IRA BLOCK FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- IRA BLOCK FOUNDATION INC (EIN 22-3770758)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-02
- IRS object ID
- 201822149349100002
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-02T11:05:55-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821961023 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T CRAIG CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14-16 MASONS ISLAND ROAD | AddressLine1Txt |
| City | MYSTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223770758 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA BLOCK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAB | BusinessNameControlTxt |
| Phone | 8605720346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 225 | AddressLine1Txt |
| City | WEST MYSTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06388 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER BLOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5135640664 | PhoneNum |
| Signature | 2018-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00009713 | PTIN |
| Phone | 8602455494 | PhoneNum |
| Preparation | 2018-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $307,710 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $63,055 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,408 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,345 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,345 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $75,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,675 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $900 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,169 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,169 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,190 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,234 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,995 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $18,200 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $22,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $18,200 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $18,200 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $108 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $72 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $72 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $179,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $167,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $203,143 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,750 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,702 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $67 | LandBOYAmt |
| Land EOY | $48 | LandEOYAmt |
| Land EOYFMV | $550 | LandEOYFMVAmt |
| Other Assets BOY | $750 | OtherAssetsBOYAmt |
| Other Assets EOY | $750 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $308,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $271,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $307,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $308,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $308,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $271,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $308,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $271,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $308,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $271,577 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $271,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR - SPY | 2013-06-24 | 2017-08-07 | $19,793 | $12,412 | $7,381 | $7,381 | |
| CAPITAL GAINS DIVIDENDS | $27 | $27 | $27 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,408 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,110 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $319,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.297291 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,786 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $303,294 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.210311 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $263,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.153108 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,277 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $276,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.141870 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,171 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $255,528 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.215910 | DistributionYr5Rt |
| Total Distribution | 1.018490 | TotalDistributionRt |
| Average Distribution | 0.203698 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $283,867 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,934 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,424 | 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 | $111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $39 | TaxDueAmt |
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 | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET ROGERS | IndividualWithBooksNm |
| Phone | 8605720346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 225 | AddressLine1Txt |
| City | WEST MYSTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06388 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER BLOCK | ||||||||
| 136 WENTWORTH AVE | CINCINNATI | OH | 45220 | PRES/TREAS/TRUSTEE | 1.00 | $0 | $0 | $0 |
| CATHY ELLEN KRAMER | ||||||||
| 136 WENTWORTH AVE | CINCINNATI | OH | 45220 | VICE PRES/TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET ROGERS | ||||||||
| 326 FLANDERS ROAD | MYSTIC | CT | 06355 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $173,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,950 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $288,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $288,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $283,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111 | TotalTaxAmt |
| Distributable Before Adj | $14,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $111 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,313 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,805 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $223,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,342 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $320,531 | 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 | $42,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $278,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,468 | ExcessFromYear4Amt |
| Excess From Year3 | $27,229 | ExcessFromYear3Amt |
| Excess From Year2 | $48,805 | ExcessFromYear2Amt |
| Excess From Year1 | $79,186 | ExcessFromYear1Amt |
| Excess From Current Year | $97,342 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER BLOCK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEASLEE NEIGHBORHOOD CENTER | |||||||
| 215 EAST 14TH | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $2,000 |
| ELEMENTZ | |||||||
| 1100 RACE ST | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONSUNRESTRICTED USE - GENERAL OPERATIONS | $21,320 |
| CINCINNATI PUBLIC RADIO | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $2,000 |
| OTRCH | |||||||
| 114 WEST 14TH | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $2,500 |
| CLIFTON MARKET | |||||||
| PO BOX 20162 | CINCINNATI | OH | 45220 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $8,779 |
| EDUCATION MATTERS | |||||||
| 2104 ST MICHAEL ST | CINCINNATI | OH | 45204 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $400 |
| PLANNED PARENTHOOD OF SW OHIO | |||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 45219 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $3,000 |
| J-RAB | |||||||
| 1621 LINN STREET SUITE 205 | CINCINNATI | OH | 45214 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $1,685 |
| UPSPRING | |||||||
| PO BOX 23300 | CINCINNATI | OH | 45223 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $200 |
| OHIO JUSTICE & POLICY CENTER | |||||||
| 219 E 9TH STREET SUITE 601 | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $500 |
| WOMEN HELPING WOMEN | |||||||
| 215 E 9TH ST 7 | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $256 |
| COMMUNITY MATTERS | |||||||
| 2110 ST MICHAEL ST | CINCINNATI | OH | 45204 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $200 |
| WOMEN'S FUND GREATER CINCINNATI FOUNDATION | |||||||
| 200 WEST FOURTH ST | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $500 |
| GREATER CINCINNATI HOMELESS COALITION | |||||||
| 113E 12TH ST | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $400 |
| PROSPECT HOUSE | |||||||
| 682 HAWTHORNE AVE | CINCINNATI | OH | 45205 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $300 |
| COMMUNITY BLEND | |||||||
| 3301 MONTGOMERY RD 3 | CINCINNATI | OH | 45207 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $200 |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED USE - GENERAL OPERATIONS | $250 |
| PANOPTIC MEDIA | |||||||
| 2303 GILBERT AVE | CINCINNATI | OH | 45206 | NONE | PUBLIC COMPANY | UNRESTRICTED USE - GENERAL OPERATIONS | $1,500 |
| ST PETER'S PREP SCHOOL | |||||||
| 144 GRAND ST | JERSEY CITY | NJ | 07302 | NONE | PRIVATE SCHOOL | UNRESTRICTED USE - GENERAL OPERATIONS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,190 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASG - INTENSIVE INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,345 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,408 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,752 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,752 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | ASG INCOME REPRESENTS FEES COLLECTED FROM INDIVIDUALS PARTICPATING IN THE PROGRAM "A SMALL GROUP INTENSIVE" THE PROGRAM WAS CONDUCTED TO ENHANCE COMMUNITY INVOLVEMENT IN THE GREATER CINCINNATI AREA. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER BLOCK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 WENTWORTH AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,425 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,675 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2006-08-01 | $536 | $536 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNISHINGS | 2006-11-20 | $2,723 | $2,723 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNISHINGS | 2007-06-26 | $1,813 | $1,813 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2008-07-29 | $2,916 | $1,458 | 200DB | 5.000000000000 | $0 | $0 |
| VIDEO PROJECTOR AND SCREEN | 2008-12-31 | $1,150 | $575 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE - A/C | 2013-07-15 | $425 | $145 | 200DB | 7.000000000000 | $19 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX FUNDS | FMV | $32,000 | $37,203 |
| OUR HARVEST | AT COST | $10,000 | $10,000 |
| S&P MIDCAP SPDR TR SER | FMV | $28,071 | $46,630 |
| STANDARD & POORS DEP RCPT | FMV | $27,469 | $38,695 |
| VANGUARD EMERGING MARKETS | FMV | $10,332 | $11,477 |
| VANGUARD TOTAL BOND FUND | FMV | $59,640 | $59,138 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $536 | $536 | $0 | $50 |
| OFFICE FURNISHINGS | $2,723 | $2,723 | $0 | $100 |
| COMPUTER | $2,916 | $2,916 | $0 | $100 |
| VIDEO PROJECTOR AND SCREEN | $1,150 | $1,150 | $0 | $250 |
| OFFICE - A/C | $425 | $377 | $48 | $50 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $750 | BOYBookValueAmt |
| EOY Book Value | $750 | EOYBookValueAmt |
| EOYFMV | $750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $41 | $0 | $41 |
| INSURANCE | $829 | $0 | $829 |
| PROGRAM EXPENSES | $39,577 | $0 | $39,577 |
| WEB & BUSINESS DEVELOPMENT | $7,726 | $0 | $7,726 |
| MARKETING SUPPLIES | $129 | $0 | $129 |
| DUES AND SUBSCRIPTIONS | $88 | $0 | $88 |
| BAD DEBT - LOAN WRITE OFFS | $2,800 | $0 | $2,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASG - INTENSIVE INCOME | Desc |
| Revenue And Expenses Per Books | $1,345 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,345 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,345 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |