JAMES J AND JOAN A GARDNER FAMILY FOUNDATION: Form 990PF, tax year 2020
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- Organization
- JAMES J AND JOAN A GARDNER FAMILY FOUNDATION (EIN 31-1397164)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349101306
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T09:20:18-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S WACKER DRIVE STE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311397164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES J AND JOAN A GARDNER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 5134591085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 480 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERI S YOUNG | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5134591085 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KERI | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $155,519,574 | 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 | $1,282,195 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $926,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $926,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,877,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,111,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,631,059 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $802,016 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $945,195 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,929,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,543,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,271 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,271 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,658 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,658 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,310 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $311,211 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $258,140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,071 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $225,009 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,009 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,274 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,274 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,405 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $659,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,059,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,575,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,869,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,280,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,260,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,780,709 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,781,869 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,678,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,389,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,276,838 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,073,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,708,296 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,460,867 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,012,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,878,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,519,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $51,012,496 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,878,884 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,012,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,878,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,012,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,878,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,012,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,869,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $60,882,375 | SubtotalAmt |
| Other Decreases | $3,491 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,878,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $13,111,274 | $787,876 | $12,323,398 | $12,323,398 | |
| PARTNERSHIP FUND #2 | $15,219 | $15,219 | P | ||
| PARTNERSHIP FUND #3 | -$24,757 | -$24,757 | P | ||
| PARTNERSHIP FUND #3 | $862 | $862 | P | ||
| PARTNERSHIP FUND #4 | $50,702 | $50,702 | P | ||
| PARTNERSHIP FUND #4 | -$6,028 | -$6,028 | P | ||
| PARTNERSHIP FUND #5 | $105,660 | $105,660 | P | ||
| PARTNERSHIP FUND #7 | $407,078 | $407,078 | P | ||
| PARTNERSHIP FUND #7 | -$95,874 | -$95,874 | P | ||
| PARTNERSHIP FUND #5 | -$145,201 | -$145,201 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,631,059 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $198,500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $198,500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $198,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $234,284 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $254,284 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $848 | EsPenaltyAmt |
| Overpayment | $54,936 | OverpaymentAmt |
| Applied To ES Tax | $54,936 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.GARDNERFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | BETTINA ROSS | IndividualWithBooksNm |
| Phone | 5134591085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 480 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA G MUELLER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TREASURER AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORRAINE G SOMMER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SPENCER J GARDNER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET M JOHNS | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | SECRETARY AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| GARY D JOHNS | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | CHAIRMAN AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| ERIC G MUELLER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN J MUELLER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURA K MUELLER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | VICE CHAIRMAN AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| KYLE J JOHNS | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BLAIRE A HARDER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLIE A JOHNS | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ADAM T MUELLER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIA E SOMMER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MADELINE M JOHNS | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETTINA H ROSS | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | EXECUTIVE DIRECTOR | 24.00 | $89,271 | $19,658 | $0 |
| KERI S YOUNG | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALLISON D MUELLER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KYLE C HARDER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANGELIA M GARDNER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUMMER HILL CAPITAL PARNTERS LLC | |||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | INVESTMENT ADVISORY | $258,140 |
| SUMMER HILL INC | |||||
| 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | ACCOUNTING AND ADMINISTRATION | $162,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $74,430,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,907,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,480,760 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,818,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,818,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,007,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,811,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,590,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,590,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198,500 | TotalTaxAmt |
| Distributable Before Adj | $6,392,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,392,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,392,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,575,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,575,989 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,575,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,392,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,299,186 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,575,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,299,186 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,803 | 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 | $6,115,254 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA G MUELLER | ContributingManagerNm |
| Contributing Manager | LORRAINE G SOMMER | ContributingManagerNm |
| Contributing Manager | SPENCER J GARDNER | ContributingManagerNm |
| Contributing Manager | MARGARET M JOHNS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JAMES J AND JOAN A GARDNER FAMI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 480 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5134591085 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE AND AMOUNT OF GRANT/GENERAL INFORMATION ON ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A LITTLE HELP | |||||||
| 2755 S LOCUST STREET SUITE 220 | DENVER | CO | 80222 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| ACCELERATE GREAT SCHOOLS | |||||||
| 30 GARFIELD PLACE SUITE 700 | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $300,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| ART OPPORTUNITIES INC (ARTWORKS) | |||||||
| 20 E CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| ARTSQUEST | |||||||
| 101 FOUNDERS WAY | BETHLEHEM | PA | 18015 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| BACKCOUNTRY HUNTERS AND ANGLERS | |||||||
| 725 W ALDER SUITE 11 | MISSOULA | MT | 59802 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| BETHANY HOUSE SERVICES INC | |||||||
| 1841 FAIRMOUNT AVENUE | CINCINNATI | OH | 45214 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| BOYS & GIRLS CLUBS OF GREATER CINCINNATI | |||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD SUITE 139 | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $60,000 | |
| CENTER FOR ADDICTION TREATMENT | |||||||
| 830 EZZARD CHARLES DR | CINCINNATI | OH | 45214 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| CINCINNATI WORKS INC | |||||||
| 708 WALNUT STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $51,000 | |
| CINCINNATI YOUTH COLLABORATIVE | |||||||
| 301 OAK STREET | CINCINNATI | OH | 452192508 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY INC (SECOND HARVEST FOOD | |||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| DAVE PARKER39 FOUNDATION INC | |||||||
| PO BOX 37392 | CINCINNATI | OH | 45222 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| FREESTORE FOODBANK INC | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $35,000 | |
| FRIARS CLUB INC | |||||||
| 4300 VINE STREET | CINCINNATI | OH | 45217 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| GOD'S LOVE WE DELIVER INC | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| GREEN UMBRELLA (CROWN CINCINNATI) | |||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| LA SOUPE INC | |||||||
| 915 E MCMILLAN STREET | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $65,000 | |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC (LADD) | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| MARY MAGDALEN FOUNDATION INC | |||||||
| 1629 REPUBLIC STREET | CINCINNATI | OH | 45202 | POF | EXEMPT PURPOSE OF ORGANIZATION | $76,500 | |
| MAY WE HELP FOUNDATION | |||||||
| 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | PC | EXEMPT PURPOSE OF ORGANIZATION | $9,000 | |
| MOUNTAIN FAMILY CENTER | |||||||
| PO BOX 638 | GRANBY | CO | 80446 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| MUSIC HALL REVITALIZATION COMPANY INC | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| OCEAN REEF CONSERVATION ASSOCIATION INC | |||||||
| 24 DOCKSIDE LANE PMB 250 | KEY LARGO | FL | 33037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| ORLANDO HEALTH FOUNDATION INC | |||||||
| 3160 SOUTHGATE COMMERCE BLVD SUITE | ORLANDO | FL | 32806 | PC | EXEMPT PURPOSE OF ORGANIZATION | $97,000 | 50 |
| OUR LADY OF THE SNOW PARISH | |||||||
| PO BOX 2029 | GRANBY | CO | 80446 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| PLACERVILLE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 54 | PLACERVILLE | CO | 814300054 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PREGNANCY CENTER EAST INC | |||||||
| 4760 MADISON ROAD | CINCINNATI | OH | 45227 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| SISTERS OF MERCY OF THE HOLY CROSS (HOLY CROSS SISTERS) | |||||||
| 1400 ODAY STREET | MERRILL | WI | 544523417 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| SISTERS OF NOTRE DAME DE NAMUR OHIO PROVINCE | |||||||
| 701 EAST COLUMBIA AVENUE | CINCINNATI | OH | 45215 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| ST FRANCIS DE SALES PARISH | |||||||
| 1600 MADISON ROAD | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| ST JUSTIN MARTYR CATHOLIC CHURCH | |||||||
| 105500 OVERSEAS HIGHWAY | KEY LARGO | FL | 33037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| ST VINCENT DE PAUL SOCIETY - CINCINNATI | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 452241499 | PC | EXEMPT PURPOSE OF ORGANIZATION | $115,000 | |
| SWEET CHEEKS DIAPER BANK | |||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $7,500 | |
| TADA THEATRE AND DANCE ALLIANCE INC | |||||||
| 15 WEST 28TH STREET 3RD FLOOR | NEW YORK | NY | 10001 | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| TALBERT HOUSE | |||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| THE BDK FUND | |||||||
| 4465 BRIDGETOWN ROAD | CINCINNATI | OH | 45211 | PC | EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| THE BEECHWOOD HOME | |||||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY INC(TRI-STATE SOUTHERN OHIO CHAPTER) | |||||||
| 4370 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45242 | PC | EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| THE MEDICAL CENTER AT OCEAN REEF INC | |||||||
| 50 BARRACUDA LANE | KEY LARGO | FL | 33037 | PC | EXEMPT PURPOSE OF ORGANIZATION | $50,000 | |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PC | EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC | |||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| P O BOX 19970 | CINCINNATI | OH | 452190970 | PC | EXEMPT PURPOSE OF ORGANIZATION | $3,600,500 | |
| URSULINE ACADEMY OF CINCINNATI | |||||||
| 5535 PFEIFFER ROAD | CINCINNATI | OH | 452424813 | PC | EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| VALLEY HOPE ASSOCIATION FOUNDATION | |||||||
| P O BOX 59 | NORTON | KS | 67654 | PC | EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| VIVIAN'S VICTORY INC (REVIV FAMILY SUPPORT FOUNDATION) | |||||||
| 1311 VINE STREET | CINCINNATI | OH | 45202 | PC | EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| ZOOLOGICAL SOCIETY OF CINCINNATI (CINCINNATI ZOO & BOTANICAL GARDEN) | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | EXEMPT PURPOSE OF ORGANIZATION | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $926,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $246,241 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,631,058 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| PARTNERSHIP FUND #2 | $0 | 18 | $139,813 |
| PARTNERSHIP FUND #3 | $12,965 | 18 | $17,850 |
| PARTNERSHIP FUND #4 | -$5,414 | 18 | -$1,511 |
| PARTNERSHIP FUND #5 | $49,464 | 18 | -$56,407 |
| PARTNERSHIP FUND #6 | $0 | 18 | $738 |
| PARTNERSHIP FUND #7 | -$200,194 | 18 | $834,792 |
| PARTNERSHIP FUND #8 | $0 | 18 | $9,920 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $103,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,543,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,646,821 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES J GARDNER 1992 CHARITABLE REM TRUST | ||||||
| 1 | 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | $310,767 | Yes (X) |
| JOAN A GARDNER 1992 CHARITABLE REM TRUST | ||||||
| 2 | 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | $325,711 | Yes (X) |
| JOAN A GARDNER 1995 CHARITABLE REM TRUST | ||||||
| 3 | 8044 MONTGOMERY ROAD SUITE 480 | CINCINNATI | OH | 45236 | $645,675 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,310 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,310 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY MAGDALEN FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1629 REPUBLIC STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-12-10 | GrantDt |
| Grant | $76,500 | GrantAmt |
| Purpose Of Grant | THE MARY MAGDALEN FOUNDATION IS A PERSONAL CARE FACILITY WHICH OFFERS THE POOR AND HOMELESS IN CINCINNATI A PLACE TO SHOWER, SHAVE, WASH THEIR HAIR, HAVE THEIR CLOTHES LAUNDERED, RECEIVE MESSAGES, USE THE PHONE AND STORE THEIR LIMITED BELONGINGS. | PurposeOfGrantTxt |
| Dates Of Reports By Grantee | 12/31/2020 | DatesOfReportsByGranteeTxt |
| Results Of Verification | 12/31/20 - DOCUMENTATION PROVIDED BY THE GRANTEE FOLLOWED THE PURPOSE OF THE GRANT. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC SECURITIES | StockNm |
| EOY Book Value | $7,389,879 | EOYBookValueAmt |
| EOYFMV | $92,276,838 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP FUND #2 | AT COST | $6,039,745 | $6,363,959 |
| PARTNERSHIP FUND #3 | AT COST | $1,173,211 | $1,194,023 |
| PARTNERSHIP FUND #4 | AT COST | $112,251 | $778,330 |
| PARTNERSHIP FUND #5 | AT COST | $569,700 | $424,338 |
| PARTNERSHIP FUND #6 | AT COST | $235,745 | $13,287 |
| PARTNERSHIP FUND #7 | AT COST | $38,542,534 | $47,634,088 |
| PARTNERSHIP FUND #8 | AT COST | $35,110 | $52,842 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $3,491 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $35 | $0 | $35 |
| FILING FEES | $200 | $0 | $200 |
| INSURANCE | $6,150 | $0 | $6,150 |
| POSTAGE | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP FUND #2 | $139,813 | $139,813 | $139,813 |
| PARTNERSHIP FUND #3 | $30,815 | $17,850 | $30,815 |
| PARTNERSHIP FUND #4 | -$6,925 | -$1,511 | -$6,925 |
| PARTNERSHIP FUND #5 | -$6,943 | -$56,407 | -$6,943 |
| PARTNERSHIP FUND #6 | $738 | $738 | $738 |
| PARTNERSHIP FUND #7 | $634,598 | $834,792 | $634,598 |
| PARTNERSHIP FUND #8 | $9,920 | $9,920 | $9,920 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $311,211 | Amt |
| Net Investment Income | $258,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,071 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $220,000 | $0 | $0 |
| FOREIGN TAXES | $5,009 | $5,009 | $0 |
Comments