LLOYD LIBRARY AND MUSEUM: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LLOYD LIBRARY AND MUSEUM (EIN 31-0597995)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-04
- IRS object ID
- 202402789349100515
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-04T10:52:05-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 451869055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coworth Financial Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11155 Kenwood Road Suite 6D | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | 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 | 310597995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lloyd Library & Museum | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LLOY | BusinessNameControlTxt |
| Phone | 5137213707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 917 Plum Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Van Skaik | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2024-10-04 | 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 | Kevin L Holmes | PreparerPersonNm |
| PTIN | P00227061 | PTIN |
| Phone | 5136735469 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,979,090 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,266,179 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,286 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,286 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,286 | InterestOnSavingsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $4,685 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $3,872 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $813 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $813 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $20,993 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $20,993 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,289,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,286 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,092 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $290,896 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $290,896 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,961 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,961 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,646 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $323 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,323 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,927 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,495 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,045 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $31,045 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,218 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $9,133 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $153,550 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $153,550 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,167 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $6,167 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $449,830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $13,959 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $436,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,165,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $23,092 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,130,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,165,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $23,092 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,130,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,858 | CashBOYAmt |
| Cash EOY | $48,771 | CashEOYAmt |
| Cash EOYFMV | $48,771 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $373,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $294,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,828 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $23,459 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,238 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,238 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,753,144 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,087 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,292,477 | LandBOYAmt |
| Land EOY | $2,611,057 | LandEOYAmt |
| Land EOYFMV | $2,611,057 | LandEOYFMVAmt |
| Other Assets BOY | $1,197 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,196 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,196 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,776,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,979,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,979,090 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,946 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $59,188 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,188 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,936,362 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,936,362 | CapitalStockEOYAmt |
| Retained Earning BOY | $827,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $983,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,763,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,919,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,776,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,979,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,763,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,888 | OtherIncreasesAmt |
| Subtotal | $2,919,902 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,919,902 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LLOYDLIBRARY.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia Van Skaik | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137213707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 917 Plum Street | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Patricia Van Skaik | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Executive Dir. | 40.00 | $181,500 | $10,897 |
| Noah O'Brien | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Vice President | 2.00 | $0 | |
| John Brooks | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Treasurer | 2.00 | $0 | |
| John A Brenzel Jr | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| Jeff Lydenberg | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| Donna McMillan | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | President | 2.00 | $0 | |
| Christine Perme | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| Roxanne Qualls | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| Eric Tepe | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Secretary | 2.00 | $0 | |
| Carla Walker | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| Judy Zitnik Finn | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| John Deatrick | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| Nique Swan | |||||||
| 917 Plum Street | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
| Susan Thomas | |||||||
| 917 Plum Streeet | Cincinnati | OH | 45202 | Board Member | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Erin Campbell | ||||||
| 240 Berry Avenue | Bellevue | KY | 41073 | Ref & Tech Librari | 40.00 | $75,718 |
| Noel Herrlein | ||||||
| 7525 Juler Avenue | Cincinnati | OH | 45243 | Librarian | 40.00 | $67,628 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Campbell & Company | |||||
| 1 E Wacker Drive Suite 2100 | Chicago | IL | 60601 | Fundraising | $145,699 |
| De Leon & Primmer Architecture Workshop | |||||
| 117 S Shelby Street | Louisville | KY | 40202 | Architect | $260,074 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Lloyd Library and Museum is a research library in Cincinnati, Ohio.The Library contains research materials in medical botany, pharmacy, eclectic medicine and horticulture. Complimentary subjects include chemistry, natural history, voyages and travels, and agriculture. The Library is world renowned. | Description1Txt |
| Expenses1 | $1,130,099 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $401,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $401,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $395,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,130,099 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,130,099 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year3 | $8,696 | Year3Amt |
| Total | $8,696 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $7,392 | Year3Amt |
| Total | $7,392 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,130,099 | CurrentYearAmt |
| Year1 | $910,107 | Year1Amt |
| Year2 | $844,614 | Year2Amt |
| Year3 | $814,128 | Year3Amt |
| Total | $3,698,948 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,130,099 | CurrentYearAmt |
| Year1 | $910,107 | Year1Amt |
| Year2 | $844,614 | Year2Amt |
| Year3 | $814,128 | Year3Amt |
| Total | $3,698,948 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,189 | CurrentYearAmt |
| Year1 | $20,299 | Year1Amt |
| Year2 | $12,741 | Year2Amt |
| Year3 | $10,245 | Year3Amt |
| Total | $56,474 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Membership Fees | Desc |
| Related Or Exempt Function Incm | $20,699 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,286 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $813 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Miscellaneous | 1 | $140 |
| Rebates and Refunds | 1 | |
| Special Event Income | 1 | $154 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,512 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,092 | TotalIncomeProducingActyAmt |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Thomas R Schiff | ||||||
| 1 | 4 Grandin Terrace | Cincinnati | OH | 43201 | $25,000 | Yes (X) |
| R L Stuckey Living Trust | ||||||
| 2 | 2159 S Elliott Road | Stockport | OH | 43787 | $8,728 | Yes (X) |
| Carol Ann and Ralph V Haile Jr FN | ||||||
| 3 | 2060 Reading Road | Cincinnati | OH | 45202 | $10,000 | Yes (X) |
| Dene Alden | ||||||
| 4 | 287 Beech Road | Loveland | OH | 45140 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $4,890 | Amt |
| Net Investment Income | $963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,927 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The State of Ohio does not require the filing of Form 990PF with the state; instead, an annual charitable registration is required. | ExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $2,611,057 | |||
| Furniture and Fixtures | $182,303 | $58,912 | $123,391 | |
| Buildings | $2,570,841 | $83,175 | $2,487,666 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,646 | LegalFeesAmt |
| Net Investment Income | $323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,323 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits | Desc |
| BOY Book Value | $1,196 | BOYBookValueAmt |
| EOY Book Value | $1,196 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Advertising | $6,137 | $6,137 | |
| Bank Fees | $1,196 | $1,196 | |
| Books | $122,308 | $122,308 | |
| Building Supplies | $955 | $955 | |
| CGL Fellowship | $11,375 | $11,375 | |
| Electronic Media Expense | $3,106 | $3,106 | |
| Event Costs | $5,877 | $5,877 | |
| Exhibit Costs | $4,338 | $4,338 | |
| Fundraising | $189,623 | $189,623 | |
| Insurance D&O | $4,147 | $4,147 | |
| Office Supplies | $1,374 | $1,374 | |
| Ohio Reghistration Fee | $200 | $200 | |
| Other | $3,744 | $3,744 | |
| Other Employee Benefits | $53,235 | $53,235 | |
| Postage | $778 | $778 | |
| Professional Development | $6,457 | $6,457 | |
| Strategic Planning | -$182 | $182 | |
| Website Support | $35,162 | $35,162 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Membership Fees | $20,699 |
| Miscellaneous | $140 |
| Special Event Income | $154 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Processing Fees | CategoryTxt |
| Amt | $1,495 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,495 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales | $4,685 | GrossSalesAmt |
| Cost Of Goods Sold | $3,872 | CostOfGoodsSoldAmt |
| Net | $813 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Tax | CategoryTxt |
| Amt | $31,045 | Amt |
| Disbursements Charitable Prps | $31,045 | DisbursementsCharitablePrpsAmt |
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