BLR FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BLR FOUNDATION INC (EIN 20-3936633)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349102344
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T13:00:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | 203936633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLR Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLRF | BusinessNameControlTxt |
| Phone | 5133610444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4229 Roundbottom Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas L Evans | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5133610444 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.196.129.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 10:22:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89D30F07273E0EF21F671B1A8FC7226F78C9199B | 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 | $740,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,218 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $531,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,378 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,596 | 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 |
| Other Prof Fees Rev And Expnss | $8,106 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,106 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $19,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,183 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $675,468 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $703,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $721,880 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $694,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $721,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $740,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $694,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $721,936 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $694,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $721,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $694,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $721,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $694,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $721,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $721,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2018 Yearly Sales | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $531,634 | GrossSalesPriceAmt |
| Cost Or Other Basis | $507,256 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,378 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,378 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,378 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $728,473 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.007207 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $645,395 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018361 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $650,440 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $118,374 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $729,302 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.162311 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,501 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $729,297 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037709 | DistributionYr5Rt |
| Total Distribution | 0.234044 | TotalDistributionRt |
| Average Distribution | 0.046809 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $795,009 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,214 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $315 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $630 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $630 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $630 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,170 | OverpaymentAmt |
| Applied To ES Tax | $1,170 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Edmiston | IndividualWithBooksNm |
| Phone | 5133610444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 Pete Rose Way | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas L Evans | ||||||||
| 4229 Roundbottom Road | Cincinnati | OH | 45244 | President | 1.00 | $0 | $0 | $0 |
| Richard E Evans | ||||||||
| 4229 Roundbottom Road | Cincinnati | OH | 45244 | Vice President | 1.00 | $0 | $0 | $0 |
| 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 |
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 | $786,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $807,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $807,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $795,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $630 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $630 | TotalTaxAmt |
| Distributable Before Adj | $39,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,120 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,468 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,150 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $21,318 | Taxable2Amt |
| Undistributed Income CY | $39,120 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert Edmiston | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 Pete Rose Way | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133610444 | RecipientPhoneNum |
| Form And Info And Materials | One Page Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Anderson Athletic Booster Club | ||||||
| 7560 Forest Rd | Cincinnati | OH | 45255 | PC | Unrestricted Donation | $800 |
| Beechwood Home | ||||||
| 2140 Pogue Avenue | Cincinnati | OH | 45208 | PC | Unrestricted Donation | $350 |
| GC Boosters Isabel Steinmetz's Journey | ||||||
| 4665 Hoover Rd | Grove City | OH | 43123 | PC | Unrestricted Donation | $500 |
| Valley View Athletic Boosters | ||||||
| 6027 Farmersville Pike | Germantown | OH | 45327 | PC | Unrestricted Donation | $100 |
| Pink Ribbon Girls | ||||||
| 15 South Second St | Tipp City | OH | 45371 | PC | Unrestricted Donation | $750 |
| Shrine Hospital | ||||||
| 6201-6399 Lower Lewis Rd | Loveland | OH | 45140 | PC | Unrestricted Donation | $1,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,218 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,378 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,596 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (58 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AT&T INC | AT COST | $6,701 | $5,223 |
| ALPHABET INC - CL A | AT COST | $9,907 | $10,450 |
| AMAZON.COM INC | AT COST | $9,072 | $9,012 |
| AMERICAN EXPRESS | AT COST | $7,664 | $6,958 |
| ANALOG DEVICES INC | AT COST | $5,224 | $8,411 |
| ANTHEM INC | AT COST | $12,136 | $12,869 |
| ATOMATIC DATA PROCESSING | AT COST | $10,161 | $13,505 |
| BAXTER INTERNATIONAL INC W/1 RT/SH | AT COST | $7,692 | $8,030 |
| BERKSHIRE HATHAWAY IN CL B | AT COST | $6,637 | $9,392 |
| CAPITAL ONE FINANCIAL CORP | AT COST | $8,739 | $8,164 |
| CONOCOPHILLIPS | AT COST | $8,876 | $7,918 |
| CONSOLIDATED EDISON INC | AT COST | $5,800 | $5,582 |
| CONSTELLATION BRANDS INC CL A | AT COST | $8,154 | $8,684 |
| COSTCO WHOLESALE CORP | AT COST | $8,408 | $11,000 |
| DOLLAR TREE INC | AT COST | $6,945 | $6,593 |
| EDWARDS LIFESCIENCES CORP | AT COST | $11,650 | $15,317 |
| EOG RESOURCES INC | AT COST | $8,626 | $7,238 |
| ECOLAB INC W/1 RT PER SHARE | AT COST | $6,484 | $6,483 |
| FACEBOOK INC-A | AT COST | $4,816 | $6,423 |
| FEDEX CORP | AT COST | $9,651 | $7,099 |
| FISERV INC | AT COST | $7,956 | $10,803 |
| HP INC | AT COST | $7,240 | $5,995 |
| HOME DEPOT INC | AT COST | $6,215 | $7,216 |
| ILLINOIS TOOL WORKS | AT COST | $7,932 | $6,841 |
| JP MORGAN CHASE & CO | AT COST | $7,785 | $12,886 |
| JOHNSON & JOHNSON | AT COST | $10,143 | $9,421 |
| LOCKHEED MARTIN CORPORATION | AT COST | $6,944 | $5,237 |
| M & T BANK CORP | AT COST | $11,992 | $10,448 |
| MCCORMICK & CO INC COM NON VTG | AT COST | $7,549 | $11,278 |
| MCDONALDS CORP | AT COST | $6,796 | $7,458 |
| MICROSOFT CORP | AT COST | $11,490 | $15,642 |
| NEXTERA ENERGY INC | AT COST | $4,229 | $13,732 |
| NORTHROP GRUMMAN CORP W/1 RT/SH | AT COST | $7,153 | $6,612 |
| O'REILLY AUTOMOTIVE INC | AT COST | $10,550 | $16,872 |
| PARKER HANNIFIN CORP | AT COST | $9,514 | $6,860 |
| PROLOGIS INC | AT COST | $10,426 | $9,336 |
| ROCKWELL AUTOMATION, INC | AT COST | $8,225 | $7,374 |
| ROSS STORES INC | AT COST | $7,706 | $9,734 |
| TEXAS INSTRUMENTS INC | AT COST | $6,471 | $7,371 |
| THERMO FISHER SCIENTIFIC INC | AT COST | $10,015 | $12,085 |
| UNITEDHEALTH GROUP INC | AT COST | $9,695 | $9,217 |
| VALERO ENERGY CORP | AT COST | $8,806 | $9,821 |
| VISA INC CLASS A SHARES | AT COST | $7,567 | $12,930 |
| WAL-MART STORES INC | AT COST | $9,526 | $9,129 |
| ACCENTURE PLC CL A | AT COST | $6,344 | $6,909 |
| CHUBB LIMITED | AT COST | $5,437 | $6,976 |
| FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND R-6 | AT COST | $2,224 | $2,026 |
| FEDERATED TOTAL RETURN BOND FUND-RG | AT COST | $21,708 | $20,887 |
| GOLDMAN SACHS INFLATION PROTECTED SECURITIES FUND | AT COST | $4,310 | $4,176 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $63,632 | $58,951 |
| ISHARES CORE S&P SMALL-CAP ETF | AT COST | $33,890 | $31,610 |
| LORD ABBETT SHORT DURATION INCOME FUND - CLASS I | AT COST | $27,977 | $27,050 |
| PIMCO INCOME FUND - INSTITUTIONAL CLASS | AT COST | $21,928 | $20,860 |
| PIMCO ILONG DURATION TOTAL RETURN FUND -IS | AT COST | $9,259 | $8,324 |
| MFS GLOBAL REAL ESTATE FUND-R6 | AT COST | $16,836 | $15,693 |
| AMERICAN FUNDS - NEW WORLD FUND | AT COST | $37,358 | $30,765 |
| NUVEEN EQUITY MARKET NEUTRAL FD | AT COST | $33,760 | $33,668 |
| VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $53,822 | $45,336 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bank Fees | CategoryTxt |
| Amt | $8,106 | Amt |
| Net Investment Income | $8,106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |