PINE MEER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PINE MEER FOUNDATION (EIN 82-3446209)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349102633
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:13:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470859831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kimberly Barry CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Torrance Blvd Suite C | AddressLine1Txt |
| City | Redondo Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823446209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINE MEER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RIED SCHOTT | InCareOfNm |
| Business Name Control | PINE | BusinessNameControlTxt |
| Phone | 3103755750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1632 VIA LAZO | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RIED SCHOTT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3103755750 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM BARRY | PreparerPersonNm |
| PTIN | P00687069 | PTIN |
| Phone | 3103161772 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,468,577 | 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 | $219,866 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $288 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $288 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,915 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,915 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $298,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,943 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $382,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,146 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,203 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,368 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $2,368 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,788 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,788 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $135 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,503 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,503 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $300,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $159,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,700 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $340,450 | CashBOYAmt |
| Cash EOY | $383,702 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $489 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $24,807 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $623,545 | CorporateStockBOYAmt |
| Corporate Stock EOY | $906,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,468,577 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $989,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,290,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,468,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $989,291 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,290,112 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $989,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,290,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $989,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,290,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $989,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $300,821 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,290,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,290,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHARES TRUIST FINANCIAL | P | 2001-01-01 | 2024-02-07 | $18,185 | $18,590 | -$405 | -$405 |
| 150 CROWN CASTLE IN | P | 2020-03-04 | 2024-02-07 | $15,775 | $22,821 | -$7,046 | -$7,046 |
| 300 DEVON ENERGY INC | P | 2023-03-15 | 2024-02-07 | $12,219 | $15,459 | -$3,240 | -$3,240 |
| 100 ALBEMARLE CORP | P | 2021-12-27 | 2024-02-07 | $10,927 | $23,061 | -$12,134 | -$12,134 |
| 400 PFIZER | P | 2021-12-27 | 2024-02-07 | $10,675 | $23,600 | -$12,925 | -$12,925 |
| 1000 NIVIDIA | D | 2024-09-05 | 2024-08-28 | $125,986 | $294 | $125,692 | $125,692 |
| 300 APPLE | D | 2024-09-05 | 2024-10-04 | $67,577 | $29,448 | $38,129 | $38,129 |
| 700 BP PLC ADS | P | 2024-10-07 | 2024-12-16 | $20,999 | $22,988 | -$1,989 | -$1,989 |
| 100 DIAMOND BAK ENERGY INC | P | 2024-10-07 | 2024-12-16 | $16,260 | $19,399 | -$3,139 | -$3,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,943 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,368 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,380 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,380 | TotalPaymentsAndCreditsAmt |
| Tax Due | $833 | 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.PINEMEER.ORG | WebsiteAddressTxt |
| Individual With Books | L RIED SCHOTT | IndividualWithBooksNm |
| Phone | 3103755750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1632 VIA LAZO | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| L RIED SCHOTT | ||||||||
| 1632 VIA LAZO | PALOS VERDES PENINSULA | CA | 90274 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SUSAN NUNNERY | ||||||||
| 1632 VIA LAZO | PALOS VERDES PENINSULA | CA | 90274 | SECRETARY | 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 |
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 | $1,225,937 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $316,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,541,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,541,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,518,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,213 | TotalTaxAmt |
| Distributable Before Adj | $73,728 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,728 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,728 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,350 | UndistributedIncomePYAmt |
| Qualifying Distributions | $76,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,350 | AppliedToYear1Amt |
| Applied To Prior Years | $347 | AppliedToPriorYearsAmt |
| Applied To Current Year | $29,103 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $44,625 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RIED SCHOTT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN NUNNERY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 Avenue I Suite 860 | AddressLine1Txt |
| City | Redondo Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882728824 | RecipientPhoneNum |
| Recipient Email Address | donate@pinemeer.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Prior to submitting an application first send a letter of inquiry addressed to Secretary of the Foundation Susan Nunnery with brief statement of need for funds and factual information. Applicants who receive a favorable response will be invited to submit a formal application | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Foundation will not support grants to individuals, general fundraising or capital construction projects. Will not make grants to support political purposes. Grants only made to organizations whose programs or projects conform to the Mission of The Foundation | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST ANTONIUS ATHLETIC ASSOCIATION | ||||||
| 1500 LINNEMAN ROAD | CINCINNATI | OH | 45238 | PC | PREVENT JUVENILE DELIGUENCY VIA SPORTS | $5,900 |
| CINCINNATI MARLINS | ||||||
| 616 NORTH BEND ROAD | CINCINNATI | OH | 45224 | PC | INSPIRE AND EMPOWER ATHLETES | $9,000 |
| KENT COUNTY YOUTH SPORTS | ||||||
| PO BOX 613 | INDEPENDENCE | KY | 41051 | PC | PROMOTE YOUTH ATHLETICS | $3,000 |
| WM C SCHOTT MEMORIAL ASSOCIATION | ||||||
| 5513 JULMAR DRIVE | CINCINNATI | OH | 45238 | PC | PREVENT JUVENILE DELIQUENCY VIA SPORT | $17,500 |
| CINCINNATI JUNIOR ROWING | ||||||
| PO BOX 541122 | CINCINNATI | OH | 45254 | PC | PROVIDE YOUTH IN CINNCINATI OPPORTUNITY | $5,000 |
| BERRINGER CRAWFORD MUSEUM | ||||||
| 1600 MONTAGUE ROAD | COVINGTON | KY | 41011 | PC | PRESERVATION OHIO REGIONAL HISTORY | $10,000 |
| CINCINNATI SYNCHROGATORS | ||||||
| 3159 MONTANA AVE | CINCINNATI | OH | 45211 | PC | PROVIDE YOUTH SWIMMING OPPORTUNITIES | $5,000 |
| KENTON COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 641 | COVINGTON | KY | 41012 | PC | PROMOTION PRESERVATION COUNTY HISTORY | $5,400 |
| NKY YOUTH HOCKEY | ||||||
| PO BOX 17384 | FT MITCHELL | KY | 41017 | PC | PROMOTION YOUTH SPORTS | $2,000 |
| OAK HILL YOUTH ATHLETICS | ||||||
| 3200 EBENEZER ROAD | CINCINNATI | OH | 45248 | PC | PREVENT YOUTH DELIQUENCY VIA ATHLETICS | $5,000 |
| THREE RIVERS COMMUNITY ATHLETIC ASS | ||||||
| PO BOX 134 CLEVES | CLEVES | OH | 45002 | PC | PROMOTE YOUTH SPORTS | $1,500 |
| TAYLOR MILLS ORGANIZATION | ||||||
| PO BOX 15576 | TAYLOR MILL | KY | 41015 | PC | PROMOTE PROVIDE YOUTH SPORT OPPORTUNITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,624 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L RIED SCHOTT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1632 VIA LAZO | AddressLine1Txt |
| City | PALOS VERDES PENINSULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHARES NVDA 107205 400 SHARES APPLE 89400 | NoncashPropertyDesc |
| Fair Market Value | $196,605 | FairMarketValueAmt |
| Received | 2024-09-05 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBIE IN 200300 SHARES | $44,054 | $53,310 |
| ALBEMARLE CORP 100 SHARES | $0 | $0 |
| AMGEN INC 100 | $23,069 | $26,064 |
| APPLE 200 SHARES300 | $2,340 | $75,126 |
| BROADCOM INC 500 SHARES | $19,050 | $115,920 |
| MICROSOFT COPR 100 SHARES125 | $27,520 | $52,688 |
| QUALCOMM INC 100 SHARES200 | $29,011 | $30,724 |
| US BANCORP 400 SHARES | $14,708 | $19,132 |
| UNITED PARCEL SRVC 100 SHARES | $11,021 | $12,610 |
| VERIZON COMM 400 SHARES | $22,182 | $15,996 |
| VIRTU FINANCIAL INC 1000 SHARE | $19,508 | $35,680 |
| CHEVERON CORP 250 | $23,092 | $36,210 |
| CISCO 500 SHARES | $31,638 | $29,600 |
| DEVON ENERGY 100 SHARES | $0 | $0 |
| EOG RESOURCES IN 400 SHARES | $35,588 | $49,032 |
| EXXON MOBIL 400 SHARES100 SHA | $16,358 | $21,514 |
| HONEYWELL 100 SHARES | $21,072 | $22,589 |
| IBM 400 SHARES | $47,590 | $87,932 |
| LILLY ELI 100 SHARES | $27,747 | $77,200 |
| MERCK 250 SHARES350 | $32,026 | $34,818 |
| MORGAN STANLEY 300 SHARES | $30,104 | $37,716 |
| NUCOR CORP 300 SHARES | $18,293 | $35,013 |
| PFIZER INC 400 SHARES | $0 | $0 |
| CROWN CASTEL INTL CO REIT 150 | $0 | $0 |
| SEAGATE TECHNOLOGY 300 SHARES | $22,145 | $25,893 |
| NOVO NORDISK 200 | $20,737 | $17,204 |
| CAPITAL ONE 150 | $19,648 | $26,748 |
| TRUIST FINANCIAL 500 | $21,175 | $21,690 |
| CORNING INC 400 | $22,386 | $33,264 |
| DOMINION ENERGY INC 300 | $17,021 | $16,158 |
| ENTERGY CORP 300 | $18,285 | $22,746 |
| CITIGROUP 400 | $20,528 | $28,156 |
| CHARLES SCHWAB 250 | $20,760 | $18,502 |
| GE VERNOVA IN 70 | $23,449 | $23,025 |
| GOLDMAN SACHS 60 | $22,980 | $34,357 |
| JP MORGAN CAHSE 150 | $25,346 | $35,956 |
| M & T BANK 100 | $17,095 | $18,801 |
| NVIDIA CORP 1000 | $294 | $134,290 |
| ORACLE 300 | $32,525 | $49,992 |
| PEPSI CO 100 | $17,743 | $15,206 |
| RAMACO RES 4094 | $47,188 | $40,449 |
| SCHLUBERGER 500 | $22,618 | $19,170 |
| UBER 300 | $18,516 | $18,096 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $125 | $125 | $125 | $0 |
| BANK FEE | $10 | $10 | $10 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,368 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,368 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $28 | $28 | $0 | $0 |
| TAXES | $2,760 | $2,760 | $0 | $0 |
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