PAULA M STEINER FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: PAULA M STEINER FAMILY FOUNDATION INC (EIN 37-1452090)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-05-22
IRS object ID: 201831429349100008
Schema version: 2017v2.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Dissolution Stmt
Liquidation Explanation Stmt
Legal Fees Schedule
Other Decreases Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-22T10:30:02-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	202122306	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GBQ PARTNERS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4030 SMITH ROAD	AddressLine1Txt
City	CINCINNATI	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45209	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	371452090	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PAULA M STEINER FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PAUL	BusinessNameControlTxt
Phone	8593312489	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	865 ROSEWOOD DRIVE	AddressLine1Txt
City	VILLA HILLS	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	41017	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAULA M STEINER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8593312489	PhoneNum
Signature	2018-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL C GAFFNEY	PreparerPersonNm
PTIN	P00161387	PTIN
Phone	5138713033	PhoneNum

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)
Final Return	Yes (X)	FinalReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	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
Interest On Sav Rev And Expnss	$18,887	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$18,887	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$60,662	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$60,662	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$63,675	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$970,320	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$63,675	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,399	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,399	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$144,623	TotalRevAndExpnssAmt
Total Net Invst Incm	$144,623	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	$15	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$15	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,260	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$10,634	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$22,489	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$22,489	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,087	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,087	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$33,851	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$34,225	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,973,094	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,973,094	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,006,945	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$34,225	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,973,094	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,862,322	ExcessRevenueOverExpensesAmt
Net Investment Income	$110,398	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$45,368	CashBOYAmt
US Government Obligations BOY	$381,171	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,020,309	CorporateStockBOYAmt
Corporate Stock EOY	$0	CorporateStockEOYAmt
Corporate Stock EOYFMV	$0	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$96,727	CorporateBondsBOYAmt
Corporate Bonds EOY	$0	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$0	CorporateBondsEOYFMVAmt
Other Investments BOY	$847,984	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,391,559	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	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	$2,391,559	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,391,559	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,391,559	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,391,559	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,862,322	ExcessRevenueOverExpensesAmt
Other Increases	$475,092	OtherIncreasesAmt
Subtotal	$4,329	SubtotalAmt
Other Decreases	$4,329	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt
P	$182,274	$193,221	-$10,947	-$10,947
P	$741,264	$662,676	$78,588	$78,588	PUBLICLY TRADED SECURITIES CHARLES SCHWAB
D		$3,409	-$3,409	-$3,409	DONATED CHEVRON SALES	2006-06-30	2017-11-10
P	$41,231	$41,248	-$17	-$17	OAKMARK	2017-03-23	2017-03-23
P	$1,000	$957	$43	$43	CITCORP 1/3/2018 SALE	2011-06-28	2017-12-31
P		$5,134	-$5,134	-$5,134	CAPITAL ADJUSTMENTS
P	$4,551		$4,551	$4,551	CAPITAL GAINS DIVIDENDS

Field	Value	IRS element (for citing)
Capital Gain Net Income	$63,675	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$186,500	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,690,950	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.069306	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$213,828	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,870,944	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.074480	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$213,487	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,010,925	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.070904	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$206,426	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,966,312	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.069590	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$204,092	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$2,904,023	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.070279	DistributionYr5Rt
Total Distribution	0.354559	TotalDistributionRt
Average Distribution	0.070912	AverageDistributionRt
Net Vl Noncharitable Assets	$2,633,690	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$186,760	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,104	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$187,864	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$2,973,094	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	$1,104	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,104	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,104	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$3,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,896	OverpaymentAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$1,896	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	Yes (1)	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	KY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	PAULA M STEINER	IndividualWithBooksNm
Phone	8593312489	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	865 ROSEWOOD DRIVE	AddressLine1Txt
City	VILLA HILLS	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	41017	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 (7 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
PAULA M STEINER
865 ROSEWOOD DRIVE	VILLA HILLS	KY	41017	PRESIDENT/DIRECTOR	1.00	$0	$0	$0
JUDITH A MROZ
614 W FRANKLIN ST	WHEATON	IL	60187	SECRETARY/DIRECTOR	1.00	$0	$0	$0
MICHAEL E STEINER
7321 QUAILHOLLOW RD	CINCINNATI	OH	45243	TREASURER/DIRECTOR	1.00	$0	$0	$0
DEBORAH STROH
2887 STANWIN PLACE	CINCINNATI	OH	45241	DIRECTOR	1.00	$0	$0	$0
DAVID A STEINER
112 SILAS DR	LOVELAND	OH	45140	DIRECTOR	1.00	$0	$0	$0
KAREN MROZ-BREMNER
BOX 344	ROCKY HILL	NJ	07060	DIRECTOR	1.00	$0	$0	$0
JOHN D MROZ
S68 W15093 COSO DRIVE	MUSKEGO	WI	53150	DIRECTOR	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	$2,607,682	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$66,115	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,673,797	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,673,797	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$40,107	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,633,690	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$131,685	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$131,685	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,104	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,104	TotalTaxAmt
Distributable Before Adj	$130,581	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$130,581	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$130,581	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,973,094	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,973,094	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,104	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,971,990	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$130,581	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$52,407	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$63,258	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$67,967	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$72,625	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$54,914	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$311,171	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,973,094	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$130,581	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,842,513	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,153,684	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	$52,407	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,101,277	ExcessDistriCyovToNextYrAmt
Excess From Year4	$63,258	ExcessFromYear4Amt
Excess From Year3	$67,967	ExcessFromYear3Amt
Excess From Year2	$72,625	ExcessFromYear2Amt
Excess From Year1	$54,914	ExcessFromYear1Amt
Excess From Current Year	$2,842,513	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PAULA M STEINER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
VANGUARD CHARITABLE
PO BOX 9509	WARWICK	RI	02889	PUBLIC CHARITY	TO SUPPORT THE PURPOSE OF THE PUBLIC CHARITY	$139,966
VANGUARD CHARITABLE
PO BOX 9509	WARWICK	RI	02889	PUBLIC CHARITY	TO SUPPORT THE PURPOSE OF THE PUBLIC CHARITY	$2,832,128
FEEDING TEXAS
1524 SOUTH IH-35 STE 342	AUSTIN	TX	78704	PUBLIC CHARITY	TO SUPPORT THE PURPOSE OF THE PUBLIC CHARITY	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,973,094	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$18,887	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$60,662	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	15	ExclusionCd
Exclusion	$1,399	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$63,675	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$144,623	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$144,623	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	EARNINGS ON INVESTMENTS ARE SOLELY FOR CHARITABLE PURPOSES
4	EARNINGS ON INVESTMENTS ARE SOLELY FOR CHARITABLE PURPOSES
7	OTHER INVESTMENT INCOME IS SOLELY FOR CHARITABLE PURPOSES
8	GAIN ON SALE OF INVESTMENTS ARE SOLELY FOR CHARITABLE PURPOSES

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	BOOKKEEPING & TAX PREPARATION	CategoryTxt
Amt	$10,260	Amt
Net Investment Income	$10,634	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VANGUARD CHARITEBLE (501(C)(3) PUBLIC CHARITY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 9509	AddressLine1Txt
City	WARWICK	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02889	ZIPCd

Field	Value	IRS element (for citing)
Short Explanation	ALL ASSETS--CASH AND INVESTMENT SECURITIES.	ShortExplanationTxt
Dissolution	$2,972,094	DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	THE FOUNDATION HAS BEEN DISSOLVED. SEE ARTICLES OF DISSOLUTION FOR A NONPROFIT CORPORATION ATTACHED. ALL ASSETS WERE DISTRIBUTED TO VANGUARD CHARITABLE, A 501(C)(3) PUBLIC CHARITY. ADDRESS: POST OFFICE BOX 9509, WARWICK, RI 02889-9509. ALL ASSETS WHICH CONSISTED OF CASH AND INVESTMENT SECURITIES WITH A FAIR MARKET VALUE OF $2,972,094 WERE DISTRIBUTED TO VANGUARD CHARITABLE.	ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$15	LegalFeesAmt
Net Investment Income	$15	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
FEDERAL 2016 AMOUNT DUE	$1,329
FEDERAL 2017 ESTIMATED TAX	$3,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
NON DIVIDEND DISTRIBUTIONS	$1,166	$1,166	$1,166
SABINE	$233	$233	$233

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	INCREASE IN STOCK VALUE OF STOCK DONATED	Desc
Amt	$475,092	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISOR FEES	CategoryTxt
Amt	$22,489	Amt
Net Investment Income	$22,489	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	PAULA M STEINER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	865 ROSEWOOD DRIVE	AddressLine1Txt
City	VILLA HILLS	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	41017	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$1,087	Amt
Net Investment Income	$1,087	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt