WILLIAMS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FOUNDATION (EIN 31-6032504)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349100216
- 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
- Schedule B
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T07:00:14-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221146430 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441014651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316032504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2162574714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK NA PO BOX 94651 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441014651 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JOSEPH WILLIAMS JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2162574714 | PhoneNum |
| Signature | 2017-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R KULLANDER | PreparerPersonNm |
| Phone | 2162574714 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D3A1D31800830D2390EF99962E8EE64638BE3988 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3F718EC92852AF49FE95E7A58BF8397BE0E622CF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,045,692 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $551,276 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $352,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $352,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $266,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,093,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,265 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $31,889 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,889 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,201,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $630,432 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,974 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,974 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,048 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $40,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $601 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $971,863 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $971,863 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,067,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $974,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $581,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $279,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $391,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $391,114 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $8,891,529 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,166,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,646,447 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,131 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,131 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,186,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,565,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,045,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,186,333 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,565,971 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,186,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,565,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,186,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,565,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,186,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $247,002 | OtherIncreasesAmt |
| Subtotal | $9,567,124 | SubtotalAmt |
| Other Decreases | $1,153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,565,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 4960. EMERSON ELEC CO COM | 2016-01-26 | $214,066 | $267,080 | -$53,014 | -$53,014 | |
| 1760. ABBOTT LABORATORIES INC | 2016-01-28 | $66,915 | $77,788 | -$10,873 | -$10,873 | 2014-12-16 |
| 3605. GALLAGHER ARTHUR J & CO | 2016-01-28 | $132,072 | $127,892 | $4,180 | $4,180 | |
| 735. PNC BANK CORP COM | 2016-01-28 | $62,979 | $64,851 | -$1,872 | -$1,872 | 2014-12-16 |
| 550. PNC BANK CORP COM | 2016-02-11 | $43,288 | $48,528 | -$5,240 | -$5,240 | 2014-12-16 |
| 390. PUBLIC STORAGE INC | 2016-02-11 | $91,485 | $77,999 | $13,486 | $13,486 | 2015-07-20 |
| 540. WELLTOWER INC | 2016-02-11 | $29,012 | $34,529 | -$5,517 | -$5,517 | 2015-12-07 |
| 1535. WELLTOWER INC | 2016-02-11 | $82,469 | $77,881 | $4,588 | $4,588 | |
| 1930. WELLTOWER INC | 2016-02-17 | $107,982 | $87,135 | $20,847 | $20,847 | 2010-09-29 |
| .45 CALIFORNIA RESOURCES CORP REV SPLIT 05/31/16 | 2016-03-30 | 2015-08-25 | ||||
| 389. CALIFORNIA RESOURCES CORP REV SPLIT 05/31/16 | 2016-04-05 | $414 | $205 | $209 | $209 | |
| 1100. SMUCKER J M CO COM NEW | 2016-04-05 | $138,706 | $129,147 | $9,559 | $9,559 | 2015-04-27 |
| 805. KIMBERLY-CLARK CORP COM | 2016-04-26 | $100,203 | $57,174 | $43,029 | $43,029 | |
| 3560. ANALOG DEVICES INC | 2016-06-06 | $204,863 | $145,093 | $59,770 | $59,770 | |
| 925. KIMBERLY-CLARK CORP COM | 2016-07-07 | $124,451 | $57,576 | $66,875 | $66,875 | 2010-09-29 |
| 1595. REALTY INCOME CORP COM | 2016-07-07 | $110,425 | $94,857 | $15,568 | $15,568 | 2016-02-11 |
| 200. CROWN CASTLE INTL CORP | 2016-07-26 | $19,467 | $17,172 | $2,295 | $2,295 | 2015-12-07 |
| 30. MERCK & CO INC | 2016-07-26 | $1,750 | $1,717 | $33 | $33 | 2014-04-21 |
| 220. MERCK & CO INC | 2016-07-26 | $12,833 | $11,745 | $1,088 | $1,088 | 2015-11-13 |
| 175. NEXTERA ENERGY INC | 2016-07-26 | $22,550 | $18,386 | $4,164 | $4,164 | 2015-02-20 |
| 300. PAYCHEX INC | 2016-07-26 | $18,313 | $14,787 | $3,526 | $3,526 | 2015-02-20 |
| 250. VENTAS INC | 2016-07-26 | $18,450 | $17,711 | $739 | $739 | 2013-05-15 |
| 250. WEC ENERGY GROUP INC | 2016-07-26 | $16,220 | $13,494 | $2,726 | $2,726 | 2016-01-28 |
| 120. ABBVIE INC | 2016-08-26 | $7,757 | $7,485 | $272 | $272 | 2015-11-06 |
| 1290. ABBVIE INC | 2016-08-26 | $83,388 | $65,670 | $17,718 | $17,718 | 2013-12-06 |
| 315. PAYCHEX INC | 2016-08-26 | $19,147 | $15,526 | $3,621 | $3,621 | 2015-02-20 |
| 500. WEC ENERGY GROUP INC | 2016-08-26 | $30,652 | $26,988 | $3,664 | $3,664 | 2016-01-28 |
| 295. KIMBERLY-CLARK CORP COM | 2016-10-24 | $34,236 | $18,362 | $15,874 | $15,874 | 2010-09-29 |
| 475. PAYCHEX INC | 2016-10-24 | $26,646 | $23,166 | $3,480 | $3,480 | |
| 345. PAYCHEX INC | 2016-10-24 | $19,353 | $16,255 | $3,098 | $3,098 | 2016-02-11 |
| 1155. SPECTRA ENERGY CORP MERGED 2/27/16 | 2016-10-24 | $48,649 | $39,394 | $9,255 | $9,255 | |
| 670. ABBVIE INC | 2016-11-02 | $38,050 | $28,445 | $9,605 | $9,605 | |
| 15. PAYCHEX INC | 2016-11-02 | $818 | $707 | $111 | $111 | 2016-02-11 |
| 1060. PAYCHEX INC | 2016-11-02 | $57,826 | $49,672 | $8,154 | $8,154 | 2015-08-03 |
| 300. PROCTER & GAMBLE CO | 2016-11-17 | $24,938 | $25,826 | -$888 | -$888 | 2016-11-07 |
| 1340. MERCK & CO INC | 2016-11-28 | $82,794 | $66,659 | $16,135 | $16,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,265 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $235,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,795,299 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $397,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,480,371 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037883 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $391,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,209,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $286,990 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,132,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035291 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $686,828 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,302,175 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094058 | DistributionYr5Rt |
| Total Distribution | 0.231557 | TotalDistributionRt |
| Average Distribution | 0.046311 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,187,079 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $518,085 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,812 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $523,897 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $974,664 | 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 | $5,812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,949 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $34,949 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,137 | OverpaymentAmt |
| Applied To ES Tax | $5,812 | AppliedToESTaxAmt |
| Refund | $23,325 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162574714 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441014651 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAWRENCE H KYTE JR | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $400 |
| MARY W CLAUDER | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $300 |
| RICHARD F WILLIAMS | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $300 |
| RYAN KYTE | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $300 |
| SHARON W FRISBIE | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $200 |
| THOMAS L WILLIAMS | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1 | $400 |
| W JOSEPH WILLIAMS JR | ||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TREASURER | 1 | $300 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,357,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,357,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,357,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,187,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $559,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $559,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,812 | TotalTaxAmt |
| Distributable Before Adj | $553,542 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $553,542 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $553,542 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $974,664 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $974,664 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,812 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $968,852 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,542 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,083 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $974,664 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,083 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $553,542 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $410,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $410,039 | 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 | $410,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $410,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Altercrest Home For Boys | ||||||||
| 274 SUTTON RD | CINCINNATI | OH | 45230 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| Atwill Memorial Chapel Association | ||||||||
| 932 N BIRCHWOOD DR | NORTHPORT | MI | 49670 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Freestore Foodbank | ||||||||
| 112 E LIBERTY ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,250 | |
| ARTSWAVE | ||||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| BEECHWOOD HOME | ||||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| Boys Hope Girls Hope | ||||||||
| 1725 RIVERSIDE DR | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,500 | |
| Birthright | ||||||||
| 2115 BEECHMONT AVE 1 | CINCINNATI | OH | 45230 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| CHATFIELD COLLEGE | ||||||||
| 1800 LOGAN ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| CHILDREN'S HOME | ||||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| CINCINNATI ART MUSEUM | ||||||||
| EDON PARK | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| CINCINNATI OPERA ASSOCIATION | ||||||||
| 1243 ELM ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| CISE FUND | ||||||||
| 100 EAST EIGHTH STREET | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $36,000 | |
| Center For Respite Care | ||||||||
| 3550 WASHINGTON AVE | CINCINNATI | OH | 45229 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Wilberforce University | ||||||||
| 1055 N BICKETT RD | Wilberforce | OH | 45384 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| National MS Society - Ohio Valley Cha | ||||||||
| 4440 LAKE FOREST DRIVE | Cincinnati | OH | 45242 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Boys & Girls Club of Greater Cincinnati | ||||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $65,000 | |
| HOSPICE OF CINCINNATI | ||||||||
| 4310 COOPER RD | CINCINNATI | OH | 45242 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| FREDERIC REMINGTON ART MUSEUM | ||||||||
| 303 WASHINGTON ST | OGDENSBURG | NY | 13669 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| IMMACULATE HEART OF MARY CHURCH | ||||||||
| 7820 BEECHMONT AVE | CINCINNATI | OH | 45255 | N/A | CHURCH | GENERAL SUPPORT | $25,000 | |
| International Rett Syndrome Foundation | ||||||||
| 4600 DEVITT DR | CINCINNATI | OH | 45246 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| JOHNNY BENCH SCHOLARSHIP FUND | ||||||||
| 602 MAIN STREET SUITE 1000 | Cincinnati | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| The Prospect House | ||||||||
| 682 HAWTHORNE AVE | CINCINNATI | OH | 45205 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Chosen & Dearly Loved Foundation | ||||||||
| 1400 WEWATTA | DENVER | CO | 80202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| LADD | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,500 | |
| LEADERSHIP SCHOLARS | ||||||||
| 1609 MADISON RD | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Cincinnati Shakespeare Company | ||||||||
| 719 RACE STREET | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| ProKids | ||||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Pregnancy Center East | ||||||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| CINCINNATI May Festival | ||||||||
| 1241 ELM ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| Georgetown Preparatory School | ||||||||
| 10900 ROCKVILLE PIKE | North Bethesda | MD | 20852 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| First Step Home | ||||||||
| 2211 FULTON AVE | CincinnatI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Xavier University | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $201,500 | |
| Cincinnati Zoo & Botanical Gardens | ||||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SISTERS OF NOTRE DAM DENAMUR | ||||||||
| 701 EAST COLUMBIA AVE | CINCINNATI | OH | 45215 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ST MARGARET HALL | ||||||||
| 1960 MADISON RD | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,500 | |
| St Joseph's Infant Home | ||||||||
| 10722 WYSCARVER RD | CINCINNATI | OH | 45241 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| ST XAVIER CHURCH | ||||||||
| 607 SYCAMORE ST | CINCINNATI | OH | 45202 | N/A | CHURCH | GENERAL SUPPORT | $25,000 | |
| STEPPING STONES CENTER | ||||||||
| 5650 GIVEN RD | CINCINNATI | OH | 45243 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| SUMMIT COUNTRY DAY SCHOOL | ||||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| TALBERT HOUSE FOUNDATION | ||||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 | |
| UNITED WAY | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| CHARITABLE DISTRIBUTION FROM | ||||||||
| 212 THIRD ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $68,363 | FORESTVILLE REALTY COMPANY |
| XAVIER UNIVERSITY AWARD - C F WILLIAMS | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | 45206 | $500 | |
| St Francis DeSales Church | ||||||||
| 1600 MADISON RD | CincinnatI | OH | 45206 | N/A | CHURCH | GENERAL SUPPORT | $25,000 | |
| St Xavier High School | ||||||||
| 600 W NORTH BEND ROAD | Cincinnati | OH | 45224 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $1,500 | |
| St Paul Church | ||||||||
| 4026 RIVER RD | CINCINNATI | OH | 45204 | N/A | CHURCH | GENERAL SUPPORT | $5,000 | |
| St Aloysius Orphanage | ||||||||
| 4030 MOUNT CARMEL TOBASCO RD | CINCINNATI | OH | 45255 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| Ohio Cleats For Kids | ||||||||
| PO BOX 42251 | CINCINNATI | OH | 45242 | N/A | PUABLIC CHARITY | GENERAL SUPPORT | $250 | |
| Hyde Park Center For Older Adults | ||||||||
| 2800 ERIE AVE | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| Little Sisters of the Poor | ||||||||
| 476 RIDDLE RD | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $26,000 | |
| Melanoma Know More | ||||||||
| 10945 REED HARTMAN HIGHWAY SUITE 30 | CINCINNATI | OH | 45242 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| Mercy Health Foundation | ||||||||
| 1701 MERCY HEALTH PL | CINCINNATI | OH | 45237 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 | |
| Mt St Joseph University | ||||||||
| 5701 DELHI RD | CINCINNATI | OH | 45233 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| Chatfield College | ||||||||
| 220918 STATE ROUTE 251 | FAYETTEVILLE | OH | 45118 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $971,863 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $352,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,889 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $266,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $650,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $650,432 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| LESS THAN 5 000 PER PERSON 10 | ||||||||
| 1 | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | $1,800 | Yes (X) | ||
| LAWRENCE H KYTE JR | ||||||||
| 2 | C/O DINSMORE SHOHL LLP | CINCINNATI | OH | 45202 | $69,476 | Yes (X) | 255 EAST 5TH STREET SUITE 190 | Yes (X) |
| HELEN D WILLIAMS | ||||||||
| 3 | 122 EAST THIRD STREET | CINCINNATI | OH | 45202 | $480,000 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 700 SHS PROCTER & GAMBLE | NoncashPropertyDesc |
| Fair Market Value | $59,076 | FairMarketValueAmt |
| Received | 2016-11-21 | ReceivedDt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRIBUTION FMV ADJUSTMENT | $359 |
| K-1 ADJUSTMENT | $794 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $39,043 | $39,043 | $0 |
| R/E TAXES | $143 | $143 | $0 |
| K-1 EXPENSES | $356 | $356 | $0 |
| OFFICE EXPENSES | $401 | $0 | $401 |
| STATE FILING FEES | $200 | $0 | $200 |
| BANK FEES | $691 | $691 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 INCOME | $11,889 | $11,889 |
| PRIOR YEAR REFUND | $20,000 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ITEMS IN TRANSIT | $247,000 |
| ROUNDING ADJUSTMENT | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC AGENT FOR TRUSTEE FEES | CategoryTxt |
| Amt | $8,974 | Amt |
| Net Investment Income | $8,974 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| LAWRENCE H KYTE JR | ||||
| C/O DINSMORE SHOHL LLP | 255 EAST 5TH STREET SUITE 190 | CINCINNATI | OH | 45202 |
| HELEN D WILLIAMS | ||||
| 122 EAST THIRD STREET | CINCINNATI | OH | 45202 | |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $20,000 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $24,048 | $0 | $0 |
Comments