GEORGE AND MARGARET MCLANE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND MARGARET MCLANE FOUNDATION (EIN 20-7373591)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-12
- IRS object ID
- 202042259349101004
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-12T13:22:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611166184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAMEL & ACKLEY PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1885 DIXIE HIGHWAY SUITE 310 | AddressLine1Txt |
| City | FT WRIGHT | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410112663 | 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 | 207373591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE & MARGARET MCLANE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 5134293861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 RACE STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER WHEELER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5134797999 | PhoneNum |
| Signature | 2020-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE R HUHN | PreparerPersonNm |
| PTIN | P01252352 | PTIN |
| Phone | 8593416700 | PhoneNum |
| Preparation | 2020-08-07 | 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 | $14,323,901 | 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 |
| Interest On Sav Rev And Expnss | $176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $352,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $352,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,688 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $429,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $426,008 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,595 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $64,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,156 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,482 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $11,352 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $22,105 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,837 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $201,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $624,098 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $624,098 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $825,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $624,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$396,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $361,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $390,061 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,169 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,169 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,546,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,557,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,462,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $700,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $600,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $600,000 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $167,551 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,772 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $127,131 | LandBOYAmt |
| Land EOY | $115,779 | LandEOYAmt |
| Land EOYFMV | $167,551 | LandEOYFMVAmt |
| Total Assets BOY | $7,763,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,367,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,323,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,738,995 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,342,878 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $25,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $25,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,763,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,367,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,763,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,367,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,763,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$396,117 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,367,878 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,367,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-ST | P | $114,305 | $103,149 | $11,156 | $11,156 |
| PUBLICLY TRADED SECURITIES-LT | P | $146,787 | $84,255 | $62,532 | $62,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,688 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,156 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $619,749 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,917,822 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $581,916 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,604,165 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050147 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $538,852 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,381,973 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051903 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $599,835 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,772,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055682 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $661,099 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,908,191 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060606 | DistributionYr5Rt |
| Total Distribution | 0.266314 | TotalDistributionRt |
| Average Distribution | 0.053263 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,076,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $696,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $700,101 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $624,098 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,237 | SubtotalAmt |
| Tax Based On Investment Income | $7,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,990 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,990 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,753 | OverpaymentAmt |
| Applied To ES Tax | $2,753 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MCLANEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER WHEELER | IndividualWithBooksNm |
| Phone | 5134293861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 RACE STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES L WELLINGHOFF | ||||||||
| 30 EAST CENTRAL PARKWAY 1202 | CINCINNATI | OH | 45202 | PRESIDENT/TR | 20.00 | $24,000 | $0 | $0 |
| CHRISTOPHER WHEELER | ||||||||
| 2482 ROYALVIEW COURT | CINCINNATI | OH | 45244 | EXECUTIVE DI | 25.00 | $60,000 | $0 | $0 |
| MARILYN WELLINGHOFF | ||||||||
| 30 EAST CENTRAL PARKWAY 1202 | CINCINNATI | OH | 45202 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| ALBERT PYLE | ||||||||
| 1125 CUTTER STREET | CINCINNATI | OH | 45203 | MEMBER | 0.35 | $0 | $0 | $0 |
| MARY GRUBER ENGLERT | ||||||||
| 708 WASHINGTON AVENUE | NEWPORT | KY | 41017 | MEMBER | 0.35 | $0 | $0 | $0 |
| ABIGAIL KORRELL | ||||||||
| 3431 NW 62ND STREET | SEATTLE | WA | 98107 | MEMBER | 0.35 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS | Description1Txt |
| Expenses1 | $624,098 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,056,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $218,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,275,404 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,275,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,076,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $653,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $653,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,237 | TotalTaxAmt |
| Distributable Before Adj | $646,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $646,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $646,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $624,098 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $624,098 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $624,098 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $646,577 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $127,853 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,877 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,836 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,195 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $229,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $624,098 | QualifyingDistributionsAmt |
| Applied To Current Year | $624,098 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $22,479 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,479 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $207,282 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $105,374 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,877 | ExcessFromYear4Amt |
| Excess From Year3 | $24,836 | ExcessFromYear3Amt |
| Excess From Year2 | $8,195 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTOPHER WHEELER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 RACE STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5134293861 | RecipientPhoneNum |
| Recipient Email Address | GMMCLANEFD@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTSWAVE | |||||||
| 20 E CENTRAL PARKWAY | STE 200 | CINCINNATI | OH | 45202 | 501(C)(3) | ADVANCE COMMUNITIES THROUGH ARTS | $650 |
| ARTWORKS | |||||||
| 30 E CENTRAL PARKWAY | CINCINNATI | OH | 45202 | 501(C)(3) | EMPLOYS AND TRAINS YOUTH TO CREATE A | $25,000 | |
| AUGUSTA COLLEGE ECHO HALL ASSOCIATI | |||||||
| PO BOX 3 | AUGUSTA | KY | 41002 | 501(C)(3) | PRESERVATION OF HISTORIC BUILDING | $15,000 | |
| BEHRINGER-CRAWFORD MUSEUM | |||||||
| 1600 MONTAGUE RD | COVINGTON | KY | 41011 | 501(C)(3) | PRESENTATION & STUDY OF NATURE, & AR | $3,500 | |
| BIG BROTHERS BIG SISTERS OF GREATER | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | 501(C)(3) | AFTER SCHOOL PROGRAM | $14,400 | |
| CET PUBLIC TELEVISION | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | 501(C)(3) | EDUCATION & ARTS | $25,000 | |
| CHAMBER MUSIC CINCINNATI | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | 501(C)(3) | MUSIC AND ARTS | $25,000 | |
| CINCINNATI BALLET | |||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | 501(C)(3) | PERFORMING ARTS | $500 | |
| CINCINNATI MEMORIAL HALL SOCIETY | |||||||
| 1225 ELM ST | CINCINNATI | OH | 45202 | 501(C)(3) | OPERATE MEMORIAL HALL AS VENUE | $28,000 | |
| CINCINNATI MUSEUM CENTER ANNUAL FUN | |||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | 501(C)(3) | COMMUNITY MUSEUM | $5,000 | |
| CINCINNATI PARKS FOUNDATION | |||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | 501(C)(3) | PRESERVATION OF CINCINNATI PARKS | $1,000 | |
| CINCINNATI SYMPHONY ORCHESTRA | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | 501(C)(3) | MUSIC AND ARTS | $25,000 | |
| CINCINNATI USA REGIONAL CHAMBER | |||||||
| 3 E 4TH STREET | CINCINNATI | OH | 45202 | 501(C)(3) | COMMUNITY DEVELOPMENT | $25,000 | |
| COPORATION FOR FINDLAY MARKET | |||||||
| 19 E ELDER STREET | CINCINNATI | OH | 45202 | 501(C)(3) | MARKETPLACE | $5,000 | |
| CINCINNATI PRESERVATION ASSOCIATION | |||||||
| 430 READING ROAD | CINCINNATI | OH | 45202 | 501(C)(3) | PRESERVATION | $6,000 | |
| ELEMENTZ | |||||||
| 1100 RACE STREET | CINCINNATI | OH | 45202 | 501(C)(3) | MUSIC/DANCE PROGRAM FOR YOUTH | $15,000 | |
| FAMILY VOICES INDIANA | |||||||
| 12175 VISIONARY WAY | STE 1360 | FISHERS | IN | 46038 | 501(C)(3) | PROVIDE YOUTH HEALTHCARE EDUCATION | $3,000 |
| FILM CINCINNATI | |||||||
| 1106 RACE STREET | CINCINNATI | OH | 45202 | 501(C)(3) | PROMOTING AND CULTIVATING FILM | $30,000 | |
| FOREST HILLS FOUNDATION FOR EDUCATI | |||||||
| 7550 FOREST ROAD | CINCINNATI | OH | 45255 | 501(C)(3) | EDUCATION | $6,500 | |
| FRANKLIN CITY SCHOOLS | |||||||
| 150 EAST 6TH ST | FRANKLIN | OH | 45005 | 501(C)(3) | CITY SCHOOLS | $105,000 | |
| GOOD NEIGHBOR HOUSE | |||||||
| 627E 1ST STREET | DAYTON | OH | 45402 | 501(C)(3) | FOOD PANTRY SERVICES, CLOTHING | $5,000 | |
| GOOD SAMARITAN FREE HEALTH CENTER | |||||||
| 3727 STLAWRENCE AVE | CINCINNATI | OH | 45205 | 501(C)(3) | FAMILY EMERGENCY CENTER | $25,000 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | 501(C)(3) | PHILANTHROPIC SUPPORT TO GOOD SAMARI | $5,000 | |
| HOPE HOUSE MISSION | |||||||
| 34 SOUTH MAIN STREET | MIDDLETOWN | OH | 45044 | 501(C)(3) | FAMILY EMERGENCY CENTER | $25,000 | |
| KENNEDY HEIGHTS ARTS CENTER | |||||||
| 6546 MONTGOMERY ROAD | CINCINNATI | OH | 45213 | 501(C)(3) | COMMUNITY ART CENTER | $10,000 | |
| LEAGUE FOR ANIMAL WELFARE | |||||||
| 4193 TAYLOR ROAD | BATAVIA | OH | 45103 | 501(C)(3) | ANIMAL WELFARE | $14,898 | |
| LLS | |||||||
| 4370 GLENDALE MILFORD RD | BLUE ASH | OH | 45242 | 501(C)(3) | CURE DISEASES & IMPROVE QUALITY OF L | $5,000 | |
| MORTAR CINCINNATI | |||||||
| 1329 VINE STREET | CINCINNATI | OH | 45202 | 501(C)(3) | EDUCATION | $5,000 | |
| OAR OHIO ALLEYCAT RESOURCE | |||||||
| 5619 ORLANDO PL | CINCINNATI | OH | 45227 | 501(C)(3) | SPAY/NEUTER STRAY CATS | $10,000 | |
| OVER-THE-RHINE MUSEUM | |||||||
| 3 WEST MCMIKEN | CINCINNATI | OH | 45202 | 501(C)(3) | COMMUNITY MUSEUM | $30,000 | |
| PEASLEE NEIGHBORHOOD CENTER | |||||||
| 215 E 14TH STREET | CINCINNATI | OH | 45202 | 501(C)(3) | AFTER SCHOOL PROGRAM | $2,500 | |
| SAINT URSULA ACADEMY | |||||||
| 1339 E MCMILLAN STREET | CINCINNATI | OH | 45206 | 501(C)(3) | EDUCATION | $12,100 | |
| SCHOOL FOR CREATIVE AND PERFORMING | |||||||
| 108 W CENTRAL PARKWAY | CINCINNATI | OH | 45202 | 501(C)(3) | TEACHING AND PROMOTING OF ARTS | $34,500 | |
| ST JAMES- WHITE OAK SCHOOL | |||||||
| 3565 HUBBLE RD | CINCINNATI | OH | 45247 | 501(C)(3) | EDUCATION | $4,500 | |
| STARFIRE | |||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | 501(C)(3) | TRAINING FOR MENTALLY CHALLENGED | $30,000 | |
| SUNRISE SANCTUARY | |||||||
| 16730 MARTIN WELCH ROAD | MARYSVILLE | OH | 43040 | 501(C)(3) | FARM ANIMAL RESCUE | $10,000 | |
| THE DAYTON FOUNDATION | |||||||
| 1401 S MAIN STREET | STE 100 | DAYTON | OH | 45409 | 501(C)(3) | ASSIST NONPROFITS ACHIEVE THEIR GOAL | $500 |
| THE MERCANTILE LIBRARY | |||||||
| 414 WALNUT ST | CINCINNATI | OH | 45202 | 501(C)(3) | MEMBERSHIP LIBRARY | $4,000 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | 501(C)(3) | EDUCATION | $5,000 | |
| VILLAGE LIFE OUTREACH PROJECT | |||||||
| 2900 READING RD | STE 340 | CINCINNATI | OH | 45206 | 501(C)(3) | PROMOTE LIFE, HEALTH AND EDUCATION | $1,000 |
| WSO MEMORIAL FOUNDATION | |||||||
| 5165 BRECKENRIDGE DRIVE | CINCINNATI | OH | 45247 | 501(C)(3) | FOUNDATION TO BENEFIT MAKE-A-WISH | $8,500 | |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | 501(C)(3) | EDUCATION | $8,050 | |
| YMCA | |||||||
| 644 LINN STREET SUITE 802 | CINCINNATI | OH | 45203 | 501(C)(3) | AFTER SCHOOL PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $624,098 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Related Or Exempt Function Incm | $3,500 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $176 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $352,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $425,832 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,676 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $429,508 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,595 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 2 DESKTOP COMPUTERS | 2014-11-19 | $1,153 | $1,042 | 200DB | 5.0000 | $111 |
| SAMSUNG TV | 2015-04-24 | $1,105 | $810 | S/L | 5.0000 | $221 |
| LEASEHOLD IMPROVEMENTS | 2015-07-01 | $165,293 | $38,568 | S/L | 15.0000 | $11,020 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 700,000 SH. GOLDMAN SACHS MUTUAL FUN | BondNm |
| EOY Book Value | $600,000 | EOYBookValueAmt |
| EOYFMV | $600,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SH ABBVIE | $320,486 | $265,620 |
| 7,500 SH AT&T INC. | $238,598 | $293,100 |
| 600 SH. AMAZON.COM INC | $157,922 | $1,108,704 |
| 2,100 SH. APPLE INC | $154,005 | $616,665 |
| 3,000 SH. BANK OF AMERICA CORP | $24,325 | $105,660 |
| 4,000 SH. BRISTOL MYERS SQUIBB | $116,860 | $256,760 |
| 1,666 SH. DOW INC. | $43,896 | $91,180 |
| 2,500 SH. CHEVRON CORP | $248,624 | $301,275 |
| 8,000 SH. COLGATE-PALMOLIVE | $353,720 | $550,720 |
| 12,000 SH CORNING INC. | $148,453 | $349,320 |
| 1,500 SH. DEERE & COMPANY | $122,690 | $259,890 |
| 3,000 SH. DISNEY WALT COMPANY | $190,735 | $433,890 |
| 2,500 SH DOMINION ENERGY | $181,792 | $207,050 |
| 5,000 SH. DOW CHEMICAL COMPANY | ||
| 1,666 SH. DUPONT DE NEMOURS | $64,443 | $106,957 |
| 6,000 SH. EXXON MOBIL CORP | $427,384 | $418,680 |
| 25,000 SH. FIFTH THIRD BANKCORP | $248,219 | $768,500 |
| 15,000 SH FORD MOTOR COMPANY | $195,884 | $139,500 |
| 13,000 SH. GENERAL ELECTRIC COMPANY | $208,315 | $145,080 |
| 10,000 SH. GOODYEAR TIRE & RUBBER | $107,450 | $155,550 |
| 1,500 SH HOME DEPOT INC | $265,379 | $327,570 |
| 7,000 SH. INTEL CORP | $159,414 | $418,950 |
| 3,000 SH INTERNATIONAL PAPER CO | $159,205 | $138,150 |
| 3,400 SH. JPMORGAN CHASE & COMPANY | $110,346 | $473,960 |
| 2,500 SH. JOHNSON & JOHNSON | $159,480 | $364,675 |
| 6,000 SH. KINDER MORGAN INC | $245,555 | $127,020 |
| 5,000 SH. KROGER COMPANY | $113,380 | $144,950 |
| 1,500 SH. MARATHON PETROLEUM | $93,092 | $90,375 |
| 7,000 SH. MICROSOFT CORP | $209,962 | $1,103,900 |
| 5,000 SH. PNC FINANCIAL SERVICES | $234,524 | $798,150 |
| 2,200 SH. PEPSICO INC | $133,379 | $300,674 |
| 12,600 SH. PFIZER INC | $229,604 | $493,668 |
| 5,000 SH. PROCTER & GAMBLE COMPANY | $247,000 | $499,600 |
| 6,000 SH. STARBUCKS CORP | $194,249 | $527,520 |
| 15,000 SH. U S BANCORP DE NEW | $332,138 | $889,350 |
| 3,000 SH. VERIZON COMMUNICATIONS | $112,036 | $184,200 |
| 69 SH. WABTEC | $5,386 | $5,368 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| 2 DESKTOP COMPUTERS | $1,153 | $1,153 | $1,153 | |
| SAMSUNG TV | $1,105 | $1,031 | $1,105 | $74 |
| LEASEHOLD IMPROVEMENTS | $165,293 | $49,588 | $165,293 | $115,705 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSE | $892 |
| MEALS & ENTERTAINMENT | $806 |
| WEBSITE MAINTENANCE | $118 |
| MISCELLANEOUS | $2,021 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Revenue And Expenses Per Books | $3,500 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $64,156 | Amt |
| Net Investment Income | $64,156 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $13,482 | Amt |
Comments