EARTHWARD BOUND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EARTHWARD BOUND FOUNDATION (EIN 23-7429274)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-03-09
- IRS object ID
- 202330689349101253
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-09T17:06:32-06:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237429274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earthward Bound Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EART | BusinessNameControlTxt |
| Phone | 5135091650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Ste 460 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452022027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray Sinclaire | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5135091650 | PhoneNum |
| Signature | 2023-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Murray | PersonFirstNm |
| Person Last | Sinclaire | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula L Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | 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 | 2021 | 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 | $4,456,528 | 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 | $44,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $488,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $779,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $488,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $532,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $532,770 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,148 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $199 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,620 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $300,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $450,423 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,972 | CashBOYAmt |
| Cash EOY | $322,371 | CashEOYAmt |
| Cash EOYFMV | $322,371 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,826,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,134,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,134,157 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,851,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,456,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,456,528 | 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 | $6,851,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,456,528 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,851,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,456,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,851,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,456,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,851,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $300,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,152,059 | SubtotalAmt |
| Other Decreases | $2,695,531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,456,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| The Trade Desk Inc | P | 2018-04-25 | 2021-12-15 | $61,981 | $3,607 | $58,374 | $58,374 |
| Teladoc Health Inc | P | 2018-12-19 | 2022-01-21 | $73,040 | $50,116 | $22,924 | $22,924 |
| The Trade Desk Inc | P | 2018-04-25 | 2022-02-10 | $106,756 | $6,698 | $100,058 | $100,058 |
| IPG Photonics Corp | P | 2013-05-01 | 2022-03-09 | $53,274 | $26,980 | $26,294 | $26,294 |
| Docusign Inc | P | 2019-06-07 | 2022-03-11 | $72,250 | $47,328 | $24,922 | $24,922 |
| Paycom Software Inc | P | 2018-10-25 | 2022-03-14 | $148,190 | $64,020 | $84,170 | $84,170 |
| Meta Platforms Inc | P | 2016-12-06 | 2022-04-27 | $81,126 | $55,165 | $25,961 | $25,961 |
| The Trade Desk Inc | P | 2018-04-25 | 2022-05-10 | $132,653 | $15,457 | $117,196 | $117,196 |
| Veeva Systems Inc | P | 2018-04-13 | 2022-06-01 | $50,459 | $21,593 | $28,866 | $28,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $488,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | 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 | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,861 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Murray Sinclaire Jr | IndividualWithBooksNm |
| Phone | 5135091650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 460 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Murray Sinclaire Jr | ||||||||
| 580 Walnut Street PH 1412 | Cincinnati | OH | 45202 | President | 1.00 | $0 | $0 | $0 |
| J Robin Sinclaire | ||||||||
| 580 Walnut Street PH 1412 | Cincinnati | OH | 45202 | Treasurer | 0.50 | $0 | $0 | $0 |
| Cristina A Sinclaire | ||||||||
| 1300 13th St NW 705 | Washington | DC | 20005 | Secretary | 0.50 | $0 | $0 | $0 |
| Leila R Sinclaire | ||||||||
| 1424 Josephine Street | Berkeley | CA | 94703 | Trustee | 0.50 | $0 | $0 | $0 |
| Elizabeth B Sinclaire | ||||||||
| 615 Tennessee Avenue | San Francisco | CA | 94107 | 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 | $4,861,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,178,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,178,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,100,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,261 | TotalTaxAmt |
| Distributable Before Adj | $248,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $143,620 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,620 | 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 | $105,163 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Murray Sinclaire Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Suite 460 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5135091650 | RecipientPhoneNum |
| Form And Info And Materials | Letter requesting specific funds and details of specific use of the funds | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Activities Beyond the Classroom | |||||||
| 635 West Seventh Street Suite 301 | Cincinnati | OH | 45203 | None | 501(c)(3) | HS Students Extracurricular Activities | $100 |
| Alliance for Change | |||||||
| PO Box 590930 | San Francisco | CA | 941590930 | None | 501(c)(3) | Civil Liberty | $1,500 |
| Art Academy of Cincinnati | |||||||
| 1212 Jackson Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Arts | $250 |
| Athenaeum Music & Arts Library | |||||||
| 1008 Wall Street | La Jolla | CA | 92037 | None | 501(c)(3) | Educational Programs | $500 |
| Border Angels | |||||||
| 2258 Island Avenue | San Diego | CA | 92102 | None | 501(c)(3) | Civil Liberty | $1,000 |
| Breakthrough Cincinnati | |||||||
| 6905 Given Road | Cincinnati | OH | 45243 | None | 501(c)(3) | Education | $100 |
| Center for Technology and Civic Life (CAS) | |||||||
| 233 N Michigan Avenue Suite 1800 | Chicago | IL | 606015802 | None | 501(c)(3) | Civil Liberty | $1,500 |
| Cincinnati Art Museum | |||||||
| 953 Eden Park Drive | Cincinnati | OH | 45202 | None | 501(c)(3) | Arts | $5,000 |
| Cincinnati Nature Center | |||||||
| 4949 Tealtown Road | Milford | OH | 45150 | None | 501(c)(3) | Environmental Education & Outdoor Survival Programs | $100 |
| Cincinnati Opera | |||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Arts | $5,000 |
| Cincinnati Parks Foundation | |||||||
| 421 Oak Streeet | Cincinnati | OH | 45219 | None | 501(c)(3) | Parks and Playground | $100 |
| Cincinnati Playhouse in the Park | |||||||
| 962 Mt Adams Circle | Cincinnati | OH | 45202 | None | 501(c)(3) | Theatrical Support | $100 |
| Cincinnati Public Radio | |||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | Journalism | $5,000 |
| Cincinnati Symphony and Pops Orchestra | |||||||
| 1241 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Arts | $250 |
| Cincinnati Works | |||||||
| 708 Walnut Street 2nd Floor | Cincinnati | OH | 45202 | None | 501(c)(3) | Fight Against Poverty | $250 |
| Cincinnati Zoo | |||||||
| 3400 Vine Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Educational Program | $3,250 |
| Civic Garden Center | |||||||
| 2715 Reading Road | Cincinnati | OH | 45206 | None | 501(c)(3) | Botanical, Horticultural & Landscape Services | $100 |
| Clifton Cultural Arts Center | |||||||
| PO Box 20041 | Cincinnati | OH | 45220 | None | 501(c)(3) | Arts | $21,000 |
| Corporation for Findlay Market | |||||||
| PO Box 14727 | Cincinnati | OH | 45205 | None | 501(c)(3) | Economic Development | $100 |
| Crayons to Computers | |||||||
| 1350 Tennessee Avenue | Cincinnati | OH | 45229 | None | 501(c)(3) | Educatonal Supplies | $100 |
| Deer Hill Foundation | |||||||
| PO Box 180 | Mancos | CO | 91328 | None | 501(c)(3) | Education | $2,500 |
| Doctors Without Borders | |||||||
| 40 Rector Street 18th Floor | New York | NY | 10006 | None | 501(c)(3) | International Development Relief Services | $250 |
| Earth Island Institute | |||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 94704 | None | 501(c)(3) | Natural Resources Conservation & Protection | $100 |
| FreeStoreFoodBank | |||||||
| 1141 Central Parkway | Cincinnati | OH | 45202 | None | 501(c)(3) | Food Banks | $100 |
| From The Top | |||||||
| PO Box 845429 | Boston | MA | 022845429 | None | 501(c)(3) | Music Scholarship | $100 |
| Habitat for Humanity | |||||||
| 322 W Lamar Street | Americus | GA | 317093543 | None | 501(c)(3) | Poverty Support | $100 |
| Heifer International | |||||||
| 1 World Avenue | Little Rock | AR | 72202 | None | 501(c)(3) | International Relief | $100 |
| High Mountain Institute | |||||||
| 531 County Road A | Leadville | CO | 80461 | None | 501(c)(3) | Education | $100 |
| Hillside Trust | |||||||
| 710 Tusculum Avenue Alms Park | Cincinnati | OH | 452261770 | None | 501(c)(3) | Preservation of Landscape | $100 |
| Hospice of Cincinnati | |||||||
| 4360 Cooper Road Suite 300 | Cincinnati | OH | 45242 | None | 501(c)(3) | End of Life Support | $100 |
| Jewish Federation Cincinnati | |||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | 501(c)(3) | Education | $100 |
| KPBS | |||||||
| 5200 Campanile Drive | San Diego | CA | 092825400 | None | 501(c)(3) | Journalism | $1,200 |
| Lighthouse Youth & Family Services | |||||||
| 401 East MacMillan Street | Cincinnati | OH | 45206 | None | 501(c)(3) | Health Care | $100 |
| Madeline Gordon Gifts of Life Foundation | |||||||
| PO Box 6945 | Cincinnati | OH | 45206 | None | 501(c)(3) | Health and Education | $100 |
| People Working Cooperatively | |||||||
| 4612 Paddock Road | Cincinnati | OH | 45229 | None | 501(c)(3) | Housing Repairs for Low-Income People | $100 |
| Soteni International | |||||||
| 103 Wm Howard Taft Road | Cincinnati | OH | 45219 | None | 501(c)(3) | Global Health, Security and Education | $100 |
| SPCA Fund | |||||||
| 11900 Conrey Road | Cincinnati | OH | 45249 | None | 501(c)(3) | Education | $500 |
| Summer Search | |||||||
| 101 Howard Street Suite 250 | San Francisco | CA | 94105 | None | 501(c)(3) | Employment Procurement Assistance; Job Training | $100 |
| Tandana Corporation | |||||||
| 2933 Lower Bellbrook Road | Spring Valley | OH | 45370 | None | 501(c)(3) | Educational | $100 |
| Tender Mercies | |||||||
| 27 W 12 Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Fight Against Poverty | $100 |
| The Nature Conservancy | |||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | 501(c)(3) | Conservation | $250 |
| Weston Art Gallery - Cincinnati Arts Association | |||||||
| 650 Walnut Street | Cincinnati | OH | 452022517 | None | 501(c)(3) | Arts | $2,500 |
| Working Dogs for Conservation | |||||||
| PO Box 280 | Bozeman | MT | 59771 | None | 501(c)(3) | Conservation and Research | $100 |
| The Children's Home | |||||||
| 5050 Madison Road | Cincinnati | OH | 45227 | None | 501(c)(3) | Education and Behavioral Health | $100 |
| Clever Crazes for Kids | |||||||
| 625 Eden Park Drive 200 | Cincinnati | OH | 45202 | None | 501(c)(3) | Educational | $100 |
| De Cavel Family SIDS Foundation | |||||||
| PO Box 3243 | Cincinnati | OH | 45220 | None | 501(c)(3) | Philanthropy and Voluntarism | $250 |
| DePaul Cristo Rey High School | |||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | None | 501(c)(3) | Education | $100 |
| East Walnut Hills Assembly | |||||||
| PO Box 68050 | Cincinnati | OH | 45206 | None | 501(c)(3) | Community Coalitions | $100 |
| Joy | |||||||
| 10117 Old 3-C Highway PO Box 417 | Clacksville | OH | 45113 | None | 501(c)(3) | Education | $100 |
| Manifest Gallery | |||||||
| 2727 Woodburn Ave PO Box 6218 | Cincinnati | OH | 45206 | None | 501(c)(3) | Arts/Education | $1,100 |
| Mills Creek Alliance | |||||||
| 1223 Jefferson Avenue | Reading | OH | 45215 | None | 501(c)(3) | Education | $100 |
| Mingei International Museum | |||||||
| 1439 El Prado | San Diego | CA | 92101 | None | 501(c)(3) | Arts, Culture, Humanities | $500 |
| Museum of Contemporary Arts San Diego | |||||||
| 700 Prospect Street | La Jolla | CA | 92037 | None | 501(c)(3) | Arts, Culture, Humanities | $300 |
| Natal Pro-Choice America | |||||||
| 1725 Eye Street NW 900 | Washington | DC | 20006 | None | 501(c)(3) | Advocacy and Education | $250 |
| National Public Radio | |||||||
| 1111 N Capital Street NE | Washington | DC | 20002 | None | 501(c)(3) | Journalism | $40,000 |
| Ohio Citizens for the Arts Foundation | |||||||
| 144 E State Street | Columbus | OH | 43215 | None | 501(c)(3) | Arts, Cultural | $120 |
| OTR Chamber of Commerce | |||||||
| 1805 Elm Street 3rd Floor | Cincinnati | OH | 45202 | None | 501(c)(3) | Human Services Support | $100 |
| Planned Parenthood of SW Ohio | |||||||
| 2314 Auburn Ave | Cincinnati | OH | 45219 | None | 501(c)(3) | Family Planning Education | $250 |
| ProKids | |||||||
| 2605 Burnet Ave | Cincinnati | OH | 45219 | None | 501(c)(3) | Human Services Support | $100 |
| San Diego Food Bank | |||||||
| 9850 Distribution Ave | San Diego | CA | 92121 | None | 501(c)(3) | Food Banks | $100 |
| Taft Museum of Art | |||||||
| 316 Pike Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Arts | $150 |
| World Central Kitchen | |||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | DC | 20001 | None | 501(c)(3) | Food Banks | $2,500 |
| YMCA Greater Cincinnati | |||||||
| 898 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Human Services Support | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,620 | 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 | $44,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $488,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $532,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $532,770 | 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 | Accounting Fees | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie Inc COM | $103,212 | $103,212 |
| Adobe Systems - 1500 shrs | $191,100 | $191,100 |
| Air Lease Corp Cl A- 2000 shrs | $52,935 | $52,935 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $88,980 | $88,980 |
| Alphabet Inc Cap Stk Cl A- 100 shrs | $88,839 | $88,839 |
| Amazon Com Inc- 200 SHRS | $194,636 | $194,636 |
| AMN Healthcare Svcs Inc. COM shrs 2000 | $117,970 | $117,970 |
| Apple, Inc. - 3000 shrs | $490,688 | $490,688 |
| AXOS FINANCIAL INC COMMON STOCK | $77,920 | $77,920 |
| Bank Amer Corp- 3000 SHRS | $84,694 | $84,694 |
| Blackrock Inc Com- 200 SHRS | $60,716 | $60,716 |
| CItiGroup Inc- 1000 Shrs | $55,032 | $55,032 |
| Costco Wholesale Corp - 1000 shrs | $235,705 | $235,705 |
| CVS Caremark - 1500 shrs | $82,578 | $82,578 |
| Intuitive Surgical, Inc. - 200 Shrs | $207,035 | $207,035 |
| Johnson & Johnson | $86,985 | $86,985 |
| JP Morgan Chase - 1000 shrs | $59,164 | $59,164 |
| Microsoft Corp COM | $218,202 | $218,202 |
| O Reilly Automotive, Inc. - 1000 shrs | $313,939 | $313,939 |
| Paypal HLDGS | $78,565 | $78,565 |
| Pepsico, INc. - 1000 shrs | $72,632 | $72,632 |
| Salesforce.com INC COM | $76,417 | $76,417 |
| Scotts Miracle Go Co - 1000 Shrs | $21,578 | $21,578 |
| Veeva Systems Inc Class A Common Stock | $83,970 | $83,970 |
| VERIZON COMMUNICATIONS | $74,740 | $74,740 |
| Visa Inc COM CL A | $97,365 | $97,365 |
| BROOKFIELD INFRASTRUCTURE PARTNERS L P UNITS | $76,944 | $76,944 |
| BROOKFIELD RENEWABLE PARTNERS LP | $87,540 | $87,540 |
| Medtronic PLC Com | $61,575 | $61,575 |
| Omega Healthcare Investors | $29,873 | $29,873 |
| Welltower Inc COM | $61,040 | $61,040 |
| INMODEL LTD COM | $137,280 | $137,280 |
| Amyris Inc Com | $19,670 | $19,670 |
| Upstart Hldgs Inc Com | $11,590 | $11,590 |
| Horizon Therapeutics PLC | $62,320 | $62,320 |
| Advanced Micro Devices Inc Com | $30,030 | $30,030 |
| Goldman Sachs Group Inc Com | $68,902 | $68,902 |
| Merck & Co Inc Com | $101,200 | $101,200 |
| Qualcomm Inc | $70,596 | $70,596 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| Amt | $2,695,531 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Revenue And Expenses Per Books | $199 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $199 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $36,148 | $36,148 | $0 |
| Management fees | $86,000 | $43,000 | $43,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ohio Tax | $200 | $200 | $0 |
| Federal Taxes | $6,044 | $0 | $0 |
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