STRATEGY STUDIO / PUBLIC DATA EXPLORER

HIRSH FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HIRSH FAMILY FOUNDATION (EIN 20-3977553)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201203199349100820
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-14T13:24:03-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN202122306EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GBQ PARTNERS LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1230 WEST STREET SUITE 700AddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code43215ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203977553EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HIRSH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHIRSNameControl
Phone7409668282Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14381 BILTMORE COURTAddressLine1
CityNEW ALBANYCity
StateOHState
ZIP Code43054ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID J HIRSHName
TitlePRESIDENTTitle
Phone7409668282Phone
Date Signed2012-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGBQ PARTNERS LLCName
PTINP00631697PTIN
Phone6142211120Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY45750FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss174DividendsRevAndExpnss
Dividends Net Invst Incm174DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses174TotalRevenueAndExpenses
Total Net Investment Income174TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss2595TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss168OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm168OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2763TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm168TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss17812ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps17812ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss20575TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm168TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps17812TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-20401ExcessOfRevenueOverExpenses
Net Investment Income6NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY68328SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY45750SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV45750SavingsAndTempCashInvstEOYFMV
Total Assets BOY68328TotalAssetsBOY
Total Assets EOY45750TotalAssetsEOY
Total Assets EOYFMV45750TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY68328UnrestrictedBOY
Unrestricted EOY45750UnrestrictedEOY
Total Net Assets BOY68328TotalNetAssetsBOY
Total Net Assets EOY45750TotalNetAssetsEOY
Total Liabilities Net Assets BOY68328TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY45750TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY68328TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-20401ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal47927Subtotal
Other Decreases2177OtherDecreases
Total Net Assets Fund Balances EOY45750TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year134709QualifyingDistributionsYear1
Noncharitable Assets Year139014NoncharitableAssetsYear1
Distribution Ratio Year10.889655DistributionRatioYear1
Qualifying Distributions Year229273QualifyingDistributionsYear2
Noncharitable Assets Year264221NoncharitableAssetsYear2
Distribution Ratio Year20.455817DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year3103082NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Total Distribution Ratio1.345472TotalDistributionRatio
Average Distribution Ratio0.448491AverageDistributionRatio
Net Noncharitable Assets57143NetNoncharitableAssets
Adjusted Noncharitable Assets25628AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One25628AdjNonchrtblAssetsAndOnePct
Qualifying Distributions17812QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AG0Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID J HIRSHBooksInCareOfPersonName
Books In Care Of Phone Number7409668282BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line14381 BILTMORE COURTAddressLine1
CityNEW ALBANYCity
StateOHState
ZIP Code43054ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID J HIRSH
4381 BILTMORE COURTNEW ALBANYOH43054PRESIDENT0.00000
SUZANNE M HIRSH
4381 BILTMORE COURTNEW ALBANYOH43054SECRETARY0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities39096AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances18917AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets58013TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets58013AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable870CashDeemedCharitable
Net Noncharitable Assets57143NetNoncharitableAssets
Minimum Investment Return2857MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2857MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj2857DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded2857DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted2857DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions17812ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions17812QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions17812AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2857DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year43544ExcessDistriCarryoverYear4
Excess Distri Carryover Year224577ExcessDistriCarryoverYear2
Excess Distri Carryover Year133120ExcessDistriCarryoverYear1
Total Excess Distri Carryover61241TotalExcessDistriCarryover
Qualifying Distributions17812QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year2857AppliedToCurrentYear
Remaining Distri From Corpus14955RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus76196TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year76196ExcessDistriCyovToNextYear
Excess From Year43544ExcessFromYear4
Excess From Year224577ExcessFromYear2
Excess From Year133120ExcessFromYear1
Excess From Current Year14955ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID J HIRSHContributingManager
Contributing ManagerSUZANNE M HIRSHContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
PELOTONIA
351 W NATIONWIDE BLVDCOLUMBUSOH43215NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$200
AFS
71 WEST 23RD STREET 6TH FLOORNEW YORKNY10010NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$250
NATIONAL MS SOCIETY
733 THIRD AVENEW YORKNY10017NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$150
SMU - COX SCHOOL OF BUSINESS
POST OFFICE BOX 750333DALLASTX75275NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$200
INDIANA UNIVERSITY FOUNDATION
POST OFFICE BOX 500BLOOMINGTONIN47402NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$475
SUSAN G KOMEN 3 DAY CURE
205 N MICHIGAN AVENUE SUITE 2630CHICAGOIL60601NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$100
NEW ALBANY HIGH SCHOOL
55 NORTH HIGH STREETNEW ALBANYOH43054NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$100
LACROSSE THE NATIONS SCOOP FOR LOOT FUNDRAISER
POST OFFICE BOX 425479CAMBRIDGEMA02142NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$100
TEMPLE ISRAEL SISTERHOOD
5419 EAST BROAD STCOLUMBUSOH43213NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$27
TEMPLE ISRAEL
5419 EAST BROAD STCOLUMBUSOH43213NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$3,710
JEWISH COMMUNITY CENTER OF PITTSBURGH
297 EMMA KAUFMANN CAMP ROADMORGANTOWNWV26508NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$5,000
NEW ALBANY COMMUNITY FOUNDATIONS
220 MARKET STREET SUITE 205NEW ALBANYOH43054NONEPUBLIC CHARITYSUPPORT OF EXEMPT PURPOSE$7,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year17812TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$174ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$174ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA174TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
StatementTHE 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.Statement

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionCHANGE IN MARKET VALUEDescription
Amount$2,177Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionADVISORY FEESDescription
Revenue And Expenses Per Books168RevenueAndExpensesPerBooks
Net Investment Income168NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
OH AG FILING FEES$2500
U.S. TREASURY$2,57000