NLT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NLT FOUNDATION INC (EIN 04-3361704)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-26
- IRS object ID
- 202021479349101042
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-26T13:24:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043361704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NLT FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O IGNITE PHILANTHROPY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NLTF | BusinessNameControlTxt |
| Phone | 5133511945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 EAST 8TH STREET 4TH FLOOR | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W TAFT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133511945 | PhoneNum |
| Signature | 2020-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER R MARTIN | PreparerPersonNm |
| PTIN | P01552977 | PTIN |
| Phone | 5132412940 | PhoneNum |
| Preparation | 2020-04-24 | PreparationDt |
| 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 | $4,855,250 | 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 | $128,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,231 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $379,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,570 | 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 | $5,315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,036 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,680 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,680 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,753 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $357,544 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,112 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,946,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,036,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,781,878 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$1,907 | OtherAssetsBOYAmt |
| Other Assets EOY | -$3,740 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$3,740 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,992,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,109,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,855,250 | 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 | $2,992,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,109,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,992,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,109,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,992,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,109,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,992,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,817 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,109,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,109,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $40,510 | $38,970 | $1,540 | $1,540 |
| PUBLICLY TRADED SECURITIES | P | $756,584 | $506,903 | $249,681 | $249,681 |
| CAPITAL GAINS DIVIDENDS | P | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,231 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $210,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,257,537 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $170,270 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,936,225 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $162,359 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,561,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $157,561 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,515,689 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044817 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,480,349 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043863 | DistributionYr5Rt |
| Total Distribution | 0.227011 | TotalDistributionRt |
| Average Distribution | 0.045402 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,526,294 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $205,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,575 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,078 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,680 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,716 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,716 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $859 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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.IGNITEPHILANTHROPY.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FIFTH THIRD BANK CO TOM ELSBROCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135795401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630858 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452630858 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS W TAFT | ||||||||
| 308 EAST 8TH STREET 4TH FLOOR | CINCINNATI | OH | 45202 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| LUCY ROSBOROUGH | ||||||||
| 308 EAST 8TH STREET 4TH FLOOR | CINCINNATI | OH | 45202 | CLERK | 0.50 | $0 | $0 | $0 |
| DUDLEY S TAFT SR | ||||||||
| 308 EAST 8TH STREET 4TH FLOOR | CINCINNATI | OH | 45202 | TREASURER | 0.50 | $0 | $0 | $0 |
| PERIN MAHLER | ||||||||
| 308 EAST 8TH STREET 4TH FLOOR | CINCINNATI | OH | 45202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DUDLEY S TAFT JR | ||||||||
| 308 EAST 8TH STREET 4TH FLOOR | CINCINNATI | OH | 45202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KEN MAHLER | ||||||||
| 308 EAST 8TH STREET 4TH FLOOR | CINCINNATI | OH | 45202 | 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 | $4,535,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,595,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,595,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,526,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,575 | TotalTaxAmt |
| Distributable Before Adj | $222,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $222,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $222,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,680 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,575 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $233,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,129 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,129 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $217,551 | 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 | $5,189 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNEMARIE HENKEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 EAST 8TH STREET 4TH FLOOR | AddressLine1Txt |
| City | CINCINNTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133811848 | RecipientPhoneNum |
| Recipient Email Address | AHENKEL@IGNITEPHILANTHROPY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION SOLICITS NEW PROJECT IDEAS THROUGH A SIMPLE PRELIMINARY APPLICATION FORM WHICH CAN BE OBTAINED BY CONTACTING IGNITE PHILANTHROPY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRELIMINARY APPLICATIONS ARE DUE APRIL 10TH AND FULL APPLICATIONS ARE DUE JULY 14TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TYPICALLY RANGE FROM $5,000 TO $15,000 AND WITHIN THE FIELDS OF INTEREST OF ARTS AND ARTS EDUCATION AND THE ENVIRONMENT. GRANTS TYPICALLY BENEFIT CITIZENS IN THE BOSTON, MA, MID-COAST, ME, CINCINNATI, OH, AND ORANGE COUNTY, CA AREAS. APPLICANTS MUST WAIT TWO YEARS FROM APPROVAL OF THEIR MOST RECENT GRANT BEFORE APPLYING AGAIN. APPLICANTS THAT ARE NOT FUNDED ALSO MUST WAIT TWO YEARS BEFORE RE-APPLYING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTIVITIES BEYOND THE CLASSROOM | ||||||
| 635 WEST 7TH STREET SUITE 301 | CINCINNATI | OH | 45203 | 501(C)(3) ORG | UNRESTRICTED | $10,000 |
| ART CENTRAL FOUNDATION | ||||||
| 4 N MAIN ST | MIDDLETOWN | OH | 45042 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $5,000 |
| BLOC MINISTRIES INC | ||||||
| 911 EIGHTH ST W | CINCINNATI | OH | 45203 | 501(C)(3) ORG | UNRESTRICTED | $7,000 |
| BOYS & GIRLS CLUB OF DORCHESTER | ||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | 501(C)(3) ORG | UNRESTRICTED | $10,000 |
| BOYS & GIRLS CLUB OF GREATER CINCINNATI | ||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | 501(C)(3) ORG | UNRESTRICTED | $15,000 |
| CINCINNATI CONTEMPORARY JAZZ ORCHESTRA | ||||||
| PO BOX 428798 | CINCINNATI | OH | 45242 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $4,000 |
| CINCINNATI COUNTRY DAY SCHOOL | ||||||
| 6905 GIVEN RD | CINCINNATI | OH | 452432839 | 501(C)(3) ORG | UNRESTRICTED | $2,000 |
| CINCINNATI NATURE CENTER | ||||||
| 4949 TEALTOWN RD | MILFORD | OH | 45150 | 501(C)(3) ORG | ENVIRONMENT | $7,500 |
| CINCINNATI PLAYHOUSE IN THE PARK | ||||||
| 962 MOUNT ADAMS CIRCLE | CINCINNATI | OH | 452026023 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $3,000 |
| CINCINNATI SHAKESPEARE COMPANY | ||||||
| 1195 ELM ST | CINCINNATI | OH | 45202 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| COMMONWEALTH ARTISTS STUDENT THEATRE | ||||||
| 187 PAVILLION PKWY STE 199 | NEWPORT | KY | 41071 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $5,000 |
| ENSEMBLE THEATRE OF CINCINNATI | ||||||
| 1127 VINE ST | CINCINNATI | OH | 452027226 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| LAGUNA COLLEGE OF ART AND DESIGN | ||||||
| 2222 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $5,000 |
| MAINE COAST HERITAGE TRUST | ||||||
| 1 BOWDOIN MILL ISLAND 201 | TOPSHAM | ME | 04086 | 501(C)(3) ORG | ENVIRONMENT | $10,000 |
| MASSACHUSETTS COLLEGE OF ART AND DESIGN | ||||||
| 621 HUNTINGTON AVE | BOSTON | MA | 02115 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| MUSIC RESOURCE CENTER | ||||||
| 3032 WOODBURN AVENUE | CINCINNATI | OH | 45206 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| MUSICONNECTS INC | ||||||
| 20 BELGRADE AVENUE 1 | ROSLINDALE | MA | 02131 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| NEWPORT BAY CONSERVANCY | ||||||
| 2301 UNIVERSITY DR | NEWPORT BEACH | CA | 92660 | 501(C)(3) ORG | ENVIRONMENT | $10,000 |
| OHIO RIVER FOUNDATION | ||||||
| 4480 CLASSIC DR | BLUE ASH | OH | 45241 | 501(C)(3) ORG | ENVIRONMENT | $10,000 |
| ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION | ||||||
| 1010 N MAIN ST | SANTA ANA | CA | 92701 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $5,000 |
| PACIFIC SYMPHONY | ||||||
| 17620 FITCH SUITE 100 | IRVINE | CA | 926146081 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| ROTEHNBERG SCHOOL ROOFTOP GARDEN | ||||||
| 241 EAST CLIFTON AVE | CINCINNATI | OH | 45202 | 501(C)(3) ORG | EDUCATION | $5,000 |
| SAVE THE ANIMALS | ||||||
| 4011 RED BANK ROAD | CINCINNATI | OH | 45227 | 501(C)(3) ORG | ENVIRONMENT | $2,500 |
| TAFT MUSEUM OF ART | ||||||
| 316 PIKE STREET | CINCINNATI | OH | 45202 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $1,500 |
| THE BOSTON EDUCATION DEVELOPMENT FOUNDATION | ||||||
| 7 PALMER ST | BOSTON | MA | 02119 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $8,000 |
| THE CARNEGIE VISUAL & PERFORMING ARTS CENTER INC | ||||||
| 1028 SCOTT BLVD | COVINGTON | KY | 41011 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| THE CHILDREN'S THEATRE OF CINCINNATI | ||||||
| 4015 RED BANK RD | CINCINNATI | OH | 45227 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $7,500 |
| THE ST BOTOLPH CLUB FOUNDATION | ||||||
| 199 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | 501(C)(3) ORG | ARTS/ARTS EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,000 | 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 | $128,339 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $251,231 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $379,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,570 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $5,315 | Amt |
| Net Investment Income | $4,036 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $48,652 | $102,061 |
| AIR PRODS & CHEMS INC | $78,936 | $131,359 |
| AMGEN INC | $39,538 | $54,964 |
| AUTOMATIC DATA PROCESSING INC | $76,994 | $115,429 |
| BLACKROCK, INC | $54,540 | $113,610 |
| CHEVRON CORPORATION | $97,542 | $102,434 |
| CISCO SYSTEMS INC | $70,185 | $167,428 |
| CROWN CASTLE INTL CORP NEW | $78,538 | $137,175 |
| EXXON MOBIL CORP | $52,483 | $42,915 |
| HOME DEPOT INC | $86,692 | $163,785 |
| HONEYWELL INTL INC | $108,777 | $158,415 |
| ILLINOIS TOOL WKS INC | $48,785 | $73,648 |
| JOHNSON & JOHNSON | $71,634 | $134,200 |
| JP MORGAN CHASE | $98,064 | $228,616 |
| LOCKHEED MARTIN CORP | $54,523 | $158,088 |
| LYONDELLBASELL INDUSTRIES | $50,566 | $59,522 |
| MARSH & MCLENNAN COS INC | $71,957 | $102,497 |
| MAXIM INTEGRATED PRODS INC | $23,473 | $46,748 |
| MEDTRONIC PLC | $78,232 | $111,181 |
| MICROSOFT CORP | $34,459 | $199,017 |
| NEXTERA ENERGY INC | $57,812 | $200,751 |
| PAYCHEX INC | $54,133 | $113,810 |
| PEPSICO INC | $111,896 | $156,487 |
| PFIZER INC | $68,683 | $77,929 |
| PHILIP MORRIS INTL INC | $47,564 | $49,020 |
| REALTY INCOME CORP | $57,191 | $70,906 |
| SEMPRA ENERGY | $85,760 | $114,367 |
| TEXAS INSTRS INC | $82,770 | $171,524 |
| VALERO ENERGY | $35,941 | $53,381 |
| WEC ENERGY GROUP INC | $49,655 | $108,647 |
| WILLIAMS COS INC | $58,802 | $46,373 |
| SIMON PPTY GROUP INC | $85,915 | $76,416 |
| US BANKCORP DEL | $79,916 | $90,655 |
| STARBUCKS CORP | $75,442 | $129,067 |
| MONDELEZ INTL INC CL A | $101,952 | $112,693 |
| MCDONALDS CORP | $123,734 | $151,962 |
| LILLY (ELI) & CO | $61,147 | $72,944 |
| BROADCOM INC | $52,796 | $61,308 |
| COCA COLA CO | $32,231 | $36,531 |
| COMCAST CORP CL A | $56,029 | $66,781 |
| DARDEN RESTAURANTS INC | $27,384 | $23,982 |
| EVERSOURCE ENERGY | $13,479 | $16,248 |
| ONEOK INC | $20,915 | $24,971 |
| PNC FINANCIAL SERVICES GROUP | $52,537 | $61,936 |
| PROLOGIS INC | $27,751 | $30,575 |
| SYSCO CORP | $42,146 | $50,982 |
| TRUIST FINL CORP | $117,541 | $174,592 |
| WELLS FARGO & COMPANY | $30,812 | $33,948 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUSPENSE ACCOUNT-ROC ADJUSTMENT | Desc |
| BOY Book Value | -$1,907 | BOYBookValueAmt |
| EOY Book Value | -$3,740 | EOYBookValueAmt |
| EOYFMV | -$3,740 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $15,860 | $15,860 | $0 |
| AGENCY FEES | $2,124 | $2,124 | $0 |
| STATE REGISTRATION AND FILING FEE | $285 | $0 | $0 |
| MISCELLANEOUS | $6 | $6 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IGNITE PHILANTHROPY ADVISORS | CategoryTxt |
| Amt | $23,680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,680 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $0 | $0 | $0 |
| FEDERAL TAXES | $1,483 | $0 | $0 |
Comments