Mildred L Herzberger Charitable Trust

990PF • Fiscal year 2016 • EIN 31-1435269

Jun 01, 2015 to May 31, 2016 • Filed on May 12, 2016

Organization Profile

3040 West Point RoadLancaster, OH 43130

(740) 569-3040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

-2469%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

$1,893

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

-100%

Faster asset growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

-67%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $449,860 (-100%) from 2015

Net Assets

Down

Down $449,814 (-100%) from 2015

Liabilities

Down

Down $46 (-100%) from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin1st percentile

Revenue

Down

$14,967

Down $30,145 (-67%) from 2015

Expenses

$384,438

Up $360,973 (+1538%) from 2015

Net Income

Down

-$369,471

Down $391,118 (-1807%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2016

Assets$0

Liabilities$0

Net Assets$0

Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2016

Revenue$14,967

Expenses$384,438

Net Income-$369,471

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2015 to May 31, 2016
Signed: May 12, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM J SITTERLEY	Trustee	PT	$1,893	-	$1,893

Filing and Contact Details

Filer

Filer Name: Mildred L Herzberger Charitable
EIN: 31-1435269
Phone: 7405693040
Address: 3040 WEST POINT ROAD, LANCASTER, OH 43130

Signing Officer

Name: William J Sitterley
Title: Trustee
Phone: 7405693040
Signed: 2016-05-12
Discuss with paid preparer: Yes

Preparer

Firm: John M Lester CPA
Address: 408 NORTH COLUMBUS STREET, LANCASTER, OH 43130-3033
Preparer: Jon M Lester CPA
Phone: 7406547761

Raw XML Appendix303 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	4435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	STIFEL INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	12013
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	14967
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	4435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	4435
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	12013
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	2954
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	1609
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	284
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	1893
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	377905
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	377905
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	51749
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	58
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	58
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	147
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	384007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	384438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	14967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	14967
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	6533
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2009-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2014-11-06
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	15253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	4861
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-2160
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	14603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	4000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	FIRST TRUST TARGET GLOBAL 1,883 SHAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	GEORGIA POWER 6.5% - 113 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	HEALTH CARE REIT INC - 215 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	IVY ASSET STRATEGY - 171.821 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2015-07-28
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2015-11-06
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	80344
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	1
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	449814
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	12893
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	12893
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	13040
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	147
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	900
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	753
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	753
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	900
IRS990PF/FinalReturnInd	0	X
IRS990PF/FMVAssetsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	514238
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	433893
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	449860
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	46
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-64424
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-433893
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	449860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	46
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	449860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	449814
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	0
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	264771
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	3310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	261461
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3972
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	13040
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	260799
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	264771
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	1893
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	WILLIAM J SITTERLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	43130
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	13305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	22240
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.051377
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	WILLIAM J SITTERLEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	43130
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7405693040
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	FAIRFIELDCOUNTYSCHOLARSHIPS.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	TO PROVIDE COLLEGE SCHOLARSHIPS TO RESIDENTS OF FAIRFIELD COUNTY, OHIO, WHO QUALIFY ON THE BASIS OF FINANCIAL NEED AND ABILITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	384007
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	WILLIAM J SITTERLEY TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7405693040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	3040 WEST POINT ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	LANCASTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	43130
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	359905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED LISTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	OHIO UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	ADD ON FILE WITH TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	P O BOX 869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	ATHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	43130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	45701
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	377905
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	12893
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	373951
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	371114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1031
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	384007
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	371114
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	374971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3857
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LiquidationExplanationStmt/ExplanationTxt	0	ALL ASSETS WERE GIFTED TO THE OHIO UNIVERSITY FOUNDATION, PRIOR TO THE FISCAL YEAR END. OHIO UNIVERSITY FOUNDATION P O BOX 869 ATHENS, OHIO 45701 SEE ATTACHED STATEMENT OF GIFTED ASSETS TOTALING 359,905.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	80344
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DIFFERENCE BETWEEN COST & FMV OF GIFTING TO OU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	58
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	58
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	46
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	EXCISE TAX PAYABLE
TaxesSchedule/TaxesDetail/Amt	0	147
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE INVESTMENT TAX
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM J SITTERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7405693040
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MILDRED L HERZBERGER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MILD
ReturnHeader/Filer/EIN	0	311435269
ReturnHeader/Filer/PhoneNum	0	7405693040
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3040 WEST POINT ROAD
ReturnHeader/Filer/USAddress/CityNm	0	LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	43130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	311739424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JOHN M LESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	408 NORTH COLUMBUS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	431303033
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7406547761
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JON M LESTER CPA
ReturnHeader/ReturnTs	0	2016-06-02T17:53:44-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-06-01
ReturnHeader/TaxPeriodEndDt	0	2016-05-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $14,967
Expenses: $384,438
Net income: -$369,471

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2016Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.15	$3.84	$3.69
2015Detailed filing. Detailed filing data is available for this year.	$4.50	$0.00	$4.50	$0.45	$0.23	$0.22
2014Detailed filing. Detailed filing data is available for this year.	$4.29	$0.00	$4.28	$0.43	$0.23	$0.19
2013Detailed filing. Detailed filing data is available for this year.	$4.09	$0.00	$4.09		$0.23