EARTHWARD BOUND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EARTHWARD BOUND FOUNDATION (EIN 23-7429274)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-02-25
- IRS object ID
- 202120569349100117
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-25T15:55:04-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237429274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earthward Bound Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EART | BusinessNameControlTxt |
| Phone | 8005431831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Ste 600 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452022027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray Sinclaire | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8005431831 | PhoneNum |
| Signature | 2021-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula L Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,006,105 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $167,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,138 | 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 | $1,119 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,119 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,007 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,961 | CashBOYAmt |
| Cash EOY | $134,639 | CashEOYAmt |
| Cash EOYFMV | $134,639 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,574,487 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,871,466 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,871,466 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,604,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,006,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,006,105 | 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 | $3,604,448 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,006,105 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,604,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,006,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,604,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,006,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,604,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,362,806 | OtherIncreasesAmt |
| Subtotal | $5,006,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,006,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $279,547 | GrossSalesPriceAmt |
| Cost Or Other Basis | $159,888 | CostOrOtherBasisAmt |
| Gain Or Loss | $119,659 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $119,659 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,659 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,710 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,710 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,710 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $870 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Murray Sinclaire Jr | IndividualWithBooksNm |
| Phone | 5133913939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 600 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Murray Sinclaire Jr | ||||||||
| 580 Walnut Street PH 1412 | Cincinnati | OH | 45202 | President | 1.00 | $0 | $0 | $0 |
| J Robin Sinclaire | ||||||||
| 580 Walnut Street PH 1412 | Cincinnati | OH | 45202 | Treasurer | 0.50 | $0 | $0 | $0 |
| Cristina A Sinclaire | ||||||||
| 1300 13th St NW 705 | Washington | DC | 20005 | Secretary | 0.50 | $0 | $0 | $0 |
| Leila R Sinclaire | ||||||||
| 1424 Josephine Street | Berkeley | CA | 94703 | Trustee | 0.50 | $0 | $0 | $0 |
| Elizabeth B Sinclaire | ||||||||
| 615 Tennessee Avenue | San Francisco | CA | 94107 | Trustee | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,886,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,917,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,917,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,858,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,710 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,710 | TotalTaxAmt |
| Distributable Before Adj | $190,204 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $190,204 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $190,204 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,204 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $241,156 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $241,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93,554 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,554 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $147,602 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $147,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $147,602 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Murray Sinclaire Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Suite 600 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133813939 | RecipientPhoneNum |
| Form And Info And Materials | Letter requesting specific funds and details of specific use of the funds | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU Foundation | |||||||
| 2760 Fifth Avenue 300 | San Diego | CA | 92103 | None | 501(c)(3) | Civil Liberty | $1,000 |
| ArtsWave | |||||||
| 20 E Central Parkway Ste 200 | Cincinnati | OH | 45202 | none | 501(c)(3) | Arts | $1,650 |
| Cincinnati Art Museum | |||||||
| 953 Eden Park Dr | Cincinnati | OH | 45202 | none | 501(c)(3) | Arts | $10,000 |
| Cincinnati Arts & Technology Studios | |||||||
| 700 W Pete Rose Way | Cincinnati | OH | 45203 | none | 501(c)(3) | Arts | $500 |
| Cincinnati Public Radio | |||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | none | 501(c)(3) | Journalism | $1,000 |
| Cincinnati Works | |||||||
| 708 Walnut Street Floor 2 | Cincinnati | OH | 45202 | none | 501(c)(3) | Fight Against Poverty | $250 |
| Cincinnati Zoo & Botanical Garden | |||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | none | 501(c)(3) | Educational Program | $1,000 |
| Clifton Cultural Center | |||||||
| PO Box 20041 | Cincinnati | OH | 45202 | none | 501(c)(3) | Arts | $1,000 |
| Conductive Learning Center | |||||||
| 325 W 19th Street | Covington | KY | 41014 | none | 501(c)(3) | Learning Disabilities Education | $250 |
| DeerHill Foundation | |||||||
| PO Box 180 | Mancos | CO | 91328 | None | 501(c)(3) | Education | $1,000 |
| From the Top | |||||||
| 140 Claredon Street Ste 301 | Boston | MA | 02116 | none | 501(c)(3) | Music Scholarship | $250 |
| Legal Aid Society of Greater Cincinnati | |||||||
| 215 E 9th St Ste 200 | Cincinnati | OH | 45202 | none | 501(c)(3) | Recidivism Project | $250 |
| Music Hall Revitalization Company | |||||||
| 650 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Building Repair | $20,000 |
| NPR Foundation | |||||||
| 1111 North Capitol Street | Washington | DC | 20002 | None | 501(c)(3) | Journalism | $30,000 |
| OTR Chamber of Commerce | |||||||
| 1307 Walnut Street | Cincinnati | OH | 45202 | none | 501(c)(3) | Development of Small Business | $1,000 |
| SCPA Fund | |||||||
| 108 W Central Parkway | Cincinnati | OH | 45202 | none | 501(c)(3) | Education | $2,250 |
| StoryCorps Inc | |||||||
| 80 Hanson Pl Floor 2 | Brooklyn | NY | 11217 | None | 501(c)(3) | Education | $10,000 |
| The Carnegie | |||||||
| 1028 Scott Boulevard | Covington | KY | 41011 | none | 501(c)(3) | Arts | $1,000 |
| Wave Pool | |||||||
| 2940 Colerain Avenue | Cincinnati | OH | 45225 | none | 501(c)(3) | Arts Education | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,479 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,138 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Professional Fees | $119 | $119 | $0 |
| Accounting Fees | $1,000 | $1,000 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie Inc COM | $59,996 | $59,996 |
| Adobe Systems - 1500 shrs | $268,260 | $268,260 |
| Air Lease Corp Cl A- 2000 shrs | $40,860 | $40,860 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $76,187 | $76,187 |
| Alphabet Inc Cap Stk Cl A- 100 shrs | $75,957 | $75,957 |
| Amazon Com Inc- 200 SHRS | $288,434 | $288,434 |
| AMN Healthcare Svcs Inc. COM shrs 2000 | $61,363 | $61,363 |
| Apple, Inc. - 3000 shrs | $348,352 | $348,352 |
| AXOS FINANCIAL INC COMMON STOCK | $54,520 | $54,520 |
| Bank Amer Corp- 3000 SHRS | $55,695 | $55,695 |
| Blackrock Inc Com- 200 SHRS | $56,326 | $56,326 |
| CItiGroup Inc- 1000 Shrs | $49,704 | $49,704 |
| Costco Wholesale Corp - 1000 shrs | $168,081 | $168,081 |
| CVS Caremark - 1500 shrs | $48,910 | $48,910 |
| DOCUSIGN INC COMMON STOCK | $303,375 | $303,375 |
| $123,662 | $123,662 | |
| Intuitive Surgical, Inc. - 200 Shrs | $186,782 | $186,782 |
| IPG Photonice- 1000 Shares | $87,401 | $87,401 |
| Johnson & Johnson | $68,555 | $68,555 |
| JP Morgan Chase - 1000 shrs | $46,079 | $46,079 |
| Microsoft Corp COM | $190,322 | $190,322 |
| O Reilly Automotive, Inc. - 1000 shrs | $163,725 | $163,725 |
| Paycom Software Inc | $182,045 | $182,045 |
| Paypal HLDGS | $174,962 | $174,962 |
| Pepsico, INc. - 1000 shrs | $53,316 | $53,316 |
| Salesforce.com INC COM | $109,167 | $109,167 |
| Scotts Miracle Go Co - 1000 Shrs | $70,524 | $70,524 |
| TELADOC HEALTH INC COMMON STOCK | $196,460 | $196,460 |
| The Trade Desk Inc Class A Common Stock | $453,160 | $453,160 |
| Veeva Systems Inc Class A Common Stock | $216,040 | $216,040 |
| VERIZON COMMUNICATIONS | $113,980 | $113,980 |
| Visa Inc COM CL A | $85,404 | $85,404 |
| BROOKFIELD INFRASTRUCTURE PARTNERS L P UNITS | $60,489 | $60,489 |
| BROOKFIELD RENEWABLE PARTNERS LP | $108,500 | $108,500 |
| Medtronic PLC Com | $70,902 | $70,902 |
| Omega Healthcare Investors | $27,081 | $27,081 |
| Welltower Inc COM | $53,770 | $53,770 |
| INMODEL LTD COM | $73,120 | $73,120 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain | Desc |
| Amt | $1,362,806 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $16,757 | $16,757 | $0 |
| Management fees | $26,500 | $13,250 | $13,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ohio Tax | $225 | $225 | $0 |
| Foreign Taxes | $286 | $286 | $0 |
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