BLR FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BLR FOUNDATION INC (EIN 20-3936633)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202211369349100636
- 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
- Applied To Prior Year Election
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T08:41:02-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203936633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLR Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLRF | BusinessNameControlTxt |
| Phone | 5133610444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4229 Roundbottom Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Doug Evans | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5133610444 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Doug | PersonFirstNm |
| Person Last | Evans | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,088,602 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $92 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $520,074 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,957 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,721 | 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 | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,616 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $400 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $18,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $632 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $671,217 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $774,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,087,970 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $690,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $775,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,088,602 | 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 | $690,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $775,514 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $690,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $775,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $690,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $775,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $690,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $775,514 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $775,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2021 Sales | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $519,582 | GrossSalesPriceAmt |
| Cost Or Other Basis | $410,625 | CostOrOtherBasisAmt |
| Gain Or Loss | $108,957 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $108,957 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,957 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | 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 | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $1,208 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Doug Evans | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5133610444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4229 Roundbottom Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45244 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas L Evans | ||||||||
| 4229 Roundbottom Road | Cincinnati | OH | 45244 | President | 1.00 | $0 | $0 | $0 |
| Richard E Evans | ||||||||
| 4229 Roundbottom Road | Cincinnati | OH | 45244 | Vice President | 1.00 | $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 | $1,009,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,025,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,025,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,010,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,706 | TotalTaxAmt |
| Distributable Before Adj | $48,800 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,800 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,800 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,316 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,316 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,459 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $2,812 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,316 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,504 | AppliedToYear1Amt |
| Applied To Prior Years | $2,812 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $6,955 | Taxable2Amt |
| Undistributed Income CY | $48,800 | 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 | Robert Edmiston | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 Pete Rose Way | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133610444 | RecipientPhoneNum |
| Form And Info And Materials | One Page Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Carradine Youth Boxing Academy | ||||||
| 2739 W McMicken Ave | Cincinnati | OH | 45225 | PC | Unrestricted Donation | $5,000 |
| Inter Parish Ministry | ||||||
| 3509 Debolt Rd | Cincinnati | OH | 45244 | PC | Unrestricted Donation | $2,500 |
| Mitch's Mission | ||||||
| 6744 Wetheridge Dr | Cincinnati | OH | 45230 | PC | Unrestricted Donation | $1,000 |
| AIA Cincinnati | ||||||
| 1114 Race St | Cincinnati | OH | 45202 | PC | Unrestricted Donation | $1,500 |
| Madi's House | ||||||
| 5081 Glencrossing Way | Cincinnati | OH | 45238 | PC | Unrestricted Donation | $2,500 |
| Pink Ribbon Girls | ||||||
| 32 E MAIN ST | Tipp City | OH | 45371 | PC | Unrestricted Donation | $5,000 |
| Crossroads Church | ||||||
| 3500 Madison rd | Cincinnati | OH | 45209 | PC | Unrestricted Donation | $5,000 |
| Atrium Health Foundation | ||||||
| 208 East Blvd | Charlotte | NC | 42823 | PC | Unrestricted Donation | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,500 | 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 | $13,764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $109,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $123,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,213 | 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 | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | BLR Foundation, Inc.20-3936633For Tax Year Ended 12/31/21Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending December 31, 2019 in the amount of $2,812.Signed: Name and Title Date | ElectionDesc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Refund of Fed Taxes | AssetDesc |
| How Acquired | Donated | HowAcquiredTxt |
| Gross Sales Price | $492 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $492 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (68 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPHABET INC - CL A | AT COST | $7,926 | $23,176 |
| AMAZON.COM INC | AT COST | $14,040 | $26,675 |
| ANALOG DEVICES INC | AT COST | $3,315 | $9,843 |
| CAPITAL ONE FINANCIAL CORP | AT COST | $7,664 | $13,348 |
| COSTCO WHOLESALE CORP | AT COST | $2,572 | $8,516 |
| EDWARDS LIFESCIENCES CORP | AT COST | $4,407 | $14,639 |
| FISERV INC | AT COST | $5,604 | $8,926 |
| HOME DEPOT INC | AT COST | $5,675 | $14,940 |
| ILLINOIS TOOL WORKS | AT COST | $6,892 | $11,353 |
| JP MORGAN CHASE & CO | AT COST | $6,888 | $17,577 |
| JOHNSON & JOHNSON | AT COST | $8,820 | $10,777 |
| M & T BANK CORP | AT COST | $6,905 | $6,758 |
| MCCORMICK & CO INC COM NON VTG | AT COST | $13,911 | $14,298 |
| MICROSOFT CORP | AT COST | $9,486 | $39,013 |
| NEXTERA ENERGY INC | AT COST | $1,338 | $9,429 |
| PROLOGIS INC | AT COST | $7,400 | $18,351 |
| ROCKWELL AUTOMATION, INC | AT COST | $6,951 | $13,954 |
| TEXAS INSTRUMENTS INC | AT COST | $5,884 | $12,627 |
| UNITEDHEALTH GROUP INC | AT COST | $8,268 | $15,566 |
| VALERO ENERGY CORP | AT COST | $9,842 | $11,041 |
| VISA INC CLASS A SHARES | AT COST | $5,858 | $16,687 |
| ACCENTURE PLC CL A | AT COST | $5,805 | $17,411 |
| CHUBB LIMITED | AT COST | $4,773 | $8,892 |
| Chevron Corporation | AT COST | $9,413 | $9,857 |
| Crown Castle INTL Corp | AT COST | $7,099 | $10,854 |
| Nvidia Corp | AT COST | $2,542 | $14,411 |
| Procter & Gamble CO | AT COST | $11,933 | $14,886 |
| WEC ENERGY GROUP INC | AT COST | $8,448 | $9,222 |
| ADVANCED MICRO DEVICES | AT COST | $1,550 | $4,745 |
| APPLE INC | AT COST | $17,219 | $40,131 |
| BOEING CO | AT COST | $5,955 | $7,248 |
| WALT DISNEY CO | AT COST | $5,226 | $8,054 |
| INTUITIVE SURGICAL INC | AT COST | $8,858 | $17,965 |
| ELI LILLY & CO W/1 RT/SH | AT COST | $4,580 | $9,115 |
| NIKE INC CL B | AT COST | $5,579 | $11,167 |
| PEPSICO INC | AT COST | $7,545 | $9,728 |
| SHERWIN-WILLIAMS CO W 1 RT SH | AT COST | $7,997 | $12,326 |
| SYSCO CORP | AT COST | $5,647 | $8,248 |
| AVALONBAY COMMUNITIES INC | AT COST | $7,267 | $9,093 |
| BANK OF AMERICA CORP | AT COST | $13,926 | $14,904 |
| BOOKING HOLDINGS INC | AT COST | $6,565 | $7,198 |
| CATERPILLAR INC | AT COST | $8,501 | $7,856 |
| CHIPOTLE MEXICAN GRILL | AT COST | $8,669 | $10,490 |
| Church & Dwight Co INC | AT COST | $12,526 | $14,248 |
| Danaher Corp | AT COST | $13,149 | $13,818 |
| Deere & Co | AT COST | $8,650 | $8,577 |
| Dow INC | AT COST | $5,565 | $4,935 |
| Hilton Worldwide Holdings INC | AT COST | $6,816 | $7,488 |
| Humana INC | AT COST | $8,088 | $9,741 |
| MCDONALDS CORP | AT COST | $12,506 | $12,867 |
| Pioneer Natural Resource | AT COST | $7,122 | $6,730 |
| Prudental Financial INC | AT COST | $11,384 | $11,365 |
| Regions Financial Holdings | AT COST | $8,173 | $7,761 |
| Tesla Inc | AT COST | $10,302 | $14,795 |
| Wasatch Wasatch Emerging Markets | AT COST | $28,193 | $28,504 |
| FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND R-6 | AT COST | $5,686 | $6,151 |
| FEDERATED TOTAL RETURN BOND FUND-RG | AT COST | $15,554 | $16,196 |
| GUGGENHEIM LIMITED DURATION CL | AT COST | $7,989 | $8,160 |
| INVESCO POWERSHARES PREFERRED PORTFOLIO ETF | AT COST | $2,014 | $2,040 |
| ISHARES CORE S&P SMALL-CAP ETF | AT COST | $38,174 | $38,475 |
| LORD ABBETT SHORT DURATION INCOME FUND - CLASS I | AT COST | $16,323 | $16,295 |
| MFS GLOBAL REAL ESTATE FUND-R6 | AT COST | $61,472 | $75,576 |
| METROPOLITAN WEST UNC BD-1 | AT COST | $4,040 | $4,019 |
| MORGAN STANLEY INTL ADVANTAGE CL I | AT COST | $92,317 | $115,713 |
| PIMCO INCOME FUND - INSTITUTIONAL CLASS | AT COST | $6,190 | $6,164 |
| Vanguard Inflation Protected Securities Fund | AT COST | $6,084 | $6,165 |
| Victory Sycamore Est Value | AT COST | $55,705 | $54,734 |
| WESTERN ASSET CORE PLUS BOND FUND- INSTITUTIONAL | AT COST | $16,117 | $16,158 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $9,616 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,616 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income tax Paid | $1,750 | $0 | $0 |
| Ohio Registration fee | $400 | $0 | $400 |