PPB CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PPB CHARITABLE FOUNDATION INC (EIN 81-0836352)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-06
- IRS object ID
- 202310379349100316
- Schema version
- 2021v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-06T12:00:25-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810836352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PPB CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PPB | BusinessNameControlTxt |
| Phone | 5135345310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630858 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452630858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON J BURRER JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5135345310 | PhoneNum |
| Signature | 2023-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOAK A PFAFF | PreparerPersonNm |
| PTIN | P00878518 | PTIN |
| Phone | 6142327288 | PhoneNum |
| Preparation | 2023-01-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,821,862 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $472,864 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,154 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,381 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $655,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,428 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $688 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $313 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $191 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $559,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $9,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $514,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $514,257 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $945,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,000,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,192,691 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $127,764 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $127,764 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,914 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,082,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,642,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,821,862 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,082,505 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,642,147 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,082,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,642,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,082,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,642,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,082,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $559,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $1,642,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,642,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 45. BIOGEN INC | 2017-05-22 | 2022-02-18 | $9,453 | $11,269 | -$1,816 | -$1,816 | |
| 100. CHEVRONTEXACO CORP | 2017-05-22 | 2022-02-18 | $13,324 | $10,663 | $2,661 | $2,661 | |
| 20. EXXON MOBIL CORP | 2017-05-22 | 2022-02-18 | $1,548 | $1,643 | -$95 | -$95 | |
| 110. EXXON MOBIL CORP | 2016-01-15 | 2022-02-18 | $8,515 | $8,514 | $1 | $1 | |
| 50. PFIZER INC | 2017-05-22 | 2022-02-18 | $2,432 | $1,537 | $895 | $895 | |
| 200. PROCTER & GAMBLE CO COM | 1957-09-27 | 2022-02-18 | $31,878 | $78 | $31,800 | $31,800 | |
| 125. SCHLUMBERGER LTD COM | 2016-02-25 | 2022-02-18 | $5,043 | $8,923 | -$3,880 | -$3,880 | |
| 105. SHERWIN WILLIAMS CO | 2016-01-06 | 2022-02-18 | $28,368 | $8,818 | $19,550 | $19,550 | |
| 66. VANGUARD MSCI EAFE ETF [RIC] | 2017-05-16 | 2022-02-18 | $3,230 | $2,736 | $494 | $494 | |
| 134. VANGUARD MSCI EAFE ETF [RIC] | 2016-04-13 | 2022-02-18 | $6,558 | $4,892 | $1,666 | $1,666 | |
| 113. VANGUARD FTSE EMERGING MARKETS ETF | 2017-05-22 | 2022-02-18 | $5,625 | $4,599 | $1,026 | $1,026 | |
| 2500. YUM CHINA HLDGS INC | 2008-09-26 | 2022-08-22 | $119,022 | $25,613 | $93,409 | $93,409 | |
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,670 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,381 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $662 | OverpaymentAmt |
| Applied To ES Tax | $662 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFTH THIRD BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135342377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 FOUNTAIN SQUARE PLAZA | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GORDON J BURRER JR | ||||||
| 3240 LAKE POINTE BLVD108 | SARASOTA | FL | 34231 | PRESIDENT AND DIRECTOR | 6 | $0 |
| NANCY BURRER | ||||||
| 3240 LAKE POINTE BLVD108 | SARASOTA | FL | 34231 | VICE PRESIDENT AND DIRECTOR | 4 | $0 |
| JEFFERY G BURRER | ||||||
| 23 SPEEN ST | NATICK | MA | 01760 | DIRECTOR | 4 | $0 |
| C AMY ROBSON | ||||||
| 57 POWDERMAKER DR | RIDGEFIELD | CT | 06687 | DIRECTOR | 4 | $0 |
| PHILLIP F BURRER | ||||||
| 451 HOPE AVE | SISTERS | OR | 97759 | DIRECTOR | 4 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,612,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,671,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,671,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,646,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,258 | TotalTaxAmt |
| Distributable Before Adj | $80,079 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,079 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,079 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $70,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,674 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,674 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,199 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $77,880 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION OFFICE AT FIFTH THIRD BA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 FOUNTAIN SQUARE PLAZA M/D 1090VD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5135342377 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST BY A QUALIFIED ORGANIZATION UNDER SECTION 201(c)(3) WHICH ARE DEDUCTIBLE UNDER EACH OF THE SECTION 170(b)(1)(A), 170(c), 2055 AND 2522 OF THE CODE SECTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS FOR ORGANIZATIONS THAT ARE IMPROVING, BENEFITTING, AND ADVANCING LONG-TERM NEEDS OF MANKIND THROUGH ENDEAVORS IN SCIENTIFIC DISCIPLINE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CROWLEY MUSEUM AND NATURE | ||||||||
| CENTER IN | 16405 MYAKKA RD | SARASOTA | FL | 342409192 | NONE | PC | PROJECT/PROGRAM SUPPORT | $15,000 |
| PURDUE UNIVERSITY | ||||||||
| 1281 WIN HENTSCHEL BLVD 1100 | WEST LAFAYETTE | IN | 479064182 | NONE | PC | ENDOWMENT | $15,000 | |
| THE CITIZEN SCIENTISTS LEAGUE INC | ||||||||
| 4452 BENEVA RD | SARASOTA | FL | 342331750 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,535 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GORDON J BURRER JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3240 LAKE POINTE BLVD 108 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $472,864 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2500 SHARES OF YUM CHINA HLDGS INC | NoncashPropertyDesc |
| Fair Market Value | $125,275 | FairMarketValueAmt |
| Received | 2022-08-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,375 | Amt |
| Net Investment Income | $688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $688 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 04314H717 ARTISAN HIGH INCOME | $27,764 | $24,540 |
| 09260B382 BLACKROCK FDS II STR | $50,000 | $44,503 |
| 277911491 EATON VANCE FLOATING | $50,000 | $45,871 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| G1151C101 ACCENTURE PLC CLASS | $10,009 | $25,730 |
| 02079K305 ALPHABET INC CAP STK | $10,778 | $28,695 |
| 023135106 AMAZON.COM INC | $48,666 | $45,200 |
| 053015103 AUTOMATIC DATA PROCE | $9,763 | $27,143 |
| 060505104 BANK AMER CORP | $24,031 | $36,240 |
| BIOGEN INC | ||
| 097023105 BOEING CO | $9,721 | $8,476 |
| CHEVRON CORPORATION | ||
| 172967424 CITIGROUP INC | $30,385 | $25,002 |
| EXXON MOBILE CORP | ||
| 737076102 HOME DEPOT INC | $9,032 | $20,696 |
| 438516106 HONEYWELL INTL INC | $9,871 | $16,697 |
| 452308109 ILLINOIS TOOL WKS IN | $9,537 | $18,065 |
| 46625H100 JPMORGAN CHASE & CO | $42,965 | $52,250 |
| 478160104 JOHNSON & JOHNSON | $24,738 | $32,672 |
| 502431109 L3HARRIS TECHNOLOGIE | $21,245 | $20,783 |
| 57636Q104 MASTERCARD INC | $8,725 | $28,434 |
| 580135101 MCDONALDS CORP | $11,475 | $16,152 |
| 594918104 MICROSOFT CORP | $6,368 | $29,113 |
| 617446448 MORGAN STANLEY | $7,674 | $23,703 |
| 64110L106 NETFLIX INC | $27,436 | $17,658 |
| 697435105 PALO ALTO NETWORKS I | $24,656 | $49,137 |
| 713448108 PEPSICO INC | $9,739 | $16,326 |
| 717081103 PFIZER INC | $8,816 | $13,128 |
| 742718109 PROCTER & GAMBLE CO | $78 | $25,250 |
| SCHLUMBERGER LTD | ||
| SHERWIN WILLIAMS CO | ||
| 855244109 STARBUCKS CORP | $17,532 | $16,852 |
| 921943858 VANGARD FTSE DEVELOP | $133,215 | $138,168 |
| 922042858 VANGUARD FTSE EMERGI | $69,601 | $72,980 |
| 922908629 VANGUARD MID-CAP ETF | $45,601 | $75,192 |
| 922908751 VANGUARD SMALL CAP E | $31,730 | $51,273 |
| 988498101 YUM! BRANDS INC | $6,910 | $14,356 |
| 665162384 NORTHERN MULTI-MANAG | $19,410 | $15,600 |
| 922908553 VANGUARD REAL ESTATE | $22,874 | $24,051 |
| 00287Y109 ABBVIE INC | $33,080 | $40,263 |
| 007903107 ADVANCED MICRO DEVIC | $23,112 | $19,008 |
| 651639106 NEWMONT CORPORATION | $32,359 | $21,015 |
| 747525103 QUALCOMM INC | $42,789 | $33,894 |
| 78464A870 SPDR S&P BIOTECH ETF | $24,747 | $15,864 |
| 79466L302 SALESFORCE.COM INC | $43,847 | $28,768 |
| 038222105 APPLIED MATLS INC | $40,071 | $24,579 |
| 67066G104 NVIDIA CORP | $47,540 | $24,278 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $185 | $0 | $185 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $6 | $6 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $19,010 | Amt |
| Net Investment Income | $19,010 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,950 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,920 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $217 | $217 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $96 | $96 | $0 |
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