EARTHWARD BOUND FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EARTHWARD BOUND FOUNDATION (EIN 23-7429274)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-02-29
- IRS object ID
- 201600609349100605
- Schema version
- 2014v6.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-29T13:58:08-06:00 | ReturnTs |
| Tax Period End | 2015-10-31 | 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 | 2014-11-01 | 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 | 2016-02-26 | 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 | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,363,990 | 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 | $63,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,722 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,017 | 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 | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,348 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158 | CashBOYAmt |
| Cash EOY | $3,107 | CashEOYAmt |
| Cash EOYFMV | $3,107 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,294,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,360,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,360,883 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,294,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,363,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,363,990 | 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 | $3,276,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,345,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,294,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,363,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,294,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,363,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,294,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,184 | OtherIncreasesAmt |
| Subtotal | $3,363,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,363,990 | 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 |
|---|---|---|---|---|---|---|
| Apple Inc Com | 2008-12-17 | 2015-06-12 | $63,895 | $8,960 | $54,935 | $54,935 |
| Apache Corp Com | 2011-12-15 | 2015-06-12 | $28,736 | $44,222 | -$15,486 | -$15,486 |
| California Res Corp | 2013-11-06 | 2015-06-12 | $2,380 | $2,716 | -$336 | -$336 |
| Adobe Sys Inc Com | 2011-03-23 | 2015-10-27 | $43,589 | $15,980 | $27,609 | $27,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,722 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $245,761 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,100,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079262 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,422 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,864,535 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $178,665 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,695,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,326 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,559,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075529 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $138,806 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,128,355 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065218 | DistributionYr5Rt |
| Total Distribution | 0.319951 | TotalDistributionRt |
| Average Distribution | 0.063990 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,321,666 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,553 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,053 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,606 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,103 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,103 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,996 | OverpaymentAmt |
| Applied To ES Tax | $1,996 | 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 | 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 | $3,370,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,372,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,372,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,321,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,107 | TotalTaxAmt |
| Distributable Before Adj | $163,976 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,976 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,581 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $91,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $28,276 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,276 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,630 | 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 | $64,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $64,630 | ExcessFromYear1Amt |
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 (12 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 | $1,500 |
| The Carnegie | |||||||
| 1028 Scott Boulevard | Covington | KY | 41011 | None | 501(c)(3) | Support The Carnegie | $10,000 |
| Cincinnati Art Museum | |||||||
| 953 Eden Park Dr | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Cincinnati Art Musuem | $10,000 |
| Cincinnati Opera | |||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Cincinnati Opera | $35,000 |
| Cincinnati Public Radio | |||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | Support Cincinnati Public Radio | $5,500 |
| Cincinnati Zoo & Botanical Garden | |||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | None | 501(c)(3) | Support Cincinnati Zoo | $10,000 |
| Contemporary Arts Center | |||||||
| 44 East Sixth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Contemporary Arts Center | $5,000 |
| Deer Hill Foundation | |||||||
| PO Box 180 | Mancos | CO | 81328 | None | 501(c)(3) | Support Deer Hill | $5,000 |
| Jewish Federation of Cincinnati | |||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | 501(c)(3) | Support Jewish Federation of Cincinnati | $7,500 |
| NPR Foundation | |||||||
| 1111 North Capitol Street NE | Washington | DC | 20002 | None | 501(c)(3) | Support NPR Foundation | $20,000 |
| Music Now | |||||||
| PO Box 43144 | Cincinnati | OH | 45243 | None | 501(c)(3) | Support Music Now | $10,000 |
| StoryCorps Inc | |||||||
| 80 Hanson Pl Floor 2 | Brooklyn | NY | 11217 | None | 501(c)(3) | Support StoryCorps Inc. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,500 | 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 | $63,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,722 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,017 | 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 | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adobe Systems - 1500 shrs | $132,990 | $132,990 |
| Aetna, Inc. - 2000 Shrs | $229,560 | $229,560 |
| Amazon Com Inc- 200 SHRS | $125,180 | $125,180 |
| Apple, Inc. - 3000 shrs | $358,500 | $358,500 |
| Bank Amer Corp- 3000 SHRS | $50,340 | $50,340 |
| Blackrock Inc Com- 200 SHRS | $70,394 | $70,394 |
| Brookfield Infrastructure- 2000 Shares | $84,120 | $84,120 |
| CItiGroup Inc- 1000 Shrs | $53,170 | $53,170 |
| Conocophillips, Com - 1000 shrs | $53,350 | $53,350 |
| Costco Wholesale Corp - 1000 shrs | $158,120 | $158,120 |
| CVD Equip Corp - 3000 shrs | $35,850 | $35,850 |
| CVS Caremark - 1500 shrs | $148,170 | $148,170 |
| Express Scripts HLDG Co - 1000 Shares | $86,380 | $86,380 |
| Exxon Mobil Corp - 709 Shrs | $58,663 | $58,663 |
| Federated Capital Reserves | $1,258 | $1,258 |
| Intuitive Surgical, Inc. - 200 Shrs | $99,320 | $99,320 |
| IPG Photonice- 1000 Shares | $82,620 | $82,620 |
| JP Morgan Chase - 1000 shrs | $64,250 | $64,250 |
| Kinder Morgan, Inc. - 2000 Shrs | $54,700 | $54,700 |
| Monsanto Co - 1000 shrs | $93,220 | $93,220 |
| National Oilwell Varco - 1000 shrs | $37,640 | $37,640 |
| O Reilly Automotive, Inc. - 1000 shrs | $276,260 | $276,260 |
| Occidental Pete Corp Com- 800 SHRS | $59,632 | $59,632 |
| Pepsico, INc. - 1000 shrs | $102,190 | $102,190 |
| Perrigo Co.- 500 Shrs | $78,870 | $78,870 |
| QualComm, Inc.- 2000 shrs | $118,840 | $118,840 |
| Schlumberger LTD- 600 SHRS | $46,896 | $46,896 |
| Scotts Miracle Go Co - 1000 Shrs | $66,160 | $66,160 |
| Sierra Wireless Inc Com | $74,760 | $74,760 |
| Trimble NAV - 4000 Shrs | $91,000 | $91,000 |
| Williams Co, Inc.- 3000 shrs | $118,320 | $118,320 |
| Air Lease Corp Cl A- 2000 shrs | $67,420 | $67,420 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $71,081 | $71,081 |
| Alphabet Inc Cap Stk Cl C- 100 shrs | $73,739 | $73,739 |
| Calamp Corp Com | $37,920 | $37,920 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Courier Fee | Desc |
| Revenue And Expenses Per Books | $97 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $97 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $100,184 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $23,348 | Amt |
| Net Investment Income | $23,348 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $25 | $25 | $0 |
| Federal Excise Tax | $250 | $0 | $0 |
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