NLT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NLT FOUNDATION INC (EIN 04-3361704)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-08
- IRS object ID
- 202621899349100402
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-08T07:51:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 394917009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | 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 | 043361704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NLT FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O IGNITE PHILANTHROPY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NLTF | BusinessNameControlTxt |
| Phone | 5133511945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 E 8TH ST FL 4 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452022204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W TAFT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133511945 | PhoneNum |
| Signature | 2026-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A DEYHLE | PreparerPersonNm |
| PTIN | P00341594 | PTIN |
| Phone | 5132412940 | PhoneNum |
| 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 | $6,152,265 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $150,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $538,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,723,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $538,331 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $688,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $688,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,809 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,106 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $681 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,715 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,704 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,704 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $385,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $644,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,412,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,846,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,146,684 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $225 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,078 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,078 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,467,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,852,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,152,265 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,467,104 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,852,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,467,104 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,852,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,467,104 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,852,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,467,104 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $385,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,852,466 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,852,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $129,072 | $136,377 | -$7,305 | -$7,305 |
| PUBLICLY TRADED SECURITIES | P | $1,485,254 | $934,899 | $550,355 | $550,355 |
| REALTY INCOME CORP | P | $108,371 | $113,730 | -$5,359 | -$5,359 |
| CAPITAL GAINS DIVIDENDS | P | $640 | $640 | $640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $538,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,239 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,924 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,163 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,200 | OverpaymentAmt |
| Applied To ES Tax | $9,200 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.IGNITEPHILANTHROPY.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FIFTH THIRD BANK CO NICK WOODS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135795401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630858 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452630858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS W TAFT | ||||||||
| 308 E 8TH ST FL 4 | CINCINNATI | OH | 45202 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| LUCY ROSBOROUGH | ||||||||
| 308 E 8TH ST FL 4 | CINCINNATI | OH | 45202 | CLERK | 0.50 | $0 | $0 | $0 |
| DUDLEY S TAFT SR | ||||||||
| 308 E 8TH ST FL 4 | CINCINNATI | OH | 45202 | TREASURER | 0.50 | $0 | $0 | $0 |
| PERIN MAHLER | ||||||||
| 308 E 8TH ST FL 4 | CINCINNATI | OH | 45202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DUDLEY S TAFT JR | ||||||||
| 308 E 8TH ST FL 4 | CINCINNATI | OH | 45202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KEN MAHLER | ||||||||
| 308 E 8TH ST FL 4 | CINCINNATI | OH | 45202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,899,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,930,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,930,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,841,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $292,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $292,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,963 | TotalTaxAmt |
| Distributable Before Adj | $283,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $252,670 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,109 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $24,038 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,147 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $252,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,147 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,147 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,300 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMIE MARKLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 E 8TH ST FL 4 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5134016449 | RecipientPhoneNum |
| Recipient Email Address | JMARKLE@IGNITEPHILANTHROPY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION INVITES QUALIFIED ORGANIZATIONS TO CONTACT THE FOUNDATION'S PROGRAM OFFICER TO SCHEDULE A SCREENING INTERVIEW. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE DUE BY APRIL 8TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED TO PROGRAMS SUPPORTING ARTS AND ENVIRONMENTAL EDUCATION WITHIN THE GREATER CINCINNATI, LOS ANGELES COUNTY, BOSTON, AND MID-COAST MAINE AREAS. ALL APPLICANTS MUST BE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MUST BE CLASSIFIED AS NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A) OF THE CODE. THE FOUNDATION HAS A PREFERENCE FOR SMALL TO MID-SIZED ORGANIZATIONS AND TYPICALLY DOES NOT FUND LARGE INSTITUTIONS. APPLICANTS MUST WAIT THREE YEARS BEFORE SUBMITTING ANOTHER PROPOSAL, REGARDLESS OF FUNDING DECISION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A MINDFUL MOMENT | |||||||
| 2453 GILBERT AVENUE | CINCINNATI | OH | 45206 | PC | ARTS/ARTS EDUCATION | $7,500 | |
| AMERICAN LEGACY THEATRE | |||||||
| 2162 BUDWOOD COURT | CINCINNATI | OH | 45230 | PC | ARTS/ARTS EDUCATION | $10,000 | |
| ANGELS GATE CULTURAL CENTER | |||||||
| 3601 S GAFFREY ST | SAN PEDRO | CA | 90731 | PC | ARTS/ARTS EDUCATION | $15,000 | |
| BOYS & GIRLS CLUBS OF GREATER CINCINNATI | |||||||
| 1205 DEWEY AVENUE | CINCINNATI | OH | 45205 | SO-DP | TRUSTEE MATCH | $7,500 | |
| CHILDREN'S THEATRE OF CINCINNATI | |||||||
| 4015 RED BANK RD | CINCINNATI | OH | 45227 | PC | TRUSTEE MATCH | $2,500 | |
| CINCINNATI ACADEMY OF PERFORMING ARTS | |||||||
| 7864 CAMARGO ROAD | CINCINNATI | OH | 45243 | PC | ARTS/ARTS EDUCATION | $5,000 | |
| CINCINNATI ARTS ASSOCIATION | |||||||
| 650 WALNUT STREET | CINCINNATI | OH | 45202 | PC | ARTS/ARTS EDUCATION | $5,000 | |
| CINCINNATI SHAKESPEARE COMPANY | |||||||
| 217 W 12TH ST | CINCINNATI | OH | 45202 | PC | ARTS/ARTS EDUCATION | $15,000 | |
| CLIFTON CULTURAL ARTS CENTER | |||||||
| PO BOX 20041 | CINCINNATI | OH | 452200041 | PC | ARTS/ARTS EDUCATION | $7,500 | |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E STATE UNIVERSITY DRIVE STE | LONG BEACH | CA | 90815 | PC | ARTS/ARTS EDUCATION | $2,500 | 332 |
| DAVID GEIFFEN SCHOOL OF DRAMA AT YALE UNIVERSITY | |||||||
| 222 YORK ST | NEW HAVEN | CT | 06511 | NC | TRUSTEE MATCH | $5,000 | |
| GAINING GROUND | |||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | PC | ENVIRONMENTAL | $12,604 | |
| GEORGES RIVER LAND TRUST | |||||||
| 120 TILSON AVE SUITE 102 PO BOX B | ROCKLAND | ME | 04841 | PC | ENVIRONMENTAL | $9,800 | |
| HUGH CARGILL TRUST PAYABLE TO TOWN OF CONCORD | |||||||
| 22 MONUMENT SQUARE | CONCORD | MA | 01742 | NC | TRUSTEE MATCH | $100 | |
| KENNEDY HEIGHTS ARTS ACADEMY | |||||||
| 6546 MONTGOMERY RD | CINCINNATI | OH | 45213 | PC | ARTS/ARTS EDUCATION | $5,000 | |
| KNOW THEATRE TRIBE INC | |||||||
| 1120 JACKSON ST | CINCINNATI | OH | 45202 | PC | ARTS/ARTS EDUCATION | $2,000 | |
| LOVE OF PAWS INC | |||||||
| 1122 BUNKER HILL ROAD | MT STERLING | KY | 40353 | PC | TRUSTEE MATCH | $2,500 | |
| MANIFEST CREATIVE RESEARCH GALLERY AND DRAWING CENTER | |||||||
| PO BOX 6218 | CINCINNATI | OH | 45206 | PC | ARTS/ARTS EDUCATION | $25,000 | |
| MILL CREEK ALLIANCE | |||||||
| 1223 JEFFERSON AVENUE | CINCINNATI | OH | 45215 | PC | ENVIRONMENTAL | $10,000 | |
| MOTHER CAROLINE ACADEMY AND EDUCATION CENTER | |||||||
| 515 BLUE HILL AVE | DORCHESTER | MA | 02121 | PC | ARTS/ARTS EDUCATION | $10,000 | |
| NEEDIEST KIDS OF ALL | |||||||
| 312 WALNUT ST STE 2500 | CINCINNATI | OH | 45202 | PC | TRUSTEE MATCH | $2,500 | |
| NEW VISTA SCHOOL | |||||||
| 23092 MILL CREEK DRIVE | LAGUNA HILLS | CA | 92653 | PC | TRUSTEE MATCH | $2,500 | |
| NORTH EAST EMERGENCY DISTRIBUTION SERVICES | |||||||
| 8341 KENWOOD ROAD | CINCINNATI | OH | 452362098 | PC | TRUSTEE MATCH | $5,000 | |
| NORTHERN KENTUCKY SYMPHONY INC | |||||||
| PO BOX 72810 | NEWPORT | KY | 41072 | PC | ARTS/ARTS EDUCATION | $10,000 | |
| PYRAMID HILL SCULPTURE PARK AND MUSEUM | |||||||
| 1763 HAMILTON CLEVES RD | HAMILTON | OH | 45013 | PC | ARTS/ARTS EDUCATION | $5,000 | |
| RYMAN-CARROLL FOUNDATION | |||||||
| 1933 S BROADWAY 11TH FLOOR SUITE | LOS ANGELES | CA | 90007 | PC | ARTS/ARTS EDUCATION | $10,000 | 1138 |
| SAVE THE ANIMALS FOUNDATION | |||||||
| 4011 RED BANK RD | CINCINNATI | OH | 452273415 | PC | TRUSTEE MATCH | $4,000 | |
| THE CHILDREN'S PROTECTIVE SERVICE OF THE OHIO HUMANE SOCIETY | |||||||
| 1301 E MCMILLAN ST | CINCINNATI | OH | 45206 | PC | ENVIRONMENTAL | $7,500 | |
| THE CONCORD BRIDGE | |||||||
| 56 C WINTHROP STREET | CONCORD | ME | 01742 | PC | TRUSTEE MATCH | $100 | |
| THEATREZONE INC | |||||||
| 100 CAPTAINS ROW 306 | CHELSEA | MA | 02150 | PC | ARTS/ARTS EDUCATION | $10,000 | |
| THINKGIVE | |||||||
| 26 ELM STREET | CONCORD | ME | 01742 | PC | TRUSTEE MATCH | $100 | |
| TORRANCE ART MUSEUM | |||||||
| 3320 CIVIC CENTER DRIVE | TORRANCE | CA | 90503 | PC | TRUSTEE MATCH | $2,500 | |
| WALDO THEATRE INC | |||||||
| PO BOX 587 | WALDOBORO | ME | 04572 | PC | ARTS/ARTS EDUCATION | $5,000 | |
| WASSON WAY | |||||||
| 3874 PAXTON ROAD BOX 9211 | CINCINNATI | OH | 45209 | PC | ENVIRONMENTAL | $5,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI | |||||||
| 1105 ELM ST | CINCINNATI | OH | 45202 | PC | TRUSTEE MATCH | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,704 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $538,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $688,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $688,625 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,809 | Amt |
| Net Investment Income | $5,106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $681 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $109,473 | $290,868 |
| AUTOMATIC DATA PROCESSING INC | $50,364 | $120,126 |
| BROADCOM INC | $23,322 | $314,605 |
| CHEVRON CORPORATION | $111,960 | $136,559 |
| CISCO SYSTEMS INC | $67,154 | $108,535 |
| CME GROUP INC | $75,112 | $95,578 |
| CORNING INC | $32,579 | $79,154 |
| EATON CORP | $34,720 | $111,479 |
| EXXON MOBIL CORP | $122,964 | $128,764 |
| FASTENAL CO | $27,149 | $39,287 |
| GENERAL DYNAMICS CO | $114,771 | $126,584 |
| HOME DEPOT INC | $57,747 | $137,640 |
| ILLINOIS TOOL WKS INC | $33,199 | $72,412 |
| JOHNSON & JOHNSON | $245,893 | $328,844 |
| JPMORGAN CHASE & CO | $118,911 | $202,354 |
| KINDER MORGAN INC | $36,216 | $59,076 |
| LILLY (ELI) & CO | $36,462 | $362,167 |
| LOCKHEED MARTIN CORP | $31,917 | $100,120 |
| MARSH & MCLENNAN COS INC | $49,569 | $78,846 |
| MCDONALDS CORP | $103,146 | $171,458 |
| MICROSOFT CORP | $151,758 | $277,598 |
| MONDELEZ INTL INC CL A | $158,800 | $156,161 |
| NEXTERA ENERGY INC | $43,825 | $178,302 |
| ONEOK INC | $51,796 | $46,893 |
| PAYCHEX INC | $40,823 | $81,106 |
| PEPSICO INC | $71,185 | $86,256 |
| PNC FINANCIAL SERVICES GROUP | $93,819 | $134,422 |
| PPL CORP | $92,417 | $106,286 |
| PROCTER & GAMBLE CO | $172,530 | $184,010 |
| RTX CORPORATION | $36,259 | $68,041 |
| SEMPRA ENERGY | $67,840 | $106,036 |
| TEXAS INSTRS INC | $13,095 | $37,127 |
| TRAVELERS COS INC | $148,189 | $222,186 |
| WEC ENERGY GROUP INC | $48,673 | $84,368 |
| WILLIAMS COS INC | $98,708 | $182,254 |
| ACCENTURE PLC CLASS A | $115,424 | $114,832 |
| LINDE PLC COM | $31,513 | $31,979 |
| TE CONNECTIVITY PLC ORD | $73,504 | $114,665 |
| GARMIN LTD SHS | $30,972 | $30,225 |
| APOLLO GLOBAL MGMT INC | $59,735 | $64,708 |
| AVALONBAY CMNTYS INC | $105,633 | $96,820 |
| DARDEN RESTUARANTS INC | $45,615 | $47,293 |
| THE HARTFORD INSURANCE GROUP, INC | $91,927 | $108,311 |
| PHILIP MORRIS INTL INC | $43,903 | $41,864 |
| TAIWAN SEMICONDUCTOR MANUFACTURE ADR | $136,523 | $145,867 |
| TARGA RES CORP | $68,382 | $73,985 |
| UNION PAC CORP | $42,049 | $40,712 |
| UNITEDHEALTH GROUP INC | $100,633 | $106,626 |
| VICI PROPERTIES 1 LLC | $128,727 | $113,295 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $225 | BOYBookValueAmt |
| EOY Book Value | $1,078 | EOYBookValueAmt |
| EOYFMV | $1,078 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $20,657 | $20,657 | $0 |
| AGENCY FEES | $18,032 | $18,032 | $0 |
| STATE REGISTRATION AND FILING FEE | $285 | $0 | $285 |
| FOREIGN TAXES PAID | $26 | $26 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IGNITE PHILANTHROPY ADVISORS | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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