NLT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NLT FOUNDATION INC (EIN 04-3361704)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349100316
- Schema version
- 2014v5.0
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T08:20:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043361704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NLT FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O IGNITE PHILANTHROPY ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NLTF | BusinessNameControlTxt |
| Phone | 5133511945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 MENTOR AVE NO 260 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452123661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W TAFT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133511945 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P MELLOTT | PreparerPersonNm |
| PTIN | P00083918 | PTIN |
| Phone | 5132412940 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $3,629,218 | 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 | $3,975 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $108,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $867,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,551 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $357,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,978 | 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 | $4,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,779 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,207 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,207 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,376 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,089 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,657 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,418,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,650,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,606,491 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | -$975 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$975 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,505,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,673,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,629,218 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,505,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,673,285 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,505,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,673,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,505,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,673,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,505,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,680,470 | SubtotalAmt |
| Other Decreases | $7,185 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,673,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $107,248 | $101,584 | $5,664 | $5,664 |
| PUBLICLY TRADED SECURITIES | P | $759,192 | $520,247 | $238,945 | $238,945 |
| CAPITAL GAINS DIVIDENDS | P | $942 | $942 | $942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,551 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,193 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,125,340 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042297 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,821,935 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,416 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,088,440 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039942 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,374,493 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063652 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,199,268 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062291 | DistributionYr5Rt |
| Total Distribution | 0.261064 | TotalDistributionRt |
| Average Distribution | 0.052213 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,480,349 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $181,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,657 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,728 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,728 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13 | OverpaymentAmt |
| Applied To ES Tax | $13 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | WWW.IGNITEPHILANTHROPY.COM/THE-NELLIE-LEAMAN-T | WebsiteAddressTxt |
| Individual With Books | THE FIFTH THIRD BANK CO TOM ELSBRO | IndividualWithBooksNm |
| Phone | 5135795401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630858 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452630858 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS W TAFT | ||||||||
| 1776 MENTOR AVE SUITE 260 | CINCINNATI | OH | 452123661 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| LUCY ROSBOROUGH | ||||||||
| 1776 MENTOR AVE SUITE 260 | CINCINNATI | OH | 452123661 | CLERK | 0.50 | $0 | $0 | $0 |
| DUDLEY S TAFT SR | ||||||||
| 1776 MENTOR AVE SUITE 260 | CINCINNATI | OH | 452123661 | TREASURER | 0.50 | $0 | $0 | $0 |
| PERIN MAHLER | ||||||||
| 1776 MENTOR AVE SUITE 260 | CINCINNATI | OH | 452123661 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DUDLEY S TAFT JR | ||||||||
| 1776 MENTOR AVE SUITE 260 | CINCINNATI | OH | 452123661 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KEN MAHLER | ||||||||
| 1776 MENTOR AVE SUITE 260 | CINCINNATI | OH | 452123661 | 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 | $3,440,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,533,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,533,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,480,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,715 | TotalTaxAmt |
| Distributable Before Adj | $167,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $167,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,657 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,657 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,657 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,148 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,702 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $11,520 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $41,370 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,657 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $152,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,645 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,645 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,725 | 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 | $26,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,205 | ExcessFromYear4Amt |
| Excess From Year2 | $11,520 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN INGMIRE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 MENTOR AVE SUITE 260 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452123661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133511945 | RecipientPhoneNum |
| Recipient Email Address | SINGMIRE@IGNITEPHILANTHROPY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION SOLICITS NEW PROJECT IDEAS THROUGH A SIMPLE PRELIMINARY APPLICATION FORM WHICH CAN BE OBTAINED BY CONTACTING IGNITE PHILANTHROPY ADVISORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRELIMINARY APPLICATIONS ARE DUE APRIL 15TH BY EMAIL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TYPICALLY RANGE FROM $5,000 TO $15,000 AND ARE PRIMARILY AWARDED TO ORGANIZATIONS WHICH EXPAND EDUCATION IN THE ARTS FOR CHILDREN AND YOUTH. ALTHOUGH THE FOUNDATION WELCOMES APPLICATIONS TO SUPPORT ANY AREA OF THE ARTS. GRANTS TYPICALLY BENEFIT CITIZENS IN THE BOSTON, MA, CINCINNATI, OH, AND ORANGE COUNTY, CA. AREAS. APPLICANTS MUST WAIT TWO YEARS FROM APPROVAL OF THEIR MOST RECENT GRANT BEFORE APPLYING AGAIN. APPLICANTS THAT ARE NOT FUNDED ALSO MUST WAIT TWO YEARS BEFORE RE-APPLYING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN'S HOME OF CINCINNATI | ||||||
| 5050 MADISON RD | CINCINNATI | OH | 452271491 | 501(C) (3) ORG | UNRESTRICTED | $5,000 |
| CINCINNATI ARTS ASSOCIATION | ||||||
| 650 WALNUT STREET | CINCINNATI | OH | 452022517 | 501(C) (3) ORG | UNRESTRICTED | $5,000 |
| CINCINNATI COUNTRY DAY SCHOOL | ||||||
| 6905 GIVEN RD | CINCINNATI | OH | 452432839 | 501(C) (3) ORG | UNRESTRICTED | $1,000 |
| CINCINNATI MEMORIAL | ||||||
| 1225 ELM ST | CINCINNATI | OH | 452027531 | 501(C) (3) ORG | UNRESTRICTED | $500 |
| CINCINNATI NATURE CENTER ASSOCIATION | ||||||
| 4949 TEALTOWN RD | MILFORD | OH | 451509737 | 501(C) (3) ORG | UNRESTRICTED | $7,500 |
| CINCINNATI PLAYHOUSE IN THE PARK | ||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 452026023 | 501(C) (3) ORG | UNRESTRICTED | $10,000 |
| CINCINNATI SHAKESPEARE COMPANY | ||||||
| 719 RACE STREET | CINCINNATI | OH | 452024304 | 501(C) (3) ORG | UNRESTRICTED | $7,500 |
| COASTAL MAINE BOTANICAL | ||||||
| PO BOX 234 | BOOTHBAY | ME | 045370234 | 501(C) (3) ORG | UNRESTRICTED | $10,000 |
| ENSEMBLE THEATRE OF CINCINNATI | ||||||
| 1127 VINE ST | CINCINNATI | OH | 452027226 | 501(C) (3) ORG | UNRESTRICTED | $7,500 |
| FARNSWORTH ART MUSUEM | ||||||
| 16 MUSEUM ST | ROCKLAND | ME | 048412867 | 501(C) (3) ORG | UNRESTRICTED | $10,000 |
| GAINING GROUND | ||||||
| PO BOX 374 | CONCORD | MA | 017420374 | 501(C) (3) ORG | UNRESTRICTED | $250 |
| IMAGO INC | ||||||
| 553 ENRIGHT AVE | CINCINNATI | OH | 452052132 | 501(C) (3) ORG | UNRESTRICTED | $7,500 |
| KENNEDY HEIGHTS ARTS CENTER | ||||||
| 6546 MONTGOMERY RD 1 | CINCINNATI | OH | 452131557 | 501(C) (3) ORG | UNRESTRICTED | $5,000 |
| LAGUNA ART MUSEUM | ||||||
| 307 CLIFF DR | LAGUNA BEACH | CA | 926511623 | 501(C) (3) ORG | UNRESTRICTED | $10,000 |
| LAGUNA COLLEGE OF ART & DESIGN | ||||||
| 2222 LAGUNA CANYON RD | LAGUNA BEACH | CA | 926511136 | 501(C) (3) ORG | UNRESTRICTED | $10,000 |
| MAINE FIBERARTS | ||||||
| 13 MAIN ST | TOPSHAM | ME | 040861219 | 501(C) (3) ORG | UNRESTRICTED | $5,000 |
| NEW PERCEPTIONS INC | ||||||
| 1 SPERTI DR | EDGEWOOD | KY | 410179654 | 501(C) (3) ORG | UNRESTRICTED | $6,200 |
| OHIO RIVER FOUNDATION | ||||||
| PO BOX 42460 | CINCINNATI | OH | 452420460 | 501(C) (3) ORG | UNRESTRICTED | $10,000 |
| PET ALLIANCE | ||||||
| 1250 W OHIO PIKE SUITE 201 | AMELIA | OH | 451021239 | 501(C) (3) ORG | UNRESTRICTED | $500 |
| ST BOTOLPH CLUB FOUNDATION | ||||||
| 199 COMMONWEALTH AVENUE | BOSTON | MA | 021161794 | 501(C) (3) ORG | UNRESTRICTED | $10,000 |
| THE ART CONNECTION | ||||||
| 539 TREMONT ST | BOSTON | MA | 021166306 | 501(C) (3) ORG | UNRESTRICTED | $7,500 |
| THE SEVEN HILLS SCHOOL | ||||||
| 5400 RED BANK RD | CINCINNATI | OH | 452271122 | 501(C) (3) ORG | UNRESTRICTED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,450 | 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 | $108,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $245,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,978 | 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 PREPARATION | CategoryTxt |
| Amt | $4,980 | Amt |
| Net Investment Income | $3,779 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $26,981 | $64,790 |
| EMERSON ELEC CO | $77,039 | $101,855 |
| PROCTER & GAMBLE CO | $46,232 | $86,080 |
| MCDONALDS CORP | $53,327 | $84,799 |
| REALTY INCOME CORP | $0 | $0 |
| AT&T INC | $0 | $0 |
| AUTOMATIC DATA PROCESSING INC | $19,126 | $47,104 |
| BRISTOL MYERS SQUIBB CO | $0 | $0 |
| COCA COLA CO | $66,169 | $84,862 |
| GENUINE PARTS CO | $26,013 | $62,876 |
| GLAXOSMITHKLINE PLC-ADR | $0 | $0 |
| HCP INC | $0 | $0 |
| HEALTH CARE REIT INC | $48,312 | $88,156 |
| PHILIP MORRIS INTL INC | $46,307 | $79,007 |
| INTEL CORP | $0 | $0 |
| KIMBERLY CLARK CORP | $53,851 | $113,807 |
| NOVARTIS A G | $49,327 | $88,490 |
| NEXTERA ENERGY INC | $62,074 | $93,004 |
| ONEOK INC | $14,193 | $30,372 |
| BCE INC | $50,262 | $62,599 |
| BLACKROCK, INC | $75,274 | $112,631 |
| MATTEL INC | $0 | $0 |
| MERCK & CO INC | $64,667 | $87,173 |
| ANALOG DEVICES INC | $72,320 | $91,886 |
| BAXTER INTL INC | $82,682 | $95,277 |
| CHEVRON CORPORATION | $92,983 | $95,914 |
| CISCO SYSTEMS INC | $76,714 | $105,419 |
| GALLAGHER ARTHUR J & CO | $42,850 | $56,967 |
| GENERAL ELECTRIC CO | $85,296 | $101,206 |
| JOHNSON & JOHNSON | $87,854 | $134,372 |
| KRAFT FOODS GROUP INC | $78,716 | $106,835 |
| WILLIAMS COS INC | $43,346 | $66,736 |
| ABBVIE INC | $61,326 | $115,829 |
| APPLE INC | $0 | $0 |
| CULLEN FROST BANKERS INC | $0 | $0 |
| LOCKHEED MARTIN CORP | $81,145 | $126,133 |
| MICROSOFT CORP | $61,437 | $104,513 |
| PAYCHEX INC | $69,438 | $78,951 |
| QUALCOMM INC | $69,371 | $80,648 |
| SPECTRA ENERGY GROUP | $83,842 | $91,294 |
| TUPPERWARE BRANDS CORPORATION | $0 | $0 |
| US BANCORP DEL | $80,720 | $103,385 |
| WISCONSIN ENERGY CORP | $63,650 | $79,637 |
| VENTAS INC | $75,730 | $76,719 |
| LYONDELLBASELL INDUSTRIES | $64,613 | $63,909 |
| ABBOTT LABS | $38,010 | $38,717 |
| THE HERSHEY COMPANY | $66,256 | $73,790 |
| JP MORGAN CHASE | $59,768 | $61,641 |
| KINDER MORGAN INC DEL | $24,623 | $26,867 |
| MARSH & MCLENNAN COS INC | $34,667 | $38,637 |
| MAXIM INTEGRATED PRODS INC | $49,624 | $47,486 |
| PNC FINANCIAL SERVICES | $54,263 | $56,106 |
| PEPSICO INC | $65,127 | $68,556 |
| 3M CO | $105,033 | $131,456 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUSPENSE ACCOUNT-ROC ADJUSTMENT | Desc |
| EOY Book Value | -$975 | EOYBookValueAmt |
| EOYFMV | -$975 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $7,185 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $11,666 | $11,666 | $0 |
| AGENCY FEES | $1,423 | $1,423 | $0 |
| STATE REGISTRATION AND FILING FEE | $95 | $0 | $0 |
| ANNUAL MEETING EXPENSE | $659 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GMA FOUNDATIONS | $2,353 | $0 | $2,353 |
| IGNITE PHILANTHROPY ADVISORS | $12,854 | $0 | $12,854 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $1,376 | $1,376 | $0 |
| FEDERAL TAXES | $10,067 | $0 | $0 |
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