HIRSH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HIRSH FAMILY FOUNDATION (EIN 20-3977553)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201512299349100446
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T15:31:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 230 WEST STREET SUITE 700 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203977553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 6149399393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3933 PRICE ROAD NE | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE M HIRSH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6149399393 | PhoneNum |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GBQ PARTNERS LLC | PreparerPersonNm |
| PTIN | P01380769 | PTIN |
| Phone | 6142211120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,013 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,962 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,134 | 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 | $90 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,013 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $60,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $60,550 | UnrestrictedBOYAmt |
| Unrestricted EOY | $128,013 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,170 | OtherIncreasesAmt |
| Subtotal | $128,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 51.263 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $1,297 | $1,329 | -$32 | -$32 |
| 72.564 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $1,836 | $1,870 | -$34 | -$34 |
| 242.118 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $6,128 | $6,240 | -$112 | -$112 |
| 4.566 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $116 | $118 | -$2 | -$2 |
| 0.754 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $19 | $19 | $0 | $0 |
| 4.903 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $124 | $126 | -$2 | -$2 |
| 10.621 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $269 | $274 | $0 | $0 |
| 1.627 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $41 | $42 | $0 | $0 |
| 10.621 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $269 | $275 | -$5 | -$5 |
| 1.627 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $41 | $42 | -$1 | -$1 |
| 1.606 SHARES IVY ASSET STRATEGY (WASAX) | P | 2014-12-17 | $41 | $42 | -$1 | -$1 |
| 1196.571 SHARES IVY ASSET STRATEGY (IVAEX) | P | 2014-12-17 | $30,572 | $31,966 | -$1,033 | -$1,033 |
| 398.429 SHARES IVY ASSET STRATEGY (IVAEX) | P | 2014-12-17 | $10,180 | $10,847 | -$667 | -$667 |
| 11.981 SHARES IVY ASSET STRATEGY (IVAEX) | P | 2014-12-17 | $303 | $323 | -$20 | -$20 |
| 297.570 SHARES IVY ASSET STRATEGY (IVAEX) | P | 2014-12-17 | $7,603 | $8,101 | -$498 | -$498 |
| CAPITAL GAINS DIVIDENDS | P | $9,369 | $9,369 | $9,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,698 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.331656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,417 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,424 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.845577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.311709 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,014 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.889655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,273 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $64,221 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.455817 | DistributionYr5Rt |
| Total Distribution | 2.834414 | TotalDistributionRt |
| Average Distribution | 0.566883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $160 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $160 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID J HIRSH | IndividualWithBooksNm |
| Phone | 7409668282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3933 PRICE ROAD NE | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID J HIRSH | ||||||||
| 3933 PRICE ROAD NE | NEWARK | OH | 43055 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUZANNE M HIRSH | ||||||||
| 3933 PRICE ROAD NE | NEWARK | OH | 43055 | SECRETARY | 0.00 | $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 | $61,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $160 | TotalTaxAmt |
| Distributable Before Adj | $2,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,869 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,577 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,120 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,955 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,778 | 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 | $24,577 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,120 | ExcessFromYear4Amt |
| Excess From Year3 | $14,955 | ExcessFromYear3Amt |
| Excess From Year2 | $25,802 | ExcessFromYear2Amt |
| Excess From Year1 | $7,393 | ExcessFromYear1Amt |
| Excess From Current Year | $12,931 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID J HIRSH | ContributingManagerNm |
| Contributing Manager | SUZANNE M HIRSH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS-USA INC | |||||||
| 120 WALL STREET 4TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $250 |
| JEWISH FEDERATION OF COLUMBUS | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $1,500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| POST OFFICE BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $600 |
| NEW ALBANY COMMUNITY FOUNDATIONS | |||||||
| 220 MARKET STREET SUITE 205 | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $10,000 |
| ROX | |||||||
| 1335 DUBLIN RD SUITE 18A | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $200 |
| PELOTONIA | |||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $1,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 1125 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $100 |
| TEMPLE BETH SHALOM | |||||||
| 5089 JOHNSTOWN ROAD | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | SUPPORT OF EXEMPT PURPOSE | $2,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,541 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,407 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,134 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE FOUNDATIONS TO ANNUALLY FILE THEIR FORM 990-PF IN ENTIRETY. THE OHIO ATTORNEY GENERAL DOES REQUIRE AN ANNUAL REPORT TO BE FILED ON-LINE, WHICH THE ORGANIZATION WILL FILE PRIOR TO THE DUE DATE. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $90 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $145 | $146 | $0 |
| TAXES | $6 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MARKET VALUE | $75,170 |
| DEPOSITS | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OH AG FILING FEES | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |