2022-09-12T07:55:27-05:00 2021-12-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2021-01-01 311469807 PLUM STREET TEMPLE HISTORIC PRESERVATION FUND PLUM 5137932556 8329 RIDGE ROAD CINCINNATI OH 45236 LOUIS CLAYBON BOARD PRESIDENT 5137932556 2022-04-28 1 LOUIS CLAYBON 999009999 GREGORY A DEYHLE P00341594 5132412940 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LOUIS CLAYBON 8329 RIDGE ROAD CINCINNATI OH 45236 1487201 0 X N/A X 1866 OH TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE PLUM STREET TEMPLE, CINCINNATI, OHIO. 15 15 0 0 0 0 251914 238950 0 0 322575 822497 0 0 574489 1061447 78786 16870 0 0 0 0 0 0 0 272024 299196 350810 316066 223679 745381 15363809 17595038 0 0 15363809 17595038 TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE REAL ESTATE AND IMPROVEMENTS THEREON, KNOWN AS PLUM STREET TEMPLE, CINCINNATI, OHIO. 0 0 232453 16870 TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE REAL ESTATE AND IMPROVEMENTS THEREON, KNOWN AS PLUM STREET TEMPLE, CINCINNATI, OHIO. 232453 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X STEPHANIE KAPLAN TREASURER 5137932556 8329 RIDGE ROAD CINCINNATI OH 45236 X JONATHAN CHAIKEN TRUSTEE 1.00 X 0 0 0 SALLY SCHOTT TRUSTEE 1.00 X 0 0 0 LEWIS KAMRASS TRUSTEE 1.00 X 0 0 0 MARTY BETAGOLE TRUSTEE 1.00 X 0 0 0 RICK KANTOR TRUSTEE 1.00 X 0 0 0 STEPHEN LAZARUS TRUSTEE 1.00 X 0 0 0 ELISSA HABIB TRUSTEE 1.00 X 0 0 0 STUART SUSSKIND TRUSTEE 1.00 X 0 0 0 DR EDWARD LOFTSPRING TRUSTEE 1.00 X 0 0 0 ROBERT WEIL TRUSTEE 1.00 X 0 0 0 LOUIS CLAYBON PRESIDENT 1.00 X 0 0 0 DAVID HOGUET IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 BARRY LUCAS SECRETARY 1.00 X 0 0 0 RONALD LOFTSPRING VICE PRESIDENT 1.00 X 0 0 0 STEPHANIE KAPLAN TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 238950 238950 381582 381582 866669 425754 440915 440915 440915 1061447 440915 0 381582 16870 16870 56500 22454 34046 9470 9470 593 593 REPAIRS AND MAINTENANCE 91135 91135 INSURANCE 65356 65356 INVESTMENT FEES 40027 40027 UTILITIES 30183 30183 5932 5862 70 316066 232453 83613 0 383977 258940 10119 37420 14969713 17298678 15363809 17595038 0 0 X 15363809 17595038 15363809 17595038 15363809 17595038 745381 1485848 0 X X 1 X 0 1 0 X 784806 486326 282682 251914 238950 2044678 784806 486326 282682 251914 238950 2044678 2044678 331172 427321 344444 322747 381582 1807266 3851944 0.53080 0.54000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE TEMPLE IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FUND HAS NOT ENTERED INTO ANY TRANSACTIONS WHICH WOULD SUBJECT IT TO UNRELATED BUSINESS INCOME TAX. IN THE NORMAL COURSE OF BUSINESS, THE TEMPLE IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE ORGANIZATION BELIEVES THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2021 AND DECEMBER 31, 2020. CONTRIBUTIONS TO THE FUND QUALIFY AS CHARITABLE DEDUCTIONS. 0 ISAAC M WISE TEMPLE 8329 RIDGE ROAD CINCINNATI OH 45236 310536987 501(C)(3) 16870 0 BOILER SYSTEM, ELECTRICAL PANELS AND LIGHT FIXTURES, KITCHEN DOOR, AND A WATER HEATER. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES WILL BE NOTIFIED THAT THE 990 IS AVAILABLE FOR THEIR REVIEW FROM TIME X TO TIME X (PRIOR TO THE FILING DEADLINE) AT THE BUSINESS OFFICE. NOIFICATION WILL BE THROUGH E-MAIL TO THE BOARD MEMBERS. THE 990 IS SUBJECT TO APPROVAL BY THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS REVIEWS POLICY AND COMPLIANCE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST. PAGE 12, PART XII, LINE 1 NO CHANGE IN PROCESS ISAAC M WISE TEMPLE 8329 RIDGE ROAD CINCINNATI OH 45236 310536987 RELIGIOUS ORGANIZATION - JEWISH TEMPLE OH 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PLUM STREET TEMPLE PAYS ISAAC M WISE TEMPLE COMPENSATION FOR MANAGEMENT WHICH INCLUDES OPERATION OF THE FACILITY AND FINANCIAL MANAGEMENT AND SERVICES O 56500 PLUM STREET TEMPLE PAYS ISAAC M WISE TEMPLE COMPENSATION FOR MANAGEMENT WHICH INCLUDES OPERATION OF THE FACILITY AND FINANCIAL MANAGEMENT AND SERVICES P 56500 ISAAC M WISE TEMPLE COLLECTS ASSESSMENTS ON BEHALF OF PLUM STREET TEMPLE S 150992 PLUM STREET TEMPLE PAYS ISAAC M WISE TEMPLE FOR RENOVATIONS R 16870 ISAAC M WISE TEMPLE SHARED REVENUE FROM AN EVENT S 14870