2024-04-15T11:34:01-04:00 2023-11-30 274429219 ARENA & HARRISON CPAS INC 615 HILLIARD ROME RD COLUMBUS OH 432289475 990PF 2022-12-01 311191673 FRANKLIN FOUNDATION INC FRAN 6144511919 2000 BETHEL ROAD STE D COLUMBUS OH 43220 LYNN D DALTON PRESIDENT 6144511919 2024-04-12 LYNN DALTON XXX-XX-XXXX false MATTHEW E GANZ CPA P00010929 6148787167 2024-04-12 2022 2023-04-26 12:10:37Z X 3136096 X 364923 40 40 40 37435 37435 37435 916 408124 916 1090 987380 -43598 987380 1390694 -5207 1025945 115000 11500 9085 94415 759112 759112 8797 880 7917 1413 141 1272 4730 473 4257 3283 3283 7906 7906 17341 474 12600 6533 653 5880 11121 41 10708 371 226545 31761 147694 47090 1161781 45923 950388 161202 76000 76000 1237781 45923 950388 237202 152913 0 75557 100 100 100 210415 197515 197515 52992 90956 52992 52992 2174091 2688839 2688839 625052 305226 337167 319826 319826 -76484 -123176 -123176 2736245 3136096 3136096 3172 5580 311797 297534 3174 3424 318143 306538 X 2418102 2829558 2418102 2829558 2736245 3136096 2418102 152913 258543 2829558 2829558 PUBLICLY TRADED SECURITIES P 198632 197542 1090 1090 PUBLICLY TRADED SECURITIES P 209492 209666 -174 -174 916 1090 0 648 648 648 648 false false false false false false false true true OH true true true false false true N/A LYNN D DALTON 6144511919 2000 BETHEL RD SUITE D 2000 BETHEL RD SUITE D COLUMBUS OH 43220 false false false false false false false false true false false false false false false false false false false false false LYNN D DALTON 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 PRESIDENT 40.00 115000 0 0 SUZANNE NICK 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 THOMAS F HAVENS 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 JOHN C HAVENS 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 ELLEN HARDYMON 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 JOHN F HAVENS II 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 PARKER RAINE HAVENS 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 EMILY A NICK 2000 BETHER ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 ELIZABETH A NICK 2000 BETHEL ROAD SUTIE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 ELLIOT A NICK 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 TRUSTEE 1.00 0 0 0 NONE NONE WAYNESVILLE SENIOR HOUSING - PROVIDES HOUSING FOR LOW INCOME SENIORS IN THE COMMUNITY 99720 FRANKLIN SENIOR HOUSING - PROVIDES HOUSING FOR LOW INCOME SENIORS IN THE COMMUNITY 836420 INVESTMENTS IN PARTNERSHIPS AND OTHER LAND DEVELOPMENT ACTIVITIES IN THE HOUSING INDUSTRY THAT ASSISTS WITH THE CHARITABLE PURPOSE OF THE ORGANIZATION 2341735 204065 0 2545800 2545800 38187 2507613 125381 X 237202 237202 237202 237202 237202 X 75557 121267 121539 112073 430436 64223 103077 103308 95262 365870 237202 199895 167739 138826 743662 237202 199895 167739 138826 743662 83587 82432 81026 76797 323842 X VELMA S WILLIAMS NURSING SCHOLARSHIP FUND 700 CHILDRENS DR COLUMBUS OH 43205 NONE EXEMPT CHARITABLE CONTRIBUTION 25000 COLUMBUS MUSEUM OF ART 480 E BROAD ST COLUMBUS OH 43215 NONE EXEMPT CHARITABLE CONTRIBUTION 5000 DELAWARE ARTS 190 W WINTER ST DELAWARE OH 43015 NONE EXEMPT CHARITABLE CONTRIBUTION 10000 FRANKLIN PARK CONSERVATORY 1777 E BROAD ST COLUMBUS OH 43203 NONE EXEMPT CHARITABLE CONTRIBUTION 30000 GIGI'S SHELTER FOR DOGS 6175 WRIGHT RD CANAL WINCHESTER OH 43110 NONE EXEMPT CHARITABLE CONTRIBUTION 5000 75000 RENTAL MANAGEMENT FEE 253689 PAYROLL REIMBURSEMENT 584558 ACCOUNTING FEES 27200 PROPERTY EXPENSE REIMBURSED 60822 RENTAL INCOME 95535 MISCELLANEOUS 1774 RTO & OTHER FEE INCOME 7400 14 40 14 37435 916 PARTNERSHIP INCOME (LOSS) 14 -43598 -6123 1031894 1025771 1A INCOME FROM LOW INCOME HOUSING PROJECTS FOR THE ELDERLY 1B INCOME FROM LOW INCOME HOUSING PROJECTS FOR THE ELDERLY 1C INCOME FROM LOW INCOME HOUSING PROJECTS FOR THE ELDERLY 1D INCOME FROM LOW INCOME HOUSING PROJECTS FOR THE ELDERLY false false false false false false false false false false X X 1 ELLEN HARDYMON 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 333873 X 2 THOMAS HAVENS 2000 BETHEL ROAD SUITE D COLUMBUS OH 43220 30000 X 1 3145 SHARES OF CARDINAL HEALTH 333873 2023-11-28 INDIRECT ACCOUNTING FEES 4730 473 4257 HONDA CRV 2016-03-29 29664 18810 200DB 5.0000 1875 188 WAYNESVILLE BUILDING 459904 191754 STRAIGHT LINE 27.5000 12600 12600 WAYNESVILLE F&E 30500 30500 STRAIGHT LINE 10.0000 2016 PORSCHE MACON S 2020-02-20 38000 30836 200DB 5.0000 2866 286 CHARLES SCHWAB PORTFOLIO FMV 2601205 2601205 RESTRICTED CASH ACCOUNTS AT COST 87634 87634 VEHICLE 67664 54387 13277 13277 EQUIPMENT 6940 6940 FURNITURE & FIXTURES 9044 9044 FURNITURE & FIXTURES - WSH 30500 30500 BUILDING - WSH 459904 204355 255549 255549 LAND - WSH 51000 51000 51000 INDIRECT LEGAL FEES 1413 141 1272 WSH 297534 LAND DEVELOPMENT ASSETS 5601 5601 5601 LIMITED PARTNERSHIPS -67358 -111660 -111660 OTHER RECEIVABLES -14727 -17117 -17117 EXPENSES AUTOMOBILE EXPENSE 4341 434 3907 RESIDENT ACTIVITIES 7013 701 6312 MAINTENAMCE & OPERATING 34730 34730 UTILTIES 5495 55 4946 494 ADMINISTRATIVE 44684 44684 INSURANCE 27280 2001 7273 18006 MISCELLANEOUS 17316 1732 15584 WORKERS COMPENSATION 436 44 392 BACKGROUND CHECKS DUES & SUBSCRIPTIONS 2193 17 2026 150 OFFICE EXPENSE 19075 43 18644 388 PAYROLL PROCESSING FEES 1989 199 1790 POSTAGE & DELIVERY 1904 1904 REPAIRS & MAINTENANCE 27869 27869 TELEPHONE 5618 5618 BANK CHARGES INVESTMENT FEES FEES & LICENSES 75 8 67 SCHWAB FEES 26527 26527 RENTAL MANAGEMENT FEE 253689 253689 PAYROLL REIMBURSEMENT 584558 584558 ACCOUNTING FEES 27200 27200 PROPERTY EXPENSE REIMBURSED 60822 60822 RENTAL INCOME 95535 95535 MISCELLANEOUS 1774 1774 RTO & OTHER FEE INCOME 7400 7400 PARTNERSHIP INCOME (LOSS) -43598 -43598 -43598 UNREALIZED GAIN ON INVESTMENTS 258543 SECURITY DEPOSITS 3174 3424 REAL ESTATE & OTHER 7706 7706 STATE TAXES 200 200