NLT FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NLT FOUNDATION INC (EIN 04-3361704)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-18
- IRS object ID
- 202421709349101302
- 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
- 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 | 2024-06-18T13:43:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | 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 | 2023-01-01 | 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 | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | TAFT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELSEY R BAKER | PreparerPersonNm |
| PTIN | P02160087 | PTIN |
| Phone | 5132412940 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,212,292 | 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 | $145,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $865,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $333,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $333,587 | 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 | $6,164 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $589 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,791 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,774 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,523 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,249,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,282,161 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,081,285 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $344 | OtherAssetsBOYAmt |
| Other Assets EOY | $484 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $484 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,349,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,413,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,212,292 | 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 | $3,349,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,413,168 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,349,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,349,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,413,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,349,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,413,168 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $77,909 | $107,353 | -$29,444 | -$29,444 |
| PUBLICLY TRADED SECURITIES | P | $787,622 | $570,101 | $217,521 | $217,521 |
| CAPITAL GAINS DIVIDENDS | P | $189 | $189 | $189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,013 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,013 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,874 | OverpaymentAmt |
| Applied To ES Tax | $1,874 | 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 | $4,905,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,019,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,019,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,944,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,139 | TotalTaxAmt |
| Distributable Before Adj | $243,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,086 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $227,565 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $16,630 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $16,630 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,521 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,521 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,109 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,109 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL TONOZZI | 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 | DTONOZZI@IGNITEPHILANTHROPY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION SOLICITS NEW PROJECT IDEAS THROUGH A SIMPLE PRELIMINARY REVIEW PROCESS FORM WHICH CAN BE OBTAINED BY CONTACTING DANIEL TONOZZI. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRELIMINARY APPLICATIONS ARE DUE MARCH 1ST AND FULL APPLICATIONS ARE DUE APRIL 8TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS CURRENTLY RANGE FROM $5,000 TO $15,000 AND WITHIN THE FIELDS OF INTEREST OF ARTS AND ARTS EDUCATION AND THE ENVIRONMENT. THE MAJORITY OF GRANTS WILL BE AWARDED TO THE CINCINNATI, OH AREA WITH SOME COMPETITIVE GRANTS MADE IN BOSTON, MID-COAST MAINE, AND ORANGE COUNTY, CA. 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. APPLICANTS MUST WAIT THREE YEARS FROM APPROVAL OF THEIR MOST RECENT GRANT BEFORE APPLYING AGAIN. APPLICANTS THAT ARE NOT FUNDED ALSO MUST WAIT THREE YEARS BEFORE RE-APPLYING. THE FOUNDATION HAS A PREFERENCE FOR SMALL TO MID-SIZED ORGANIZATIONS AND TYPICALLY DOES NOT FUND LARGE INSTITUTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTIVITIES BEYOND THE CLASSROOM | ||||||
| 635 SEVENTH STREET W | CINCINNATI | OH | 45203 | 501(C)(3) ORG | UNRESTRICTED | $10,000 |
| ART ACADEMY OF CINCINNATI | ||||||
| 1212 JACKSON STREET | CINCINNATI | OH | 45202 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| ARTWORKS | ||||||
| 2460 GILBERT AVENUE | CINCINNATI | OH | 45206 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $15,000 |
| BLACK ART SPEAKS | ||||||
| PO BOX 18576 | CINCINNATI | OH | 45018 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $5,000 |
| BOSTON MUSIC PROJECT | ||||||
| PO BOX 180772 | BOSTON | MA | 02118 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| BOYS & GIRLS CLUBS OF GREATER CINCINNATI | ||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | 501(C)(3) ORG | GEOGRAPHIC FOCUS | $12,500 |
| CARTOON CROSSROADS COLUMBUS | ||||||
| 4364 N HIGH STREET 141404 | COLUMBUS | OH | 43214 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $750 |
| CHILDREN'S CHOIR OF GREATER CINCINNATI | ||||||
| 290 CCM BLVD | CINCINNATI | OH | 45221 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $7,500 |
| CHILDREN'S THEATRE OF CINCINNATI | ||||||
| 4015 RED BANK RD | CINCINNATI | OH | 45227 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $2,500 |
| CINCINNATI CHAMBER ORCHESTRA | ||||||
| 650 WALNUT STREET | CINCINNATI | OH | 45202 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $7,500 |
| CINCINNATI COUNTRY DAY SCHOOL | ||||||
| 6905 GIVEN RD | CINCINNATI | OH | 452432839 | 501(C)(3) ORG | UNRESTRICTED | $500 |
| CINCINNATI MUSICAL FESTIVAL | ||||||
| 4027 ALLSTON STREET SUITE A | CINCINNATI | OH | 45209 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| CINCINNATI PLAYHOUSE IN THE PARK | ||||||
| 962 MOUNT ADAMS CIRCLE | CINCINNATI | OH | 452026023 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $18,750 |
| CSULB 49ER FOUNDATION | ||||||
| 1250 BELLFLOWER BLVD BH-387 | LONG BEACH | CA | 90840 | 501(C)(3) ORG | UNRESTRCITED | $7,500 |
| ELEMENTZ | ||||||
| 1640 RACE STREET | CINCINNATI | OH | 45202 | 501(C)(3) ORG | UNRESTRCITED | $7,500 |
| ENSEMBLE THEATRE OF CINCINNATI | ||||||
| 1127 VINE ST | CINCINNATI | OH | 45202 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $15,000 |
| GET INSPIRED | ||||||
| 6192 SANTA RITA AVENUE | GARDEN GROVE | CA | 92845 | 501(C)(3) ORG | ENVIRONMENTAL | $9,000 |
| IMAGO INC | ||||||
| 700 ENRIGHT AVE | CINCINNATI | OH | 45205 | 501(C)(3) ORG | ENVIRONMENTAL | $5,000 |
| JAZZ ALIVE INC | ||||||
| 3901 WINDING WAY | CINCINNATI | OH | 45229 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $5,000 |
| LEAPS OF IMAGINATION | ||||||
| PO BOX 843 | ROCKPORT | ME | 04856 | 501(C)(3) ORG | UNRESTRICTED | $6,000 |
| LIVES UNITEDVIDAS UNITAS | ||||||
| 65 E HOLLISTER STREET | CINCINNATI | OH | 45219 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $5,000 |
| LOVELAND LEARNING GARDEN | ||||||
| 600 LOVELAND MADEIRA ROAD | LOVELAND | OH | 45140 | 501(C)(3) ORG | ENVIRONMENTAL | $5,000 |
| MASS AUDUBON | ||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | 501(C)(3) ORG | ENVIRONMENTAL | $10,000 |
| MERRYSPRING NATURE CENTER | ||||||
| 30 CONWAY ROAD | CAMDEN | ME | 04843 | 501(C)(3) ORG | ENVIRONMENTAL | $4,400 |
| NEEDIEST KIDS OF ALL | ||||||
| 312 ELM STREET 20 | CINCINNATI | OH | 45202 | 501(C)(3) ORG | UNRESTRICTED | $2,500 |
| PULSE ARTS INC | ||||||
| 4333 CRENSHAW BLVD | LOS ANGELES | CA | 90008 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| TAFT MUSEUM OF ART | ||||||
| 316 PIKE STREET | CINCINNATI | OH | 45202 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $2,000 |
| UNITED COALITION FOR ANIMALS | ||||||
| 2830 COLERAIN AVENUE | CINCINNATI | OH | 45225 | 501(C)(3) ORG | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,900 | 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 | $145,321 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $333,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,587 | 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 | $6,164 | Amt |
| Net Investment Income | $4,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $589 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $16,521 | $43,918 |
| ABBVIE INC | $117,085 | $205,490 |
| AIR PRODS & CHEMS INC | $92,721 | $163,459 |
| AMGEN INC | $30,116 | $31,106 |
| AUTOMATIC DATA PROCESSING INC | $41,830 | $103,905 |
| BROADCOM INC | $67,966 | $283,528 |
| CHEVRON CORPORATION | $135,018 | $163,032 |
| CISCO SYSTEMS INC | $34,509 | $87,854 |
| CME GROUP INC | $25,980 | $25,693 |
| CORNING INC | $75,671 | $59,956 |
| DELL TECHNOLOGIES INC CL C | $24,870 | $26,546 |
| EATON CORP | $73,826 | $152,921 |
| EVERSOURCE ENERGY | $44,735 | $35,674 |
| EXXON MOBIL CORP | $50,812 | $44,391 |
| FASTENAL CO | $28,942 | $33,745 |
| HOME DEPOT INC | $45,034 | $135,848 |
| ILLINOIS TOOL WKS INC | $36,659 | $84,345 |
| JOHNSON CTLS INTL PLC | $25,248 | $21,154 |
| KEURIG DR PEPPER INC | $106,077 | $95,695 |
| KINDER MORGAN INC | $38,778 | $40,396 |
| LILLY (ELI) & CO | $39,398 | $211,600 |
| LOCKHEED MARTIN CORP | $39,040 | $113,763 |
| MARSH & MCLENNAN COS INC | $56,222 | $137,745 |
| MCDONALDS CORP | $98,011 | $164,563 |
| MERCK & CO INC | $145,912 | $210,845 |
| MICROSOFT CORP | $7,564 | $104,163 |
| MONDELEZ INTL INC CL A | $144,932 | $197,658 |
| NEXTERA ENERGY INC | $29,411 | $121,662 |
| NXP SEMICONDUCTORS | $49,296 | $53,975 |
| PAYCHEX INC | $23,986 | $70,990 |
| PEPSICO INC | $105,094 | $182,068 |
| PHILLIPS 66 COM | $80,736 | $97,592 |
| PNC FINANCIAL SERVICES GROUP | $144,113 | $146,953 |
| PROCTER & GAMBLE CO | $149,739 | $169,254 |
| PROLOGIS INC | $80,059 | $118,237 |
| QUALCOMM INC | $50,742 | $63,493 |
| RAYTHEON TECHNOLOGIES CORP | $50,837 | $43,585 |
| REALTY INCOME CORP | $119,881 | $113,634 |
| REGIONS FINL CORP | $25,274 | $23,857 |
| SEMPRA ENERGY | $101,282 | $127,265 |
| STARBUCKS CORP | $86,835 | $137,678 |
| TEXAS INSTRS INC | $46,077 | $128,356 |
| TRAVELERS COS INC | $108,948 | $113,913 |
| UNITED PARCEL SERVICE | $105,024 | $83,961 |
| US BANKCORP DEL | $149,956 | $143,214 |
| WEC ENERGY GROUP INC | $27,778 | $55,468 |
| WILLIAMS COS INC | $103,616 | $107,137 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $344 | BOYBookValueAmt |
| EOY Book Value | $484 | EOYBookValueAmt |
| EOYFMV | $484 | 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 | $16,138 | $16,138 | $0 |
| AGENCY FEES | $14,985 | $14,985 | $0 |
| STATE REGISTRATION AND FILING FEE | $285 | $0 | $285 |
| FOREIGN TAXES PAID | $36 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IGNITE PHILANTHROPY ADVISORS | CategoryTxt |
| Amt | $19,791 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,791 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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