AMERICANA ARTS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICANA ARTS FOUNDATION (EIN 31-1535209)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201741359349101859
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T10:09:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | 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 | 311535209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Americana Arts Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O William E Trach President | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 5135740013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4357 Simca Lane | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William E Trach | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5135740013 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Courtney Reitman-Deinlein | PreparerPersonNm |
| PTIN | P00420933 | PTIN |
| Phone | 5137847100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.83.6.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-26 | IPDt |
| IP Tm | 10:57:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D96D70D3107C0D2B45BE278FE6A076D30BA0E61 | 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 | $1,064,318 | 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 | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,031 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,177 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,858 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,858 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,169 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $433,879 | CorporateStockBOYAmt |
| Corporate Stock EOY | $406,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,015,773 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $461,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,064,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $859,991 | CapitalStockBOYAmt |
| Capital Stock EOY | $859,991 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$398,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$404,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $461,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $455,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $461,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $455,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $461,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $455,140 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $455,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 800 Shares of Procter & Gamble Co. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1997-05-28 | AcquiredDt |
| Sold | 2016-10-28 | SoldDt |
| Gross Sales Price | $69,316 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,285 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,031 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,031 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,031 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,689 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,056,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070699 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,146,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067532 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,135,910 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,904 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $999,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,876 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,005,663 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071471 | DistributionYr5Rt |
| Total Distribution | 0.346851 | TotalDistributionRt |
| Average Distribution | 0.069370 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,081,991 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $732 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,790 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,058 | 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 | $732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $849 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $849 | TotalPaymentsAndCreditsAmt |
| Overpayment | $117 | OverpaymentAmt |
| Applied To ES Tax | $117 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | William E Trach | IndividualWithBooksNm |
| Phone | 5135740013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4357 Simca Lane | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45211 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E TRACH | ||||||||
| 4357 SIMCA LANE | CINCINNATI | OH | 45211 | TRUSTEE AND PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| MICHAEL J TRACH | ||||||||
| 2857 E GREAT SMOKEY CT | THOUSAND OAKS | CA | 91362 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| ROBERT S TRACH | ||||||||
| 4349 OAKVILLE DR | CINCINNATI | OH | 45211 | TRUSTEE | 1.00 | $5,000 | $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 | $1,070,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,098,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,098,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,081,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $732 | TotalTaxAmt |
| Distributable Before Adj | $53,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,058 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $732 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,326 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,338 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,433 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,281 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,058 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $184,971 | 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 | $72,338 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,633 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,062 | ExcessFromYear4Amt |
| Excess From Year3 | $19,559 | ExcessFromYear3Amt |
| Excess From Year2 | $21,433 | ExcessFromYear2Amt |
| Excess From Year1 | $22,889 | ExcessFromYear1Amt |
| Excess From Current Year | $26,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Art Academy of Cincinnati | ||||||||
| 1212 Jackson Street | Cincinnati | OH | 45202 | N/A | PC | General Support | $2,000 | |
| Cincinnati Artswave | ||||||||
| 20 East Central Parkway Suite 200 | Cincinnati | OH | 45202 | N/A | PC | General Support | $3,000 | |
| Cincinnati Playhouse in the Park | ||||||||
| PO Box 6537 | Cincinnati | OH | 45202 | N/A | PC | General Support | $2,000 | |
| Cincinnati Shakespeare Company | ||||||||
| 719 Race Street | Cincinnati | OH | 45202 | N/A | PC | General Support | $2,000 | |
| Ensemble Theatre | ||||||||
| 1127 Vine Street | Cincinnati | OH | 45202 | N/A | PC | General Support | $2,000 | |
| Premiera Inc | ||||||||
| 210 Riverside Dr Suite 8E | New York | NY | 10105 | N/A | PC | General Support | $12,000 | |
| St Ignatius of Loyola | ||||||||
| 5222 North Bend Road | Cincinnati | OH | 45247 | N/A | PC | General Support | $2,000 | |
| Syracuse University | ||||||||
| 401 University Place | Syracuse | NY | 13244 | N/A | PC | General Support | $3,000 | |
| The University of Iowa | ||||||||
| 2505 University Boulevard | Ames | IA | 50010 | N/A | PC | General Support | $3,000 | |
| University of Cincinnati Cincinnati Conservatory of Music | ||||||||
| 2600 Clifton Avenue | Cincinnati | OH | 45221 | N/A | PC | General Support | $2,000 | |
| University of Evansville | ||||||||
| 1800 Lincoln Avenue | Evansville | IN | 47722 | N/A | PC | General Support | $3,000 | |
| University of Minnesota | ||||||||
| McNamara Alumni Center 200 Oak | Minneapolis | MN | 55455 | N/A | PC | General Support | $5,000 | Street Se Suite 500 |
| University of Redlands | ||||||||
| PO Box 3080 | Redlands | CA | 92373 | N/A | PC | General Support | $4,000 | |
| Westlake High School | ||||||||
| 100 Lakeview Canyon Rd | Westlake Village | CA | 91362 | N/A | PC | General Support | $2,000 | |
| Yale University - School of Drama | ||||||||
| PO Box 201942 | New Haven | CT | 06520 | N/A | PC | General Support | $11,000 | |
| CINCINNATI LANDMARK PRODUCTIONS | ||||||||
| PO BOX 5255 | CINCINNATI | OH | 45205 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ALLIANCE FOR THE ARTS | ||||||||
| 330 WEST 42ND STREET SUITE 1701 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,177 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,177 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $5,715 | Amt |
| Net Investment Income | $2,858 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,858 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Procter & Gamble | $400,709 | $987,856 |
| J M Smucker Co. | $5,886 | $27,917 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Annual Fee | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2014 Ohio Filing Fee | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |