WILLIAMS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FOUNDATION (EIN 31-6032504)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-30
- IRS object ID
- 201932429349100203
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-30T09:00:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221146430 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316032504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5127194262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 E THIRD STREET STE 300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452025500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JOSEPH WILLIAMS JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5127194262 | PhoneNum |
| Signature | 2019-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A BOKESCH | PreparerPersonNm |
| PTIN | P00227658 | PTIN |
| Phone | 4127629161 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.46.70 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,154,973 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $63,768 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $404,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $406,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,981,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,198 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | $16,367 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $784,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,645 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $650 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $650 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $59,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,399 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $364 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $479,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $479,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $543,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $481,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $240,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $676,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,222 | CashBOYAmt |
| Cash EOY | $22,069 | CashEOYAmt |
| Cash EOYFMV | $22,069 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $115,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,861 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $9,419,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,736,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,068,043 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,678 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,746,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,823,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,154,973 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,540,717 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,727,526 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $206,222 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $22,069 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning EOY | $74,289 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,746,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,823,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,746,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,823,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,746,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $240,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,987,905 | SubtotalAmt |
| Other Decreases | $164,021 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,823,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1280. MAXIM INTEGRATED PRODS INC COM | 2014-06-05 | 2018-01-05 | $68,656 | $44,974 | $23,682 | $23,682 |
| 995. ENBRIDGE INC SEDOL 2478906 | 2013-09-13 | 2018-01-26 | $38,125 | $33,584 | $4,541 | $4,541 |
| 700. HASBRO INC | 2015-01-23 | 2018-01-26 | $66,238 | $37,652 | $28,586 | $28,586 |
| 1645. MERCK & CO INC | 2011-12-14 | 2018-02-13 | $90,597 | $58,058 | $32,539 | $32,539 |
| 480. ENBRIDGE INC SEDOL 2478906 | 2013-09-13 | 2018-03-09 | $15,230 | $16,201 | -$971 | -$971 |
| 1415. EXXON MOBIL CORP | 2017-01-20 | 2018-03-09 | $105,660 | $120,869 | -$15,209 | -$15,209 |
| 575. MICROSOFT CORP | 2018-03-09 | $54,675 | $23,911 | $30,764 | $30,764 | |
| 415. PUBLIC STORAGE INC | 2015-07-20 | 2018-03-14 | $81,064 | $82,999 | -$1,935 | -$1,935 |
| 895. VENTAS INC | 2018-03-14 | $44,438 | $57,944 | -$13,506 | -$13,506 | |
| 1265. ENBRIDGE INC SEDOL 2478906 | 2018-03-26 | $37,731 | $40,009 | -$2,278 | -$2,278 | |
| 2235. ENBRIDGE INC SEDOL 2478906 | 2018-04-05 | $69,788 | $61,900 | $7,888 | $7,888 | |
| 1220. PEPSICO INC COM | 2018-04-20 | $126,568 | $130,006 | -$3,438 | -$3,438 | |
| 200. ABBVIE INC | 2017-11-01 | 2018-05-04 | $19,916 | $18,273 | $1,643 | $1,643 |
| 230. ALTRIA GROUP INC | 2016-01-26 | 2018-05-04 | $12,990 | $13,642 | -$652 | -$652 |
| 250. BB&T CORP | 2017-06-08 | 2018-05-04 | $12,992 | $10,646 | $2,346 | $2,346 |
| 50. HASBRO INC | 2015-01-23 | 2018-05-04 | $4,281 | $2,689 | $1,592 | $1,592 |
| 125. HONEYWELL INTL INC | 2017-07-21 | 2018-05-04 | $17,702 | $17,067 | $635 | $635 |
| 200. J P MORGAN CHASE & CO COM | 2017-07-21 | 2018-05-04 | $21,214 | $18,244 | $2,970 | $2,970 |
| 1280. MAXIM INTEGRATED PRODS INC COM | 2014-06-05 | 2018-06-04 | $76,600 | $44,974 | $31,626 | $31,626 |
| 530. HASBRO INC | 2015-01-23 | 2018-06-15 | $48,149 | $28,508 | $19,641 | $19,641 |
| 1140. PHILIP MORRIS INTERNAT-W/I | 2018-07-13 | $94,496 | $102,230 | -$7,734 | -$7,734 | |
| 755. WEC ENERGY GROUP INC | 2018-07-13 | $49,121 | $37,780 | $11,341 | $11,341 | |
| 565. MICROSOFT CORP | 2013-01-17 | 2018-07-26 | $62,299 | $15,428 | $46,871 | $46,871 |
| 1400. VENTAS INC | 2018-07-26 | $81,253 | $78,081 | $3,172 | $3,172 | |
| 813. PHILIP MORRIS INTERNAT-W/I | 2018-08-10 | $67,470 | $59,924 | $7,546 | $7,546 | |
| 17. TEXAS INSTRS INC COM | 2017-01-24 | 2018-08-10 | $1,899 | $1,303 | $596 | $596 |
| 400. TEXAS INSTRS INC COM | 2017-10-30 | 2018-08-10 | $44,675 | $38,684 | $5,991 | $5,991 |
| 837. PHILIP MORRIS INTERNAT-W/I | 2010-09-29 | 2018-08-24 | $66,861 | $47,063 | $19,798 | $19,798 |
| 485. VENTAS INC | 2014-08-01 | 2018-08-24 | $28,442 | $27,046 | $1,396 | $1,396 |
| 1500. AIR TRANSPORT SERVICES GROUP | 2018-09-07 | $30,690 | $33,068 | -$2,378 | -$2,378 | |
| 290. GARRETT MOTION INC-WI | 2018-10-19 | $4,192 | $3,876 | $316 | $316 | |
| .332 RESIDEO TECHNOLOGIES INC-W/I | 2017-01-06 | 2018-11-01 | $7 | $7 | ||
| 640. ABBVIE INC | 2018-11-16 | $57,916 | $55,286 | $2,630 | $2,630 | |
| 865. ALTRIA GROUP INC | 2016-01-26 | 2018-11-16 | $49,131 | $51,306 | -$2,175 | -$2,175 |
| 483. RESIDEO TECHNOLOGIES INC-W/I | 2018-11-16 | $10,361 | $10,950 | -$589 | -$589 | |
| 622. HASBRO INC | 2015-01-23 | 2018-11-30 | $58,276 | $33,456 | $24,820 | $24,820 |
| 1185. VENTAS INC | 2018-12-13 | $74,942 | $63,612 | $11,330 | $11,330 | |
| 120. ABBOTT LABORATORIES INC | 2016-07-07 | 2018-12-14 | $8,546 | $4,969 | $3,577 | $3,577 |
| 90. ABBVIE INC | 2017-07-21 | 2018-12-14 | $7,768 | $6,751 | $1,017 | $1,017 |
| 50. AMGEN INC | 2017-10-17 | 2018-12-14 | $9,678 | $9,136 | $542 | $542 |
| 240. BB&T CORP | 2017-06-08 | 2018-12-14 | $11,033 | $10,220 | $813 | $813 |
| 300. CISCO SYS INC COM | 2017-05-17 | 2018-12-14 | $13,950 | $10,278 | $3,672 | $3,672 |
| 70. CROWN CASTLE INTL CORP | 2015-12-07 | 2018-12-14 | $7,962 | $6,010 | $1,952 | $1,952 |
| 60. HOME DEPOT INC COM | 2015-02-25 | 2018-12-14 | $10,486 | $7,003 | $3,483 | $3,483 |
| 70. HONEYWELL INTL INC | 2017-07-21 | 2018-12-14 | $9,682 | $9,172 | $510 | $510 |
| 130. J P MORGAN CHASE & CO COM | 2017-07-21 | 2018-12-14 | $13,150 | $11,859 | $1,291 | $1,291 |
| 70. JOHNSON & JOHNSON COM | 2016-01-28 | 2018-12-14 | $9,700 | $7,155 | $2,545 | $2,545 |
| 30. LOCKHEED MARTIN CORP | 2017-06-08 | 2018-12-14 | $8,690 | $8,338 | $352 | $352 |
| 60. MCDONALDS CORP COM | 2018-09-25 | 2018-12-14 | $11,078 | $9,935 | $1,143 | $1,143 |
| 140. MICROSOFT CORP | 2013-01-17 | 2018-12-14 | $15,264 | $3,823 | $11,441 | $11,441 |
| 80. NEXTERA ENERGY INC | 2017-02-14 | 2018-12-14 | $14,441 | $10,034 | $4,407 | $4,407 |
| 80. PEPSICO INC COM | 2017-02-14 | 2018-12-14 | $9,261 | $8,499 | $762 | $762 |
| 60. SEMPRA ENERGY | 2018-07-13 | 2018-12-14 | $7,028 | $6,971 | $57 | $57 |
| 120. TEXAS INSTRS INC COM | 2017-01-24 | 2018-12-14 | $11,492 | $9,195 | $2,297 | $2,297 |
| 110. WEC ENERGY GROUP INC | 2018-12-14 | $8,143 | $5,201 | $2,942 | $2,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,198 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $394,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,559,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031411 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $968,852 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,187,079 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086605 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $235,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,795,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02182 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $397,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,480,371 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037883 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $391,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,209,582 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042505 | DistributionYr5Rt |
| Total Distribution | 0.220224 | TotalDistributionRt |
| Average Distribution | 0.044045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,793,894 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $607,552 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,764 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $614,316 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $481,060 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,462 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $940 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,402 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $125 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127629161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAWRENCE H KYTE JR | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $400 |
| MARY W CLAUDER | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $100 |
| RICHARD F WILLIAMS | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $200 |
| RYAN KYTE | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $200 |
| SHARON W FRISBIE | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $100 |
| THOMAS L WILLIAMS | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $100 |
| W JOSEPH WILLIAMS JR | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TREASURER | 1 | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,944,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,003,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,003,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,793,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $689,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $689,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,527 | TotalTaxAmt |
| Distributable Before Adj | $676,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $676,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $676,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $481,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $481,060 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $481,060 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $676,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $189,028 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,028 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $481,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $481,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $189,028 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $189,028 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,080 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEECHWOOD HOME | ||||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CINCINNATI OPERA ASSOCIATION | ||||||||
| 1243 ELM ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| ST MARGARET HALL | ||||||||
| 1960 MADISON RD | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 | |
| STEPPING STONES CENTER | ||||||||
| 5650 GIVEN RD | CINCINNATI | OH | 45243 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CAMPING EDUCATION FOUNDATION | ||||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHARACTER AND COURAGE FOUNDATION | ||||||||
| 9366 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHOSEN & DEARLY LOVED FOUNDATION | ||||||||
| 16301 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CHRIST HOSPITAL - HEART & VASCULAR | ||||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $10,000 | CENTER |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $250 | MEDICAL CENTER |
| CINCINNATI PARKS FOUNDATION | ||||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $500 | |
| CINCINNATI SYNCHROGATOR PARENT | ||||||||
| 1201 RETSWOOD DRIVE | LOVELAND | OH | 45140 | NONE | PC | GENERAL SUPPORT | $1,000 | ASSOCIATION |
| GRASS ROOTS OHIO LLC | ||||||||
| 2330 VICTORY PARKWAY | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LIVING WITH CHANGE | ||||||||
| 655 PLUM STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $750 | |
| PROKIDS | ||||||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SISTERS OF NOTRE DAME DE NEMUR | ||||||||
| 701 E COLUMBIA AVENUE | CINCINNATI | OH | 45215 | NONE | PC | GENERAL SUPPORT | $500 | |
| ST JUDE CHILDREN'S RESEARCH | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $1,250 | HOSPITAL |
| STRENGTH THROUGH EMPOWERING | ||||||||
| 118 CHAPEL HILL DRIVE | FAIRFIELD | OH | 45014 | NONE | PC | GENERAL SUPPORT | $7,000 | PEOPLE |
| SUMMIT PARENTS ACCOCIATION | ||||||||
| 2161 GRANDIN ROAD | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $250 | |
| TEACH FOR AMERICA | ||||||||
| 3500 LORAIN AVENUE | CLEVELAND | OH | 44113 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE CHILDREN'S HOME | ||||||||
| 5050 MADISON ROAD | CINCINNATI | OH | 45227 | NONE | PC | GENERAL SUPPORT | $32,500 | |
| THE SPRINGER SCHOOL | ||||||||
| 2121 MADISON ROAD | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE TAFT SCHOOL | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| URBAN LAND INSTITUTE | ||||||||
| 136 SOUTH KEOWEE STREET | DAYTON | OH | 45402 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB OF GREATER | ||||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | N/A | PC | GENERAL SUPPORT | $41,250 | CINCINNATI |
| CISE FUND | ||||||||
| 100 EAST EIGHTH STREET | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $34,000 | |
| CHATFIELD COLLEGE | ||||||||
| 1800 LOGAN ST | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $6,250 | |
| CINCINNATI ART MUSEUM | ||||||||
| EDON PARK | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $9,000 | |
| CINCINNATI SHAKESPEARE COMPANY | ||||||||
| 719 RACE STREET | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CINCINNATI ZOO & BOTANICAL | ||||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | PC | GENERAL SUPPORT | $1,000 | GARDENS |
| FIRST STEP HOME | ||||||||
| 2211 FULTON AVE | CincinnatI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PREGNANCY CENTER EAST | ||||||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ST XAVIER HIGH SCHOOL | ||||||||
| 600 W NORTH BEND ROAD | Cincinnati | OH | 45224 | N/A | PC | SCHOLARSHIPS | $2,500 | |
| SUMMIT COUNTRY DAY SCHOOL | ||||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | N/A | PC | GENERAL SUPPORT | $25,500 | |
| TALBERT HOUSE FOUNDATION | ||||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| THE PROSPECT HOUSE | ||||||||
| 682 HAWTHORNE AVE | CINCINNATI | OH | 45205 | N/A | PC | GENERAL SUPPORT | $500 | |
| UNITED WAY | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $192,000 | |
| HOMELESS TO HOMES PLAN | ||||||||
| 2368 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 2411 476 RIDDLE ROAD | Cincinnati | OH | 45220 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MERCY HOSPITAL FOUNDATION | ||||||||
| 1701 MERCY HEALTH PLACE | CINCINNATI | OH | 45237 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| XAVIER UNIVERSITY AWARD - CADET | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $500 | ERIC C STAFFORD |
| YMCA OF GREATER CINCINNATI | ||||||||
| 1105 ELM STREET | CINCINNATI | OH | 45202 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $479,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $404,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $720,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $720,874 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| LESS THAN 5 000 PER PERSON 4 | ||||||||
| 1 | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | $600 | Yes (X) | ||
| LAWRENCE H KYTE JR | ||||||||
| 2 | C/O DINSMORE SHOHL LLP | CINCINNATI | OH | 45202 | $10,000 | Yes (X) | 255 EAST 5TH STREET SUITE 190 | |
| MARY W CLAUDER | ||||||||
| 3 | 122 EAST THIRD STREET | CINCINNATI | OH | 45202 | $20,100 | Yes (X) | ||
| THOMAS L WILLIAMS | ||||||||
| 4 | 212 EAST THIRD STREET | CINCINNATI | OH | 45202 | $33,068 | Yes (X) | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | 1,500 SHS OF AIR TRANSPORT SERVICES GROUP | NoncashPropertyDesc |
| Fair Market Value | $33,045 | FairMarketValueAmt |
| Received | 2018-05-09 | ReceivedDt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN SECURITIES REC/DELIVERED | Desc |
| Amt | $164,021 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $710 | $0 | $710 |
| STATE FILING FEES | $200 | $0 | $200 |
| ADR SERVICE FEES | $13 | $13 | $0 |
| PARTNERSHIP - EXPENSE | $351 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MULTIPLE PARTNERSHIPS | Desc |
| Net Investment Income | $16,367 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PNC AGENT FOR TRUSTEE FEES | $11,021 | $11,021 |
| NON PNC INVESTMENT MANAGEMENT | $48,838 | $48,838 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS L WILLIAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST THIRD STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,399 | $1,399 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $695 | $0 | $0 |
Comments