BLR FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BLR FOUNDATION INC (EIN 20-3936633)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201731309349101213
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T15:47:37-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203936633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLR Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLRF | BusinessNameControlTxt |
| Phone | 5133610444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4229 Roundbottom Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas L Evans | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5133610444 | PhoneNum |
| Signature | 2017-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.196.129.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-03 | IPDt |
| IP Tm | 08:13:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ACFB582EE3BE561B52A2C295EA23CF6DCA96D779 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ACFB582EE3BE561B52A2C295EA23CF6DCA96D779 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $677,063 | 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 | $14,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,035 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,095 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,501 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Cash EOY | $130 | CashEOYAmt |
| Cash EOYFMV | $130 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,902 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $555,972 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $584,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $651,031 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $581,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $610,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $677,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $581,347 | RetainedEarningBOYAmt |
| Retained Earning EOY | $610,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $581,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $610,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $581,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $610,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $581,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $610,091 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $610,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2016 Yearly Sales | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $317,546 | GrossSalesPriceAmt |
| Cost Or Other Basis | $284,511 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,035 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33,035 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,035 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $650,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $729,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.162311 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,501 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $729,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037709 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,907 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $629,657 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036380 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $614,787 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.001627 | DistributionYr5Rt |
| Total Distribution | 0.246483 | TotalDistributionRt |
| Average Distribution | 0.049297 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $645,395 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,222 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Tax Due | $252 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Robert Edmiston | IndividualWithBooksNm |
| Phone | 5133610444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 Pete Rose Way | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas L Evans | ||||||||
| 4229 Roundbottom Road | Cincinnati | OH | 45244 | President | 1.00 | $0 | $0 | $0 |
| Richard E Evans | ||||||||
| 4229 Roundbottom Road | Cincinnati | OH | 45244 | Vice President | 1.00 | $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 | $628,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $655,223 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $655,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $645,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $812 | TotalTaxAmt |
| Distributable Before Adj | $31,458 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,458 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,458 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $23,519 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $23,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,608 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,608 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,911 | 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 | $3,911 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,911 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert Edmiston | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 Pete Rose Way | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133610444 | RecipientPhoneNum |
| Form And Info And Materials | One Page Letter | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Jovante Woods Foundation | ||||||
| 505 E Sharon Rd 1 | Cincinnati | OH | 45246 | PC | Unrestricted Donation | $1,000 |
| Clermont County Township Assoc | ||||||
| 177 E Main St | Batavia | OH | 45103 | GOV | Unrestricted Donation | $500 |
| Peebles Monument Co | ||||||
| 236 North Market St | West Union | OH | 45693 | PC | Unrestricted Donation | $300 |
| Ralph Latham Memorial Fund | ||||||
| 12234 US 42 | Walton | KY | 41094 | PC | Unrestricted Donation | $5,000 |
| Big Brother Big Sister | ||||||
| 2400 Reading Rd | Cincinnati | OH | 45202 | PC | Unrestricted Donation | $200 |
| USO Tribute Cincinnati | ||||||
| PO Box 8057 | Cincinnati | OH | 45208 | PC | Unrestricted Donation | $2,800 |
| The Beechwood Foundation | ||||||
| 2140 Progue Ave | Cincinnati | OH | 45208 | PC | Unrestricted Donation | $250 |
| Boy Scouts of America | ||||||
| 1325 West Walnut Hill Lane | Irving | TX | 75038 | PC | Unrestricted Donation | $1,500 |
| The Forest Hills Instrumental Music Association | ||||||
| 7560 Forest Road | Cincinnati | OH | 45255 | PC | Unrestricted Donation | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,850 | 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 | $14,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,095 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (56 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANALOG DEVICES INC | AT COST | $8,745 | $11,982 |
| APPLE INC | AT COST | $6,216 | $9,845 |
| BRISTOL-MYERS SQUIBB CO | AT COST | $8,177 | $9,643 |
| CVS HEALTH CORPORATION | AT COST | $7,432 | $7,891 |
| CHURCH & DWIGHT CO INC W/1 RT/SH | AT COST | $8,180 | $10,606 |
| CISCO SYSTEMS | AT COST | $8,215 | $11,030 |
| COMCAST CORP CL A | AT COST | $8,177 | $8,977 |
| JP MORGAN CHASE & CO | AT COST | $9,352 | $13,806 |
| THE KROGER CO | AT COST | $5,712 | $8,973 |
| LOWES COMPANIES INC | AT COST | $3,503 | $7,468 |
| NEXTERA ENERGY INC | AT COST | $2,907 | $8,362 |
| SCHLUMBERGER LTD | AT COST | $8,887 | $9,654 |
| STRYKER CORP | AT COST | $9,837 | $10,184 |
| BLACKROCK STRATEGIC INCOME | AT COST | $10,290 | $9,830 |
| DFA INTERNATIONAL CORE EQUITY | AT COST | $44,058 | $43,753 |
| FEDERATED SHORT-TERM INCOME FUND | AT COST | $4,449 | $4,397 |
| FEDERATED TOTAL RETURN GOVERNMENT | AT COST | $36,677 | $35,776 |
| GATEWAY FUND - CLASS Y | AT COST | $22,155 | $23,123 |
| OPPENHEIMER DEVELOPING MARKETS | AT COST | $14,117 | $12,805 |
| VANGUARD SMALL CAP INDEX | AT COST | $18,977 | $21,556 |
| BERKSHIRE HATHAWAY IN CL B | AT COST | $10,122 | $11,409 |
| BLACKROCK INC | AT COST | $9,824 | $11,416 |
| WALT DISNEY CO | AT COST | $8,081 | $7,817 |
| DOW CHEMICAL | AT COST | $8,623 | $10,872 |
| TJX COMPANIES INC | AT COST | $6,886 | $7,889 |
| T-MOBILE US INC | AT COST | $8,023 | $12,077 |
| FEDERATED TOTAL RETURN | AT COST | $21,720 | $21,560 |
| FIDELITY LOW PRICED STOCK FUND | AT COST | $20,808 | $19,792 |
| GOLDMAN SACHS HIGH YIELD FUND | AT COST | $6,860 | $6,500 |
| VANGUARD REIT FUND | AT COST | $14,119 | $14,443 |
| DFA US SMALL CAP PORTFOLIO | AT COST | $6,296 | $6,768 |
| ADVANSIX INC | AT COST | $52 | $89 |
| AMGEN INC | AT COST | $10,075 | $9,504 |
| ATOMATIC DATA PROCESSING | AT COST | $8,528 | $10,792 |
| BECTON DICKINSON | AT COST | $10,159 | $11,589 |
| CONSTELLATION BRANDS INC CL A | AT COST | $9,729 | $9,965 |
| EXXON MOBIL CORP | AT COST | $9,513 | $11,283 |
| FACEBOOK INC-A | AT COST | $8,738 | $10,355 |
| FISERV INC | AT COST | $4,956 | $5,314 |
| FORD MOTOR CO | AT COST | $7,445 | $7,339 |
| HONEYWELL INTERNATIONAL INC | AT COST | $9,781 | $11,585 |
| JOHNSON & JOHNSON | AT COST | $9,962 | $11,521 |
| LOCKHEED MARTIN CORPORATION | AT COST | $9,249 | $11,247 |
| MARRIOTT INTERNATIONAL INC NEW CL A | AT COST | $7,404 | $9,922 |
| MASCO CORP | AT COST | $9,623 | $11,858 |
| NIKE INC CL B | AT COST | $7,330 | $6,100 |
| PNC FINANCIAL SERVICES | AT COST | $8,833 | $12,281 |
| SOUTHERN CO | AT COST | $7,404 | $7,624 |
| VALERO ENERGY CORP | AT COST | $9,355 | $9,565 |
| VISA INC CLASS A SHARES | AT COST | $12,588 | $13,263 |
| WELLS FARGO & CO | AT COST | $8,948 | $10,195 |
| CHUBB LIMITED | AT COST | $8,014 | $10,570 |
| BROADCOM LTD | AT COST | $9,861 | $10,606 |
| ISHARES TIPS BOND ETF | AT COST | $8,587 | $8,488 |
| POWERSHARES PREFERRED PORTFOLIO | AT COST | $5,700 | $5,692 |
| PRUDENTIAL TOTAL RETURN BOND FUND | AT COST | $14,800 | $14,080 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bank Fees | CategoryTxt |
| Amt | $6,501 | Amt |
| Net Investment Income | $6,501 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |