LINCOLN W PAVEY EDUCATIONAL FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LINCOLN W PAVEY EDUCATIONAL FOUNDATION (EIN 45-4241024)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-31
IRS object ID
201713049349301346
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-31T13:45:25-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311397714PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHEAR & SCHEAR CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14695 LAKE FOREST DRIVE 300AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454241024EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINCOLN W PAVEY EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O NEAL E SCHEARBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLINCBusinessNameControlTxt
Phone5139845700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14695 LAKE FOREST DRIVE NO 300AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRYAN REDLESKIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8593313300PhoneNum
Signature2017-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEAL E SCHEARPreparerPersonNm
PTINP00107067PTIN
Phone5139845700PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.172.207.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-30IPDt
IP Tm17:19:37IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2CB9BFE548955CFB9E100A40E681E884B92A28C3AtSubmissionCreationDeviceId
At Submission Filing Device Id21EFD495B64C130C5EABDC867A8961B6E21201ECAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1LWP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerRYAN REDLESKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14695 LAKE FOREST DRIVE NO 300AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,044,929GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSUPPORT AND NURTURE THE EDUCATION OF THE UNDERGRADUATE MEMEBERS OF THE ZETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY AT UNIVERSITY OF CINCINNATIActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$40,654PYContributionsGrantsAmt
CY Contributions Grants$4,862CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$35,454PYInvestmentIncomeAmt
CY Investment Income$27,088CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$76,108PYTotalRevenueAmt
CY Total Revenue$31,950CYTotalRevenueAmt
PY Grants And Similar Paid$117,094PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$112,020CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,294PYOtherExpensesAmt
CY Other Expenses$19,181CYOtherExpensesAmt
PY Total Expenses$120,388PYTotalExpensesAmt
CY Total Expenses$131,201CYTotalExpensesAmt
PY Revenues Less Expenses-$44,280PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$99,251CYRevenuesLessExpensesAmt
Total Assets BOY$938,581TotalAssetsBOYAmt
Total Assets EOY$839,330TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$938,581NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$839,330NetAssetsOrFundBalancesEOYAmt
MissionSUSTAIN FIERCE COMMITMENT TO THE EDUCATION AND DEVELOPMENT OF UNDERGRADUATES BY PROVIDING SCHOLARSHIPS FOR OUTSTANDING PERFORMANCE REGARDING GRADES, COMMUNITY INVOLVEMENT AND CHARITABLE ACTIVITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$112,020ExpenseAmt
Grant$112,020GrantAmt
Revenue$27,088RevenueAmt
DescSCHOLARSHIPS AND EDUCATIONAL EXPENSE ASSISTANCE WERE AWARDED TO UNIVERSITY OF CINCINNATI STUDENTS BASED ON GRADES AND COMMUNITY ACTIVITY.Desc
Total Program Service Expenses$112,020TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNEAL E SCHEARPersonNm
Phone5139845700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14695 LAKE FOREST DRIVE 300AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DENNIS OLTORIK
PRESIDENT4.00Yes (X)$0$0$0
NEAL SCHEAR
BOARD MEMBER1.00Yes (X)$0$0$0
TROY NEAT
VICE PRESIDENT1.00Yes (X)$0$0$0
JAY DEWITT
BOARD MEMBER1.00Yes (X)$0$0$0
KEN BYERS
BOARD MEMBER1.00Yes (X)$0$0$0
MIKE OYSTER
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,862AllOtherContributionsAmt
Total Contributions$4,862TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,934TotalRevenueColumnAmt
Related Or Exempt Func Income$16,934RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,023,133SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,012,979SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,154SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,154TotalRevenueColumnAmt
Related Or Exempt Func Income$10,154RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,950TotalRevenueColumnAmt
Related Or Exempt Func Income$27,088RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$112,020TotalAmt
Program Services$112,020ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,954TotalAmt
Management And General$3,954ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$903TotalAmt
Management And General$903ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROFESSIONAL FEES-MAILIDesc
Total$14,324TotalAmt
Management And General$14,324ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$131,201TotalAmt
Program Services$112,020ProgramServicesAmt
Management And General$19,181ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$80,964BOYAmt
EOY$43,056EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$857,617BOYAmt
EOY$796,274EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$938,581BOYAmt
EOY$839,330EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$938,581BOYAmt
EOY$839,330EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$938,581BOYAmt
EOY$839,330EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$938,581BOYAmt
EOY$839,330EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$99,251ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$768,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,654CurrentTaxYearMinus1YearAmt
Current Tax Year$3,672CurrentTaxYearAmt
Total$823,992TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$768,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,654CurrentTaxYearMinus1YearAmt
Current Tax Year$3,672CurrentTaxYearAmt
Total$823,992TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$823,992PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$143,429CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$118,928CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,453CurrentTaxYearMinus1YearAmt
Current Tax Year$16,934CurrentTaxYearAmt
Total$314,744TotalAmt
FieldValueIRS element (for citing)
Total Support$1,138,736TotalSupportAmt
Public Support CY1700.72360PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPUBLICLY TRADED SECURITIESDesc
Book Value$796,274BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$796,274TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SIGMA CHI FRATERNITY- ZETA PSI CHAPTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12617 UNIVERSITY COURTAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45219ZIPCd
FieldValueIRS element (for citing)
Recipient EIN316077296RecipientEIN
IRC Section501C(7)IRCSectionDesc
Cash Grant$112,020CashGrantAmt
Purpose Of GrantEDUCATION EXPENSE ASSISTANCEPurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ALUMNI VOLUNTEERS ELECT MEMBERS TO THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7AGOVERNING BODY ELECTS EXECUTIVE OFFICERS FROM THE VOLUNTEERING ALUMNI.
FORM 990, PART VI, SECTION A, LINE 8BCOMMITTEES ARE FACT FINDING IN NATURE ONLY.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990S WILL BE DISTRIBUTED AT THE NEXT MEETING.
FORM 990, PART VI, SECTION C, LINE 18UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.