YUNG FAMILY FOUNDATION THE: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
YUNG FAMILY FOUNDATION THE (EIN 83-2909333)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349102080
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T09:55:29-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN610735266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLUMBIA SUSSEX CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1740 CENTRE VIEW BLVDAddressLine1Txt
CityCRESTVIEW HILLSCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832909333EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE YUNG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYUNGBusinessNameControlTxt
Phone8595781184PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1740 CENTRE VIEW BLVDAddressLine1Txt
CityCRESTVIEW HILLSCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J YUNGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8595781100PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastYUNGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL N WEIRICHPreparerPersonNm
PTINP00679904PTIN
Phone8595781100PhoneNum
Preparation2022-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,471,562FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$732InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$732InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,050DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,050DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,480OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$34,262TotalRevAndExpnssAmt
Total Net Invst Incm$31,782TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$200OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$200OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,333OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,333OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,533TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,333TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,079,334ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,079,334ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,080,867TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,333TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,079,534TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,046,605ExcessRevenueOverExpensesAmt
Net Investment Income$30,449NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,485,227SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,438,622SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,471,562SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$9,485,227TotalAssetsBOYAmt
Total Assets EOY$4,438,622TotalAssetsEOYAmt
Total Assets EOYFMV$5,471,562TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$9,485,227CapitalStockBOYAmt
Capital Stock EOY$4,438,622CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,485,227TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,438,622TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,485,227TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,438,622TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,485,227TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,046,605ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,438,622SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,438,622TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$423InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$423SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,415EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,415TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,992OverpaymentAmt
Applied To ES Tax$3,992AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS L DRAKE - AUTHORIZED REPRESIndividualWithBooksNm
Phone8595781184PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1740 CENTRE VIEW BLVDAddressLine1Txt
CityCRESTVIEW HILLSCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM J YUNG III
350 KINGS TOWN DRIVENAPLESFL34102PRESIDENT, DIRECTOR2.30$0$0$0
MARTHA A YUNG
350 KINGS TOWN DRIVENAPLESFL34102SECRETARY, TREASURER, DIRE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,807,732AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,341,479AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,149,211TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,149,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,238CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,026,973NetVlNoncharitableAssetsAmt
Minimum Investment Return$401,349MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$401,349MinimumInvestmentReturnAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Total Tax$423TotalTaxAmt
Distributable Before Adj$400,926DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$400,926DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$400,926DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,079,534ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,079,534QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$400,926DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$4,234,750ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$516,525ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,751,275TotalExcessDistributionCyovAmt
Qualifying Distributions$5,079,534QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$400,926AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,678,608RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,429,883TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,429,883ExcessDistriCyovToNextYrAmt
Excess From Year2$4,234,750ExcessFromYear2Amt
Excess From Year1$516,525ExcessFromYear1Amt
Excess From Current Year$4,678,608ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM J YUNG IIIContributingManagerNm
Contributing ManagerMARTHA A YUNGContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE YUNG FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1740 CENTRE VIEW BLVDAddressLine1Txt
CityCRESTVIEW HILLSCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8595781100RecipientPhoneNum
Recipient Email AddressINFO@YUNGFAMILYFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsORGANIZATIONS INTERESTED IN REQUESTING A GIFT FROM THE FOUNDATION ARE ENCOURAGED TO WRITE TO THE FOUNDATION BY MAIL. SUBMISSIONS SHOULD CONTAIN THE PURPOSE AND BACKGROUND OF THE ORGANIZATION. APPLICANTS SHOULD SUBMIT AS MUCH DETAIL AS NECESSARY TO EXPLAIN AND JUSTIFY THE NEED FOR FUNDING. ALL APPLICATIONS ARE REVIEWED, AFTER WHICH TIME THE APPLICANT MAY BE INVITED FOR AN INTERVIEW.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR SUBMISSIONSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION HAS NO RESTRICTIONS OR LIMITATIONS ON AWARDS, HOWEVER ORGANIZATIONS RECEIVING FUNDING MUST ALIGN WITH AT LEAST ONE PRIMARY OBJECTIVE OF THE FOUNDATION. THE PRIMARY OBJECTIVE OF THE FOUNDATION IS TO MAKE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS FOR THE BENEFIT OF VETERANS; TO ASSIST WITH RESEARCH OF MENTAL HEALTH; OR FOR THE BENEFIT OF EDUCATION FOR DISADVANTAGED YOUTH. ORGANIZATIONS MUST QUALIFY UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) WITH EVIDENCE AS SUCH.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR CATHOLIC URBAN EDUCATION ACUE
1125 MADISON AVENUECOVINGTONKY41011PCTO SUPPORT GENERAL MISSION$100,000
BOYS & GIRLS CLUBS OF GREATER CINCINNATI
600 DALTON AVENUECINCINNATIOH45203PCTO SUPPORT GRADUATE PROGRAM WITH THE MISSION OF ENABLING ALL YOUNG PEOPLE, ESPECIALLY THOSE IN MOST NEED OF SUPPORT, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS.$50,000
THE CHRIST HOSPITAL FOUNDATION
2123 AUBURN AVENUE SUITE 528CINCINNATIOH45219PCIN SUPPORT OF THE COMPREHENSIVE BREAST CENTER & THE HEART AND VASCULAR INSTITUTE , TO PROVIDE PATIENT MEDICAL AND SURGICAL TREATMENTS, CLINICAL RESEARCH AND ASSISTANCE FOR THOSE IN NEED.$200,000
THE UNIVERSITY OF CINCINNATI FOUNDATION
PO BOX 19970CINCINNATIOH45219PCTHE YUNG FAMILY PERSONALIZED MEDICINE RESEARCH FUND FOR ANXIETY AND RELATED DISORDERS$728,334
THE CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUECLEVELANDOH44195PCTO SUPPORT CLINICAL AND RESEARCH ACTIVITIES AT THE CALCIUM CENTER WITHIN THE ENDOCRINOLOGY AND METABOLISM INSTITUTE.$1,000,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCTO SUPPORT THE MISSION OF HONORING THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER, AS WELL AS MILITARY AND OTHER FIRST RESPONDERS.$1,000
MASSACHUSETTS GENERAL HOSPITAL HOME BASE PROGRAM
125 NASHUA STREET SUITE 540BOSTONMA02114PCTO SUPPORT THE GENERAL MISSION OF PROVIDING HEALING OF INVISIBLE WOUNDS FOR VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES THROUGH WORLD-CLASS CLINICAL CARE, WELLNESS, EDUCATION, AND RESEARCH.$1,000,000
ST ELIZABETH HEALTHCARE FOUNDATION - HEART AND VASCULAR INSTITUTE
1 MEDICAL VILLAGE DRIVEEDGEWOODKY41017PCTO SUPPORT THE HEART AND VASCULAR INSTITUTE AND MAKING A POSITIVE IMPACT ON THE HEART HEALTH OF THE COMMUNITY.$1,000,000
HOMES FOR OUR TROOPS INC
6 MAIN STREETTAUNTONMA02780PCTO SUPPORT GENERAL MISSION OF BUILDING AND DONATING SPECIALLY ADAPTED CUSTOM HOMES FOR SEVERELY INJURED POST 9/11 VETERANS.$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,079,334TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ST ELIZABETH HEALTHCARE FOUNDATION - HEART AND VASCULAR INSTITUTEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11 MEDICAL VILLAGE DRIVEAddressLine1Txt
CityEDGEWOODCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO SUPPORT THE HEART AND VASCULAR INSTITUTE AND MAKING A POSITIVE IMPACT ON THE HEART HEALTH OF THE COMMUNITY.GrantOrContributionPurposeTxt
Amt$6,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$6,000,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$732ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,050ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUND - EXCISE TAXDesc
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$2,480RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,782ExclusionAmt
Related Or Exempt Function Incm$2,480RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,262TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementOTHER REVENUE IS A FEDERAL EXCISE TAX REFUND (OVERPAYMENT) PAID FOR A PRIOR YEAR (TAX YEAR 2019). THIS PAYMENT WAS AN ESTIMATED AMOUNT AND APPLIED TO THE TAX LIABILITY OF THE FOUNDATION OPERATING FOR AN EXEMPT PURPOSE.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANKING FEESDesc
Revenue And Expenses Per Books$1,333RevenueAndExpensesPerBooksAmt
Net Investment Income$1,333NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUND - EXCISE TAXDesc
Revenue And Expenses Per Books$2,480RevenueAndExpensesPerBooksAmt
Adjusted Net Income$2,480AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOHIO ATTORNEY GENERAL- ANNUAL REPORTCategoryTxt
Amt$200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

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