MESHEWA FARM FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MESHEWA FARM FOUNDATION (EIN 23-7748707)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-09
IRS object ID
202242529349100604
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-09T13:04:36-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237748707EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MESHEWA FARM FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ROBERT G EDMISTON PRESIDENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMESHBusinessNameControlTxt
Phone5133610444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E FIFTH STREET 900AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT GRAY EDMISTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5133610444PhoneNum
Signature2022-09-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastGRAY EDMISTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK M SEMANCIKPreparerPersonNm
PTINP00058765PTIN
Phone5132413111PhoneNum
Preparation2022-09-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,349,639FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$70,065InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$70,065InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$226,877DividendsRevAndExpnssAmt
Dividends Net Invst Incm$226,877DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,135,587NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,985,868GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,135,587CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$24,011OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,456,540TotalRevAndExpnssAmt
Total Net Invst Incm$1,432,529TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$106,250LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$53,125LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$53,125LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,243AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,122AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$90,621OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$90,621OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,709TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,509TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,525OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$216,348TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150,255TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$62,972TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,355,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,355,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,571,348TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150,255TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,417,972TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$114,808ExcessRevenueOverExpensesAmt
Net Investment Income$1,282,274NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$596,797SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$785,850SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$785,850SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,596,139CorporateStockBOYAmt
Corporate Stock EOY$6,460,918CorporateStockEOYAmt
Corporate Stock EOYFMV$14,040,123CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,196,507CorporateBondsBOYAmt
Corporate Bonds EOY$4,192,271CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,193,443CorporateBondsEOYFMVAmt
Other Investments BOY$445,807OtherInvestmentsBOYAmt
Other Investments EOY$295,105OtherInvestmentsEOYAmt
Other Investments EOYFMV$330,223OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,835,250TotalAssetsBOYAmt
Total Assets EOY$11,734,144TotalAssetsEOYAmt
Total Assets EOYFMV$19,349,639TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,826OtherLiabilitiesBOYAmt
Other Liabilities EOY$17,528OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,826TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,528TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$12,317,784CapitalStockBOYAmt
Capital Stock EOY$11,831,424CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$484,360RetainedEarningBOYAmt
Retained Earning EOY-$114,808RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,833,424TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,716,616TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,835,250TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,734,144TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,833,424TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$114,808ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,718,616SubtotalAmt
Other Decreases$2,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,716,616TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN 510P$58,953$39,674$19,279$19,279
JP MORGAN 510P$373,355$229,151$144,204$144,204
JP MORGAN 510P$27$27$27
JP MORGAN 508P$8,672$8,197$475$475
JP MORGAN 508P$247,020$155,127$91,893$91,893
JP MORGAN 503P$2,365,535$2,370,244-$4,709-$4,709
JP MORGAN 503P$1,773,948$1,704,889$69,059$69,059
JP MORGAN 503P$35,173$35,173$0$0
JP MORGAN 511P$52,216$39,397$12,819$12,819
JP MORGAN 511P$497,146$315,145$182,001$182,001
JP MORGAN 511P$23$23$23
JP MORGAN 504P$499,439$337,503$161,936$161,936
JP MORGAN 509P$52,881$42,440$10,441$10,441
JP MORGAN 509P$389,967$198,067$191,900$191,900
JP MORGAN 507P$94,675$85,681$8,994$8,994
JP MORGAN 507P$536,408$289,593$246,815$246,815
CAPITAL GAINS DIVIDENDSP$430$430$430
FieldValueIRS element (for citing)
Capital Gain Net Income$1,135,587CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,824InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,824SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,824TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,480EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,480TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,656OverpaymentAmt
Applied To ES Tax$10,656AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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
Individual With BooksROBERT G EDMISTON PRESIDENTIndividualWithBooksNm
Phone5133610444PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 E FIFTH STREET SUITE 900AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES T MITSUI
PO BOX 197KAAAWAHI96730TRUSTEE0.25$0$0$0
ROBERT GRAY EDMISTON
201 E FIFTH STREET SUITE 900CINCINNATIOH45202PRESIDENT2.00$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$18,104,937AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$861,157AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$28,982FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,995,076TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,995,076AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$284,926CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,710,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$935,508MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$935,508MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,824TaxBasedOnInvestmentIncomeAmt
Total Tax$17,824TotalTaxAmt
Distributable Before Adj$917,684DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$917,684DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$917,684DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,417,972ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,417,972QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$917,684DistributableAsAdjustedAmt
Undistributed Income PY$587,428UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,417,972QualifyingDistributionsAmt
Applied To Year1$587,428AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$830,544AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$87,140UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20036NONEPCUNRESTRICTED CONTRIBUTION$5,000
ASSOCIATION OF SKATEBOARDERS IN HAWAII
337 ULUNIU ST 102KAILUAHI96734NONEPCUNRESTRICTED CONTRIBUTION$155,000
ASSOCIATED SERVICES FOR BLIND & VISUALLY IMPAIRED
PO BOX 1758BENSALEMPA19020NONEPCUNRESTRICTED CONTRIBUTION$2,000
BREWHAUS BAKERY & DOG BONES
6927 MIAMI AVECINCINNATIOH45243NONEPCUNRESTRICTED CONTRIBUTION$6,000
CARDINAL LAND CONSERVANCY
PO BOX 957MILFORDOH45150NONEPCUNRESTRICTED CONTRIBUTION$40,000
CENTER FOR RURAL AFFAIRS
PO BOX 136LYONSNE680380136NONEPCUNRESTRICTED CONTRIBUTION$12,000
CINCINNATI CHILDREN'S HOSPITAL
3333 BURNET AVENUECINCINNATIOH45229NONEPCUNRESTRICTED CONTRIBUTION$50,000
CINCINNATI UNION CO-OP INITIATIVE (OUR HARVEST COOPERATIVE)
215 EAST 14 STREETCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$5,000
CIVIC GARDEN CENTER
2715 READING ROADCINCINNATIOH45206NONEPCUNRESTRICTED CONTRIBUTION$20,000
CORNUCOPIA INSTITUTE
PO BOX 826VIROQUAWI54665NONEPCUNRESTRICTED CONTRIBUTION$50,000
CORV
601 ENRIGHT AVENUECINCINNATIOH45205NONEPCUNRESTRICTED CONTRIBUTION$3,000
CROWN CINCINNATI
PO BOX 14270CINCINNATIOH45250NONEPCUNRESTRICTED CONTRIBUTION$50,000
EQUITY TRUST INC
PO BOX 746AMHERSTMA010040746NONEPCUNRESTRICTED CONTRIBUTION$5,000
FARM-TO-CONSUMER FOUNDATION
2692 MADISON ROAD STE N1-371CINCINNATIOH45208NONEPCUNRESTRICTED CONTRIBUTION$20,000
FOOD FIRST INST FOR FOOD & DEV POL
195 41ST STREETOAKLANDCA94620NONEPCUNRESTRICTED CONTRIBUTION$10,000
FREESTORE FOODBANK
1141 CENTRAL PARKWAYCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$40,000
GORMAN HERITAGE FARMS
537 E PETE ROSE WAY STE 900CINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$10,000
GREEN UMBRELLA FOR GREATER CINCI REGIONAL FOOD POLICY COUNCIL
5030 OAKLAWN DRIVECINCINNATIOH45227NONEPCUNRESTRICTED CONTRIBUTION$20,000
GREENBELT ALLIANCE
312 SUTTER STREET SUITE 402SAN FRANCISCOCA941084320NONEPCUNRESTRICTED CONTRIBUTION$10,000
GROUNDWORK OHIO RIVER VALLEY
3696 KENDALL AVECINCINNATIOH45208NONEPCUNRESTRICTED CONTRIBUTION$10,000
HAWAII FOODBANK
2611 KILIHAU STREETHONOLULUHI96819NONEPCUNRESTRICTED CONTRIBUTION$25,000
HAWAI'I PUBLIC RADIO
738 KAHEKA STREETHONOLULUHI96814NONEPCUNRESTRICTED CONTRIBUTION$5,000
HOSPICE OF CINCINNATI INC
4360 COOPER ROADCINCINNATIOH45242NONEPCUNRESTRICTED CONTRIBUTION$10,000
IMAGO
700 ENRIGHT AVENUECINCINNATIOH45205NONEPCUNRESTRICTED CONTRIBUTION$1,000
LA CRUZ HABITAT PROTECTION PROJECT INC (FOREST FOR MONARCHS)
PO BOX 597DEDHAMMA02027NONEPCUNRESTRICTED CONTRIBUTION$25,000
LOVELAND LEARNING GARDEN
PO BOX 264LOVELANDOH45140NONEPCUNRESTRICTED CONTRIBUTION$10,000
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94956NONEPCUNRESTRICTED CONTRIBUTION$10,000
NORTHSIDE FARMERS MARKET
4230 HAMILTON AVECINCINNATIOH45223NONEPCUNRESTRICTED CONTRIBUTION$6,000
OEFFA EDUCATIONAL FUND
41 CROSWELL ROADCOLUMBUSOH43214NONEPCUNRESTRICTED CONTRIBUTION$25,000
OHIO ENVIRONMENTAL COUNCIL
1207 GRANDVIEW AVECOLUMBUSOH43212NONEPCUNRESTRICTED CONTRIBUTION$10,000
OHIO RIVER RECREATION TRAIL
PO BOX 812CINCINNATIOH45201NONEPCUNRESTRICTED CONTRIBUTION$60,000
ORGANIC EYE
701 E STREET SE STE 200WASHINTONDC20003NONEPCUNRESTRICTED CONTRIBUTION$20,000
PERMAGANIC CO
7941 KILGOUR STREETCAMP DENNISONOH451119705NONEPCUNRESTRICTED CONTRIBUTION$10,000
REAL ORGANIC PROJECT
82 WILSON ROADTHETFORDVT05043NONEPCUNRESTRICTED CONTRIBUTION$50,000
RITTER CENTER
PO BOX 3517SAN RAFAELCA91912NONEPCUNRESTRICTED CONTRIBUTION$20,000
RONALD MCDONALD CHARITIES SAN DIEGO
2929 CHILDRENS WAYSAN DIEGOCA92123NONEPCUNRESTRICTED CONTRIBUTION$10,000
SANTA MARIA COMMUNITY SERVICES
617 STEINER AVENUECINCINNATIOH45204NONEPCUNRESTRICTED CONTRIBUTION$5,000
SLIDE RANCH
2025 SHORELINE HIGHWAYMUIR BEACHCA94965NONEPCUNRESTRICTED CONTRIBUTION$5,000
SONOMA LAND TRUST
822 FIFTH STREETSANTA ROSACA95404NONEPCUNRESTRICTED CONTRIBUTION$10,000
TEACHING KITCHEN COLLABORATIVE INC
104 AUDUBON DRIVECHESTNUT HILLMA02467NONEPCUNRESTRICTED CONTRIBUTION$50,000
THE HILLSIDE TRUST
710 TUSCULUM AVENUE ALMS PARKCINCINNATIOH45226NONEPCUNRESTRICTED CONTRIBUTION$5,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPCUNRESTRICTED CONTRIBUTION$100,000
TILLERS INTERNATIONAL
10515 EAST OP AVENUESCOTTSMI49088NONEPCUNRESTRICTED CONTRIBUTION$10,000
TURNER FARM INC
7400 GIVEN ROADINDIAN HILLOH45243NONEPCUNRESTRICTED CONTRIBUTION$300,000
UC ACADEMIC HEALTH CENTER
PO BOX 670544CINCINNATIOH45267NONEPCUNRESTRICTED CONTRIBUTION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,355,000TotalGrantOrContriPdDurYrAmt
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$70,065ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$226,877ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,135,587ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
OTHER INCOME FROM K-1 (FUGIO)01$0
CARLYLE ENERGY CREDIT OPPORTUNITIES01-$1,521
FEDERAL EXCISE TAX REFUND$25,532

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,431,008ExclusionAmt
Related Or Exempt Function Incm$25,532RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,456,540TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11AORDINARY PASSTHROUGH INCOME
11BORDINARY PASSTHROUGH INCOME
11CFEDERAL EXCISE TAX REFUND

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,243Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,122DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$4,192,271EOYBookValueAmt
EOYFMV$4,193,443EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$6,460,918EOYBookValueAmt
EOYFMV$14,040,123EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIPSAT COST$225,813$241,450
OTHERAT COST$69,292$88,773

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Legal Fees$106,250LegalFeesAmt
Net Investment Income$53,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$53,125DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$2,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$129$0$129
OTHER DEDUCTIONS$6,396$0$6,396

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CARLYLE ENERGY CREDIT OPPORTUNITIES-$1,521-$1,521
FEDERAL EXCISE TAX REFUND$25,532$25,532

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDIVIDENDS IN TRANSITDesc
BOY Book Value$1,826BOYBookValueAmt
EOY Book Value$17,528EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$90,621Amt
Net Investment Income$90,621NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$6,509$6,509$0
STATE OF OHIO ANNUAL REPORT FEE$200$0$200

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