EARTHWARD BOUND FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EARTHWARD BOUND FOUNDATION (EIN 23-7429274)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-03-15
- IRS object ID
- 201720749349100802
- Schema version
- 2015v3.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-15T11:09:29-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | 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 | 2015-11-01 | 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 | PO BOX 3551 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray Sinclaire | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8005431831 | PhoneNum |
| Signature | 2017-03-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,894,969 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,820,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $266,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,308 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,975,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,688 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $370,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,605,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,107 | CashBOYAmt |
| Cash EOY | $1,097,423 | CashEOYAmt |
| Cash EOYFMV | $1,097,423 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,360,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,177,546 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,177,546 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,620,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,620,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,363,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,894,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,894,969 | 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 | $3,345,948 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,876,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,363,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,894,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,363,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,894,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,363,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,605,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,969,403 | SubtotalAmt |
| Other Decreases | $74,434 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,894,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Aetna Inc New Com | 2009-06-11 | 2015-11-24 | $105,551 | $23,552 | $81,999 | $81,999 |
| California Res Corp COM | 2014-12-04 | 2016-05-12 | $68 | $68 | $68 | |
| Occidental Pete Corp COM | 2013-11-06 | 2016-05-12 | $61,357 | $77,927 | -$16,570 | -$16,570 |
| Monsanto CO New COM | 2008-12-12 | 2016-05-12 | $99,412 | $70,601 | $28,811 | $28,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,308 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,321,666 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040853 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $245,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,100,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079262 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,422 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,864,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $178,665 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,695,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066281 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $193,326 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,559,627 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075529 | DistributionYr5Rt |
| Total Distribution | 0.295586 | TotalDistributionRt |
| Average Distribution | 0.059117 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,820,711 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $521,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,268 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $522,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $341,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $416 | TaxDueAmt |
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 (6 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 Robert Orton III | ||||||||
| 65 Sea View Avenue | Piedmont | CA | 94611 | Vice President | 0.50 | $0 | $0 | $0 |
| J Robin Sinclaire | ||||||||
| 700 Walnut Street Suite 600 | Cincinnati | OH | 45202 | Treas./Secretary | 0.50 | $0 | $0 | $0 |
| Joseph Max Orton | ||||||||
| 65 Sea View Avenue | Piedmont | CA | 94611 | Trustee | 0.50 | $0 | $0 | $0 |
| Amy S Orton | ||||||||
| 65 Sea View Avenue | Piedmont | CA | 94611 | Trustee | 0.50 | $0 | $0 | $0 |
| Cristina A Sinclaire | ||||||||
| 1301 M Street NW 902 | Washington | DC | 20005 | 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 | $8,250,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $704,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,955,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,955,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,820,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,536 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $566,071 | IncomeTaxAmt |
| Total Tax | $568,607 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $341,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $341,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $64,630 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $64,630 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $341,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $405,880 | 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 | $405,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $64,630 | ExcessFromYear2Amt |
| Excess From Current Year | $341,250 | ExcessFromCurrentYearAmt |
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ArtWorks | |||||||
| 20 E Central Parkway | Cincinnati | OH | 45202 | None | 501(c)(3) | Support ArtWorks | $15,000 |
| Alliance for CHANGE | |||||||
| PO Box 590930 | San Francisco | CA | 94159 | None | 501(c)(3) | Support Alliance for CHANGE | $10,000 |
| Berkeley Symphony | |||||||
| 1942 University Avenue Suite 207 | Berkeley | CA | 94704 | None | 501(c)(3) | Support Berkeley Symphony | $25,000 |
| Charlotte Family Housing | |||||||
| 300 Hawthorne Lane | Charlotte | NC | 28207 | None | 501(c)(3) | Support Charlotte Family Housing | $50,000 |
| 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 | $20,000 |
| Cincinnati Public Radio | |||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | Support Cincinnati Public Radio | $10,000 |
| Cincinnati Shakespeare Company | |||||||
| 719 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Cincinnati Shakespeare Company | $10,000 |
| Cincinnati Zoo & Botanical Garden | |||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | None | 501(c)(3) | Support Cincinnati Zoo | $15,000 |
| Clifton Cultural Center | |||||||
| PO Box 20041 | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Clifton Cultural Center | $5,000 |
| Deer Hill Foundation | |||||||
| PO Box 180 | Mancos | CO | 81328 | None | 501(c)(3) | Support Deer Hill | $5,000 |
| East Bay College Fund | |||||||
| 2030 Franklin Street Suite 210 | Oakland | CA | 94612 | None | 501(c)(3) | Support East Bay College Fund | $100,000 |
| Music Now | |||||||
| PO Box 43144 | Cincinnati | OH | 45243 | None | 501(c)(3) | Support Music Now | $5,000 |
| NPR Foundation | |||||||
| 1111 North Capitol Street NE | Washington | DC | 20002 | None | 501(c)(3) | Support NPR Foundation | $15,000 |
| Oakland Museum of California | |||||||
| 1000 Oak Street | Oakland | CA | 94607 | None | 501(c)(3) | Support Oakland Museum of California | $10,000 |
| StoryCorps Inc | |||||||
| 80 Hanson Pl Floor 2 | Brooklyn | NY | 11217 | None | 501(c)(3) | Support StoryCorps Inc. | $10,000 |
| The Carnegie | |||||||
| 1028 Scott Boulevard | Covington | KY | 41011 | None | 501(c)(3) | Support The Carnegie | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,000 | 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 | $61,380 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,308 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,688 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adobe Systems - 1500 shrs | $161,265 | $161,265 |
| Aetna, Inc. - 1000 Shrs | $107,350 | $107,350 |
| Air Lease Corp Cl A- 2000 shrs | $60,520 | $60,520 |
| Allergan PLC COM 400 shrs | $83,576 | $83,576 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $78,454 | $78,454 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $80,990 | $80,990 |
| Amazon Com Inc- 200 SHRS | $157,964 | $157,964 |
| AMN Healthcare Svcs Inc. COM shrs 2000 | $65,600 | $65,600 |
| Apple, Inc. - 3000 shrs | $340,620 | $340,620 |
| Bank Amer Corp- 3000 SHRS | $82,500 | $82,500 |
| Blackrock Inc Com- 200 SHRS | $68,248 | $68,248 |
| Brookfield Infrastructure- 2000 Shares | $101,490 | $101,490 |
| Calamp Corp Com | $25,840 | $25,840 |
| CItiGroup Inc- 1000 Shrs | $98,300 | $98,300 |
| Conocophillips, Com - 1000 shrs | $43,450 | $43,450 |
| Costco Wholesale Corp - 1000 shrs | $147,870 | $147,870 |
| CVD Equip Corp - 3000 shrs | $24,720 | $24,720 |
| CVS Caremark - 1500 shrs | $126,150 | $126,150 |
| Express Scripts HLDG Co - 1000 Shares | $101,100 | $101,100 |
| Exxon Mobil Corp - 709 Shrs | $59,074 | $59,074 |
| Federated Capital Reserves | $0 | $0 |
| Intuitive Surgical, Inc. - 200 Shrs | $134,416 | $134,416 |
| IPG Photonice- 1000 Shares | $97,010 | $97,010 |
| JP Morgan Chase - 1000 shrs | $69,260 | $69,260 |
| Kinder Morgan, Inc. - 2000 Shrs | $40,860 | $40,860 |
| Medtronic PLC Shrs 1500 | $123,030 | $123,030 |
| Microsoft Corp COM | $119,840 | $119,840 |
| Monsanto Co - 1000 shrs | $0 | $0 |
| National Oilwell Varco - 1000 shrs | $32,100 | $32,100 |
| O Reilly Automotive, Inc. - 1000 shrs | $264,440 | $264,440 |
| Occidental Pete Corp Com- 800 SHRS | $0 | $0 |
| Paypal HLDGS | $83,320 | $83,320 |
| Pepsico, INc. - 1000 shrs | $107,200 | $107,200 |
| Perrigo Co.- 500 Shrs | $41,595 | $41,595 |
| QualComm, Inc.- 2000 shrs | $137,440 | $137,440 |
| Salesforce.com INC COM | $75,160 | $75,160 |
| Schlumberger LTD- 600 SHRS | $46,938 | $46,938 |
| Scotts Miracle Go Co - 1000 Shrs | $88,090 | $88,090 |
| Sierra Wireless Inc Com | $40,950 | $40,950 |
| Starbucks Corp COM | $79,605 | $79,605 |
| Trimble NAV - 4000 Shrs | $110,560 | $110,560 |
| Under Armour INC CL A COM | $31,100 | $31,100 |
| Under Armour INC CL C | $26,041 | $26,041 |
| Vascular Solutions | $91,200 | $91,200 |
| Visa Inc COM CL A | $82,510 | $82,510 |
| Williams Co, Inc.- 3000 shrs | $87,600 | $87,600 |
| Abbvie Inc COM | $83,670 | $83,670 |
| Welltower Inc COM | $68,530 | $68,530 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUC FUND 1 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,620,000 | BookValueAmt |
| EOYFMV | $3,620,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $74,434 | 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 | $48 | $48 | $0 |
| PO Box | $66 | $66 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $27,337 | Amt |
| Net Investment Income | $27,337 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax Payment | $124 | $0 | $0 |
| Ohio Filing Fee | $200 | $200 | $0 |
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