DAN & KRIS NEYER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAN & KRIS NEYER FAMILY FOUNDATION INC (EIN 46-1628439)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349101342
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:07:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST 4TH 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461628439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN & KRIS NEYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAN& | BusinessNameControlTxt |
| Phone | 5135637555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2135 DANA AVENUE NO 200 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN NEYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5135637555 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAXWELL M SULLIVAN CPA | PreparerPersonNm |
| PTIN | P01679066 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2018-05-11 | 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 | $3,006,775 | 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 |
| Interest On Sav Rev And Expnss | $787 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $787 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,538 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$19,382 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,900 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,487 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,487 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,843 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $664 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,249 | CashBOYAmt |
| Cash EOY | $648 | CashEOYAmt |
| Cash EOYFMV | $648 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,248 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,704,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,956,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,956,332 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,003 | OtherAssetsBOYAmt |
| Other Assets EOY | $547 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $547 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,817,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,006,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,006,775 | 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 | $2,817,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,006,775 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,817,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,006,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,817,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,006,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,817,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $319,749 | OtherIncreasesAmt |
| Subtotal | $3,006,775 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,006,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ENERGY TRANSFER PARTNERS K-1 | $1,196 | $1,196 | |||
| ENERGY TRANSFER PARTNERS K-1 | $151 | $151 | |||
| SUNOCO LOGISTICS PARTNERS K-1 | $954 | $954 | |||
| SUNOCO LOGISTICS PARTNERS K-1 | $170 | $170 | |||
| SUNOCO LOGISTICS PARTNERS K-1 | $7,622 | $7,622 | |||
| SUNOCO LOGISTICS PARTNERS K-1 | $1,358 | $1,358 | |||
| WELLS FARGO - HUNTINGTON BANCSHARES | $59,327 | $59,327 | $69,003 | $9,676 | |
| WELLS FARGO - LONG TERM | -$44,545 | -$44,545 | $205,823 | $250,368 | |
| CAPITAL GAINS DIVIDENDS | $305 | $305 | $305 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,538 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,252 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,632,523 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,553,207 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040024 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,839 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,111,744 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028336 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,757 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,975,132 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027723 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $985,006 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.140243 | TotalDistributionRt |
| Average Distribution | 0.028049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,849,595 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,928 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $872 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,800 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $147,588 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $1,223 | OverpaymentAmt |
| Applied To ES Tax | $1,223 | 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 | KY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN NEYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135637555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2135 DANA AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| AMANDA NEYER | ||||||||
| 4002 BALLARD ROAD | CINCINNATI | OH | 45226 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DAN NEYER | ||||||||
| 3018 GOLDEN AVENUE | CINCINNATI | OH | 45226 | PRESIDENT, TREASURER, DIRE | 0.10 | $0 | $0 | $0 |
| KRIS NEYER | ||||||||
| 3018 GOLDEN AVENUE | CINCINNATI | OH | 45209 | SECRETARY, DIRECTOR | 0.10 | $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 | $2,846,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,892,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,892,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,849,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $872 | TotalTaxAmt |
| Distributable Before Adj | $141,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $872 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,028 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,028 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,560 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $122,048 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN NEYER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 E PETE ROSE WAY | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5135637555 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2), OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCES TO ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACUE | |||||||
| 1125 MADISON AVENUE | COVINGTON | KY | 41011 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 2806 READING ROAD | CINCINNATI | OH | 45206 | NONE | PC | UNRESTRICTED CONTRIBUTION | $5,000 |
| CINCINNATI CHILDREN'S HOSPITAL | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | UNRESTRICTED CONTRIBUTION | $10,000 |
| CISE | |||||||
| 100 EAST EIGHTH STREET | CINCINNATI | OH | 45202 | NONE | PC | SCHOLARSHIPS | $6,000 |
| DEPAUL DECRISTO REY HIGH SCHOOL | |||||||
| 1133 CLIFTON HILLS AVENUE | CINCINNATI | OH | 45220 | NONE | PC | SCHOLARSHIPS | $20,180 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | NONE | PC | UNRESTRICTED CONTRIBUTION | $5,000 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA INC | |||||||
| 505 EIGHTH AVENUE SUITE 902 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4370 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45242 | NONE | PC | UNRESTRICTED CONTRIBUTION | $3,000 |
| MOELLER HIGH SCHOOL | |||||||
| 9001 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | NONE | PC | SCHOLARSHIPS | $45,000 |
| MORGAN JUDD MEMORIAL FUND | |||||||
| 200 W 4TH ST | CINCINNATI | OH | 45202 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,000 |
| NATIVITY PARISH | |||||||
| 5935 PANDORA AVENUE | CINCINNATI | OH | 45213 | NONE | PC | UNRESTRICTED CONTRIBUTION | $2,000 |
| PURCELL MARIAN | |||||||
| 2935 HACKBERRY STREET | CINCINNATI | OH | 45206 | NONE | PC | SCHOLARSHIPS | $5,000 |
| SETON HIGH SCHOOL | |||||||
| 3901 GLENWAY AVENUE | CINCINNATI | OH | 45205 | NONE | PC | SCHOLARSHIPS | $8,083 |
| SPINA BIFIDA | |||||||
| 200 FIRST ST | ROCHESTER | MN | 55905 | NONE | PC | UNRESTRICTED CONTRIBUTION | $750 |
| ST URSULA | |||||||
| 1339 E MCMILLAN ST | CINCINNATI | OH | 45206 | NONE | PC | SCHOLARSHIPS | $5,000 |
| ST XAVIER CHURCH | |||||||
| 607 SYCAMORE STREET | CINCINNATI | OH | 45202 | NONE | PC | UNRESTRICTED CONTRIBUTION | $450 |
| ST ROSE | |||||||
| 2501 RIVERSIDE DR | CINCINNATI | OH | 45202 | NONE | PC | UNRESTRICTED CONTRIBUTION | $600 |
| UC BRAIN TUMOR CENTER FUND | |||||||
| 234 GOODMAN STREET | CINCINNATI | OH | 45219 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,500 |
| UC FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | UNRESTRICTED CONTRIBUTION | $10,500 |
| WALNUT HILLS REDEVELOPMENT FOUNDATION | |||||||
| 2505 MAY STREET | CINCINNATI | OH | 45206 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,000 |
| WORKING IN NEIGHBORHOODS | |||||||
| 1814 DREMAN AVENUE | CINCINNATI | OH | 45223 | NONE | PC | UNRESTRICTED CONTRIBUTION | $2,500 |
| YWCA | |||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45202 | NONE | PC | UNRESTRICTED CONTRIBUTION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,063 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $787 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,086 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|
| ENTERPRISE PRODUCTS K-1 | -$4,168 | 14 | -$39 | |
| ENERGY TRANSFER K-1 | -$20,304 | 14 | $71 | |
| SUNOCO K-1 | -$52 | |||
| SUNOCO LLP K-1 | -$4,027 | 14 | ||
| PENNTEXX MIDSTREAM - K-1 | -$62 | |||
| NONDIVIDEND DISTRIBUTION | 14 | $4,199 | ||
| GRANT RECOVERED | $5,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$28,613 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,862 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | GRANTS RECOVERED | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO | StockNm |
| EOY Book Value | $2,956,332 | EOYBookValueAmt |
| EOYFMV | $2,956,332 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,487 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,487 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME IN TRANSIT | Desc |
| BOY Book Value | $1,003 | BOYBookValueAmt |
| EOY Book Value | $547 | EOYBookValueAmt |
| EOYFMV | $547 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PASSTHROUGH EXPENSES | Desc |
| Revenue And Expenses Per Books | $702 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $664 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS K-1 | -$4,207 | -$39 | -$4,207 |
| ENERGY TRANSFER K-1 | -$20,233 | $71 | -$20,233 |
| SUNOCO K-1 | -$52 | $0 | -$52 |
| SUNOCO LLP K-1 | -$4,027 | $0 | -$4,027 |
| PENNTEXX MIDSTREAM - K-1 | -$62 | $0 | -$62 |
| NONDIVIDEND DISTRIBUTION | $4,199 | $4,199 | |
| GRANT RECOVERED | $5,000 | $5,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS & PARTNERSHIPS | Desc |
| Amt | $319,749 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,196 | Amt |
| Net Investment Income | $7,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,843 | $1,843 | $0 |
| FEDERAL EXCISE TAX | $4,801 | $0 | $0 |