LINCOLN W PAVEY EDUCATIONAL FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LINCOLN W PAVEY EDUCATIONAL FOUNDATION (EIN 45-4241024)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201923179349304237
Schema version
2018v3.1
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)
Return2019-11-13T12:15:45-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454241024EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINCOLN W PAVEY EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O RYAN J REDLESKIBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLINCBusinessNameControlTxt
Phone8593313300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 42605AddressLine1Txt
CityBLUE ASHCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRYAN J REDLESKIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8593313300PhoneNum
Signature2019-11-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRyan J RedleskiPreparerPersonNm
PTINP01644392PTIN

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.61.206.123IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm12:15:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF78E18EA3D0BB66CADD2297E1BC78783DF52BBC2AtSubmissionCreationDeviceId
At Submission Filing Device IdC2BE5D4E618E0D2A184F2A8E6B5298ABD62D9863AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1LWP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerRYAN J REDLESKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 42605AddressLine1Txt
CityBLUE ASHCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$405,494GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSUPPORT AND NURTURE THE EDUCATION OF THE UNDERGRADUATE MEMBERS OF THE ZETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY AT THE UNIVERSITY OF CINCINNATI.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$34,143PYContributionsGrantsAmt
CY Contributions Grants$11,617CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$54,849PYInvestmentIncomeAmt
CY Investment Income$50,765CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$88,992PYTotalRevenueAmt
CY Total Revenue$62,382CYTotalRevenueAmt
PY Grants And Similar Paid$109,119PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$94,532CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$22,914PYOtherExpensesAmt
CY Other Expenses$23,950CYOtherExpensesAmt
PY Total Expenses$132,033PYTotalExpensesAmt
CY Total Expenses$118,482CYTotalExpensesAmt
PY Revenues Less Expenses-$43,041PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$56,100CYRevenuesLessExpensesAmt
Total Assets BOY$859,185TotalAssetsBOYAmt
Total Assets EOY$718,248TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$859,185NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$718,248NetAssetsOrFundBalancesEOYAmt
MissionSUSTAIN FIERCE COMMITMENT TO THE EDUCATION AND DEVELOPMENT OF UNDERGRADUATES BY PROVIDING SCHOLARSHIPS FOR OUTSTANDING PERFORMANCE REGARDING GRADES, COMMUNITY INVOLEMENT AND CHARITABLE ACTIVITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$94,532ExpenseAmt
Grant$94,532GrantAmt
Revenue$50,765RevenueAmt
DescSCHOLARSHIPS AND EDUCATIONAL EXPENSE ASSISTANCE WERE AWARDED TO THE UNIVERSITY OF CINCINNATI STUDENTS BASED ON GRADES AND COMMUNITY ACTIVITY.Desc
Total Program Service Expenses$94,532TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRYAN J REDLESKIPersonNm
Phone8593313300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 WRIGHTS SUMMIT PARKWAY SUITEAddressLine1Txt
CityFT WRIGHTCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41011ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DENNIS OLTORIK
PRESIDENT1.00Yes (X)$0$0$0
RYAN REDLESKI
TREASURER1.00Yes (X)$0$0$0
BRIAN DELANY
SECRETARY1.00Yes (X)$0$0$0
William Johnson
BOARD MEMBER1.00Yes (X)$0$0$0
Linda Pavey
BOARD MEMBER1.00Yes (X)$0$0$0
Brian Burress
BOARD MEMBER1.00Yes (X)$0$0$0
elizabeth burress
bOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$11,617AllOtherContributionsAmt
Total Contributions$11,617TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,766TotalRevenueColumnAmt
Related Or Exempt Func Income$18,766RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$375,111SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$343,112SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$31,999SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,999TotalRevenueColumnAmt
Related Or Exempt Func Income$31,999RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,382TotalRevenueColumnAmt
Related Or Exempt Func Income$50,765RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$93,532TotalAmt
Program Services$93,532ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$1,000ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,007TotalAmt
Management And General$8,007ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37TotalAmt
Management And General$37ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$351TotalAmt
Management And General$351ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,713TotalAmt
Management And General$2,713ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
professional fees - mai$12,713$12,713
foreign taxes$129$129

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$118,482TotalAmt
Program Services$94,532ProgramServicesAmt
Management And General$23,950ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$51,238BOYAmt
EOY$11,591EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$807,947BOYAmt
EOY$706,657EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$859,185BOYAmt
EOY$718,248EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$859,185BOYAmt
EOY$718,248EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$859,185BOYAmt
EOY$718,248EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$859,185BOYAmt
EOY$718,248EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$56,100ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$84,837NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,760CurrentTaxYearMinus1YearAmt
Current Tax Year$11,617CurrentTaxYearAmt
Total$99,703TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,760CurrentTaxYearMinus1YearAmt
Current Tax Year$11,617CurrentTaxYearAmt
Total$99,703TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$99,703PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$118,928CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,453CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,934CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,849CurrentTaxYearMinus1YearAmt
Current Tax Year$50,765CurrentTaxYearAmt
Total$276,929TotalAmt
FieldValueIRS element (for citing)
Total Support$376,632TotalSupportAmt
Public Support CY1700.26470PublicSupportCY170Pct
Public Support PY1700.69860PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SIGMA CHI FRATERNITY- ZETA PSIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12617 UNIVERSITY COURTAddressLine1Txt
CitycincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45219ZIPCd
FieldValueIRS element (for citing)
Recipient EIN316077296RecipientEIN
IRC Section501C(7)IRCSectionDesc
Cash Grant$93,532CashGrantAmt
Purpose Of Granteducation expense assistancePurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6ALUMNI VOLUNTEERS ELECT MEMBERS TO THE GOVERNING BODY.
Form 990, Part VI, Section A, line 7aGOVERNING BODY ELECTS EXECUTIVE OFFICERS FROM THE VOLUNTEERING ALUMNI.
Form 990, Part VI, Section A, line 8bCOMMITTEES ARE FACT FINDING IN NATURE ONLY.
Form 990, Part VI, Section B, line 11bFORM 990S WILL BE DISTRIBUTED AT THE NEXT MEETING.
Form 990, Part VI, Section C, line 18UPON REQUEST.
Form 990, Part VI, Section C, line 19UPON REQUEST.

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