BETA

FOUNDATION FOR TALBERT HOUSE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR TALBERT HOUSE (EIN 31-1624973)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202231369349306568
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T11:33:29-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EAST 4TH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311624973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR TALBERT HOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone5137517747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VICTORY PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER HILTZPersonNm
Person TitleCHAIRMAN OF THE BOARDPersonTitleTxt
Phone5137517747PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastHILTZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATOSHA DILLEYPreparerPersonNm
PTINP01225377PTIN
Phone5132413111PhoneNum
Preparation2022-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPETER HILTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VICTORY PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45206ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,705,393GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO SOLELY SERVE AS A FOUNDATION FOR TALBERT HOUSE INC. FOR THE PURPOSE OF CARRYING ON AND FURTHERING THE SUCCESS OF THAT ORGANIZATION.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,519,399PYContributionsGrantsAmt
CY Contributions Grants$2,559,837CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$131,994PYInvestmentIncomeAmt
CY Investment Income$153,108CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,651,393PYTotalRevenueAmt
CY Total Revenue$2,712,945CYTotalRevenueAmt
PY Grants And Similar Paid$1,266,608PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,176,482CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$215,475CYTotalFundraisingExpenseAmt
PY Other Expenses$203,890PYOtherExpensesAmt
CY Other Expenses$248,402CYOtherExpensesAmt
PY Total Expenses$1,470,498PYTotalExpensesAmt
CY Total Expenses$1,424,884CYTotalExpensesAmt
PY Revenues Less Expenses$180,895PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,288,061CYRevenuesLessExpensesAmt
Total Assets BOY$5,808,048TotalAssetsBOYAmt
Total Assets EOY$8,471,990TotalAssetsEOYAmt
Total Liabilities BOY$41,595TotalLiabilitiesBOYAmt
Total Liabilities EOY$29,651TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,766,453NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,442,339NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE FOUNDATION FOR TALBERT HOUSE IS TO PROVIDE FINANCIAL AND FUNDRAISING SUPPORT THAT LEAVES A LEGACY FOR TALBERT HOUSE TO PROVIDE CRITICAL SERVICES IN THE FUTURE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,176,482ExpenseAmt
Grant$1,176,482GrantAmt
DescSUPPORT THE OPERATIONS OF TALBERT HOUSE.Desc
Total Program Service Expenses$1,176,482TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARLA BROOKS CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5137517747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VICTORY PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45206ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KRISTIN O'BRIEN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
PETER HILTZ
CHAIR1.00Yes (X)Yes (X)$0$0$0
RACHEL RASMUSSEN
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
SUE SANDERS
TREASURER1.00Yes (X)Yes (X)$0$0$0
ANN LUGBILL
TRUSTEE1.00Yes (X)$0$0$0
JOHN BAHL
TRUSTEE1.00Yes (X)$0$0$0
LESLIE MCNEILL
TRUSTEE1.00Yes (X)$0$0$0
SAMUEL ROSSELL
TRUSTEE1.00Yes (X)$0$0$0
STACY COLE
TRUSTEE1.00Yes (X)$0$0$0
DR SUSAN STEGMAN
TRUSTEE1.00Yes (X)$0$0$0
CARLA BROOKS
TALBERT HOUSE CFO1.00Yes (X)$0$0$050.00
NEIL TILOW
TALBERT HOUSE CEO1.00Yes (X)$0$0$060.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,559,837AllOtherContributionsAmt
Noncash Contributions$34,050NoncashContributionsAmt
Total Contributions$2,559,837TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,398TotalRevenueColumnAmt
Exclusion$111,398ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,034,158SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,992,448SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$41,710SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,710TotalRevenueColumnAmt
Exclusion$41,710ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,712,945TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$153,108ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,176,482TotalAmt
Program Services$1,176,482ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,375TotalAmt
Management And General$12,375ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$20,552TotalAmt
Management And General$20,552ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFUNDRAISING EXPENSEDesc
Total$215,475TotalAmt
Fundraising$215,475FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,424,884TotalAmt
Program Services$1,176,482ProgramServicesAmt
Management And General$32,927ManagementAndGeneralAmt
Fundraising$215,475FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$477,045BOYAmt
EOY$1,564,159EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$191,000BOYAmt
EOY$15,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$43,141BOYAmt
EOY$39,917EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,053,470BOYAmt
EOY$6,809,522EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$43,392BOYAmt
EOY$43,392EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,808,048BOYAmt
EOY$8,471,990EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$41,595BOYAmt
EOY$29,651EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$41,595BOYAmt
EOY$29,651EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,337,099BOYAmt
EOY$7,025,250EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,429,354BOYAmt
EOY$1,417,089EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,766,453BOYAmt
EOY$8,442,339EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,808,048BOYAmt
EOY$8,471,990EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,288,061ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,387,825NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,162,742CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,084,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,439,278CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,519,399CurrentTaxYearMinus1YearAmt
Current Tax Year$2,559,837CurrentTaxYearAmt
Total$7,765,717TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,162,742CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,084,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,439,278CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,519,399CurrentTaxYearMinus1YearAmt
Current Tax Year$2,559,837CurrentTaxYearAmt
Total$7,765,717TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$7,765,717PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,567CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$111,816CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,833CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,464CurrentTaxYearMinus1YearAmt
Current Tax Year$111,398CurrentTaxYearAmt
Total$547,078TotalAmt
FieldValueIRS element (for citing)
Total Support$8,312,795TotalSupportAmt
Public Support CY1700.93420PublicSupportCY170Pct
Public Support PY1700.93600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,080,218TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,387,825NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,387,825RevenueNotReportedAmt
Revenue Subtotal$2,692,393RevenueSubtotalAmt
Investment Expenses Not Incld$20,552InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$20,552RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,712,945TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,404,332TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,404,332ExpensesSubtotalAmt
Investment Expenses Not Incld2$20,552InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$20,552ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,424,884TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS DETERMINED THAT IT IS NOT A PRIVATE FOUNDATION AS DEFINED BY THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED ACCOUNTING GUIDANCE WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRELATED BUSINESS INCOME.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
TALBERT HOUSE INC
2600 VICTORY PARKWAYCINCINNATIOH45206310713350501(C)(3)$725,495PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES.
TALBERT SERVICES INC
2600 VICTORY PARKWAYCINCINNATIOH45206311276766501(C)(3)$307,023PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES.
COUNCIL ON CHILD ABUSE
2600 VICTORY PARKWAYCINCINNATIOH45229310942232501(C)(3)$99,964PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES.
GATEWAYS RECOVERY INC
2600 VICTORY PARKWAYCINCINNATIOH45206310837134501(C)(3)$44,000PROVIDE
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION'S BOARD OF TRUSTEES EMPLOYS SEVERAL PROCESSES FOR MONITORING THE USE OF ITS GRANT FUNDS; THESE INCLUDE INDEPENDENT REVIEW OF GRANTEE'S PROGRAMS BY THE FOUNDATION BOARD, REVIEW AND EXAMINATION OF GRANTEE'S FINANCIAL STATEMENTS AND INDEPENDENT AUDITOR'S REPORTS, DISCUSSION WITH KEY MANAGEMENT AND PERSONNEL OF THE GRANTEE, AND RECEIPT OF REGULAR REPORTS FROM THE GRANTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution601ContributionCnt
Noncash Contributions Rpt F990$34,050NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO SEPARATE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FOR FOUNDATION FOR TALBERT HOUSE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY SENIOR FINANCE STAFF. THE FORM 990 IS THEN PRESENTED TO SENIOR MANAGEMENT FOR THEIR REVIEW. FINALLY, THE FORM 990 IS ELECTRONICALLY SENT TO ALL BOARD OF DIRECTOR MEMBERS FOR THEIR REVIEW AND APPROVAL, PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY ANY BUSINESS RELATIONSHIP (INCLUDING BOARD MEMBERSHIP OR EMPLOYMENT), PERSONAL RELATIONSHIP, AND OTHER RELATIONSHIPS THAT THEY OR THEIR FAMILIES HAVE WITH ANY OTHER FOUNDATION BOARD MEMBERS, FORMER BOARD MEMBERS, OR THE PRESIDENT/CEO OF TALBERT HOUSE INC. NO SUCH RELATIONSHIPS WERE REPORTED; HAD ANY BEEN REPORTED, THE BOARD MEMBER WOULD HAVE BEEN PROHIBITED FROM PARTICIPATING IN ANY RELATED BOARD DISCUSSIONS OR DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES FORM 990 RETURNS, LETTER(S) OF DETERMINATION, AND OTHER INFORMATION, AS REQUIRED, AVAILABLE UPON REQUEST.
PART XII; LINE 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AFFILIATION'S AUDIT COMMITTEE.

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