GEORGE AND MARGARET MCLANE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND MARGARET MCLANE FOUNDATION (EIN 20-7373591)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201811309349101611
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T14:03:16-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611166184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAMEL & ACKLEY PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1885 DIXIE HIGHWAY SUITE 310 | AddressLine1Txt |
| City | FT WRIGHT | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410112663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207373591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE & MARGARET MCLANE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 5134293861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 RACE STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WELLINGHOFF | PersonNm |
| Person Title | PRESIDENT/TRUSTEE | PersonTitleTxt |
| Phone | 5133121960 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CARLYLE ACKLEY | PreparerPersonNm |
| PTIN | P01232338 | PTIN |
| Phone | 8593416700 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,399,332 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $273,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,921 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $552,889 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,036 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,230 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,385,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,957 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,045 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $57,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,594 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,523 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $11,398 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $20,430 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,388 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $182,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $497,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $497,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $680,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $704,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,639 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $750,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,781,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,781,262 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,093,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,009,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,618,070 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $198,427 | CorporateBondsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $167,551 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,054 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $149,895 | LandBOYAmt |
| Land EOY | $138,497 | LandEOYAmt |
| Total Assets BOY | $7,224,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,928,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,399,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,199,038 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,903,931 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $25,000 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $25,000 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,224,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,928,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,224,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,928,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,224,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $704,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,928,931 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,928,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,903 | $11,397 | -$4,494 | -$4,494 |
| PUBLICLY TRADED SECURITIES | P | $545,986 | $433,456 | $112,530 | $112,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $538,852 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,381,973 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $599,835 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,772,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055682 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $661,099 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,908,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060606 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $563,162 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,004,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056292 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $489,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,745,699 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055917 | DistributionYr5Rt |
| Total Distribution | 0.280400 | TotalDistributionRt |
| Average Distribution | 0.056080 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,604,165 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $650,762 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,244 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $654,006 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $581,916 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,487 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,487 | SubtotalAmt |
| Tax Based On Investment Income | $6,487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,367 | TaxDueAmt |
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 |
| Website Address | WWW.MCLANEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES WELLINGHOFF | IndividualWithBooksNm |
| Phone | 5134293861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 RACE STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES WELLINGHOFF | ||||||||
| 30 EAST CENTRAL PARKWAY 1202 | CINCINNATI | OH | 45202 | PRESIDENT/TR | 20.00 | $24,000 | $0 | $0 |
| CHRISTOPHER WHEELER | ||||||||
| 2482 ROYALVIEW COURT | CINCINNATI | OH | 45244 | EXECUTIVE DI | 25.00 | $60,000 | $0 | $0 |
| MARILYN WELLINGHOFF | ||||||||
| 30 EAST CENTRAL PARKWAY 1202 | CINCINNATI | OH | 45202 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| ALBERT PYLE | ||||||||
| 1125 CUTTER STREET | CINCINNATI | OH | 45203 | MEMBER | 0.35 | $0 | $0 | $0 |
| MARY GRUBER ENGLERT | ||||||||
| 708 WASHINGTON AVENUE | NEWPORT | KY | 41017 | MEMBER | 0.35 | $0 | $0 | $0 |
| ABIGAIL KORRELL | ||||||||
| 3431 NW 62ND STREET | SEATTLE | WA | 98107 | MEMBER | 0.35 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS | Description1Txt |
| Expenses1 | $581,916 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,051,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $729,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,780,878 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,780,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,604,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $580,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $580,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,487 | TotalTaxAmt |
| Distributable Before Adj | $573,721 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $573,721 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $573,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,916 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $581,916 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $581,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,721 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,089 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,853 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,836 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $358,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,916 | QualifyingDistributionsAmt |
| Applied To Current Year | $573,721 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,195 | RemainingDistriFromCorpusAmt |
| Total Corpus | $366,226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $302,850 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,089 | ExcessFromYear4Amt |
| Excess From Year3 | $127,853 | ExcessFromYear3Amt |
| Excess From Year2 | $68,877 | ExcessFromYear2Amt |
| Excess From Year1 | $24,836 | ExcessFromYear1Amt |
| Excess From Current Year | $8,195 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES WELLINGHOFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 RACE STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5134293861 | RecipientPhoneNum |
| Recipient Email Address | GMMCLANEFD@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| ARTWORKS | |||||||
| 20 E CENTRAL PARKWAY | CINCINNATI | OH | 45202 | 501(C)(3) | EMPLOYS AND TRAINS YOUTH TO CREATE A | $25,000 | |
| BOOKS BY THE BANKS | |||||||
| 414 WALNUT ST | CINCINNATI | OH | 45202 | 501(C)(3) | SYMPOSIUM FOR REGIONAL AUTHORS | $15,000 | C/O THE MERCANTILE LIBRARY |
| CHAMBER MUSIC CINCINNATI | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | 501(C)(3) | MUSIC AND ARTS | $20,000 | |
| CINCINNATI MEMORIAL HALL SOCIETY | |||||||
| 1225 ELM ST | CINCINNATI | OH | 45202 | 501(C)(3) | OPERATE MEMORIAL HALL AS VENUE | $31,250 | |
| CINCINNATI SYMPHONY ORCHESTRA | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | 501(C)(3) | MUSIC AND ARTS | $39,500 | |
| ELEMENTZ | |||||||
| 1100 RACE STREET | CINCINNATI | OH | 45202 | 501(C)(3) | MUSIC/DANCE PROGRAM FOR YOUTH | $15,000 | |
| FILM CINCINNATI | |||||||
| 1106 RACE STREET | CINCINNATI | OH | 45202 | 501(C)(3) | PROMOTING AND CULTIVATING FILM | $10,000 | |
| FRANKLIN CITY SCHOOLS | |||||||
| 150 EAST 6TH ST | FRANKLIN | OH | 45005 | 501(C)(3) | CITY SCHOOLS | $168,719 | |
| GOOD NEIGHBOR HOUSE | |||||||
| 627E 1ST STREET | DAYTON | OH | 45402 | 501(C)(3) | FOOD PANTRY SERVICES, CLOTHING | $500 | |
| HOPE HOUSE MISSION | |||||||
| 34 SOUTH MAIN STREET | MIDDLETOWN | OH | 45044 | 501(C)(3) | FAMILY EMERGENCY CENTER | $29,947 | |
| KENNEDY HEIGHTS ARTS CENTER | |||||||
| 6546 MONTGOMERY ROAD | CINCINNATI | OH | 45213 | 501(C)(3) | COMMUNITY ART CENTER | $7,500 | |
| STARFIRE | |||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | 501(C)(3) | TRAINING FOR MENTALLY CHALLENGED | $20,000 | |
| ST JOSEPH ORPHANAGE | |||||||
| 5400 EDALBERT DRIVE | CINCINNATI | OH | 45239 | 501(C)(3) | ORPHANAGE | $25,000 | |
| STEPPING STONES | |||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | 501(C)(3) | ASSIST INDIVIDUALS WITH DISABILITIES | $5,000 | |
| SUNDOULOI MINISTRIES INC | |||||||
| 8327 HAGGARD COURT | MARTINSVILLE | IN | 46151 | 501(C)(3) | ASSIST & EDUCATE THE POOR OF JAMAICA | $10,000 | |
| SUNRISE SANCTUARY | |||||||
| 16730 MARTIN WELCH ROAD | MARYSVILLE | OH | 43040 | 501(C)(3) | FARM ANIMAL RESCUE | $16,500 | |
| THE ETHEL SAINT SCHOOL | |||||||
| 1930 FRICKE ROAD | CINCINNATI | OH | 45225 | 501(C)(3) | EDUCATION | $20,000 | |
| THE MERCANTILE LIBRARY | |||||||
| 414 WALNUT ST | CINCINNATI | OH | 45202 | 501(C)(3) | MEMBERSHIP LIBRARY | $14,000 | |
| WOMEN WALKING WEST | |||||||
| PO BOX 503 | MASON | OH | 45040 | 501(C)(3) | HELP WOMEN LEAD A SUCCESSFUL & PROD. | $10,000 | |
| WSO MEMORIAL FOUNDATION | |||||||
| 5165 BRECKENRIDGE DRIVE | CINCINNATI | OH | 45247 | 501(C)(3) | FOUNDATION TO BENEFIT MAKE-A-WISH | $5,000 | |
| YMCA BLACK & LATINO ACHIEVERS PROGR | |||||||
| 644 LINN STREET SUITE 802 | CINCINNATI | OH | 45203 | 501(C)(3) | AFTER SCHOOL PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $497,916 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Related Or Exempt Function Incm | $2,600 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,921 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,036 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $9 |
| OTHER INCOME | $621 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $381,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,230 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,187 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ED JOANN HUBERT FAMILY FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6170 W FORD ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,045 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 2 DESKTOP COMPUTERS | 2014-11-19 | $1,153 | $759 | 200DB | 5.0000 | $157 |
| SAMSUNG TV | 2015-04-24 | $1,105 | $368 | S/L | 5.0000 | $221 |
| LEASEHOLD IMPROVEMENTS | 2015-07-01 | $165,293 | $16,529 | S/L | 15.0000 | $11,020 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 10,000 SH. FIRST TRUST EXCHANGE TRAD | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 SH. AT&T INC | ||
| 7,500 SH AT&T INC. | $238,598 | $291,600 |
| 600 SH. AMAZON.COM INC | $157,922 | $701,682 |
| 2,100 SH. APPLE INC | $154,005 | $355,383 |
| 2,700 SH. ASHLAND INC NEW | $71,217 | $192,240 |
| 3,000 SH. BANK OF AMERICA CORP | $24,325 | $88,560 |
| 4,000 SH. BRISTOL MYERS SQUIBB | $116,860 | $245,120 |
| 2,000 SH. CATERPILLAR INC | ||
| 2,500 SH. CHEVRON CORP | $248,624 | $312,975 |
| 8,000 SH. COLGATE-PALMOLIVE | $353,720 | $603,600 |
| 15,000 SH CORNING INC. | $187,011 | $479,850 |
| 1,500 SH. DEERE & COMPANY | $122,690 | $234,765 |
| 668 SH. DELL TECHNOLOGIES | ||
| 3,000 SH. DISNEY WALT COMPANY | $190,735 | $322,530 |
| 5,000 SH. DOW CHEMICAL COMPANY | $130,844 | $356,100 |
| 1,000 SH. DU PONT E.I.DE NEMOURS | ||
| 6,000 SH. EXXON MOBIL CORP | $427,384 | $501,840 |
| 25,000 SH. FIFTH THIRD BANKCORP | $248,219 | $758,500 |
| 5,000 SH FIRST TRUST III | $97,237 | $100,050 |
| 10,000 SH. FORD MOTOR COMPANY NEW | ||
| 15,000 SH FORD MOTOR COMPANY | $195,884 | $187,350 |
| 13,000 SH. GENERAL ELECTRIC COMPANY | $208,315 | $226,850 |
| 10,000 SH. GOODYEAR TIRE & RUBBER | $107,450 | $323,100 |
| 7,000 SH. INTEL CORP | $159,414 | $323,120 |
| 3,400 SH. JPMORGAN CHASE & COMPANY | $110,346 | $363,596 |
| 2,500 SH. JOHNSON & JOHNSON | $159,480 | $349,300 |
| 6,000 SH. KINDER MORGAN INC | $248,651 | $108,420 |
| 5,000 SH. KROGER COMPANY | $113,380 | $137,250 |
| 1,600 SH. MARATHON OIL CORP | $39,448 | $27,088 |
| 6,000 SH. MAXWELL TECH INC | $71,442 | $34,560 |
| 7,000 SH. MICROSOFT CORP | $209,962 | $598,780 |
| 5,000 SH. PNC FINANCIAL SERVICES | ||
| 2,200 SH. PEPSICO INC | $133,379 | $263,824 |
| 12,600 SH. PFIZER INC | $229,604 | $456,372 |
| 5,000 SH PNC FINANCIAL SERVICES | $234,524 | $721,450 |
| 5,000 SH. PROCTER & GAMBLE COMPANY | $308,750 | $459,400 |
| 6,000 SH. STARBUCKS CORP | $194,249 | $344,580 |
| 15,000 SH. U S BANCORP DE NEW | $332,138 | $803,700 |
| 7,412 SH VALVOLINE INC | $71,329 | $185,745 |
| 3,000 SH. VERIZON COMMUNICATIONS | $112,036 | $158,790 |
| 2,700 SH. FIRST TRUST EUROPE ALPHADE |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2 DESKTOP COMPUTERS | $167,551 | $29,054 | $138,497 |
| SAMSUNG TV | |||
| LEASEHOLD IMPROVEMENTS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSE | $1,274 |
| MEALS & ENTERTAINMENT | $858 |
| WEBSITE MAINTENANCE | $1,458 |
| MISCELLANEOUS | -$202 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| RENTAL INCOME | $2,600 |
| CAPITAL GAIN DISTRIBUTIONS | $9 |
| OTHER INCOME | $621 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $57,594 | Amt |
| Net Investment Income | $57,594 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $2,523 | Amt |
Comments