LAMACCHIA FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LAMACCHIA FAMILY FOUNDATION (EIN 31-1645287)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-09
IRS object ID
201441299349100119
Schema version
2013v3.0
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)
Return2014-05-09T10:16:58-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 E FIFTH STREET SUITE 1900AddressLine1
CityCINCINNATICity
StateOHState
ZIP Code45202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311645287EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LAMACCHIA FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLAMABusinessNameControlTxt
Phone5617381135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11335 PARTRIDGE PLACE NORTHAddressLine1
CityBOYNTON BEACHCity
StateFLState
ZIP Code33436ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5617381135PhoneNum
Signature2014-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOURTNEY REITMAN-DEINLEINPreparerPersonNm
PTINP00420933PTIN
Phone5137847100PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$170,044FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,400ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,443DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,443DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,843TotalRevAndExpnssAmt
Total Net Invst Incm$1,443TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$300OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$300OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$400TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,700TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,837ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$117,837ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$119,537TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$300TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,237TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$116,694ExcessRevenueOverExpensesAmt
Net Investment Income$1,143NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$229,277SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$111,438SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$111,438SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$35,903OtherInvestmentsBOYAmt
Other Investments EOY$37,048OtherInvestmentsEOYAmt
Other Investments EOYFMV$58,606OtherInvestmentsEOYFMVAmt
Total Assets BOY$265,180TotalAssetsBOYAmt
Total Assets EOY$148,486TotalAssetsEOYAmt
Total Assets EOYFMV$170,044TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$265,180CapitalStockBOYAmt
Capital Stock EOY$148,486CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$265,180TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$148,486TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$265,180TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$148,486TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$265,180TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$116,694ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$148,486SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$148,486TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$110,434AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$118,085NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.935208DistributionYr1Rt
Adjusted Qlfy Distri Yr2$86,966AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$196,181NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.443295DistributionYr2Rt
Adjusted Qlfy Distri Yr3$85,315AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$266,865NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.319693DistributionYr3Rt
Adjusted Qlfy Distri Yr4$103,789AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$315,057NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.329429DistributionYr4Rt
Adjusted Qlfy Distri Yr5$114,890AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$585,974NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.196067DistributionYr5Rt
Total Distribution2.223692TotalDistributionRt
Average Distribution0.444738AverageDistributionRt
Net Vl Noncharitable Assets$208,890NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$92,901AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$92,912AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,237QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$11InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,709EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,709TotalPaymentsAndCreditsAmt
Overpayment$1,698OverpaymentAmt
Applied To ES Tax$1,698AppliedToESTaxAmt
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
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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 BooksELIZABTH H LAMACCHIAIndividualWithBooksNm
Phone5617381135PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11335 PARTRIDGE PLACE NORTHAddressLine1
CityBOYNTON BEACHCity
StateFLState
ZIP Code33436ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABTH H LAMACCHIA
7800 DEER CROSSINGCINCINNATIOH45243TRUSTEE1.00$0$0$0
JOHN T LAMACCHIA
1335 PARTRIDGE PLACE NORTHBOYNTON BEACHFL33436TRUSTEE1.00$0$0$0
JOHN P LAMACCHIA
3722 BROADVIEW DRIVECINCINNATIOH45208TRUSTEE1.00$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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$54,711AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$157,360AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$212,071TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$212,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,181CashDeemedCharitableAmt
Net Vl Noncharitable Assets$208,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,445MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,445MinimumInvestmentReturnAmt
Tax Based On Investment Income$11TaxBasedOnInvestmentIncomeAmt
Total Tax$11TotalTaxAmt
Distributable Before Adj$10,434DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,434DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,434DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,237ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,237QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$11PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$118,226AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,434DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$85,879ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$88,076ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,242ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$77,755ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$105,098ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$429,050TotalExcessDistributionCyovAmt
Qualifying Distributions$118,237QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,434AppliedToCurrentYearAmt
Remaining Distri From Corpus$107,803RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$536,853TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$85,879ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$450,974ExcessDistriCyovToNextYrAmt
Excess From Year4$88,076ExcessFromYear4Amt
Excess From Year3$72,242ExcessFromYear3Amt
Excess From Year2$77,755ExcessFromYear2Amt
Excess From Year1$105,098ExcessFromYear1Amt
Excess From Current Year$107,803ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN T LAMACCHIAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH H LAMACCHIA TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11335 PARTRIDGE PLACE NORTHAddressLine1
CityBOYNTON BEACHCity
StateFLState
ZIP Code33436ZIPCode
FieldValueIRS element (for citing)
Recipient Phone5617381135RecipientPhoneNum
Form And Info And MaterialsALL APPLICATIONS MUST BE IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST GERTRUDE DOMINICAN FRIARS
6543 MIAMI AVENUECINCINNATIOH45243NONEPCBISHOP CHRIS CASDONE$1,000
CINCINNATI COUNTRY DAY SCHOOL
6905 GIVEN ROADCINCINNATIOH45243NONEPCGENERAL SUPPORT$11,200
CINCINNATI INSTITUTE OF FINE ARTS
20 E CENTRAL PARKWAY SUITE 200CINCINNATIOH45202NONEPCGENERAL SUPPORT$1,550
CINCINNATI NATURE CENTER
4949 TEALTON ROADMILFORDOH45150NONEPCGENERAL SUPPORT$500
CINCINNATI PUBLIC RADIO INC
1223 CENTRAL PARKWAYCINCINNATIOH45214NONEPCGENERAL SUPPORT$500
CINCINNATI ZOO FOUNDATION INC
3400 VINE STREETCINCINNATIOH45220NONESO IGENERAL SUPPORT$10,000
CISE FOUNDATION
100 E EIGHT STREETCINCINNATIOH45202NONEPCGENERAL SUPPORT$500
CIVIC GARDEN CENTER OF GREATER CINCINNATI
2715 READING RDCINCINNATIOH45206NONEPCGENERAL SUPPORT$10,000
CORNELL UNIVERSITY
341 PINE TREE ROADITHACANY14853NONEPCGENERAL SUPPORT$1,000
CRAYONS TO COMPUTERS
1350 TENNESSEE AVENUECINCINNATIOH45229NONEPCGENERAL SUPPORT$500
FREESTORE FOOD BANK INC
1141 CENTRAL PARKWAYCINCINNATIOH45202NONEPCGENERAL SUPPORT$500
GENERAL FEDERATION OF WOMEN'S CLUBS - SOUTHWEST OHIO VALLEY
414 E COLUMBIA AVENUEREADINGOH45215NONEPCGENERAL SUPPORT$100
GIRL SCOUTS OF SOUTH WESTERN OHIO
4930 CORNELL ROADCINCINNATIOH45242NONEPCGENERAL SUPPORT$15,000
HAMILTON COUNTY SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
3949 COLERAIN AVENUECINCINNATIOH45223NONEPCGENERAL SUPPORT$500
MATERNITY CARE COALITION
2000 HAMILTON STREET SUITE 205PHILADELPHIAPA19130NONEPCGENERAL SUPPORT$500
PUBLIC LIBRARY OF CINCINNATI & HAMILTON COUNTY FOUNDATION
800 VINE STREETCINCINNATIOH45202NONEPCGENERAL SUPPORT$10,000
QUEEN CITY CLUB
331 E 4TH STREETCINCINNATIOH45202NONENCGENERAL SUPPORT$11,287
ST ALOYSIUS ORPHANAGE
4721 READING ROADCINCINNATIOH45237NONEPCGENERAL SUPPORT$500
ST JOSEPH INFANT & MATERNITY HOME
10722 WYSCARVER RDCINCINNATIOH45241NONEPCGENERAL SUPPORT$1,000
ST MARGARET OF YORK
9483 COLUMBIA RDLOVELANDOH45140NONEPCGENERAL SUPPORT$300
THE CINCINNATI BALLET COMPANY INC
1555 CENTRAL PARKWAYCINCINNATIOH45214NONEPCGENERAL SUPPORT$1,000
THE GREATER CINCINNATI TELEVISION EDUCATION FOUNDATION
1223 CENTRAL PARKWAYCINCINNATIOH45214NONEPCGENERAL SUPPORT$500
WORLD FOUNDATION FOR GIRL GUIDES AND GIRL SCOUTS
420 FIFTH AVENUENEW YORKNY10018NONEPCGENERAL SUPPORT$30,300
YWCA OF GREATER CINCINNATI INC
898 WALNUT STREETCINCINNATIOH45202NONEPCGENERAL SUPPORT$1,000
MISSISSIPPI CENTER FOR JUSTICE
PO BOX 1023JACKSONMS39215NONEPCGENERAL SUPPORT$500
INNER CITY YOUTH OPPORTUNITIES
1821 SUMMIT ROAD SUITE 210CINCINNATIOH45237NONEPCGENERAL SUPPORT$200
US PONY CLUBS INC
4041 IRON WORKS PARKWAYLEXINGTONKY40511NONEPCGENERAL SUPPORT$200
CINCINNATI OPERA ASSOCIATION INC
1243 ELM STREETCINCINNATIOH45202NONEPCGENERAL SUPPORT$1,000
CINCINNATI MUSEUM CENTER FOUNDATION
1301 WESTERN AVENUECINCINNATIOH45203NONESO IGENERAL SUPPORT$200
CINCINNATI PARK FOUNDATION
950 EDEN PARK DRIVECINCINNATIOH45202NONEPCGENERAL SUPPORT$500
WILDLIFE CONSERVATION NETWORK INC
25745 BASSETT LANELOS ALTOSCA94022NONEPCGENERAL SUPPORT$500
WOMENS FUND OF CENTRAL OHIO INC
230 HUNTINGTON CENTER 41 S HIGHCOLUMBUSOH43215NONEPCGENERAL SUPPORT$500
RIO GRANDE SCHOOL
715 CAMINO CABRASANTE FENM87505NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$117,837TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,443ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,443TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK GLOBALAT COST$10,139$14,374
FIRST EAGLEAT COST$9,068$14,657
IVY ASSET STRATEGYAT COST$8,925$15,810
WELLS FARGO ADVANTAGEAT COST$8,916$13,765

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMERRILL LYNCH WCMA FEESCategoryTxt
Amt$300Amt
Net Investment Income$300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$1,000$0$0
OHIO TAX$400$0$400

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