MESHEWA FARM FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MESHEWA FARM FOUNDATION (EIN 23-7748707)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-19
IRS object ID
201541709349100109
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-19T16:14:31-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EAST FOURTH ST SUITE 1200AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237748707EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MESHEWA FARM FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ROBERT G EDMISTON ESQ TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMESHBusinessNameControlTxt
Phone5133610444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CORS BASSETT LLC 537 E PETE ROSE WAAddressLine1Txt
Address Line2NO 400AddressLine2Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452023578ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5133610444PhoneNum
Signature2015-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonA E SCHWEIER CPAPreparerPersonNm
PTINP00294882PTIN
Phone5132413111PhoneNum
Preparation2015-06-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,481,458FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,752InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,752InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$245,093DividendsRevAndExpnssAmt
Dividends Net Invst Incm$245,093DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$658,318NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,465,720GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$658,318CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$541OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$249OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$980,704TotalRevAndExpnssAmt
Total Net Invst Incm$905,412TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$642LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$642LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,303AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,303AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,580OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,580OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$24InterestRevAndExpnssAmt
Interest Net Invst Incm$24InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$6,072TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,734TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$91OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$91OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$56,712TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$54,374TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$608,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$608,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$665,212TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$54,374TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$608,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$315,492ExcessRevenueOverExpensesAmt
Net Investment Income$851,038NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$142,161CashBOYAmt
Cash EOY$177,978CashEOYAmt
Cash EOYFMV$177,978CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,139,447SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,355,799SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,355,799SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,491,349CorporateStockBOYAmt
Corporate Stock EOY$2,490,932CorporateStockEOYAmt
Corporate Stock EOYFMV$8,156,435CorporateStockEOYFMVAmt
Other Investments BOY$4,408,765OtherInvestmentsBOYAmt
Other Investments EOY$4,501,511OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,791,246OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,181,722TotalAssetsBOYAmt
Total Assets EOY$9,526,220TotalAssetsEOYAmt
Total Assets EOYFMV$15,481,458TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$9,139,640CapitalStockBOYAmt
Capital Stock EOY$9,139,640CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$42,082RetainedEarningBOYAmt
Retained Earning EOY$386,580RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,181,722TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,526,220TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,181,722TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,526,220TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,181,722TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$315,492ExcessRevenueOverExpensesAmt
Other Increases$29,006OtherIncreasesAmt
Subtotal$9,526,220SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,526,220TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FROM BNY MELLON W682P$1,308,570$807,402$501,168$501,168
FROM K-1 - MELLON PRIVATE EQUITY FUND VP$4,693$4,693$4,693
FROM K-1 - MELLON PRIVATE EQUITY FUND VP$63,905$63,905$63,905
CAPITAL GAINS DIVIDENDSP$88,552$88,552$88,552
FieldValueIRS element (for citing)
Capital Gain Net Income$658,318CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$606,707AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,988,577NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050607DistributionYr1Rt
Adjusted Qlfy Distri Yr2$514,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,601,050NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048514DistributionYr2Rt
Adjusted Qlfy Distri Yr3$445,722AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,533,425NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042315DistributionYr3Rt
Adjusted Qlfy Distri Yr4$474,174AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,855,682NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$450,944AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,804,232NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051219DistributionYr5Rt
Total Distribution0.240767TotalDistributionRt
Average Distribution0.048153AverageDistributionRt
Net Vl Noncharitable Assets$14,835,204NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$714,360AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,510NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$722,870AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$608,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,021InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,021SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,021TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$25,000AppliedToEsTaxAmt
Total Payments And Credits$27,000TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$9,973OverpaymentAmt
Applied To ES Tax$9,973AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT G EDMISTON ESQ TRUSTEEIndividualWithBooksNm
Phone5138528222PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1CORS BASSETT LLC 537 PETE ROSE WAYAddressLine1Txt
Address Line2STE 400AddressLine2Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES T MITSUI
PO BOX 197KAAAWAHI96730CO-TRUSTEE0.25$0$0$0
ROBERT GRAY EDMISTON ATTY AT LAW
537 EAST PETE ROSE WAY STE 400CINCINNATIOH45202CO-TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,668,205AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,392,916AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,061,121TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,061,121AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$225,917CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,835,204NetVlNoncharitableAssetsAmt
Minimum Investment Return$741,760MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$741,760MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,021TaxBasedOnInvestmentIncomeAmt
Total Tax$17,021TotalTaxAmt
Distributable Before Adj$724,739DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$729,739DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$729,739DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$608,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$608,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$608,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$729,739DistributableAsAdjustedAmt
Undistributed Income PY$182,055UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$608,700QualifyingDistributionsAmt
Applied To Year1$182,055AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$426,645AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$303,094UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FARMLAND TRUST
1200 18TH STREET NW STE 800WASHINGTONDC20036NONEPCUNRESTRICTED CONTRIBUTION$5,000
ASSOCIATED SERVICES FOR THE BLIND & VISUALLY IMPAIRED
919 WALNUT STREETPHILADELPHIAPA19107NONEPCUNRESTRICTED CONTRIBUTION$2,000
ASSOCIATION OF SKATEBOARDERS IN HAWAII
337 ULUNIU STREETKAILUAHI96734NONEPCUNRESTRICTED CONTRIBUTION$50,000
CENTER FOR RURAL AFFAIRS
PO BOX 136LYONSNE68038NONEPCUNRESTRICTED CONTRIBUTION$5,000
CINCINNATI CHILDREN'S HOSPITAL
3333 BURNET AVENUECINCINNATIOH45229NONEPCUNRESTRICTED CONTRIBUTION$50,000
CIVIC GARDEN CENTER
2715 READING ROADCINCINNATIOH45206NONEPCUNRESTRICTED CONTRIBUTION$15,000
CORNUCOPIA INSTITUTE
PO BOX 126CORNUCOPIAWI54827NONEPCUNRESTRICTED CONTRIBUTION$10,000
CORV
601 ENRIGHT AVENUECINCINNATIOH45205NONEPCUNRESTRICTED CONTRIBUTION$1,500
EQUITY TRUST INC
PO BOX 746TURNER FALLSMA01376NONEPCUNRESTRICTED CONTRIBUTION$5,000
FARM-TO-CONSUMER FOUNDATION
8116 ARLINGTON BOULEVARD STE 263FALLS CHURCHVA22042NONEPCUNRESTRICTED CONTRIBUTION$20,000
FREESTORE FOODBANK
1250 TENNESSEE AVENUECINCINNATIOH45229NONEPCUNRESTRICTED CONTRIBUTION$35,000
GABRIELS PLACE
412 SYCAMORE STCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$20,000
GORMAN HERITAGE FARMS
10052 READING ROADEVENDALEOH45241NONEPCUNRESTRICTED CONTRIBUTION$2,500
GRANNY'S GARDEN SCHOOL INC
20 MIAMIVIEW LANELOVELANDOH45140NONEPCUNRESTRICTED CONTRIBUTION$40,000
GREENBELT ALLIANCE
631 HOWARD STREET STE 510SAN FRANCISCOCA94105NONEPCUNRESTRICTED CONTRIBUTION$5,000
IMAGO
700 ENRIGHT AVENUECINCINNATIOH45205NONEPCUNRESTRICTED CONTRIBUTION$1,000
INSTITUTE FOR FOOD AND DEVELOPMENT POLICY
398 60TH STREETOAKLANDCA94618NONEPCUNRESTRICTED CONTRIBUTION$10,000
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94956NONEPCUNRESTRICTED CONTRIBUTION$10,000
OEFFA EDUCATION FUND
41 CROSWELL ROADCOLUMBUSOH43214NONEPCUNRESTRICTED CONTRIBUTION$25,000
OHIO ENVIRONMENTAL COUNCIL
1207 GRANDVIEW AVE STE 201COLUMBUSOH45312NONEPCUNRESTRICTED CONTRIBUTION$10,000
ORGANIC CONSUMERS ASSOCIATION
6771 SOUTH SILVER HILL DRIVEFINLANDMN55603NONEPCUNRESTRICTED CONTRIBUTION$20,000
PERMAGANIC CO
1722 MAIN STREET STE 1CINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$10,000
RMHC-SD (RONALD MCDONALD-SAN DIEGO)
2929 CHILDRENS WAYSAN DIEGOCA92123NONEPCUNRESTRICTED CONTRIBUTION$10,000
SANTA MARIA COMMUNITY SERVICES
617 STEINER AVENUECINCINNATIOH45204NONEPCUNRESTRICTED CONTRIBUTION$2,500
SLIDE RANCH
2025 SHORELINE HIGHWAYMUIR BEACHCA94965NONEPCUNRESTRICTED CONTRIBUTION$5,000
SONOMA LAND TRUST
966 SONOMA AVENUESANTA ROSACA95404NONEPCUNRESTRICTED CONTRIBUTION$10,000
ST FRANCIS SERAPH CENTER
1618 VINE STREETCINCINNATIOH45202NONEUNRESTRICTED CONTRIBUTION$2,500
THE CONSERVATION FUND
1655 N FORT MYER DRIVE STE 1300ARLINGTONVA22209NONEPCUNRESTRICTED CONTRIBUTION$1,500
THE HILLSIDE TRUST
710 TUSCULUM AVENUE ALMS PARKCINCINNATIOH45226NONEPCUNRESTRICTED CONTRIBUTION$5,000
THE LAND CONSERVANCY OF HAMILTON COUNTY
5200 RACE RDCINCINNATIOH45247NONEPCUNRESTRICTED CONTRIBUTION$20,000
THE NATURE CONSERVANCY OF KENTUCKY
642 WEST MAIN STREETLEXINGTONKY40508NONEPCUNRESTRICTED CONTRIBUTION$20,000
HUMAN CONCERN CENTER OF MARIN (THE RITTER CENTER)
PO BOX 3517SAN RAFAELCA94912NONEPCUNRESTRICTED CONTRIBUTION$20,000
TILLERS INTERNATIONAL - COOK'S MILL LEARNING CENTER
10515 EAST OP AVENUESCOTTSMI49088NONEPCUNRESTRICTED CONTRIBUTION$10,000
UC ACADEMIC HEALTH CENTER (THE STROKE RESEARCH FUND)
PO BOX 670544CINCINNATIOH45267NONEPCUNRESTRICTED CONTRIBUTION$50,000
VISITING NURSE ASSOCIATION
2400 READING ROADCINCINNATIOH45202NONEPCUNRESTRICTED CONTRIBUTION$5,000
HOSPICE OF CINCINNATI INC
4310 COOPER ROADCINCINNATIOH45242NONEPCUNRESTRICTED CONTRIBUTION$10,000
STEPPING STONES INC
5650 GIVEN ROADCINCINNATIOH45243NONEPCUNRESTRICTED CONTRIBUTION$75,000
CINCINNATI COUNTRY DAY SCHOOL
6905 GIVEN ROADCINCINNATIOH45243NONEPCUNRESTRICTED CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$608,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,752ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$245,093ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$249ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$658,318ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 MELLON PRIVATE EQUITY V ORDINARY INCOME900099$183
K-1 MELLON PRIVATE EQUITY V OTHER INCOME01$109

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$183UnrelatedBusinessTaxblIncmAmt
Exclusion$905,521ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$905,704TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HUNT BUILDER CORPORATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1SUITE 2310 221 EAST FOURTH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452024148ZIPCd
FieldValueIRS element (for citing)
Total Contributions$75,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,303Amt
Net Investment Income$14,303NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBNY MELLON STOCKSStockNm
EOY Book Value$2,490,932EOYBookValueAmt
EOYFMV$8,156,435EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON MUTUAL FUNDSAT COST$4,314,838$4,358,184
BNY MELLON PARTNERSHIPAT COST$186,673$433,062

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEES - K-1 MELLON PRIVATE EQUITY FUND VCategoryTxt
Legal Fees$642LegalFeesAmt
Net Investment Income$642NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM K-1 MELLON PRIVATE EQUITY FUND V$1$1$0
BANK FEES$90$90$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BNY MELLON - DELL SETTLEMENT$125$125$125
BNY MELLON - TOTAL AIG SETTLEMENTS$124$124$124
K-1 MELLON PRIVATE EQUITY V ORDINARY INCOME$183$183
K-1 MELLON PRIVATE EQUITY V OTHER INCOME$109$109

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
PARTNERSHIP BOOK TO TAX$23,086
PRIOR YEAR ADJUSTMENTS$5,920

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES - BNY MELLON$24,095$24,095$0
OTHER PROFESSIONAL FEES - K-1 MELLON PRIVATE EQUITY FUND V$11,485$11,485$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$3,734$3,734$0
STATE OF OHIO ANNUAL REPORT FEE$200$0$200
FEDERAL TAXES$2,138$0$0

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