BETA

FOUNDATION FOR TALBERT HOUSE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR TALBERT HOUSE (EIN 31-1624973)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201631379349304913
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T12:24:46-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311451941PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLYNN & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17800 E KEMPER ROADAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452491614ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311624973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR TALBERT HOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone5137517747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VICTORY PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS BENTLEYPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5137517747PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICK A VEATCH CPAPreparerPersonNm
PTINP01495541PTIN
Phone5135309200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS BENTLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VICTORY PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45206ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,899,177GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO SOLELY SERVE AS A FOUNDATION FOR TALBERT HOUSE, INC. FOR THE PURPOSE OF CARRYING ON AND FURTHERING THE SUCCESS OF THAT ORGANIZATION.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$242,927PYContributionsGrantsAmt
CY Contributions Grants$302,064CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$86,134PYInvestmentIncomeAmt
CY Investment Income$1,018,084CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$329,061PYTotalRevenueAmt
CY Total Revenue$1,320,148CYTotalRevenueAmt
PY Grants And Similar Paid$142,404PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$345,862CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$56,993PYOtherExpensesAmt
CY Other Expenses$31,572CYOtherExpensesAmt
PY Total Expenses$199,397PYTotalExpensesAmt
CY Total Expenses$377,434CYTotalExpensesAmt
PY Revenues Less Expenses$129,664PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$942,714CYRevenuesLessExpensesAmt
Total Assets BOY$4,854,209TotalAssetsBOYAmt
Total Assets EOY$5,047,944TotalAssetsEOYAmt
Total Liabilities BOY$68,371TotalLiabilitiesBOYAmt
Total Liabilities EOY$233,178TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,785,838NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,814,766NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE FOUNDATION FOR TALBERT HOUSE IS TO PROVIDE FINANCIAL AND FUNDRAISING SUPPORT THAT LEAVES A LEGACY FOR TALBERT HOUSE TO PROVIDE CRITICAL SERVICES IN THE FUTURE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$345,862ExpenseAmt
Grant$345,862GrantAmt
DescSUPPORT THE OPERATIONS OF TALBERT HOUSE.Desc
Total Program Service Expenses$345,862TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN BINKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5137517747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VICTORY PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45206ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TOM BENTLEY
CHAIR1.00Yes (X)Yes (X)$0$0$0
LESLIE MCNEIL
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
ANN LUGBILL
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SUE SANDERS
TREASURER1.00Yes (X)Yes (X)$0$0$0
MARK DAVIS
TRUSTEE1.00Yes (X)$0$0$0
PETER HITZ
TRUSTEE1.00Yes (X)$0$0$0
DR SUE STEGMAN
TRUSTEE1.00Yes (X)$0$0$0
HENRY BUCKLIN
TRUSTEE1.00Yes (X)$0$0$0
TONY COOK
TRUSTEE1.00Yes (X)$0$0$0
JAMIE LEONARD
EX-OFFICIO1.00Yes (X)$0$0$0
PAUL LAUFMAN
EX-OFFICIO1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$302,064AllOtherContributionsAmt
Total Contributions$302,064TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,759TotalRevenueColumnAmt
Exclusion$93,759ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,503,354SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,579,029SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$924,325SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$924,325TotalRevenueColumnAmt
Exclusion$924,325ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,320,148TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,018,084ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$345,862TotalAmt
Program Services$345,862ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,190TotalAmt
Management And General$12,190ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,382TotalAmt
Management And General$19,382ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$377,434TotalAmt
Program Services$345,862ProgramServicesAmt
Management And General$31,572ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$89,947BOYAmt
EOY$65,521EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$505,126BOYAmt
EOY$629,075EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,162,330BOYAmt
EOY$4,259,576EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$96,806BOYAmt
EOY$93,772EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,854,209BOYAmt
EOY$5,047,944EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$68,371BOYAmt
EOY$233,178EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$68,371BOYAmt
EOY$233,178EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,696,838BOYAmt
EOY$4,517,781EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$89,000BOYAmt
EOY$296,985EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,785,838BOYAmt
EOY$4,814,766EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,854,209BOYAmt
EOY$5,047,944EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$942,714ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$910,752NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,034OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$766,830CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$510,430CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$244,555CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$242,927CurrentTaxYearMinus1YearAmt
Current Tax Year$302,064CurrentTaxYearAmt
Total$2,066,806TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$766,830CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$510,430CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$244,555CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$242,927CurrentTaxYearMinus1YearAmt
Current Tax Year$302,064CurrentTaxYearAmt
Total$2,066,806TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,066,806PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,189CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,336CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,442CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,134CurrentTaxYearMinus1YearAmt
Current Tax Year$93,759CurrentTaxYearAmt
Total$305,860TotalAmt
FieldValueIRS element (for citing)
Total Support$2,372,666TotalSupportAmt
Public Support CY1700.87110PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$386,980TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$910,752NetUnrealizedGainsInvstAmt
Other Revenue-$3,034OtherRevenueAmt
Revenue Not Reported-$913,786RevenueNotReportedAmt
Revenue Subtotal$1,300,766RevenueSubtotalAmt
Investment Expenses Not Incld$19,382InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$19,382RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,320,148TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$358,052TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$358,052ExpensesSubtotalAmt
Investment Expenses Not Incld2$19,382InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$19,382ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$377,434TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD; THIS APPLIES TO POSITIONS TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FISCAL YEARS ENDING JUNE 30, 2014, 2013, AND 2012 ARE CURRENTLY AVAILABLE FOR AUDIT. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRELATED BUSINESS INCOME.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN CASH SURRENDER VALUE - LIFE INSURANCE
SCHEDULE D - PART XII - LINE 2DCHANGE IN CASH SURRENDER VALUE OF INSURANCE POLICIES: ($3,034)

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TALBERT HOUSE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 VICTORY PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45206ZIPCd
FieldValueIRS element (for citing)
Recipient EIN310713350RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$345,862CashGrantAmt
Purpose Of GrantPROVIDE FUNDING FOR SPECIAL ENHANCEMENTS OF AGENCY PROGRAMS AND ACTIVITIES.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSCHEDULE I, PART I, LINE 2: THE FOUNDATION'S BOARD OF TRUSTEES EMPLOYS SEVERAL PROCESSES FOR MONITORING THE USE OF ITS GRANT FUNDS; THESE INCLUDE INDEPENDENT REVIEW OF GRANTEE'S PROGRAMS BY THE FOUNDATION BOARD, REVIEW AND EXAMINATION OF GRANTEE'S FINANCIAL STATEMENTS AND INDEPENDENT AUDITOR'S REPORTS, DISCUSSION WITH KEY MANAGEMENT AND PERSONNEL OF THE GRANTEE, AND RECEIPT OF REGULAR REPORTS FROM GRANTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO SEPERATE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FOR FOUNDATION FOR TALBERT HOUSE.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY BOTH SENIOR FINANCE STAFF AND AUDITORS FROM THE OUTSIDE ACCOUNTING FIRM, WHO ASSIST IN ITS PREPERATION. THE FORM 990 IS THEN PRESENTED TO SENIOR MANAGEMENT FOR THEIR REVIEW. FINALLY, THE FORM 990 IS ELECTRONICALLY SENT TO ALL BOARD OF DIRECTOR MEMBERS FOR THEIR REVIEW AND APPROVAL, PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY ANY BUSINESS RELATIONSHIP (INCLUDING BOARD MEMBERSHIP OR EMPLOYMENT), PERSONAL RELATIONSHIP, AND OTHER RELATIONSHIPS THAT THEY OR THEIR FAMILIES HAVE WITH ANY OTHER FOUNDATION BOARD MEMBERS, FORMER BOARD MEMBERS, OR THE PRESIDENT / CEO OF TALBERT HOUSE, INC. NO SUCH RELATIONSHIPS WERE REPORTED; HAD ANY BEEN REPORTED, THE BOARD MEMBER WOULD HAVE BEEN PROHIBITED FROM PARTICIPATING IN ANY RELATED BOARD DISCUSSIONS OR DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES FORM 990 RETURNS, LETTER(S) OF DETERMINATION, AND OTHER INFORMATION, AS REQUIRED, AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN CASH SURRENDER VALUE - LIFE INSURANCE -3,034.
FORM 990, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AFFILIATION'S AUDIT COMMITTEE.

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