EARTHWARD BOUND FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EARTHWARD BOUND FOUNDATION (EIN 23-7429274)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-02-16
- IRS object ID
- 201510499349100406
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T13:13:03-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray Sinclaire | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8005431831 | PhoneNum |
| Signature | 2015-02-13 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,294,409 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $49,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $434,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,707 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,216 | 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 | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,054 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $137 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,883 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $108 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Cash EOY | $158 | CashEOYAmt |
| Cash EOYFMV | $158 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,930,132 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,294,251 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,294,251 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $76,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,006,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,294,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,294,409 | 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 | $2,988,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,276,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,006,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,294,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,006,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,294,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,006,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $512,175 | OtherIncreasesAmt |
| Subtotal | $3,294,409 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,294,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Baxter INTL INC COM 1000 SHRS | P | 2006-05-10 | 2013-12-23 | $66,038 | $38,605 | $27,433 | $27,433 |
| TEVA Phamaceutical Industries LTD ADR 1000 SHRS | P | 2006-05-10 | 2013-12-23 | $39,366 | $40,235 | -$869 | -$869 |
| SPDR Gold TR Gold SHS 600 SHRS | P | 2009-03-31 | 2013-12-23 | $71,042 | $55,590 | $15,452 | $15,452 |
| CISCO SYSTEMS INC 2000 SHRS | P | 2010-06-09 | 2013-12-23 | $41,088 | $46,056 | -$4,968 | -$4,968 |
| Chindex INTL INC COM 3000 SHRS | P | 2008-05-27 | 2014-07-24 | $69,918 | $73,237 | -$3,319 | -$3,319 |
| CREE INK COM 1000 SHRS | P | 2013-11-29 | 2014-07-24 | $49,827 | $55,948 | -$6,121 | -$6,121 |
| NOW INC COM 250 SHRS | P | 2009-06-30 | 2014-07-24 | $8,278 | $8,287 | -$9 | -$9 |
| Deere & CO 1000 SHRS | P | 2012-03-13 | 2014-09-26 | $82,443 | $79,963 | $2,480 | $2,480 |
| SEABRIDGE GOLD INC COM 1000 SHRS | P | 2011-03-24 | 2013-11-29 | $6,751 | $32,123 | -$25,372 | -$25,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,707 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,864,535 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033661 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $178,665 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,695,559 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $193,326 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,559,627 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075529 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,128,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065218 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,219 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,772,577 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061052 | DistributionYr5Rt |
| Total Distribution | 0.301741 | TotalDistributionRt |
| Average Distribution | 0.060348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,100,599 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,115 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $297 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $187,412 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $246,058 | 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 | $297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,103 | OverpaymentAmt |
| Applied To ES Tax | $4,103 | 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 | 8005431831 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 600 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| M SINCLAIRE JR | ||||||||
| PO BOX 3551 | CINCINNATI | OH | 45201 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JR ORTON III | ||||||||
| 434 37TH STREET | OAKLAND | CA | 94609 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| J ROBIN SINCLAIRE | ||||||||
| PO BOX 3551 | CINCINNATI | OH | 45201 | TREAS./SECRETARY | 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 | $3,139,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,147,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,147,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,100,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $297 | TotalTaxAmt |
| Distributable Before Adj | $154,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $246,058 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $297 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $245,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,581 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,581 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,058 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,906 | 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 | $92,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,581 | ExcessFromYear2Amt |
| Excess From Current Year | $91,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MURRAY SINCLAIRE JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3551 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8005431831 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Alameda County Community Food Bank | ||||||||
| PO Box 2599 | Oakland | CA | 94614 | NONE | 501(c)(3) | Support community food bank | $10,000 | |
| Cal Performances | ||||||||
| 101 Zellerbach Hall 4800 University | Berkeley | CA | 94720 | NONE | 501(c)(3) | Support Ailey Camp | $10,000 | Of California |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Dr | Cincinnati | OH | 45202 | None | 501(c)(3) | SUPPORT ART ACADEMY | $20,000 | |
| StoryCorps Inc | ||||||||
| 80 Hanson Pl Floor 2 | Brooklyn | NY | 11217 | NONE | 501(c)(3) | Support StoryCorps Inc. | $20,000 | |
| University of California Berkley Art Museumniversity of California | ||||||||
| PO Box 4796 | Berkley | CA | 94704 | NONE | 501(c)(3) | Support University of California/ Berkley Art Museumniversity of California | $45,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | NONE | 501(c)(3) | Support Cincinnati Public Radio | $55,000 | |
| Cincinnati Opera | ||||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | NONE | 501(c)(3) | Support Cincinnati Opera | $35,000 | |
| Charlotte Family Housing | ||||||||
| 300 Hawthorne Lane | Charlotte | NC | 28204 | NONE | 501(c)(3) | Support Charlotte Family Housing | $25,000 | |
| Cincinnati Zoo | ||||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | NONE | 501(c)(3) | Support Cincinnati Zoo | $10,000 | |
| Deer Hill | ||||||||
| PO Box 180 | Mancos | CO | 81328 | NONE | 501(c)(3) | Support Deer Hill | $5,000 | |
| Camp Livingston | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | NONE | 501(c)(3) | Support Camp Livingston | $500 | |
| Chamber Music Cincinnati | ||||||||
| 105 West 4th Street | Cincinnati | OH | 45202 | NONE | 501(c)(3) | Support Chamber Music Cincinnati | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,500 | 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 | $49,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,216 | 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 | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adobe Systems - 2000 shrs | $140,240 | $140,240 |
| Aetna, Inc. - 2000 Shrs | $165,020 | $165,020 |
| Amazon Com Inc- 200 SHRS | $61,092 | $61,092 |
| Apache Corp - 500 shrs | $38,600 | $38,600 |
| Apple, Inc. - 3500 shrs | $378,000 | $378,000 |
| Bank Amer Corp- 3000 SHRS | $51,480 | $51,480 |
| Blackrock Inc Com- 200 SHRS | $68,222 | $68,222 |
| Brookfield Infrastructure- 2000 Shares | $81,180 | $81,180 |
| CItiGroup Inc- 1000 Shrs | $53,530 | $53,530 |
| Conocophillips, Com - 1000 shrs | $72,150 | $72,150 |
| Costco Wholesale Corp - 1000 shrs | $133,370 | $133,370 |
| CVD Equip Corp - 3000 shrs | $33,750 | $33,750 |
| CVS Caremark - 1500 shrs | $128,715 | $128,715 |
| Express Scripts HLDG Co - 1000 Shares | $76,820 | $76,820 |
| Exxon Mobil Corp - 709 Shrs | $68,567 | $68,567 |
| Federated Capital Reserves | $77,205 | $77,205 |
| Google, Inc. - 100 shrs | $112,695 | $112,695 |
| Intuitive Surgical, Inc. - 200 Shrs | $99,160 | $99,160 |
| IPG Photonice- 1000 Shares | $73,410 | $73,410 |
| JP Morgan Chase - 1000 shrs | $60,480 | $60,480 |
| Kinder Morgan, Inc. - 2000 Shrs | $77,400 | $77,400 |
| Monsanto Co - 1000 shrs | $115,040 | $115,040 |
| National Oilwell Varco - 1000 shrs | $72,640 | $72,640 |
| O Reilly Automotive, Inc. - 1000 shrs | $175,880 | $175,880 |
| Occidental Pete Corp Com- 800 SHRS | $71,144 | $71,144 |
| Pepsico, INc. - 1000 shrs | $96,170 | $96,170 |
| Perrigo Co.- 500 Shrs | $80,725 | $80,725 |
| QualComm, Inc.- 2000 shrs | $157,020 | $157,020 |
| Schlumberger LTD- 600 SHRS | $59,196 | $59,196 |
| Scotts Miracle Go Co - 1000 Shrs | $59,240 | $59,240 |
| Sierra Wireless Inc Com | $82,140 | $82,140 |
| Teva Pharmaceuticals INdustries - 1000 shrs | $0 | $0 |
| Trimble NAV - 4000 Shrs | $107,440 | $107,440 |
| Williams Co, Inc.- 3000 shrs | $166,530 | $166,530 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPDR Gold Shrs - 600 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Courier Fee | $108 | $0 | $108 |
| BANK FEE | $4 | $4 | $0 |
| Other Checks | $1,762 | $1,762 | $0 |
| Foreign Fee | $117 | $117 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain on investments | Description |
| Amount | $512,175 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $22,054 | Amt |
| Net Investment Income | $22,054 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $137 | $137 | $0 |
| Federal Excise Tax | $8,180 | $0 | $0 |
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