PPB CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PPB CHARITABLE FOUNDATION INC (EIN 81-0836352)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-07-22
- IRS object ID
- 202622039349100902
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-22T13:01:32-04:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 STREET 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 | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810836352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PPB CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PPB | BusinessNameControlTxt |
| Phone | 5135345310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630858 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452630858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON J BURRER JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5135345310 | PhoneNum |
| Signature | 2026-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-07-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,236,995 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $156,660 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $57,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,323 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $396,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,680 | TotalNetInvstIncmAmt |
| 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 | $1,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,665 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,709 | 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 | $94 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $241,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $17,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,553 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,313,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,494,908 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,950,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $221,713 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $172,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $165,707 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,410 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,571,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,787,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,236,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,571,836 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,787,815 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,571,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,787,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,571,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,787,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,571,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $241,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,813,051 | SubtotalAmt |
| Other Decreases | $25,236 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,787,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300. DOW INC | 1970-05-07 | 2024-12-24 | $11,931 | $768 | $11,163 | $11,163 | |
| 295. DOW INC | 1957-07-27 | 2024-12-24 | $11,732 | $543 | $11,189 | $11,189 | |
| 72. DOW INC | 1962-07-12 | 2024-12-24 | $2,863 | $117 | $2,746 | $2,746 | |
| 100000. US TREASURY NOTE 01/31/20 1.375 01/31/25 | 2023-02-16 | 2025-01-31 | $100,000 | $93,949 | $6,051 | $6,051 | |
| 100. DEERE & CO | 2023-02-03 | 2025-02-10 | $46,886 | $40,654 | $6,232 | $6,232 | |
| 100. L3HARRIS TECHNOLOGIES INC | 2020-01-07 | 2025-02-10 | $20,934 | $21,245 | -$311 | -$311 | |
| 1500. NORTHERN MULTI-MANAGER GLOBAL INFRASTRUCTURE FUND | 2018-05-08 | 2025-02-10 | $17,970 | $19,410 | -$1,440 | -$1,440 | |
| 135. YUM! BRANDS INC COMMON STOCK | 2016-02-02 | 2025-02-10 | $19,666 | $6,910 | $12,756 | $12,756 | |
| 100. HONEYWELL INTL INC | 2016-02-25 | 2025-03-25 | $21,132 | $9,871 | $11,261 | $11,261 | |
| 70. MCDONALDS CORP | 2018-05-08 | 2025-03-25 | $21,478 | $11,475 | $10,003 | $10,003 | |
| 100. STATE STREET SPDR S&P BIOTECH ETF | 2021-09-08 | 2025-03-25 | $8,672 | $13,224 | -$4,552 | -$4,552 | |
| 100. STATE STREET SPDR S&P BIOTECH ETF | 2020-10-28 | 2025-03-25 | $8,672 | $11,523 | -$2,851 | -$2,851 | |
| 200. STATE STREET SPDR S&P BIOTECH ETF | 2023-02-03 | 2025-03-25 | $17,344 | $18,154 | -$810 | -$810 | |
| 100. STATE STREET SPDR S&P BIOTECH ETF | 2023-02-16 | 2025-03-25 | $8,672 | $8,589 | $83 | $83 | |
| 100. ALPHABET INC CAP STK CL A | 2016-01-19 | 2025-07-21 | $18,985 | $3,593 | $15,392 | $15,392 | |
| 200. NVIDIA CORP | 2022-02-18 | 2025-07-21 | $34,419 | $4,754 | $29,665 | $29,665 | |
| 100. ALPHABET INC CAP STK CL A | 2016-01-19 | 2025-09-11 | $23,933 | $3,593 | $20,340 | $20,340 | |
| 20. AUTOMATIC DATA PROCESSING INC COM | 2016-01-06 | 2025-09-11 | $5,899 | $1,627 | $4,272 | $4,272 | |
| 50. BROADCOM INC | 2025-03-25 | 2025-09-11 | $18,262 | $9,440 | $8,822 | $8,822 | |
| 25. MICROSOFT CORP | 2016-02-16 | 2025-09-11 | $12,562 | $1,274 | $11,288 | $11,288 | |
| 200. NVIDIA CORP | 2022-02-18 | 2025-09-11 | $35,647 | $4,754 | $30,893 | $30,893 | |
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P | |||||
| CAPITAL GAIN DIVIDENDS | $131 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,323 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,853 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,853 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $888 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,965 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,853 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | FIFTH THIRD BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135347001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 FOUNTAIN SQ PLAZA MD 1090VD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GORDON J BURRER JR | ||||||
| 3240 LAKE POINTE BLVD108 | SARASOTA | FL | 34231 | PRESIDENT AND DIRECTOR | 6 | $0 |
| NANCY BURRER | ||||||
| 3240 LAKE POINTE BLVD108 | SARASOTA | FL | 34231 | VICE PRESIDENT AND DIRECTOR | 4 | $0 |
| JEFFERY G BURRER | ||||||
| 23 SPEEN ST | NATICK | MA | 01760 | DIRECTOR | 4 | $0 |
| C AMY ROBSON | ||||||
| 57 POWDERMAKER DR | RIDGEFIELD | CT | 06687 | DIRECTOR | 4 | $0 |
| PHILLIP F BURRER | ||||||
| 451 HOPE AVE | SISTERS | OR | 97759 | DIRECTOR | 4 | $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 |
| 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 | $2,852,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,979,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,979,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,934,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,853 | TotalTaxAmt |
| Distributable Before Adj | $143,890 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $143,890 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $143,890 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,290 | 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 | $119,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $115,443 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $115,443 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $140,043 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION OFFICE AT FIFTH THIRD BA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 FOUNTAIN SQUARE PLAZA M/D 1090VD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5135342377 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST BY A QUALIFIED ORGANIZATION UNDER SECTION 501(c)(3) WHICH ARE DEDUCTIBLE UNDER EACH OF T 170(b)(1)(A), 170(c), 2055 AND 2522 OF THE CODE SECTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS FOR ORGANIZATIONS THAT ARE IMPROVING, BENEFITTING, AND ADVANCING LONG-TERM NEEDS OF MANKIND THROUGH ENDEAVORS IN SCIENTIFIC DISCIPLINE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PURDUE UNIVERSITY | |||||||
| 1281 WIN HENTSCHEL BLVD 1100 | W LAFAYETTE | IN | 479064182 | NONE | PC | ENDOWMENT | $50,000 |
| ANN'S PLACE | |||||||
| 80 SAW MILL RD | DANBURY | CT | 06810 | NONE | PC | GENERAL OPERATING | $2,500 |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING | $5,000 |
| THE CITIZEN SCIENTISTS LEAGUE INC | |||||||
| 4452 BENEVA RD | SARASOTA | FL | 342331750 | NONE | PC | ANNUAL FUND | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,500 | 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 | $57,357 | 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 | $182,323 | 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 | $239,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,680 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GORDON J BURRER JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3240 LAKE POINTE BLVD 108 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $156,660 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 667 SHARES OF DOW INC | NoncashPropertyDesc |
| Fair Market Value | $26,660 | FairMarketValueAmt |
| Received | 2024-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,720 | Amt |
| Disbursements Charitable Prps | $1,720 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 09260B382 BLACKROCK FDS II STR | $64,410 | $61,991 |
| 277911491 EATON VANCE FLOATING | $50,000 | $46,380 |
| 912828Z52 US TREASURY NOTE01/3 | ||
| 04314H568 ARTISAN HIGH INCOME | $57,944 | $57,336 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| G1151C101 ACCENTURE PLC CLASS | $10,008 | $24,660 |
| 02079K305 ALPHABET INC CAP STK | $3,593 | $24,310 |
| 023135106 AMAZON.COM INC | $48,666 | $87,828 |
| 053015103 AUTOMATIC DATA PROCE | $8,136 | $29,350 |
| 060505104 BANK AMER CORP | $24,031 | $61,908 |
| 149123101 CATERPILLAR INC | $24,404 | $47,715 |
| 172967424 CITIGROUP INC | $25,221 | $50,750 |
| 35671D857 FREEPORT-MCMORAN INC | $30,422 | $27,454 |
| 737076102 HOME DEPOT INC | $9,032 | $30,389 |
| 438516106 HONEYWELL INTL INC | ||
| 452308109 ILLINOIS TOOL WKS IN | $9,537 | $26,076 |
| 46625H100 JPMORGAN CHASE & CO | $42,965 | $157,715 |
| 478160104 JOHNSON & JOHNSON | $24,738 | $37,084 |
| 502431109 L3HARRIS TECHNOLOGIE | ||
| 57636Q104 MASTERCARD INC | $8,725 | $56,881 |
| 580135101 MCDONALDS CORP | ||
| 594918104 MICROSOFT CORP | $5,094 | $51,795 |
| 617446448 MORGAN STANLEY | $7,674 | $47,688 |
| 64110L106 NETFLIX INC | $27,436 | $89,919 |
| 697435105 PALO ALTO NETWORKS I | $40,541 | $162,896 |
| 717081103 PFIZER INC | $78,833 | $76,440 |
| 742718109 PROCTER & GAMBLE CO | $78 | $30,730 |
| 921943858 VANGARD FTSE DEVELOP | $133,215 | $227,696 |
| 922042858 VANGUARD FTSE EMERGI | $69,601 | $108,360 |
| 922908629 VANGUARD MID-CAP ETF | $45,601 | $117,496 |
| 922908751 VANGUARD SMALL CAP E | $31,730 | $76,284 |
| 988498101 YUM! BRANDS INC | ||
| 00287Y109 ABBVIE INC | $33,080 | $69,462 |
| 007903107 ADVANCED MICRO DEVIC | $56,334 | $97,074 |
| 747525103 QUALCOMM INC | $42,789 | $49,908 |
| 78464A870 SPDR S&P BIOTECH ETF | ||
| 79466L302 SALESFORCE.COM INC | $43,847 | $47,400 |
| 038222105 APPLIED MATLS INC | $40,071 | $61,422 |
| 67066G104 NVIDIA CORP | $26,147 | $205,238 |
| 040413106 ARISTA NETWORKS INC | $43,065 | $174,852 |
| 172908105 CINTAS CORP | $44,187 | $82,104 |
| 244199105 DEERE & CO | ||
| 464288273 ISHARES MSCI EAFE SM | $62,214 | $76,720 |
| 571748102 MARSH & MCLENNAN COS | $33,456 | $40,306 |
| 922908595 VANGUARD SMALL-CAP G | $21,385 | $29,762 |
| 922908611 VANGUARD SMALL-CAP V | $23,015 | $31,307 |
| 97717W281 WISDOMTREE TRUST EMG | $49,015 | $57,100 |
| 031162100 AMGEN INC | $27,438 | $28,220 |
| EATON CORP PLC SHS - G29183103 | $63,702 | $74,850 |
| BROADCOM INC 11135F101 | $28,321 | $49,487 |
| CHIPOTLE MEXICAN GRILL INC 169 | $56,354 | $39,190 |
| INTUITIVE SURGICAL INC 46120E6 | $51,574 | $44,723 |
| PNC FINANCIAL SERVICES GROUP 6 | $39,633 | $40,186 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 665162384 NORTHERN MULTI-MANAG | CategoryOrItemTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV OVER ASSETS CONTRIBUTED | $25,232 |
| ROUNDING | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $24 | $24 | $0 |
| OTHER EXPENSE | $70 | $0 | $70 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $32,665 | Amt |
| Net Investment Income | $32,665 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIOR YEAR EXCISE TAX PAID | $549 | $0 | $0 |
| EXCISE TAX ESTIMATE | $888 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,004 | $1,004 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $705 | $705 | $0 |
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