EARTHWARD BOUND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EARTHWARD BOUND FOUNDATION (EIN 23-7429274)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-09-17
- IRS object ID
- 201802609349100005
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-17T09:14:35-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | 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 | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237429274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARTHWARD BOUND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EART | BusinessNameControlTxt |
| Phone | 8005431831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Ste 600 No 600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452022027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray Sinclaire | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8005431831 | PhoneNum |
| Signature | 2018-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula L Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.139.61.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-16 | IPDt |
| IP Tm | 10:10:17 | 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 | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,316,701 | 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 | $73,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $926,621 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,669 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,868 | 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 |
| Accounting Fees Rev And Expnss | $6,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,381,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285,264 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,433,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $328,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,717,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $328,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $292,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,559,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,097,423 | CashBOYAmt |
| Cash EOY | $16,217 | CashEOYAmt |
| Cash EOYFMV | $16,217 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,177,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,300,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,300,484 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,620,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $8,894,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,316,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,316,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $18,042 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,042 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,876,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,298,659 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,894,969 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,894,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,316,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,894,969 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,559,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,208,150 | OtherIncreasesAmt |
| Subtotal | $8,543,945 | SubtotalAmt |
| Other Decreases | $6,227,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Securities | PropertyDesc |
| Gross Sales Price | $926,621 | GrossSalesPriceAmt |
| Cost Or Other Basis | $841,952 | CostOrOtherBasisAmt |
| Gain Or Loss | $84,669 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $84,669 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,669 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $341,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,820,711 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038687 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $135,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,321,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $245,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,100,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079262 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,422 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,864,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033661 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,665 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,695,559 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066281 | DistributionYr5Rt |
| Total Distribution | 0.258744 | TotalDistributionRt |
| Average Distribution | 0.051749 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,263,965 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $427,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $427,652 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $292,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,560 | OverpaymentAmt |
| Applied To ES Tax | $2,560 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | Murray Sinclaire Jr | IndividualWithBooksNm |
| Phone | 5133913939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 600 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Murray Sinclaire Jr | ||||||||
| 700 Walnut Street Suite 600 | Cincinnati | OH | 45202 | President | 0.50 | $0 | $0 | $0 |
| J Robin Sinclaire | ||||||||
| 700 Walnut Street Suite 600 | Cincinnati | OH | 45202 | Treas./Secretary | 0.50 | $0 | $0 | $0 |
| Cristina A Sinclaire | ||||||||
| 1301 M Street NW 902 | Washington | DC | 20005 | Trustee | 0.50 | $0 | $0 | $0 |
| LEILA R SINCLAIRE | ||||||||
| 1424 JOSEPHINE STREET | BERKELEY | CA | 94703 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELIZABETH B SINCLAIRE | ||||||||
| 1213 ADDISON STREET | PHILADEPHIA | PA | 19147 | TRUSTEE | 0.50 | $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 | $7,998,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $391,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,389,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,389,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,263,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,198 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $413,198 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $413,198 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $413,198 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $292,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $292,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $292,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $413,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $64,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $341,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $405,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $292,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $120,423 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $120,423 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $285,457 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $285,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $285,457 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Murray Sinclaire Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Suite 600 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133813939 | RecipientPhoneNum |
| Form And Info And Materials | Letter requesting specific funds and details of specific use of the funds | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cincinnati Art Museum | |||||||
| 953 Eden Park Dr | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Cincinnati Art Musuem | $20,000 |
| Cincinnati Opera | |||||||
| 1241 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Cincinnati Opera | $81,500 |
| Clifton Cultural Center | |||||||
| PO Box 20041 | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Clifton Cultural Center | $1,000 |
| Music Now | |||||||
| PO Box 43144 | Cincinnati | OH | 45243 | None | 501(c)(3) | Support Music Now | $15,000 |
| NPR Foundation | |||||||
| 1111 North Capitol Street NE | Washington | DC | 20002 | None | 501(c)(3) | Support NPR Foundation | $15,000 |
| StoryCorps Inc | |||||||
| 80 Hanson Pl Floor 2 | Brooklyn | NY | 11217 | None | 501(c)(3) | Support StoryCorps Inc. | $5,000 |
| California Jazz Conservatory | |||||||
| 2087 Addison Street | Berkeley | CA | 94704 | None | 501(c)(3) | Support California Jazz Conservatory | $125,000 |
| Common Good | |||||||
| 127 West Main Street | Lexington | KY | 40507 | None | 501(c)(3) | Support Common Good | $1,000 |
| Music Hall Revitalization Company | |||||||
| 1203 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Music Hall Revitalization | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,500 | 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 | $73,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,669 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,868 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $6,550 | Amt |
| Net Investment Income | $3,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adobe Systems - 1500 shrs | $123,488 | $123,488 |
| Aetna, Inc. - 1000 Shrs | $79,914 | $79,914 |
| Air Lease Corp Cl A- 2000 shrs | $40,843 | $40,843 |
| Allergan PLC COM 400 shrs | $33,674 | $33,674 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $47,782 | $47,782 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $48,552 | $48,552 |
| Amazon Com Inc- 200 SHRS | $105,002 | $105,002 |
| AMN Healthcare Svcs Inc. COM shrs 2000 | $41,266 | $41,266 |
| Apple, Inc. - 3000 shrs | $158,897 | $158,897 |
| Bank Amer Corp- 3000 SHRS | $64,367 | $64,367 |
| Blackrock Inc Com- 200 SHRS | $44,258 | $44,258 |
| Brookfield Infrastructure- 2000 Shares | $59,742 | $59,742 |
| Calamp Corp Com | $21,366 | $21,366 |
| CItiGroup Inc- 1000 Shrs | $69,090 | $69,090 |
| Costco Wholesale Corp - 1000 shrs | $75,708 | $75,708 |
| CVD Equip Corp - 3000 shrs | $16,370 | $16,370 |
| CVS Caremark - 1500 shrs | $48,314 | $48,314 |
| Intuitive Surgical, Inc. - 200 Shrs | $105,101 | $105,101 |
| IPG Photonice- 1000 Shares | $100,068 | $100,068 |
| JP Morgan Chase - 1000 shrs | $47,287 | $47,287 |
| Microsoft Corp COM | $78,189 | $78,189 |
| O Reilly Automotive, Inc. - 1000 shrs | $79,106 | $79,106 |
| Paypal HLDGS | $68,206 | $68,206 |
| Pepsico, INc. - 1000 shrs | $51,808 | $51,808 |
| Perrigo Co.- 500 Shrs | $56,767 | $56,767 |
| Salesforce.com INC COM | $48,100 | $48,100 |
| Scotts Miracle Go Co - 1000 Shrs | $46,821 | $46,821 |
| Sierra Wireless Inc Com | $31,655 | $31,655 |
| Starbucks Corp COM | $38,662 | $38,662 |
| Trimble NAV - 4000 Shrs | $57,641 | $57,641 |
| Visa Inc COM CL A | $51,691 | $51,691 |
| Abbvie Inc COM | $63,626 | $63,626 |
| Welltower Inc COM | $31,471 | $31,471 |
| Extreme Networks, Inc. | $56,400 | $56,400 |
| $84,628 | $84,628 | |
| General Electric Company | $37,900 | $37,900 |
| MIMedx Group | $59,596 | $59,596 |
| Omega Healthcare Investors | $27,128 | $27,128 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Transfers to Nova Foundation | Desc |
| Amt | $6,227,244 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Courier Fee | $86 | $86 | $0 |
| Bank fee | $37 | $37 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $1,208,150 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $33,780 | $33,780 | $0 |
| Management fees | $12,000 | $6,000 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax Payment | $1,095,825 | $0 | $0 |
| Ohio Tax | $200 | $200 | $0 |
| California Taxes | $285,064 | $285,064 | $0 |
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