R G LAHA FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- R G LAHA FOUNDATION (EIN 91-2071253)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202641009349101854
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T10:03:01-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912071253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RG LAHA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RGLA | BusinessNameControlTxt |
| Phone | 6143319046 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6143319046 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,306,101 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $504,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,682 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $108,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,222 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,611 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,611 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,667 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $348 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,416 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,416 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,585 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,363 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,136,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,131,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,236,738 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,174,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,201,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,306,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,174,331 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,201,294 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,174,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,201,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,174,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,201,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,174,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $611 | OtherIncreasesAmt |
| Subtotal | $1,201,731 | SubtotalAmt |
| Other Decreases | $437 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,201,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 58.71 JPMORGAN TR I | 2023-07-14 | 2025-01-22 | $1,981 | $1,640 | $341 | $341 | |
| 87.75 JPMORGAN TR II | 2021-03-24 | 2025-01-22 | $7,322 | $5,162 | $2,160 | $2,160 | |
| 116. SPDR SER TR | 2024-01-05 | 2025-01-22 | $8,585 | $6,680 | $1,905 | $1,905 | |
| 111.97 VICTORY PORTFOLIOS | 2025-01-22 | $5,315 | $5,510 | -$195 | -$195 | ||
| 794.55 VICTORY PORTFOLIOS | 2025-01-22 | $37,717 | $40,708 | -$2,991 | -$2,991 | ||
| 44.95 ARTISAN PARTNERS FDS INC | 2024-10-29 | 2025-02-14 | $412 | $410 | $2 | $2 | |
| 20.73 ARTISAN PARTNERS FDS INC | 2024-08-09 | 2025-02-14 | $1,032 | $1,021 | $11 | $11 | |
| 2.88 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-02-14 | $51 | $54 | -$3 | -$3 | |
| 19.19 CULLEN FDS TR | 2024-07-19 | 2025-02-14 | $247 | $251 | -$4 | -$4 | |
| 529.18 FEDERATED TOTAL RETURN SERS INC | 2017-08-09 | 2025-02-14 | $4,969 | $5,789 | -$820 | -$820 | |
| 53.41 FIRST EAGLE FDS | 2022-05-19 | 2025-02-14 | $1,403 | $1,281 | $122 | $122 | |
| 35.54 GUGGENHEIM FDS TR | 2020-04-24 | 2025-02-14 | $869 | $874 | -$5 | -$5 | |
| 176.01 JPMORGAN TR I | 2025-02-14 | $5,949 | $5,533 | $416 | $416 | ||
| 2187.96 JPMORGAN TR I | 2025-02-14 | $73,953 | $61,236 | $12,717 | $12,717 | ||
| 541.1 LOOMIS SAYLES FDS II | 2022-05-19 | 2025-02-14 | $5,308 | $5,481 | -$173 | -$173 | |
| 200.47 LORD ABBETT INVT TR | 2019-08-13 | 2025-02-14 | $776 | $844 | -$68 | -$68 | |
| 8.39 METROPOLITAN WEST FDS | 2022-07-22 | 2025-02-14 | $87 | $89 | -$2 | -$2 | |
| 22.53 PIMCO EQUITY SER | 2024-07-19 | 2025-02-14 | $233 | $246 | -$13 | -$13 | |
| 34.02611 ARTISAN PARTNERS FDS INC | 2024-08-09 | 2025-04-21 | $1,646 | $1,676 | -$30 | -$30 | |
| 33.09389 ARTISAN PARTNERS FDS INC | 2024-08-09 | 2025-04-21 | $1,601 | $1,630 | -$29 | -$29 | |
| 15.11181 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-04-21 | $255 | $283 | -$28 | -$28 | |
| 92.34819 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-04-21 | $1,558 | $1,732 | -$174 | -$174 | |
| 127.70323 CULLEN FDS TR | 2024-07-19 | 2025-04-21 | $1,585 | $1,670 | -$85 | -$85 | |
| 14.68677 CULLEN FDS TR | 2024-07-19 | 2025-04-21 | $182 | $192 | -$10 | -$10 | |
| 280.95078 DRIEHAUS MUT FDS | 2024-07-19 | 2025-04-21 | $5,080 | $6,226 | -$1,146 | -$1,146 | |
| 9.65922 DRIEHAUS MUT FDS | 2024-07-19 | 2025-04-21 | $175 | $214 | -$39 | -$39 | |
| 222. FIDELITY COVINGTON TR | 2025-01-22 | 2025-04-21 | $6,520 | $7,692 | -$1,172 | -$1,172 | |
| 200.88 FIRST EAGLE FDS | 2022-05-19 | 2025-04-21 | $5,500 | $4,819 | $681 | $681 | |
| 173.01778 PIMCO EQUITY SER | 2024-07-19 | 2025-04-21 | $1,734 | $1,889 | -$155 | -$155 | |
| 28.91222 PIMCO EQUITY SER | 2024-07-19 | 2025-04-21 | $290 | $316 | -$26 | -$26 | |
| 1054. SPDR SER TR | 2024-01-05 | 2025-04-21 | $65,577 | $60,698 | $4,879 | $4,879 | |
| 22. FIDELITY COVINGTON TR | 2025-01-22 | 2025-05-15 | $729 | $762 | -$33 | -$33 | |
| 869.82514 PUTNAM FDS TR | 2024-10-21 | 2025-05-15 | $37,620 | $38,916 | -$1,296 | -$1,296 | |
| 91.52486 PUTNAM FDS TR | 2024-10-21 | 2025-05-15 | $3,958 | $4,095 | -$137 | -$137 | |
| 23. SPDR SER TR | 2024-01-05 | 2025-05-15 | $1,636 | $1,325 | $311 | $311 | |
| 19.59 CULLEN FDS TR | 2024-07-19 | 2025-07-17 | $280 | $256 | $24 | $24 | |
| 763.66 DRIEHAUS MUT FDS | 2025-07-17 | $17,312 | $16,917 | $395 | $395 | ||
| 41.01 JPMORGAN TR II | 2021-03-24 | 2025-07-17 | $3,518 | $2,413 | $1,105 | $1,105 | |
| 47.71 PIMCO EQUITY SER | 2024-07-19 | 2025-07-17 | $556 | $521 | $35 | $35 | |
| 4.23 PUTNAM FDS TR | 2024-10-21 | 2025-07-17 | $194 | $189 | $5 | $5 | |
| 1. SPDR SER TR | 2024-01-05 | 2025-07-17 | $76 | $58 | $18 | $18 | |
| 113.17 ARTISAN PARTNERS FDS INC | 2025-09-11 | $6,172 | $5,658 | $514 | $514 | ||
| 611.98 ARTISAN PARTNERS FDS INC | 2025-09-11 | $33,377 | $30,237 | $3,140 | $3,140 | ||
| 870.62 CULLEN FDS TR | 2024-07-19 | 2025-09-11 | $13,312 | $11,388 | $1,924 | $1,924 | |
| 7. FIDELITY COVINGTON TR | 2025-01-22 | 2025-09-11 | $252 | $243 | $9 | $9 | |
| 11.33 JPMORGAN TR II | 2021-03-24 | 2025-09-11 | $1,028 | $666 | $362 | $362 | |
| 1033.52 PIMCO EQUITY SER | 2024-07-19 | 2025-09-11 | $12,475 | $11,286 | $1,189 | $1,189 | |
| 4.98 PUTNAM FDS TR | 2024-10-21 | 2025-09-11 | $241 | $223 | $18 | $18 | |
| 548. SPDR SER TR | 2024-01-05 | 2025-09-11 | $43,570 | $31,559 | $12,011 | $12,011 | |
| 103.51 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-12-03 | $1,835 | $1,942 | -$107 | -$107 | |
| 67.29 CULLEN FDS TR | 2024-07-19 | 2025-12-03 | $1,083 | $880 | $203 | $203 | |
| 85. FIDELITY COVINGTON TR | 2025-01-22 | 2025-12-03 | $3,057 | $2,945 | $112 | $112 | |
| 97.57 FIRST EAGLE FDS | 2022-05-19 | 2025-12-03 | $3,247 | $2,341 | $906 | $906 | |
| 161.92 JPMORGAN TR II | 2021-03-24 | 2025-12-03 | $14,913 | $9,526 | $5,387 | $5,387 | |
| 26.55 HOOD RIVER SMALL CAPGROWTH FUND HOOD RIV | 2025-07-17 | 2025-12-03 | $2,459 | $1,994 | $465 | $465 | |
| 85.33 PIMCO EQUITY SER | 2024-07-19 | 2025-12-03 | $1,079 | $932 | $147 | $147 | |
| 276.91 PUTNAM FDS TR | 2024-10-21 | 2025-12-03 | $13,948 | $12,389 | $1,559 | $1,559 | |
| 117. SPDR SER TR | 2024-01-05 | 2025-12-03 | $9,628 | $6,738 | $2,890 | $2,890 | |
| 52. VANGUARD TAX-MANAGED INTL FD | 2025-09-11 | 2025-12-03 | $3,198 | $3,118 | $80 | $80 | |
| 105. WISDOMTREE TR | 2025-04-21 | 2025-12-03 | $9,417 | $7,792 | $1,625 | $1,625 | |
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,320 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,682 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $927 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $927 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $457 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143319046 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $17,222 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,243,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,282,901 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,282,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,263,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,384 | TotalTaxAmt |
| Distributable Before Adj | $61,799 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,799 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,799 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,477 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $71,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,935 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,799 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,678 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,353 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $5,829 | ExcessFromYear3Amt |
| Excess From Year2 | $7,935 | ExcessFromYear2Amt |
| Excess From Year1 | $7,911 | ExcessFromYear1Amt |
| Excess From Current Year | $9,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MEMORIAL SLOAN-KETTERING CANCER | ||||||||
| CENTER | 633 THIRD AVE 5TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $5,118 |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PC | TO HELP FUND RESEARCH ON | $5,118 | |
| TOLEDO COMMUNITY FOUNDATION | ||||||||
| CHILDRENS FUND OF WOOD COUNTY | 300 MADISON AVE STE 1300 | TOLEDO | OH | 43604 | NONE | PC | GENERAL OPERATING | $5,118 |
| CHILDREN'S RESOURCE CENTER | ||||||||
| PO BOX 738 | BOWLING GREEN | OH | 43402 | NONE | PC | GENERAL OPERATING | $5,118 | |
| ARTS COMMISSION OF GRTR TOLEDO | ||||||||
| 1838 PARKWOOD AVE STE 120 | TOLEDO | OH | 43624 | NONE | PC | ASSIST IN THE FUNDING OF | $5,118 | |
| NAMI OF GREATER TOLEDO | ||||||||
| 4334 SECOR RD | TOLEDO | OH | 43623 | NONE | PC | TO HELP FUND RESEARCH ON | $5,118 | |
| VICTORY CENTER | ||||||||
| 3166 REPUBLIC BLVD N | TOLEDO | OH | 43615 | NONE | PC | GENERAL OPERATING | $5,118 | |
| BOWLING GREEN COMMUNITY | ||||||||
| FOUNDATION | PO BOX 1175 | BOWLING GREEN | OH | 43402 | NONE | PC | GENERAL OPERATING | $5,118 |
| HARBOR INC | ||||||||
| 3909 WOODLEY RD | TOLEDO | OH | 43606 | NONE | PC | GENERAL OPERATING | $5,118 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 200065310 | NONE | PC | GENERAL OPERATING | $5,118 | |
| NATIONAL ENDOWMENT FOR THE ARTS | ||||||||
| 400 7TH ST SW | WASHINGTON | DC | 205060001 | NONE | PC | GENERAL OPERATING | $5,118 | |
| ELIZABETH GLASER | ||||||||
| PEDIATRIC AIDS FOUNDATION | 1350 EYE ST NW STE 400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $5,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,416 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $108,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,544 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 31428Q739 FEDERATED TOTAL RETU | $124,755 | $117,911 |
| 72201F623 PIMCO FDS | $37,565 | $32,412 |
| 543916688 LORD ABBETT INVT TR | $53,542 | $52,491 |
| 40168W483 GUGGENHEIM FDS TR | $51,466 | $52,815 |
| 592905749 METROPOLITAN WEST FD | $10,566 | $10,639 |
| 922031737 VANGUARD FIXED INCOM | $21,696 | $21,025 |
| 92646A831 VICTORY PORTFOLIOS | ||
| 4812C0530 JPMORGAN TR II | $138,483 | $173,431 |
| 543487136 LOOMIS SAYLES FDS II | $117,483 | $116,710 |
| 32008F200 FIRST EAGLE FDS | $33,211 | $40,565 |
| 46637K281 JPMORGAN TR I | ||
| 04314H568 ARTISAN PARTNERS FDS | $20,776 | $20,946 |
| 04314H667 ARTISAN PARTNERS FDS | ||
| 191912401 COHEN & STEERS REAL | $25,532 | $23,785 |
| 230001752 CULLEN FDS TR | $10,464 | $13,106 |
| 262028731 DRIEHAUS SMALL CAP G | ||
| 72202L645 PIMCO EQUITY SER | $10,960 | $12,086 |
| 74676P839 PUTNAM FDS TR | $162,650 | $179,662 |
| 78464A805 SPDR SER TR | $91,260 | $126,885 |
| 31609A503 FIDELITY COVINGTON T | $38,867 | $40,818 |
| 56170L208 HOOD RIVER SMALL CAP | $31,481 | $35,048 |
| 921943858 VANGUARD TAX-MANAGED | $40,831 | $42,542 |
| 97717X669 WISDOMTREE TR | $110,343 | $123,861 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $435 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING/TAX PAYMENT | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $611 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $181 | $181 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $392 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $927 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $167 | $167 | $0 |