DAN & KRIS NEYER FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DAN & KRIS NEYER FAMILY FOUNDATION INC (EIN 46-1628439)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202411349349100916
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T07:48:06-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EAST 4TH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461628439EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAN & KRIS NEYER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAN&BusinessNameControlTxt
Phone5135637555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12135 DANA AVENUE 200AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN NEYERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5135637555PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANPersonFirstNm
Person LastNEYERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET A BUSHPreparerPersonNm
PTINP00234609PTIN
Phone5132413111PhoneNum
Preparation2024-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,556,417FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,903InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,903InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$86,325DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,325DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,626NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$102,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,626CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$433OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$11OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$107,921TotalRevAndExpnssAmt
Total Net Invst Incm$105,843TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,671OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,671OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,017TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,017TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,696TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$280,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$280,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$291,776TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,696TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$280,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$183,855ExcessRevenueOverExpensesAmt
Net Investment Income$94,147NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$98CashBOYAmt
Cash EOY$132CashEOYAmt
Cash EOYFMV$132CashEOYFMVAmt
Sav And Temp Cash Invst BOY$143,575SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$51,816SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$51,816SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,900,151CorporateStockBOYAmt
Corporate Stock EOY$4,504,469CorporateStockEOYAmt
Corporate Stock EOYFMV$4,504,469CorporateStockEOYFMVAmt
Total Assets BOY$4,043,824TotalAssetsBOYAmt
Total Assets EOY$4,556,417TotalAssetsEOYAmt
Total Assets EOYFMV$4,556,417TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,043,824RetainedEarningBOYAmt
Retained Earning EOY$4,556,417RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,043,824TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,556,417TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,043,824TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,556,417TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,043,824TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$183,855ExcessRevenueOverExpensesAmt
Other Increases$696,448OtherIncreasesAmt
Subtotal$4,556,417SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,556,417TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtHow AcquiredHowAcquiredCd
WELLS FARGO - ST2023-12-192023-12-19$19$19$19
WELLS FARGO - LT2013-06-042023-12-31$99,816$14,771$14,771$85,045
CAPITAL GAINS DIVIDENDS$2,836$2,836$2,836P
FieldValueIRS element (for citing)
Capital Gain Net Income$17,626CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,309InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,309SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,309TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,127EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,127TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$182TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAN NEYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5135637555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12135 DANA AVENUEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45207ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMANDA NEYER
4002 BALLARD ROADCINCINNATIOH45226DIRECTOR0.10$0$0$0
DAN NEYER
3018 GOLDEN AVENUECINCINNATIOH45226PRESIDENT, TREASURER, DIRE0.10$0$0$0
KRIS NEYER
3018 GOLDEN AVENUECINCINNATIOH45209SECRETARY, DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,170,477AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,809AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,269,286TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,269,286AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,039CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,205,247NetVlNoncharitableAssetsAmt
Minimum Investment Return$210,262MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$210,262MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,309TaxBasedOnInvestmentIncomeAmt
Total Tax$1,309TotalTaxAmt
Distributable Before Adj$208,953DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$208,953DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$208,953DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$280,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$280,080QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$208,953DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$35,347ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$78,182ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$113,529TotalExcessDistributionCyovAmt
Qualifying Distributions$280,080QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$208,953AppliedToCurrentYearAmt
Remaining Distri From Corpus$71,127RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$184,656TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$184,656ExcessDistriCyovToNextYrAmt
Excess From Year3$35,347ExcessFromYear3Amt
Excess From Year2$78,182ExcessFromYear2Amt
Excess From Current Year$71,127ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAN NEYERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1537 E PETE ROSE WAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5135637555RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2), OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsIN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCES TO ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACUE
1125 MADISON AVENUECOVINGTONKY41011NONEPCUNRESTRICTED CONTRIBUTION$2,500
ADVENTURE CREW
2692 MADISON ROAD SUITE N-414CINCINNATIOH45208NONEPCUNRESTRICTED CONTRIBUTION$3,500
CHRIST HOSPITAL FOUNDATION
2123 AUBURN AVENUE SUITE 528CINCINNATIOH45219NONEPCUNRESTRICTED CONTRIBUTION$8,250
CINCINNATI CHILDREN'S HOSPITAL
3333 BURNET AVENUECINCINNATIOH45229NONEPCUNRESTRICTED CONTRIBUTION$3,000
DEPAUL DECRISTO REY HIGH SCHOOL
1133 CLIFTON HILLS AVENUECINCINNATIOH45220NONEPCSCHOLARSHIPS$20,330
FREESTORE FOODBANK
1141 CENTRAL PARKWAYCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$6,250
GOOD SAMARITAN HOSPITAL FOUNDATION
375 DIXMYTH AVENUECINCINNATIOH45220NONEPCUNRESTRICTED CONTRIBUTION$5,000
LEUKEMIA & LYMPHOMA SOCIETY
4370 GLENDALE MILFORD ROADCINCINNATIOH45242NONEPCUNRESTRICTED CONTRIBUTION$2,000
MOELLER HIGH SCHOOL
9001 MONTGOMERY ROADCINCINNATIOH45242NONEPCSCHOLARSHIPS$100,000
ST VINCENT DE PAUL
1125 BANK STCINCINNATIOH45214NONEPCUNRESTRICTED CONTRIBUTION$21,500
WORKING IN NEIGHBORHOODS
1814 DREMAN AVENUECINCINNATIOH45223NONEPCUNRESTRICTED CONTRIBUTION$2,500
ALEX'S LEMONADE STAND FOUNDATION
333 E LANCASTER AVE 414WYNNEWOODPA19096NONEPCUNRESTRICTED CONTRIBUTION$250
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPCUNRESTRICTED CONTRIBUTION$1,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPCUNRESTRICTED CONTRIBUTION$2,000
CANCERFREE KIDS
420 W LOVELAND AVELOVELANDOH45140NONEPCUNRESTRICTED CONTRIBUTION$4,250
CROHN'S & COLITIS FOUNDATION
733 THIRD AVE SUITE 510NEW YORKNY10017NONEPCUNRESTRICTED CONTRIBUTION$1,500
CINCINNATI CANCER FOUNDATION
PO BOX 8280CINCINNATIOH45208NONEPCUNRESTRICTED CONTRIBUTION$1,000
CINCINNATI YOUTH COLLABORATIVE
301 OAK STREETCINCINNATIOH45219NONEPCUNRESTRICTED CONTRIBUTION$1,000
COMMUNITY FAMILY CHURCH
11875 TAYLOR MILL RDINDEPENDENCEKY41051NONEPCUNRESTRICTED CONTRIBUTION$1,000
DOWN SYNDROME ASSOCIATION OF GREATER CINCINNATI
4623 WESLEY AVECINCINNATIOH45212NONEPCUNRESTRICTED CONTRIBUTION$1,000
KEEP GOING 25TH FOUNDATION
7765 REMINGTON ROADCINCINNATIOH45242NONEPCUNRESTRICTED CONTRIBUTION$1,000
MOVE BEYOND SURVIVING INC
823 WOOSTER PIKETERRACE PARKOH45174NONEPCUNRESTRICTED CONTRIBUTION$5,000
OUR DAILY BREAD MINISTRIES
PO BOX 2222GRAND RAPIDSMI49501NONEPCUNRESTRICTED CONTRIBUTION$1,000
PEOPLE WORKING COOPERATIVELY INC
1 EAST 4TH STREETCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$1,000
PURCELL MARIAN HIGH SCHOOL
2935 HACKBERRY STREETCINCINNATIOH45206NONEPCUNRESTRICTED CONTRIBUTION$1,500
RONALD MCDONALD HOUSE CHARITIES OF GREATER CINCINNATI
341 ERKENBRECHER AVECINCINNATIOH45229NONEPCUNRESTRICTED CONTRIBUTION$2,500
SAM HUBBARD FOUNDATION
555 DELTA TERRACECINCINNATIOH45226NONEPCUNRESTRICTED CONTRIBUTION$1,000
SCHOOL OF HOPE FOUNDATION
PO BOX 12453CHICAGOIL60612NONEPCUNRESTRICTED CONTRIBUTION$2,250
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCUNRESTRICTED CONTRIBUTION$500
TRI-STATE TRAILS
3080 EXPLORATION AVENUE SUITE 640CINCINNATIOH45206NONEPCUNRESTRICTED CONTRIBUTION$76,000
UNITED SERVICE ORGANIZATIONS
PO BOX 96860WASHINGTONDC20077NONEPCUNRESTRICTED CONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$280,080TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,903ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,325ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,626ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCTS K-1Desc
Unrelated Business Taxbl Incm-$422UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion-$11ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$422UnrelatedBusinessTaxblIncmAmt
Exclusion$105,843ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$105,421TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGOStockNm
EOY Book Value$4,504,469EOYBookValueAmt
EOYFMV$4,504,469EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER PASSTHROUGH EXPENSESDesc
Revenue And Expenses Per Books$8RevenueAndExpensesPerBooksAmt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCTS K-1Desc
Revenue And Expenses Per Books-$433RevenueAndExpensesPerBooksAmt
Net Investment Income-$11NetInvestmentIncomeAmt
Adjusted Net Income-$433AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON INVESTMENTS & PARTNERSHIPSDesc
Amt$696,448Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,671Amt
Net Investment Income$10,671NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$1,017Amt
Net Investment Income$1,017NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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