KETTERING FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KETTERING FAMILY FOUNDATION (EIN 31-0727384)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202503209349100285
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T14:20:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310727384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETTERING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KETT | BusinessNameControlTxt |
| Phone | 9372281021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 NORTH MAIN ST SUITE 1480 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES F KETTERING III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9372281021 | PhoneNum |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Preparation | 2025-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,480,154 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,301,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,287,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,930,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,355,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,930,286 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $661,661 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $528,996 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,895,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,746,631 | 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 |
| Legal Fees Rev And Expnss | $7,903 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,952 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,951 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,312 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,396,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $835,234 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $560,838 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,157 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,157 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $474,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,666 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $766,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $759,312 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,506 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,668,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,618,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $578,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,104,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,104,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,773,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,618,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,683,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,878,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,127,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,400 | CashBOYAmt |
| Cash EOY | $7,583 | CashEOYAmt |
| Cash EOYFMV | $7,583 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,039,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,234,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,234,543 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $19,890 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,215 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $19,890 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $19,890 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $28,077,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,470,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,488,567 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,188,880 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,839,064 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,729,571 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,128,677 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $92,450,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,571,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,480,154 | 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 | $92,450,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,571,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,450,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,571,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,450,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,571,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,450,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,878,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $90,571,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,571,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ARCLIGHT ENERGY PARTNERS FUND VI LP | P | -$2,427 | -$2,427 | ||
| BIOPHARMA CREDIT INVESTMENTS V LP | P | -$8,219 | -$8,219 | ||
| COMMONFUND CAPITAL PARTNERS IV, L.P. | P | $22 | $22 | ||
| FUNDAMENTAL PARTNERS III-A, L.P. | P | $4,823 | $4,823 | ||
| PRF FUND I LP | P | $3,652 | $3,652 | ||
| AEA INVESTORS FUND VI, L.P. | P | $132,628 | $132,628 | ||
| AEA INVESTORS FUND VII, L.P. | P | $328,735 | $328,735 | ||
| ARCLIGHT ENERGY PARTNERS FUND VI LP | P | -$20,657 | -$20,657 | ||
| BIOPHARMA CREDIT INVESTMENTS V LP | P | -$60,289 | -$60,289 | ||
| BLACKSTONE REAL ESTATE EUROPE PARTNERS V LP | P | -$182 | -$182 | ||
| COMMONFUND CAPITAL PARTNERS III, L.P | P | $16,769 | $16,769 | ||
| COMMONFUND CAPITAL PARTNERS IV, L.P. | P | $23,455 | $23,455 | ||
| FUNDAMENTAL PARTNERS III-A, L.P. | P | $108,700 | $108,700 | ||
| HARRISON STREET REAL ESTATE PTRS IV | P | $40,498 | $40,498 | ||
| HARRISON STREET REAL ESTATE PTRS V | P | $152,184 | $152,184 | ||
| IPI DATA CENTER PARTNERS FUND I-A, L | P | $51,547 | $51,547 | ||
| JLL PARTNERS FUND VII, L.P. | P | -$137,270 | -$137,270 | ||
| KKR GLOBAL INFRASTRUCTURE INVESTORS III LP | P | $329,140 | $329,140 | ||
| NEUBERGER BERMAN PRIVATE DEBT FD II | P | $51,496 | $51,496 | ||
| OWL VENTURES II, L.P. | P | -$68,893 | -$68,893 | ||
| REDMILE BIOPHARMA INVESTMENTS III LP | P | $66 | $66 | ||
| STONELAKE OPPORTUNITY PARTNERS VI | P | $91,983 | $91,983 | ||
| THACKERAY PARTNERS REALTY FUND IV LP | P | $75,346 | $75,346 | ||
| PRF FUND I LP | P | $6,301 | $6,301 | ||
| BLACKSTONE RE PARTNERS EUROPE V-NQ LP | P | $4,670 | $4,670 | ||
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (ALTITUDE) LP | P | $547 | $547 | ||
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (KNOX) LP | P | $16 | $16 | ||
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (NITROGEN) LP | P | -$7 | -$7 | ||
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (PINNACLE A) LP | P | -$455 | -$455 | ||
| AEA INVESTORS FUND VI AIV LP | P | $1,172 | $1,172 | ||
| PUBLICLY TRADED SECURITIES - ST | P | $274,680 | $274,680 | $3,331,440 | $3,056,760 |
| PUBLICLY TRADED SECURITIES - LT | P | $1,770,419 | $1,770,419 | $12,264,469 | $10,494,050 |
| COMMONFUND CAPITAL PART IX | P | $8,115 | $8,115 | $8,115 | |
| ZP OFFSHORE UTILITY FUND | P | $871,323 | $871,323 | $871,323 | |
| CAPITAL GAINS DIVIDENDS | P | $880,398 | $880,398 | $880,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,930,286 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85,179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85,179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $113,703 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $113,703 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,524 | OverpaymentAmt |
| Applied To ES Tax | $28,524 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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.KETTERINGFAMILYPHILANTHROPIES.ORG | WebsiteAddressTxt |
| Individual With Books | ANCHIN | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE FLOOR 25 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES F KETTERING III | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DEBRA L WILLIAMSON | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KAREN W CUSHNIE | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| SUSAN S KETTERING | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| KYLE W KIM | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALBERT W LELAND | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JANE K LOMBARD | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD J LOMBARD | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DOUGLAS E WILLIAMSON | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHALYN R KETTERING | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PETER A WILLIAMSON | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE REED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 NORTH MAIN ST SUITE 1480 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE DIREC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 28.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,300 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RIDGELEIGH MANAGEMENT COMPANY | |||||
| 850 LIBRARY AVENUE SUITE 204 | NEWARK | DE | 19711 | MANAGEMENT SERVICES | $560,838 |
| MACD ADVISORS LLC | |||||
| 19 BEECHWOOD ROAD 3RD FLOOR | SUMMIT | NJ | 07901 | INVESTMENT ADVISORS | $424,437 |
| CAPFINANCIAL PARTNERS LLC | |||||
| 4208 SIX FORKS ROAD SUITE 1700 | RALEIGH | NC | 27609 | FINANCIAL REPORTING | $60,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $127,741,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,693,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $132,435,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $132,435,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,986,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,448,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,522,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,522,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85,179 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $15,435 | IncomeTaxAmt |
| Total Tax | $100,614 | TotalTaxAmt |
| Distributable Before Adj | $6,421,815 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $50,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,471,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,471,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,683,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,683,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,471,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $815,560 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,683,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $815,560 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,471,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $395,732 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $395,732 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $395,732 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $395,732 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KETTERING FAMILY PHILANTHROPIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N MAIN ST SUITE 1480 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372281021 | RecipientPhoneNum |
| Recipient Email Address | INFO@KETTERINGFAMILYPHILANTHROPIES.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS MUST COMPLETE THE REQUEST SUMMARY ON THE FOUNDATION'S WEBSITE: WWW.KETTERINGFAMILYPHILANTHROPIES.ORG. IF THERE IS SUFFICIENT TRUSTEE INTEREST AN EXPANDED PROPOSAL WILL BE REQUESTED. PROPOSALS ARE REQUIRED TO BE SUBMITTED ELECTRONICALLY ACCORDING TO DIRECTIONS PUBLISHED ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSAL DEADLINES ARE JANUARY 31 AND JULY 31 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS MAY APPLY - SEE THE FOUNDATION'S WEBSITE FOR FURTHER INFORMATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (164 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826DC | |||||||
| 3333 14TH STREET NW SUITE M-120 | WASHINGTON | DC | 20010 | PC | FREE CREATIVE WRITING AND LITERACY PROGRAMS AT 826DC FOR UNDERSERVED STUDENTS | $15,000 | |
| 826NYC INC | |||||||
| 372 FIFTH AVENUE | BROOKLYN | NY | 11215 | PC | 826NYC 2023-2024 YOUTH WRITING PROGRAMS | $25,000 | |
| AIR FORCE MUSEUM FOUNDATION INC | |||||||
| 1100 SPAATZ STREET - PO BOX 33624 | WPAFB | OH | 45433 | PC | AIR FORCE MUSEUM FOUNDATION | $25,000 | |
| ANTIOCH COLLEGE | |||||||
| 1 MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | MEANINGFUL WORK: SECURING ANTIOCH COLLEGES NATIONAL PLACE IN HIGHER EDUCATION | $200,000 | |
| ART AT A TIME LIKE THIS INC | |||||||
| 32 MORTON ST 6A | NEW YORK | NY | 10014 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| BANG ON A CAN | |||||||
| 80 HANSON PLACE SUITE 301 | BROOKLYN | NY | 11217 | PC | LONG PLAY 2025 | $35,000 | |
| BELOVED ASHEVILLE | |||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | PC | RECOVERY AND EMERGENCY SERVICES FOR HURRICANE HELENE | $5,000 | |
| BELOVED ASHEVILLE | |||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | PC | HURRICANE HELENE RELIEF | $50,000 | |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET ROUTE 7 | PITTSFIELD | MA | 01201 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| BIDOUN PROJECTS INC | |||||||
| 144 N 7TH ST SUITE 501 | BROOKLYN | NY | 11249 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS OF COLORADO | |||||||
| 7535 E HAMPDEN AVE SUITE 605 | DENVER | CO | 80231 | PC | BIG FUTURES PROGRAM 2025 | $20,000 | |
| BOCA BALLET THEATRE COMPANY | |||||||
| 7630 NW 6TH AVE | BOCA RATON | FL | 33487 | PC | SUPPORT OUR SEASON 2024 | $50,000 | |
| BOOKTRAILS | |||||||
| PO BOX 771438 | STEAMBOAT SPRINGS | CO | 80487 | PC | READING RANCH SOLAR ARRAY | $75,000 | |
| BOYS & GIRLS CLUBS OF NORTHWEST COLORADO | |||||||
| PO BOX 776410 | STEAMBOAT SPRINGS | CO | 80477 | PC | LITERACY HELPS STEM | $25,000 | |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | CHILDREN'S EDUCATION AT BROOKLYN BOTANIC GARDEN | $32,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | 2025 OPERATING SUPPORT | $4,000 | |
| CAYUCOS LAND CONSERVANCY | |||||||
| PO BOX 336 | CAYUCOS | CA | 93430 | PC | TORO COAST PRESERVE PROJECT (PHASE 2) | $45,000 | |
| CEC ARTSLINK | |||||||
| 28 HUBERT STREET | NEW YORK | NY | 10013 | PC | ARTSLINK TRANSNATIONAL FELLOWSHIPS | $200,000 | |
| CENTER FOR PERSONALIZED EDUCATION FOR PROFESSIONALS | |||||||
| 720 S COLORADO BLVD SUITE 1100-N | DENVER | CO | 80246 | PC | HEALTH SYSTEM TOOLKIT | $50,000 | |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE BOX 045 | DENVER | CO | 80045 | PC | 2221 SOCIETY | $20,000 | |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 3579 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | PC | YEAR OF THE BOOK PROGRAM | $25,000 | |
| CHILDREN'S RESEARCH INSTITUTE (CRI) | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | UREA CYCLE DISORDERS CONSORTIUM | $500,000 | |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 697 THIRD AVENUE SUITE 418 | NEW YORK | NY | 10017 | PC | THE ROLE OF SCHWANN CELLS IN THE ONSET OF PAIN DUE TO NEUROFIBROMATOSIS-1 (NF1) | $75,000 | |
| CHURCH OF HOLY APOSTLESHOLY APOSTLES SOUP KITCHEN | |||||||
| 296 9TH AVENUE | NEW YORK | NY | 11201 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| CLEAN UP THE LAKE | |||||||
| PO BOX 5016 | STATELINE | NE | 89449 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| COLABORATIVA LA MILPA | |||||||
| 528 EMMA RD | ASHEVILLE | NC | 288063732 | PC | SUPPORT EMMA MOBILE HOME RESIDENTS THROUGH HURRICANE HELENE RECOVERY | $5,000 | |
| COLORADO FARM TO TABLE | |||||||
| PO BOX 826 | SALIDA | CO | 81201 | PC | FRESH AND HEALTHY PRODUCE FOR FOOD-INSECURE COLORADANS IN 2024 | $15,000 | |
| COLORADO LEGAL SERVICES | |||||||
| 1905 SHERMAN STREET SUITE 300 | DENVER | CO | 80203 | PC | CIVIL LEGAL AID FOR VULNERABLE COLORADANS | $50,000 | |
| COLORADO WATER TRUST | |||||||
| 1312 17TH ST 766 | DENVER | CO | 80202 | PC | COLLABORATIVE SOLUTIONS TO RESTORE COLORADO'S YAMPA RIVER | $27,000 | |
| COMMUNITIES FIRST INC | |||||||
| 415 W COURT ST | FLINT | MI | 48503 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 SOUTH CLARKSON STREET | ENGLEWOOD | CO | 80113 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| CURTIS LEGACY FOUNDATION | |||||||
| PO BOX 4027 | BUENA VISTA | CO | 81211 | PC | THE DESCENDANTS PROJECT | $15,000 | |
| DARTMOUTH-HITCHCOCK HEALTH | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PC | PATIENT PAVILION AT DARTMOUTH HITCHCOCK MEDICAL CENTER-2024 | $200,000 | |
| DAYBREAK INC | |||||||
| 605 S PATTERSON BLVD | DAYTON | OH | 45402 | PC | DAYBREAK HEAT PUMP REPLACEMENT PROJECT | $175,000 | |
| DAYTON BOYS CLUB | |||||||
| 1828 W STEWART STREET | DAYTON | OH | 45417 | PC | A 21ST CENTURY CLUB | $200,000 | |
| DAYTON PERFORMING ARTS ALLIANCE | |||||||
| 126 NORTH MAIN STREET SUITE 210 | DAYTON | OH | 45402 | PC | NUTCRACKER REBUILD FOR THE 2024-2025 SEASON | $200,000 | |
| DAYTON SOCIETY OF NATURAL HISTORY | |||||||
| 2600 DEWEESE PARKWAY | DAYTON | OH | 45414 | PC | A RIVER RUNS THROUGH US: TRANSFORMING DAYTONS MUSEUM OF NATURAL HISTORY | $250,000 | |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LANE - PO BOX 306 | DEERFIELD | MA | 01342 | PC | DEERFIELD ACADEMY ANNUAL FUND | $5,000 | |
| DESIGN INDUSTRIES FOUNDATION FIGHTING AIDS | |||||||
| 322 WEST 52ND STREET - PO BOX 228 | NEW YORK | NY | 10019 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| DIGS WITH DIGNITY | |||||||
| 1634 W 37TH PLACE | CHICAGO | IL | 60609 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST SUITE 2000 | NEW YORK | NY | 10168 | PC | NYC PARTNER SCHOOL MUSIC EDUCATION PROGRAM | $25,000 | |
| EDWINS LEADERSHIP AND RESTAURANT INSTITUTE | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | PC | CREATING CULINARY CAREERS THROUGH MULTIGENERATIONAL SUPPORT | $75,000 | |
| ENTREPRENEURS OF TOMORROW | |||||||
| 621 W 145TH ST | NEW YORK CITY | NY | 10031 | PC | UNRESTRICTED OPERATING SUPPORT | $7,000 | |
| EQUALITY MAINE | |||||||
| PO BOX 1951 | PORTLAND | ME | 04104 | PC | QUEER YOUTH PROGRAMMING | $13,000 | |
| FABRETTO CHILDREN'S FOUNDATION | |||||||
| 1563 SHERMAN AVE SUITE 201 | EVANSTON | IL | 60201 | PC | INCLUSIVE EDUCATION & NUTRITION SERVICES IN UNDERSERVED COMMUNITIES OF HONDURAS | $25,000 | |
| FLOW (FOR LOVE OF WATER) | |||||||
| 223 LAKE AVENUE SUITE B | TRAVERSE CITY | MI | 49684 | PC | FLOW: ENSURING THE GREAT LAKES ARE HEALTHY, PUBLIC, AND PROTECTED FOR ALL | $30,000 | |
| FOCUS POINTS FAMILY RESOURCE CENTER | |||||||
| 2501 EAST 48TH AVE | DENVER | CO | 80216 | PC | MULTI-GENERATIONAL PROGRAMS AND SERVICES FOR LOW-INCOME IMMIGRANT AND REFUGEE FAMILIES IN DENVER, CO | $10,000 | |
| FRESHFARM MARKETS INC | |||||||
| 1380 MONROE ST NW 605 | WASHINGTON | DC | 20010 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| GLEN HELEN ASSOCIATION | |||||||
| 405 CORRY ST | YELLOW SPRINGS | OH | 45387 | PC | ACCESSIBLE TRAIL SUPPORT | $65,000 | |
| GOVERNANCE INSTITUTE INC | |||||||
| 1709 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | PC | UNRESTRICTED OPERATING SUPPORT AND THE UNIVERSITY FORUM REVIEW | $20,000 | |
| GOVERNANCE INSTITUTE INC | |||||||
| 1709 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | PC | UNIVERSITY FORUM REVIEW | $20,000 | |
| GREATER DAYTON PUBLIC TELEVISION | |||||||
| 110 SOUTH JEFFERSON STREET | DAYTON | OH | 45402 | PC | URGENT CAPITAL NEED | $100,000 | |
| GREEN CHIMNEYS | |||||||
| 400 DOANSBURG RD PO BOX 719 | BREWSTER | NY | 105090719 | PC | FARM AND WILDLIFE PROGRAM | $5,000 | |
| GRID ALTERNATIVES COLORADO | |||||||
| 4845 OAKLAND STREET | DENVER | CO | 80239 | PC | ADVANCING AN EQUITABLE RENEWABLE ENERGY FUTURE IN COLORADO | $25,000 | |
| HANNAH'S TREASURE CHEST | |||||||
| 2490 TECHNICAL DRIVE | MIAMISBURG | OH | 45342 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| HARVEST OF HOPE PANTRY | |||||||
| 4830 PEARL STREET | BOULDER | CO | 80301 | PC | HARVEST OF HOPE PANTRY 2024 | $10,000 | |
| HATHAWAY BROWN SCHOOL | |||||||
| 19600 NORTH PARK BOULEVARD | SHAKER HEIGHTS | OH | 44122 | PC | THE SCIENCE RESEARCH & ENGINEERING PROGRAM (SREP) AT HATHAWAY BROWN SCHOOL | $100,000 | |
| HEARTBEAT DENVER INC | |||||||
| 1660 SHERMAN ST | DENVER | CO | 80203 | PC | HEARTBEAT DENVER, INC. | $10,000 | |
| HOMEFULL | |||||||
| 807 S GETTYSBURG AVE SUITE 201 | DAYTON | OH | 45417 | PC | HOMEFULL HEALTHY LIVING IN WEST DAYTON | $200,000 | |
| HUNGER FREE COLORADO | |||||||
| 3840 YORK STREET SUITE 245 | DENVER | CO | 80205 | PC | FARM TO FOOD PANTRY INITIATIVE EXPANSION | $15,000 | |
| INSIDE THE ORCHESTRA | |||||||
| 9995 E COLFAX AVE | AURORA | CO | 80010 | PC | INSIDE THE ORCHESTRA - MUSIC PROGRAMMING IN SCHOOLS, COMMUNITY CENTERS AND LIBRARIES | $10,000 | |
| INTEGRATED COMMUNITY | |||||||
| PO BOX 773417 | STEAMBOAT SPRINGS | CO | 80477 | PC | INCREASING ACCESS TO ENGLISH LANGUAGE CLASSES | $28,000 | |
| INTERCAMBIO DE COMUNIDADES | |||||||
| 4735 WALNUT STREET SUITE B | BOULDER | CO | 80301 | PC | INTERCAMBIO NETWORK: BUILDING CAPACITY FOR ENGLISH PROGRAMS NATIONWIDE | $25,000 | |
| JEFFCO ACTION CENTER INC DBA THE ACTION CENTER | |||||||
| 8755 W 14TH AVE | LAKEWOOD | CO | 80215 | PC | HEALTHY FOOD FOR PEOPLE IN NEED | $10,000 | |
| KARIS COMMUNITY | |||||||
| 1361 DETROIT STREET | DENVER | CO | 80206 | PC | EMPOWERMENT PROGRAM | $10,000 | |
| KEELER TAVERN PRESERVATION SOCIETY INC | |||||||
| 132 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| KENT DENVER COUNTRY DAY SCHOOL | |||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | PC | UNRESTRICTED OPERATING SUPPORT | $4,000 | |
| KETTERING MEDICAL CENTER FOUNDATION | |||||||
| 3535 SOUTHERN BOULEVARD | KETTERING | OH | 45429 | PC | INNOVATION THROUGH MOLECULAR IMAGING | $200,000 | |
| KETTERING UNIVERSITY | |||||||
| 1700 UNIVERSITY AVENUE | FLINT | MI | 48504 | PC | BULLDOG AWARD | $3,500 | |
| KETTERING UNIVERSITY | |||||||
| 1700 UNIVERSITY AVENUE | FLINT | MI | 48504 | PC | KETTERING UNIVERSITY DEFAULT GRANT NOV 2024 | $25,000 | |
| LA RAZA SERVICES INC | |||||||
| 3131 W 14TH AVENUE | DENVER | CO | 80204 | PC | HOUSING NAVIGATION AND CULTURALLY RESPONSIVE FOOD FOR LOW-INCOME LATINOS AND THEIR CHILDREN IN COLORADO | $25,000 | |
| LAW ENFORCEMENT FOUNDATION INC | |||||||
| 6277 RIVERSIDE DRIVE SUITE 1S | DUBLIN | OH | 43017 | PC | POLICE EXECUTIVE LEADERSHIP AND MANAGEMENT TRAINING SERIES, D.A.R.E. OFFICER TRAINING, AND COMMUNITY INITIATIVES | $15,000 | |
| LEARN TO EARN DAYTON | |||||||
| 200 S KEOWEE ST | DAYTON | OH | 454022242 | PC | READING IS LIT: FAMILY LITERACY BOXES | $25,000 | |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 1253 S JACKSON ST SUITE A | SEATTLE | WA | 98144 | PC | U DISTRICT AFFORDABLE HOUSING PROJECT | $20,000 | |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | FUND FOR NATURE | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | MSKCC DEFAULT GRANT NOV 2024 | $25,000 | |
| METRO CARING | |||||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | PC | IMMEDIATE AND CULTURALLY RELEVANT FOOD ACCESS | $20,000 | |
| MOMENTUM ADVISORY COLLECTIVE | |||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| MOONRISE THERAPEUTICS | |||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | UNRESTRICTED OPERATING SUPPORT | $15,000 | |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | PC | RESILIENT SCHOOLS CONSORTIUM RISC IMPLEMENTATION | $100,000 | |
| NATIONSL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW 350 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| NEWTOWN PARENT CONNECTION INC | |||||||
| PO BOX 187 | NEWTOWN | CT | 06470 | PC | HOUSING SUPPORT FOR ADDICTION RECOVERY | $10,000 | |
| NORTHWEST COLORADO VISITING NURSE ASSOCIATION | |||||||
| 940 CENTRAL PARK DR SUITE 101 | STEAMBOAT SPRINGS | CO | 80487 | PC | YOUTH RESILIENCY | $20,000 | |
| NORTHWEST CONNECTICUT LAND CONSERVANCY | |||||||
| PO BOX 821 | KENT | CT | 06757 | PC | UNRESTRICTED OPERATING SUPPORT | $30,000 | |
| OH TASTE | |||||||
| 31 SOUTH MAIN STREET SUITE 225 | DAYTON | OH | 45402 | PC | 6888 KITCHEN INCUBATOR- PHASE 2 | $100,000 | |
| OHIODANCE | |||||||
| 77 S HIGH ST 2ND FLOOR | COLUMBUS | OH | 432156108 | PC | OHIODANCE VIRTUAL DANCE COLLECTION | $25,000 | |
| OUR MINDS MATTER | |||||||
| 1300 CARPERS FARM WAY | VIENNA | VA | 22182 | PC | DEEPENING THE IMPACT OF A TEEN-LED MENTAL HEALTH PROGRAM | $25,000 | |
| PARENTCHILD | |||||||
| 242 WEST 30TH STREET SUITE 1100 | NEW YORK | NY | 10001 | PC | PARENTCHILD+: EQUAL POSSIBILITIES FROM THE START IN EAST HARLEM, NY | $35,000 | |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET SUITE 900 | COLUMBUS | OH | 43215 | PC | 2024 GENERAL OPERATING SUPPORT | $5,000 | |
| PHILLIPS ACADEMY ON BEHALF OF MATH AND SCIENCE FOR MINORITY STUDENTS(MS)2 | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | (MS)2: MATH AND SCIENCE FOR MINORITY STUDENTS | $25,000 | |
| PLANNED PARENTHOOD SOUTHWEST OHIO REGION | |||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 452192802 | PC | PELVIC SIMULATOR FOR DAYTON TRAINING CENTER | $75,000 | |
| PLATTEFORUM | |||||||
| 2700 ARAPAHOE STREET UNIT 102 | DENVER | CO | 80205 | PC | ARTLAB: SUPPORTING UNDER-RESOURCED CREATIVE YOUTH AND BUILDING DIVERSE PIPELINES FOR A MORE INCLUSIVE FUTURE | $10,000 | |
| POSITIVE TRACKS | |||||||
| 35 S MAIN ST 105 | HANOVER | NH | 03755 | PC | POSITIVE TRACKS YOUTH CHALLENGES PROGRAM | $7,500 | |
| PRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS' HOME | |||||||
| 3700 NORTH CAPITOL ST NW 558 | WASHINGTON | DC | 20011 | PC | 2X MATCHING GRANT | $10,000 | |
| PROJECT HELPING | |||||||
| 8821 E HAMPDEN AVE SUITE 256 | DENVER | CO | 802314935 | PC | UNRESTRICTED OPERATING SUPPORT | $20,000 | |
| PROSPECT PARK ALLIANCE INC | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| PROSPECT PARK ALLIANCE INC | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| PROTOCINEMA INC | |||||||
| 31 MADISON ST 2B | NEW YORK | NY | 10038 | PC | PROTOCINEMA INC | $5,000 | |
| REACHING EVERYONE PREVENTING SUICIDE (REPS) | |||||||
| PO BOX 773324 | STEAMBOAT SPRINGS | CO | 80477 | PC | CRISIS RESPONSE TEAM | $20,000 | |
| READING IS FUNDAMENTAL | |||||||
| 750 FIRST STREET NE SUITE 920 | WASHINGTON | DC | 20002 | PC | UNRESTRICTED OPERATING SUPPORT | $7,500 | |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | PC | RED HOOK FARMS: FIGHTING FOOD INSECURITY, PROMOTING NUTRITION, AND NURTURING THE NEXT GENERATION OF GREEN LEADERS IN RED HOOK, BROOKLYN | $20,000 | |
| REGIONAL HOSPICE AND HOME CARE OF WESTERN CONNECTICUT INC | |||||||
| 30 MILESTONE ROAD | DANBURY | CT | 068105114 | PC | THE PATIENT CARE FUND | $30,000 | |
| ROCKY MOUNTAIN ELK FOUNDATION | |||||||
| 5705 GRANT CREEK ROAD | MISSOULA | MT | 59808 | PC | PROTECTION AND CONSERVATION OF WILDLIFE AND HABITAT | $10,000 | |
| SAVE THE MUSIC FOUNDATION | |||||||
| PO BOX 2096 | NEW YORK | NY | 10108 | PC | OHIO MUSIC SAVES | $50,000 | |
| SHERMAN LIBRARY ASSOCIATION INC | |||||||
| 1 SHERMAN CENTER PO BOX 40 | SHERMAN | CT | 06784 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| SIERRA WATCH | |||||||
| 408 BROAD ST 12 | NEVADA CITY | NE | 95959 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| SINCLAIR COMMUNITY COLLEGE FOUNDATION | |||||||
| 444 W THIRD STREET ROOM 12211 | DAYTON | OH | 45402 | PC | NEXT STEP FUND | $15,000 | |
| SMITHSONIAN'S NATIONAL AIR AND SPACE MUSEUM | |||||||
| INDEPENDENCE AVE AND SIXTH ST SW | WASHINGTON | DC | 20004 | PC | WORLD WAR I: THE BIRTH OF MILITARY AVIATION GALLERY | $100,000 | MRC 321 |
| SO ALL MAY EAT INC | |||||||
| 2023 EAST COLFAX AVENUE | DENVER | CO | 80206 | PC | SO ALL MAY EAT / SAME CAFS | $15,000 | |
| SOLAR UNITED NEIGHBORS | |||||||
| 1350 CONNECTICUT AVE NW SUITE 412 | WASHINGTON | DC | 20036 | PC | SCALING ROOFTOP SOLAR IN COLORADO | $20,000 | |
| SPRING STREET CLIMATE FUND | |||||||
| PO BOX 24685 | BROOKLYN | NY | 11202 | PC | SPRING STREET CLIMATE FUND | $25,000 | |
| SPUR LOCAL (FORMERLY CATALOGUE FOR PHILANTHROPY) | |||||||
| 80 M STREET SE SUITE 100 | WASHINGTON | DC | 20003 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| ST ANNE'S EPISCOPAL SCHOOL | |||||||
| 2701 S YORK ST | DENVER | CO | 80210 | PC | UNRESTRICTED OPERATING SUPPORT | $4,000 | |
| START LIGHTHOUSE | |||||||
| 564 JACKSON AVENUE | BRONX | NY | 10455 | PC | START LIGHTHOUSE'S LITERACY HUBS | $30,000 | |
| STEAMBOAT ART MUSEUM | |||||||
| 807 LINCOLN AVENUE - PO BOX 883434 | STEAMBOAT SPRINGS | CO | 80488 | PC | OPERATING SUPPORT FOR STEAMBOAT ART MUSEUM '24 | $30,000 | |
| STORY TAPESTRIES INC | |||||||
| 19301 HEMPSTONE AVE | POOLESVILLE | MD | 20837 | PC | WRITE YOUR STORY (WYS) | $20,000 | |
| STRINGS MUSIC FESTIVAL | |||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | PC | 2025 STRINGS SCHOOL DAYS REQUEST SUMMARY | $30,000 | |
| THE CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| THE CENTER FOR CURATORIAL STUDIES BARD COLLEGE (CCS BARD) | |||||||
| 33 GARDEN ROAD | ANNANDALEONHUDSON | NY | 12504 | PC | CARRIE MAE WEEMS: REMEMBER TO DREAM (2024 EXHIBITION) | $25,000 | |
| THE DAYTON ART INSTITUTE (DAI) | |||||||
| 456 BELMONTE PARK NORTH | DAYTON | OH | 45405 | PC | DAYTON ART INSTITUTE FIRE SECURITY UPGRADES- PHASE 3B | $200,000 | |
| THE DOE FUND | |||||||
| 345 E 102ND ST SUITE 305 | NEW YORK | NY | 10029 | PC | READY, WILLING & ABLE | $30,000 | |
| THE EVERGREEN SCHOOL | |||||||
| 15201 MERIDIAN AVE NORTH | SHORELINE | WA | 98133 | PC | EVERGREEN ANNUAL FUND | $10,000 | |
| THE FAMILY PLACE | |||||||
| 319 US ROUTE 5 SOUTH | NORWICH | VT | 05055 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| THE FOODBANK INC | |||||||
| 56 ARMOR PLACE | DAYTON | OH | 45402 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| THE GEORGIA BALLET INC | |||||||
| PO BOX 670563 | MARIETTA | GA | 30066 | PC | GENERAL FUNDING | $30,000 | |
| THE GIVING SQUARE | |||||||
| 5237 RIVER ROAD 244 | BETHESDA | MD | 20816 | PC | EXPANDING THE SERVICE LEARNING WORKSHOP | $25,000 | |
| THE HOPE PROGRAM | |||||||
| ONE SMITH STREET | BROOKLYN | NY | 11201 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| THE INN BETWEEN OF LONGMONT INC | |||||||
| 515 KIMBARK ST SUITE 107 | LONGMONT | CO | 80501 | PC | SUPPORTIVE HOUSING FOR LONG-TERM STABILITY | $15,000 | |
| THE NATURE CONSERVANCY | |||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | PC | CONSERVING OHIOS CLIMATE-RESILIENT LANDS | $150,000 | |
| THE NEW SCHOOL | |||||||
| 66 WEST 12TH STREET ROOM 604 | NEW YORK | NY | 10011 | PC | THE VLC STUDIO | $250,000 | |
| THE OHIO FOUNDATION OF INDEPENDENT COLLEGES INC | |||||||
| 60 COLLEGEVIEW RD SUITE 107 | WESTERVILLE | OH | 43081 | PC | THE KETTERING FUND SCHOLARSHIP PROGRAM AND DIVERSITY GRANT PROGRAM | $30,000 | |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST | BOSTON | MA | 02110 | PC | UNRESTRICTED OPERATING SUPPORT | $5,000 | |
| THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | |||||||
| 2245 S MICHIGAN AVE SUITE 301 | CHICAGO | IL | 60616 | PC | PROTECTING THE RIGHTS OF IMMIGRANT CHILDREN | $20,000 | |
| TRAVERSE CITY DANCE PROJECT | |||||||
| 4178 BARNES RD | TRAVERSE CITY | MI | 49684 | PC | UNRESTRICTED OPERATING SUPPORT | $15,000 | |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | PC | HEALTHY STUDENTS, HEALTHY PHYSICIANS: COMPREHENSIVE MENTAL HEALTH AND WELLNESS SUPPORT FOR STUDENTS OF THE GEISEL SCHOOL OF MEDICINE AT DARTMOUTH | $75,000 | |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | PC | DARTMOUTH COLLEGE ANNUAL FUND | $2,500 | |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | PC | TUCK ANNUAL GIVING | $2,500 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | PC | BUSINESS FELLOWS FIRST GEN PROGRAM | $30,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | PC | COLORADO CENTER FOR PERSONALIZED MEDICINE | $125,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 4740 WALNUT STREET | BOULDER | CO | 80301 | PC | CO CENTER FOR PERSONALIZED MEDICINE | $25,000 | |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 454697053 | PC | VIRGINIA W. KETTERING SCHOLARSHIP OF THE KETTERING FUND 2025-2026 | $100,000 | |
| UPTOWN STORIES | |||||||
| 178 BENNETT AVENUE | NEW YORK | NY | 10040 | PC | PAY-WHAT-YOU-CAN FUND FOR COMMUNITY WORKSHOPS | $10,000 | |
| VERMONT ENERGY EDUCATION PROGRAM | |||||||
| 79 RIVER ST SUITE 303 | MONTPELIER | VT | 05602 | PC | ENERGY AND CLIMATE CHANGE EDUCATION IN NH | $15,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE INC | |||||||
| 149 NATURES WAY PO BOX 1281 | QUECHEE | VT | 05059 | PC | CHARLES RATTIGAN FUND | $10,000 | |
| VICTORIA THEATRE ASSOCIATION | |||||||
| 138 NORTH MAIN ST | DAYTON | OH | 45402 | PC | DAYTON DANCE INITIATIVE | $10,000 | |
| VICTORIA THEATRE ASSOCIATION | |||||||
| 138 NORTH MAIN ST | DAYTON | OH | 45402 | PC | SPOTLIGHT ON THE FUTURE - 2025 CAPITAL CAMPAIGN | $200,000 | |
| VISIONS FOR CREATIVE HOUSING SOLUTIONS INC | |||||||
| 8 SUNRISE FARM LANE | ENFIELD | NH | 03748 | PC | HANOVER CAPITAL CAMPAIGN | $50,000 | |
| VITAL COMMUNITIES | |||||||
| 195 NORTH MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| WARREN VILLAGE INC | |||||||
| 1323 GILPIN STREET | DENVER | CO | 80218 | PC | STRENGTHENING FAMILIES: HOUSING, EDUCATION, AND ECONOMIC OPPORTUNITY TO SUPPORT SINGLE-PARENT FAMILIES | $20,000 | |
| WARREN VILLAGE INC | |||||||
| 1323 GILPIN STREET | DENVER | CO | 80218 | PC | UNRESTRICTED OPERATING SUPPORT | $7,000 | |
| WEDONTWASTE INC | |||||||
| 6090 E 39TH AVENUE | DENVER | CO | 80207 | PC | FOOD RECOVERY AND DISTRIBUTION: INCREASING ACCESS TO HEALTHY FOOD | $25,000 | |
| WESTSIDE MAKERSPACE | |||||||
| 840 GERMANTOWN ST | DAYTON | OH | 45417 | PC | UNRESTRICTED OPERATING SUPPORT | $100,000 | |
| WILLING HANDS ENTERPRISES INC | |||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | PC | REDUCING HUNGER AND IMPROVING HEALTH THROUGH FOOD RECOVERY | $20,000 | |
| WONDERBOUND | |||||||
| 3824 DAHLIA ST | DENVER | CO | 80207 | PC | WONDERWELL | $5,000 | |
| YAMPA VALLEY COMMUNITY FOUNDATION | |||||||
| 348 OAK STREET | STEAMBOAT SPRINGS | CO | 80487 | PC | SENIOR LIVING AND SKILL NURSING FACILITY | $40,000 | |
| YAMPA VALLEY SUSTAINABILITY COUNCIL | |||||||
| PO BOX 770705 | STEAMBOAT SPRINGS | CO | 80477 | PC | YAMPA VALLEY SUSTAINABILITY COUNCIL INTERNSHIP PROGRAM | $50,000 | |
| YAMPATIKA OUTDOOR AWARENESS ASSOCIATION | |||||||
| 925 WEISS DR | STEAMBOAT SPRINGS | CO | 80487 | PC | GROWING ENVIRONMENTAL EDUCATION FOR ALL YOUTH IN NORTHWEST COLORADO | $40,000 | |
| YELLOW SPRINGS HOME INC | |||||||
| 305 N WALNUT ST SUITE A | YELLOW SPRINGS | OH | 45387 | PC | MAJOR HOME REPAIR GRANTS FOR RESIDENT HEALTH AND SAFETY | $50,000 | |
| YWCA DAYTON | |||||||
| 141 WEST THIRD STREET | DAYTON | OH | 45402 | PC | YWCA NATIONAL AND LOCAL DUES | $40,000 | |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 452201399 | PC | ELEPHANT TREK: THE FINAL STRETCH | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,104,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,301,084 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $82,665 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $528,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $118,937 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,811,349 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $50,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $201,602 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,691,429 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,893,031 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,625 | Amt |
| Net Investment Income | $11,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,312 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL DOES NOT REQUIRE NOR WILL IT ACCEPT A COPY OF FORM 990-PF. THE FOUNDATION FILES THE REQUIRED OHIO ANNUAL CHARITABLE REGISTRATION REPORT. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (103 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3I GROUP PLC-UNSPON ADR | $139,687 | $160,889 |
| 3M CO | $108,873 | $110,114 |
| ABBOTT LABORATORIES | $77,774 | $81,100 |
| ADYEN NV-UNSPON ADR | $95,386 | $121,693 |
| ALIBABA GROUP HOLDING-SP ADR | $36,317 | $30,016 |
| ALPHABET INC-CL C | $467,145 | $705,009 |
| AMAZON.COM INC | $479,262 | $953,030 |
| AMPHENOL CORP-CL A | $35,842 | $76,742 |
| AON PLC-CLASS A | $47,444 | $87,994 |
| APPLE INC | $961,994 | $1,236,574 |
| APPLOVIN CORP-CLASS A | $54,229 | $63,471 |
| ARCH CAPITAL GROUP LTD | $116,161 | $151,731 |
| ARISTA NETWORKS INC | $66,657 | $146,342 |
| ASM INTERNATIONAL-NY REG SHS | $63,470 | $99,032 |
| ASML HOLDING NV-NY REG SHS | $44,670 | $127,527 |
| ASTRAZENECA PLC-SPONS ADR | $176,946 | $170,483 |
| ATLASSIAN CORP-CL A | $83,065 | $124,854 |
| AUTOZONE INC | $49,819 | $86,454 |
| BAE SYSTEMS PLC -SPON ADR | $104,775 | $115,520 |
| BERKSHIRE HATHAWAY INC-CL B | $131,015 | $124,652 |
| BLACKSTONE INC | $119,582 | $155,350 |
| BLOCK INC | $34,543 | $33,401 |
| BOOKING HOLDINGS INC | $44,675 | $59,621 |
| BROADCOM INC | $107,134 | $379,058 |
| CANADIAN NATURAL RESOURCES | $95,549 | $89,338 |
| CANADIAN PACIFIC KANSAS CITY | $82,047 | $142,279 |
| CHIPOTLE MEXICAN GRILL INC | $15,033 | $35,456 |
| COCA-COLA CO/THE | $164,910 | $147,120 |
| COMPASS GROUP PLC-SPON ADR | $93,068 | $113,299 |
| CONOCOPHILLIPS | $32,245 | $31,933 |
| COUPANG INC | $129,970 | $128,627 |
| DODGE & COX STOCK FUND | $4,500,000 | $10,573,869 |
| DOORDASH INC - A | $75,800 | $128,664 |
| DR HORTON INC | $217,562 | $193,930 |
| EATON CORP PLC | $47,375 | $75,003 |
| EDWARDS LIFESCIENCES CORP | $25,400 | $25,244 |
| ELI LILLY & CO | $170,935 | $315,748 |
| EXPERIAN PLC-SPONS ADR | $62,206 | $84,734 |
| FAIR ISAAC CORP | $46,149 | $75,655 |
| FERGUSON PLC | $79,629 | $94,596 |
| FERRARI NV | $64,578 | $201,374 |
| GOLDMAN SACHS GROUP INC | $146,411 | $169,496 |
| HOME DEPOT INC | $62,948 | $59,904 |
| HUBSPOT INC | $32,781 | $64,103 |
| ICICI BANK LTD-SPON ADR | $89,602 | $121,232 |
| ICON PLC | $145,149 | $160,428 |
| INTERNATIONAL BUSINESS MACHINES | $127,810 | $127,062 |
| INTUIT INC | $83,977 | $103,074 |
| INTUITIVE SURGICAL INC | $186,876 | $247,931 |
| JOHNSON & JOHNSON | $88,367 | $84,024 |
| KKR & CO INC | $122,875 | $171,428 |
| LAM RESEARCH CORP | $30,407 | $41,460 |
| LINDE PLC | $99,046 | $126,438 |
| MASTERCARD INC - A | $304,391 | $393,348 |
| MCDONALD'S CORP | $100,501 | $110,738 |
| MCKESSON CORP | $32,875 | $100,874 |
| MEITUAN - UNSP ADR | $176,642 | $144,917 |
| MERCADOLIBRE INC | $61,597 | $98,626 |
| MERCADOLIBRE INC | $66,787 | $90,123 |
| META PLATFORMS INC-CLASS A | $258,688 | $739,499 |
| MICROSOFT CORP | $575,338 | $858,596 |
| MITSUBISHI HEAVY INDUSTRIES | $135,061 | $157,863 |
| MONDAY.COM LTD | $104,768 | $109,480 |
| NATERA INC | $30,836 | $29,286 |
| NETFLIX INC | $158,586 | $411,790 |
| NOVO-NORDISK A/S-SPONS ADR | $136,951 | $221,329 |
| NU HOLDINGS LTD/CAYMAN ISL-A | $94,427 | $87,801 |
| NVIDIA CORP | $205,176 | $1,277,635 |
| ORACLE CORP | $127,120 | $233,629 |
| PALO ALTO NETWORKS INC | $56,944 | $72,056 |
| PAYPAL HOLDINGS INC | $91,676 | $96,531 |
| QUANTA SERVICES INC | $64,705 | $97,659 |
| REGENERON PHARMACEUTICALS | $26,297 | $35,617 |
| ROLLS-ROYCE HOLDINGS-SP ADR | $167,184 | $161,246 |
| SAFRAN SA-UNSPON ADR | $174,978 | $207,046 |
| SALESFORCE INC | $133,417 | $128,383 |
| SAP SE-SPONSORED ADR | $204,957 | $201,892 |
| SCHNEIDER ELECT SE-UNSP ADR | $79,708 | $127,029 |
| SEA LTD-ADR | $142,608 | $208,699 |
| SERVICENOW INC | $195,781 | $274,571 |
| SHOPIFY INC - CLASS A | $57,081 | $78,153 |
| SIEMENS ENERGY AG-UNSP ADR | $121,819 | $141,785 |
| SPOTIFY TECHNOLOGY SA | $71,116 | $150,320 |
| SPOTIFY TECHNOLOGY SA | $126,021 | $193,268 |
| STARBUCKS CORP | $67,081 | $65,335 |
| STERIS PLC | $80,540 | $119,841 |
| SYNOPSYS INC | $13,420 | $30,092 |
| TAIWAN SEMICONDUCTOR-SP ADR | $202,261 | $277,473 |
| TAIWAN SEMICONDUCTOR-SP ADR | $64,200 | $112,372 |
| TESLA INC | $310,095 | $477,339 |
| THERMO FISHER SCIENTIFIC INC | $23,713 | $19,769 |
| TRADE DESK INC/THE -CLASS A | $22,438 | $55,592 |
| TRANE TECHNOLOGIES PLC | $46,895 | $95,662 |
| TRANSDIGM GROUP INC | $96,419 | $149,539 |
| UBER TECHNOLOGIES INC | $33,644 | $60,199 |
| UBS GROUP AG-REG | $109,697 | $107,909 |
| UNION PACIFIC CORP | $41,962 | $40,591 |
| VANGUARD EXTENDED MARKET INDEX FUND | $1,306,357 | $3,088,684 |
| VANGUARD INSTITUTIONAL INDEX FUND | $3,784,406 | $13,958,433 |
| VERTIV HOLDINGS CO-A | $46,519 | $57,146 |
| WALMART INC | $68,608 | $66,136 |
| WASTE CONNECTIONS INC | $69,040 | $84,074 |
| WW GRAINGER INC | $34,312 | $48,486 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEA INVESTORS FUND VI, L.P. | AT COST | $1,146,169 | $1,533,614 |
| AEA INVESTORS FUND VII, L.P. | AT COST | $2,602,317 | $2,680,707 |
| ARCLIGHT ENERGY PARTNERS FUND VI LP | AT COST | $292,759 | $988,445 |
| BAIN CAPITAL PARTNERSHIP STRATEGIES (OS) FUND (AIV) LP | AT COST | $2,546,281 | $2,510,866 |
| BIOPHARMA CREDIT INVESTMENTS V LP | AT COST | $2,994,405 | $2,978,956 |
| BLACKSTONE REAL ESTATE EUROPE PARTNERS V LP | AT COST | $1,210,053 | $995,474 |
| CARLYLE ENERGY MEZZANINE OPP FUND II | AT COST | $705,390 | $617,620 |
| CLAYTON, DUBLIER & RICE FUND VIII | AT COST | $592,570 | $5,099 |
| COATUE OFFSHORE FUND, LTD. CLASS A | AT COST | $1,000,000 | $4,608,249 |
| COMMONFUND CAPITAL PARTNERS III, L.P | AT COST | $75,206 | $119,400 |
| COMMONFUND CAPITAL PARTNERS IV, L.P. | AT COST | $265,888 | $242,506 |
| FORTRESS NET LEASE INC FEEDER FUND | AT COST | $3,612,447 | $4,221,775 |
| FUNDAMENTAL PARTNERS III-A, L.P. | AT COST | $833,228 | $1,310,418 |
| GLADSTONE LASKER A2 | AT COST | $3,000,000 | $3,321,840 |
| HARRISON STREET REAL ESTATE PTRS IV | AT COST | $107,005 | $19,100 |
| HARRISON STREET REAL ESTATE PTRS V | AT COST | $452,184 | $711,603 |
| IPI DATA CENTER PARTNERS FUND I-A, L | AT COST | $807,923 | $2,167,649 |
| JLL PARTNERS FUND VII, L.P. | AT COST | $1,553,298 | $3,389,332 |
| JLL PARTNERS FUND VIII, L.P. | AT COST | $1,645,814 | $3,612,620 |
| KKR GLOBAL INFRASTRUCTURE INVESTORS III LP | AT COST | $2,271,215 | $3,445,143 |
| MSD SPECIAL INVESTMENTS FUND (CAYMAN) LP | AT COST | $215,986 | $658,217 |
| NEUBERGER BERMAN PRIVATE DEBT FD II | AT COST | $185,624 | $223,000 |
| OAK HARBOR CAPITAL SPECIAL OPPORTUNITIES OFFSHORE FUND | AT COST | $2,358,658 | $3,543,098 |
| OWL VENTURES II, L.P. | AT COST | $1,401,939 | $3,010,053 |
| OWL VENTURES V, L.P. | AT COST | $1,537,547 | $1,518,412 |
| PONTIFAX GLOBAL FOOD AG TECH FUND | AT COST | $1,914,358 | $1,222,953 |
| PONTIFAX GLOBAL FOOD AG TECH FUND II-A LP | AT COST | $1,236,973 | $1,402,735 |
| PORTFOLIO ADVISORS SECONDARY FUND OFFSHORE LP (PFIC) | AT COST | $619,937 | $2,589 |
| PRF FUND I LP | AT COST | $2,616,928 | $3,239,233 |
| RCG LONGVIEW DEBT FUND VI, L.P. | AT COST | $889,697 | $507,896 |
| REDMILE BIOPHARMA INVESTMENTS III LP | AT COST | $2,303,045 | $2,113,023 |
| RIVONIA ROAD FUND LP | AT COST | $4,204,509 | $4,126,983 |
| RMWC DIRECT LENDING OPPORTUNITIES IV | AT COST | $4,195,816 | $4,063,614 |
| STARWOOD SOF VIII PRIVATE INVESTORS TE LLC | AT COST | $247,508 | $33,354 |
| STONELAKE OPPORTUNITY PARTNERS VI | AT COST | $3,117,489 | $4,385,857 |
| SYMBIOTIC CAPITAL LIFE SCIENCE CREDIT FUND LP | AT COST | $1,949,656 | $1,954,061 |
| SYNERGY ASIA MARKET NEUTRAL FUND | AT COST | $2,000,000 | $2,692,398 |
| THACKERAY PARTNERS REALTY FUND IV LP | AT COST | $257,919 | $205,343 |
| VECTOR CAPITAL CREDIT OPP OFFSHORE FUND (PFIC) | AT COST | $3,000,000 | $3,701,284 |
| ZP OFFSHORE UTILITY FUND, LTD. | AT COST | $1,871,323 | $3,645,052 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,903 | LegalFeesAmt |
| Net Investment Income | $3,952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,951 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT REDEMPTIONS RECEIVABLE | Desc |
| BOY Book Value | $1,128,677 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH EXPENSES | $756,705 | $756,705 | $0 |
| PASSTHROUGH NONDEDUCTIBLE EXPENSES | $4,608 | $0 | $0 |
| BANK SERVICE CHARGES | $2,607 | $2,607 | $0 |
| DUES & SUBSCRIPTIONS | $1,000 | $0 | $1,000 |
| FILING FEES | $200 | $0 | $200 |
| INSURANCE | $665 | $0 | $665 |
| PENALTIES | $200 | $0 | $200 |
| POSTAGE AND DELIVERY | $441 | $0 | $441 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INCOME | $528,996 | $528,996 | $528,996 |
| PASSTHROUGH UBTI | $82,665 | $0 | $82,665 |
| RETURNED GRANT | $50,000 | $50,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANGAGEMENT FEES | $312,418 | $312,418 | $0 |
| CUSTODY FEES | $162,389 | $162,389 | $0 |
| FINANCIAL REPORTING | $60,991 | $60,991 | $0 |
| RIDGELEIGH MANAGEMENT FEES | $560,838 | $0 | $560,838 |
| INCENTIVE FEE | $299,436 | $299,436 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,666 | $7,666 | $0 |
| STATE TAX | $11,778 | $0 | $0 |
| EXCISE TAX PAYMENTS | $455,208 | $0 | $0 |
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