MESHEWA FARM FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MESHEWA FARM FOUNDATION (EIN 23-7748707)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-01
IRS object ID
202011539349101401
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-01T13:59:14-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EAST 4TH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237748707EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MESHEWA FARM FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ROBERT G EDMISTON PRESIDENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMESHBusinessNameControlTxt
Phone5133610444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E FIFTH STREET NO 900AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5133610444PhoneNum
Signature2020-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK M SEMANCIKPreparerPersonNm
PTINP00058765PTIN
Phone5132413111PhoneNum
Preparation2020-05-20PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.60.21.58IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-20IPDt
IP Tm16:50:41IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE98B1CBF3E99E12943527C7CD262F42F9413F49AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,234,403FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$85,408InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$85,408InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$275,867DividendsRevAndExpnssAmt
Dividends Net Invst Incm$275,867DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,037,631NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,631,232GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,037,631CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,206OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,400,112TotalRevAndExpnssAmt
Total Net Invst Incm$4,398,906TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$100,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$50,000LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$50,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,516AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,258AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,258AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$87,110OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$87,110OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,785TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,585TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,378OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,378OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$214,789TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$151,953TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$57,836TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$839,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$839,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,053,789TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$151,953TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$896,836TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,346,323ExcessRevenueOverExpensesAmt
Net Investment Income$4,246,953NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$539,303SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$633,018SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$633,018SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,126,621CorporateStockBOYAmt
Corporate Stock EOY$7,056,967CorporateStockEOYAmt
Corporate Stock EOYFMV$11,844,658CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,513,028CorporateBondsBOYAmt
Corporate Bonds EOY$4,244,800CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,284,241CorporateBondsEOYFMVAmt
Other Investments BOY$697,440OtherInvestmentsBOYAmt
Other Investments EOY$285,214OtherInvestmentsEOYAmt
Other Investments EOYFMV$472,486OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,876,392TotalAssetsBOYAmt
Total Assets EOY$12,219,999TotalAssetsEOYAmt
Total Assets EOYFMV$17,234,403TotalAssetsEOYFMVAmt
Other Liabilities BOY$6,825OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,109OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,825TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,109TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$9,302,010CapitalStockBOYAmt
Capital Stock EOY$8,869,567CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$432,443RetainedEarningBOYAmt
Retained Earning EOY$3,346,323RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,869,567TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,215,890TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,876,392TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,219,999TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,869,567TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,346,323ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,215,890SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,215,890TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN 471P$712,581$713,200-$619-$619
JP MORGAN 507P$940,573$858,785$81,788$81,788
JP MORGAN 509P$381,718$301,288$80,430$80,430
JP MORGAN 512P$596,019$556,369$39,650$39,650
JP MORGAN 504P$4,836,934$1,607,698$3,229,236$3,229,236
JP MORGAN 511P$788,444$632,728$155,716$155,716
JP MORGAN 503P$619,406$607,892$11,514$11,514
JP MORGAN 508P$454,416$332,700$121,716$121,716
JP MORGAN 510P$820,182$573,973$246,209$246,209
JP MORGAN 471P$9,120$9,120$0$0
JP MORGAN 507P$342,020$321,893$20,127$20,127
JP MORGAN 509P$189,245$193,515-$4,270-$4,270
JP MORGAN 512P$138,937$150,165-$11,228-$11,228
JP MORGAN 511P$337,527$313,873$23,654$23,654
JP MORGAN 503P$5,679,899$5,584,418$95,481$95,481
JP MORGAN 508P$111,157$109,945$1,212$1,212
JP MORGAN 510P$232,802$236,690-$3,888-$3,888
K-1 FUGIO PRIVATE EQUITY VP$480$480$480
K-1 FUGIO PRIVATE EQUITY VP$27,411$27,411$27,411
ATLAS ENHANCED FUND, LTDP$411,549$489,349-$77,800-$77,800
CAPITAL GAINS DIVIDENDSP$812$812$812
FieldValueIRS element (for citing)
Capital Gain Net Income$4,037,631CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$738,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,547,195NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025859DistributionYr1Rt
Adjusted Qlfy Distri Yr2$728,438AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,615,851NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046647DistributionYr2Rt
Adjusted Qlfy Distri Yr3$801,505AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,629,972NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054785DistributionYr3Rt
Adjusted Qlfy Distri Yr4$756,906AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,521,526NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052123DistributionYr4Rt
Adjusted Qlfy Distri Yr5$608,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,835,204NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041031DistributionYr5Rt
Total Distribution0.220445TotalDistributionRt
Average Distribution0.044089AverageDistributionRt
Net Vl Noncharitable Assets$16,410,591NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$723,527AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$42,470NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$765,997AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$896,836QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$42,470InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$42,470SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$42,470TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,365EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,365TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$30,105TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT G EDMISTON PRESIDENTIndividualWithBooksNm
Phone5133610444PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 E FIFTH STREET SUITE 900AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES T MITSUI
PO BOX 197KAAAWAHI96730TRUSTEE0.25$0$0$0
ROBERT GRAY EDMISTON
201 E FIFTH STREET SUITE 900CINCINNATIOH45202PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,556,508AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$908,101AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$195,889FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,660,498TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,660,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$249,907CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,410,591NetVlNoncharitableAssetsAmt
Minimum Investment Return$820,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$820,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$42,470TaxBasedOnInvestmentIncomeAmt
Total Tax$42,470TotalTaxAmt
Distributable Before Adj$778,060DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$778,060DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$778,060DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$896,836ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$896,836QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$42,470PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$854,366AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$778,060DistributableAsAdjustedAmt
Undistributed Income PY$895,468UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$896,836QualifyingDistributionsAmt
Applied To Year1$895,468AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,368AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$776,692UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20036NONEPCUNRESTRICTED CONTRIBUTION$5,000
ASSOCIATED SERVICES FOR THE BLIND & VISUALLY IMPAIRED
919 WALNUT STREETPHILADELPHIAPA19107NONEPCUNRESTRICTED CONTRIBUTION$2,000
ASSOCIATION OF SKATEBOARDERS IN HAWAII
517 OLOMANA STREETKAILUAHI96734NONEPCUNRESTRICTED CONTRIBUTION$50,000
AVIATRA ACCELERATORS
114 WEST PIKE STREETCOVINGTONKY41011NONEPCUNRESTRICTED CONTRIBUTION$100,000
BREWHAUS BAKERY
1254 FAGINS RUN ROADNEW RICHMONDOH45157NONEPCUNRESTRICTED CONTRIBUTION$5,000
CARDINAL LAND CONSERVANCY
PO BOX 957MILFORDOH45150NONEPCUNRESTRICTED CONTRIBUTION$45,000
CENTER FOR RURAL AFFAIRS
PO BOX 136LYONSNE680380136NONEPCUNRESTRICTED CONTRIBUTION$12,000
CINCINNATI CHILDREN'S HOSPITAL
3333 BURNET AVENUECINCINNATIOH45229NONEPCUNRESTRICTED CONTRIBUTION$50,000
CINCINNATI PERMACULTURE INSTITUTE
3441 EVANSTON AVENUECINCINNATIOH45207NONEPCUNRESTRICTED CONTRIBUTION$5,000
CINCINNATI UNION CO-OP INITIATIVE (OUR HARVEST COOPERATIVE)
215 EAST 14 STREETCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$5,000
CIVIC GARDEN CENTER
2715 READING ROADCINCINNATIOH45206NONEPCUNRESTRICTED CONTRIBUTION$20,000
CORNUCOPIA INSTITUTE
PO BOX 826VIROQUAWI54665NONEPCUNRESTRICTED CONTRIBUTION$20,000
CORV
601 ENRIGHT AVENUECINCINNATIOH45205NONEPCUNRESTRICTED CONTRIBUTION$3,000
EQUITY TRUST INC
PO BOX 746AMHERSTMA010040746NONEPCUNRESTRICTED CONTRIBUTION$5,000
FAMILIES FORWARD
2400 READING ROADCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$5,000
FARM-TO-CONSUMER FOUNDATION
2692 MADISON ROAD STE N1-371CINCINNATIOH45208NONEPCUNRESTRICTED CONTRIBUTION$20,000
FOOD FIRST INST FOR FOOD & DEV POL
398 60TH STREETOAKLANDCA94618NONEPCUNRESTRICTED CONTRIBUTION$10,000
FREESTORE FOODBANK
1141 CENTRAL PARKWAYCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$40,000
GORMAN HERITAGE FARMS
10052 READING ROADEVENDALEOH45241NONEPCUNRESTRICTED CONTRIBUTION$2,500
GREENBELT ALLIANCE
312 SUTTER STREET SUITE 510SAN FRANCISCOCA941084320NONEPCUNRESTRICTED CONTRIBUTION$5,000
HAWAII PUBLIC RADIO
738 KAHEKA STREETHONOLULUHI96814NONEPCUNRESTRICTED CONTRIBUTION$5,000
HOSPICE OF CINCINNATI INC
4310 COOPER ROADCINCINNATIOH45242NONEPCUNRESTRICTED CONTRIBUTION$10,000
IMAGO
700 ENRIGHT AVENUECINCINNATIOH45205NONEPCUNRESTRICTED CONTRIBUTION$1,000
JOSH CARES INC
9378 MASON MONTGOMERY ROAD 427MASONOH45040NONEPCUNRESTRICTED CONTRIBUTION$25,000
LA CRUZ HABITAT PROTECTION PROJECT INC (FOREST FOR MONARCHS)
PO BOX 597DEDHAMMA02027NONEPCUNRESTRICTED CONTRIBUTION$25,000
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94956NONEPCUNRESTRICTED CONTRIBUTION$10,000
NORTHSIDE COMMUNITY COUNCIL
PO BOX 19398CINCINNATIOH45219NONEPCUNRESTRICTED CONTRIBUTION$6,000
OEFFA EDUCATIONAL FUND
41 CROSWELL ROADCOLUMBUSOH43214NONEPCUNRESTRICTED CONTRIBUTION$25,000
OHIO ENVIRONMENTAL COUNCIL
1145 CHESAPEAKE AVENUE STE 1COLUMBUSOH43212NONEPCUNRESTRICTED CONTRIBUTION$10,000
PERMAGANIC CO
7941 KILGOUR STREETCAMP DENNISONOH451119705NONEPCUNRESTRICTED CONTRIBUTION$20,000
REAL ORGANIC PROJECT
82 WILSON ROADEAST THETFORDVT05043NONEPCUNRESTRICTED CONTRIBUTION$50,000
RITTER CENTER
PO BOX 3517SAN RAFAELCA91912NONEPCUNRESTRICTED CONTRIBUTION$20,000
RONALD MCDONALD CHARITIES SAN DIEGO
2929 CHILDRENS WAYSAN DIEGOCA92123NONEPCUNRESTRICTED CONTRIBUTION$10,000
SANTA MARIA COMMUNITY SERVICES
617 STEINER AVENUECINCINNATIOH45204NONEPCUNRESTRICTED CONTRIBUTION$2,500
SLIDE RANCH
2025 SHORELINE HIGHWAYMUIR BEACHCA94965NONEPCUNRESTRICTED CONTRIBUTION$5,000
SONOMA LAND TRUST
822 FIFTH STREETSANTA ROSACA95404NONEPCUNRESTRICTED CONTRIBUTION$15,000
THE HILLSIDE TRUST
710 TUSCULUM AVENUE ALMS PARKCINCINNATIOH45226NONEPCUNRESTRICTED CONTRIBUTION$5,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100ARLINGTONVA22203NONEPCUNRESTRICTED CONTRIBUTION$100,000
TILLERS INTERNATIONAL
10515 EAST OP AVENUESCOTTSMI49088NONEPCUNRESTRICTED CONTRIBUTION$10,000
UC ACADEMIC HEALTH CENTER
PO BOX 670544CINCINNATIOH45267NONEPCUNRESTRICTED CONTRIBUTION$25,000
WINDWARD FUND
1201 CONNECTICUT AVENUE NW STE 300WASHINGTONDC20036NONEPCUNRESTRICTED CONTRIBUTION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$839,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,408ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$275,867ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,037,631ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME FROM K-1 (FUGIO)900099-$3201
CARLYLE ENERGY CREDIT OPPORTUNITIES01$5,840
OTHER MISCELLANEOUS INCOME$101
ATLAS ENHANCED FUND01-$4,703

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$32UnrelatedBusinessTaxblIncmAmt
Exclusion$4,400,144ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,400,112TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11AORDINARY PASSTHROUGH INCOME
11BORDINARY PASSTHROUGH INCOME
11COTHER BROKERAGE INCOME
11DOTHER PASSTHROUGH INCOME

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,516Amt
Net Investment Income$3,258NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,258DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$4,244,800EOYBookValueAmt
EOYFMV$4,284,241EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$7,056,967EOYBookValueAmt
EOYFMV$11,844,658EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIPSAT COST$230,177$410,964
OTHERAT COST$55,037$61,522

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Legal Fees$100,000LegalFeesAmt
Net Investment Income$50,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$50,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$160$0$160
OTHER DEDUCTIONS$4,218$0$4,218

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM K-1 (FUGIO)-$32-$32
CARLYLE ENERGY CREDIT OPPORTUNITIES$5,840$5,840
OTHER MISCELLANEOUS INCOME$101$101
ATLAS ENHANCED FUND-$4,703-$4,703

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDIVIDENDS IN TRANSITDesc
BOY Book Value$6,825BOYBookValueAmt
EOY Book Value$4,109EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$87,110Amt
Net Investment Income$87,110NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$11,585$11,585$0
STATE OF OHIO ANNUAL REPORT FEE$200$0$200
FEDERAL EXCISE TAX$5,000$0$0

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