPER RDASHLEYOH43003N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$9,600
REINS OF FREEDOM
3 W MAIN STWESTERVILLEOH43081N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
RONALD MCDONALD HOUSE
711 E LIVINGSTON AVECOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$30,000
RULING OUR EXPERIENCES
1335 DUBLIN RDCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,500
SECOND AND SEVEN FOUNDATION
7949 N HIGH STCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
SEE KIDS DREAM
16 ORCHARD LNCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
SERVING OUR NEIGHBORS (SON) MINISTRIES
4567 COOLBROOK DRHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
SOUTH SIDE LEARNING CENTER
280 REEB AVECOLUMBUSOH43207N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,000
ST VINCENT FAMILY CENTER
1490 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,500
TRAYLEE AFTER SCHOOL BIBLE SCHOOL
2802 VANTAGE POINT DRCOLUMBUSOH43224N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
UNITED SCHOOLS NETWORK
1469 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
ADVOCACY & PROTECTIVE SERVICES
4110 N HIGH STCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
ALIVE IN MY HEART
PO BOX 2631COLUMBUSOH43216N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
ALL THAT - TEENS HOPEFUL ABOUT TOMORROW
4117 E LIVINGSTON AVECOLUMBUSOH43227N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
ALVIS HOUSE
2100 STELLA CTCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
AMERICAN RED CROSS
995 E BROAD STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
ANDREWS HOUSE
39 W WINTER STDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,466
ARTHRITIS FOUNDATION
3740 RIDGE MILL DRCOLUMBUSOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BEHAVIORAL HEALTH PARTNERS OF CENTRAL OHIO
65 MESSIMER DRNEWARKOH43055N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,700
BREATHING ASSOCIATION
1520 OLD HENDERSON RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$11,728
BROAD STREET PRESBYTERIAN (COMPASS)
760 E BROAD STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CANINE COMPANIONS FOR INDEPENDENCE
4989 ST RT 37DELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
CANCER SUPPORT COMMUNITY CENTRAL OHIO
1200 OLD HENDERSON RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CATHOLIC SOCIAL SERVICES
197 E GAY STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CENTRAL COMMUNITY HOUSE
1150 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CHARITABLE PHARMACY OF CENTRAL OHIO
200 E LIVINGSTON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
CHOICES
475 E MOUND STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COLUMBUS COUNCIL ON WORLD AFFAIRS
51 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
COLUMBUS HOUSING PARTNERSHIP
3443 AGLER RDCOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COLUMBUS LITERACY COUNCIL
92 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COLUMBUS SPEECH & HEARING CENTER
510 E NORTH BROADWAY STCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$13,000
COLUMBUS WORKS
750 MT CARMEL MALLCOLUMBUSOH43222N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COMMUNITY DEVELOPMENT FOR ALL PEOPLE
946 PARSONS AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COMMUNITY OF HOLY ROSARY
197 E GAY STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
COMMUNITY HOUSING NETWORK
1680 WATERMARK DRCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COMMUNITY KITCHEN
640 S OHIO AVECOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
COMMUNITY MEDIATION SERVICE OF CENTRAL OHIO
67 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
COMMUNITY REFUGEE & IMMIGRATION SERVICES
1925 E DUBLIN GRANVILLE RDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COMMUNITY SHELTER BOARD
355 E CAMPUS VIEW BLVDCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
DRESS FOR SUCCESS COLUMBUS
1204 N HIGH STCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
EMPLOYMENT FOR SENIORS
4300 E BROAD STCOLUMBUSOH43213N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
EXPANDING VISIONS
1887 ORLANDO RDCOLUMBUSOH43232N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$9,000
EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COLUMBUS
895 CENTRAL AVECINCINNATIOH45202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
FAITH MISSION
254 GRANT AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FRANLINTON RISING
4653 TRUEMAN BLVDHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FURNITURE BANK OF CENTRAL OHIO
118 S YALE AVECOLUMBUSOH43222N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
GODMAN GUILD ASSOCIATION
303 E 6TH AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
GOOD NEIGHBORS OF CENTRAL OHIO
PO BOX 16311COLUMBUSOH43216N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
GOODWILL COLUMBUS
1331 EDGEHILL RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,550
HABITAT FOR HUMANITY
240 N WILSON RDCOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HEART OF OHIO FAMILY HEALTH CENTER
2365 INNIS RDCOLUMBUSOH43224N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
HIGHLAND YOUTH GARDEN
50 S HIGHLAND AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
HOMELESS FAMILIES FOUNDATION
33 N GRUBB STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
HOMES ON THE HILL COMMUNITY DEVELOPMENT CORP
3659 SOLDANO BLVDCENTERBURGOH43228N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
HOSPICE OF CENTRAL OHIO
2269 CHERRY VALLEY RDNEWARKOH43055N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
HOUSE OF HOPE FOR ALCOHOLICS INC
825 DENNISON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
HUCKLEBERRY HOUSE
1421 HAMLET STCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,000
JOSEPHS COAT OF CENTRAL OHIO
240 OUTERBELT STCOLUMBUSOH43213N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$3,125
JUNIOR ACHIEVEMENT
68 E 2ND AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
JUNIOR LEAGUE - KELTON HOUSE
586 E TOWN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
LAW AND LEADERSHIP INSTITUTE
1700 LAKE SHORE DRCOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$9,000
LEAP OF FAITH DANCE COMPANY
355 CHERRINGTON RDWESTERVILLEOH43081N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,500
LIFECARE ALLIANCECOLUMBUS CANCER CENTER
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$23,000
LIFECARE ALLIANCEMEALS ON WHEELS
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
LIFECARE ALLIANCEPROJECT OPEN HAND
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
LIFECARE ALLIANCECENTRAL OHIO DIABETES ASSOCIATION
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
LOCAL MATTERS
633 PARSONS AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$13,500
LOWER LIGHT MINISTRIES (LIGHT THE WAY)
1066 BELLOWS AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
LOWER LIGHT MINISTRIES (RACHELS HOUSE)
1066 BELLOWS AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$13,000
LOWER LIGHTS CHRISTIAN HEALTH CENTER
1066 BELLOWS AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO (FAITH MISSION)
254 GRANT AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
MARMON VALLEY MINISTRIES
7754 ST RT 292ZANESFIELDOH43360N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$1,920
MENTAL HEALTH AMERICA OF FRANKLIN COUNTY
2323 W 5TH AVECOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
MIDOHIO FOOD BANK
3960 BROOKHAM DRGROVE CITYOH43123N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$37,000
MJF JUDICIAL ASSISTANCE PROJECT LIVES BACK
580 S HIGH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
NATIONAL CHURCH RESIDENCES
2335 N BANK DRCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
NEW DIRECTIONS CAREER CENTER
199 E RICH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
THE NEWSREEL
5 E LONG STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$19,572
OHIO BUSINESS WEEK FOUNDATION
1572 W 1ST AVECOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
OHIO FEDERATION FOR HEALTH EQUITY AND SOCIAL JUSTICE
332 HAMILTON AVECOLUMBUSOH43203N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
OHIO GUIDESTONE
195 N GRANT AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$14,500
OHIO HISPANIC COALITION
100 E CAMPUS VIEW BLVDCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
OHIO LIVING HOME HEALTH AND HOSPICE
1001 KINGSMILL PKWYCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
OPERATION BUCKEYE
5000 ARLINGTON CENTRE BLVDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$18,000
PARTNERSHIPS MAKE A DIFFERENCE
1601 W 5TH AVECOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$18,500
PEOPLE IN NEED
138 JOHSNON DRDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
PREVENT BLINDNESS
1500 W 3RD AVECOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
RELA
3520 SNOUFFER RDCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
REBUILDING TOGETHER CENTRAL OHIO
2771 E 4TH AVECOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
SAFE HARBOR PEER SUPPORT SERVICES
325 S SANDUSKY STDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
SALVATION ARMY
760 WORTHINGTON BLVDWORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$29,000
SOUTHEAST INC
524 W BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
SIMON KENTON COUNCIL BOY SCOUTS
807 KINNEAR RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
TYLERS LIGHT
PO BOX 526PICKERINGTONOH43147N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
URBAN CONCERN
1000 BONHAM AVECOLUMBUSOH43211N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
URBAN RESURRECTION COMMUNITY DEVELOPMENT
428 E MAIN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
WESTERVILLE AREA RESOURCE MINISTRY
150 HEATHERDOWN DRWESTERVILLEOH43081N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
YMCA
40 W LONG STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
YWCA
65 S 4TH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,982,266TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,230,461ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,860ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,232,351ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,232,351TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN & COMPLIANCECategoryTxt
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFORM 990PF IS NOT REQUIRED TO BE FILED WITH OHIO ATTORNEY GENERAL'S OFFICEExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEI #338BondNm
EOY Book Value$6,601,634EOYBookValueAmt
EOYFMV$6,433,125EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY #136091$6,866,820$13,857,015
MORGAN STANLEY #136092$2,258,011$3,975,364
SEI #338$8,921,860$10,360,974

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$115$115$0$0
FILING FEES$200$200$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SETTLEMENT GRANTS$1,440$1,440$0
PARTNERSHIP & OTHER DISTRIBUTIONS$420$420$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN INCOMEDesc
Amt$689,457Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY INVESTMENT MANAGEMENT FEES$32,950$32,950$0$0
SEI INVESTMENT MANAGEMENT FEES$112,499$112,499$0$0
ADMINISTRATION FEES$52,612$52,612$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX$52,301$0$0$0
FOREIGN INCOME TAX$2,563$0$0$0