INSTITUTE FOR MEDITERRANEAN STUDIES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR MEDITERRANEAN STUDIES (EIN 31-1285489)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201312259349300641
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T14:09:55-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310999730 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & RABE INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5086 WOOSTER ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311285489 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR MEDITERRANEAN STUDIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 5136318049 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7086 EAST ARACOMA DRIVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45237 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GETZEL M COHEN | Name |
| Title | PRESIDENT | Title |
| Phone | 5136318049 | Phone |
| Date Signed | 2013-07-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEANETTE VILLANUEVA | Name |
| PTIN | P00431198 | PTIN |
| Phone | 5138713033 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GETZEL M COHEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7086 EAST ARACOMA DRIVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 206973 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STUDIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO FOSTER AND ENCOURAGE INTEREST IN AND THE STUDY OF THE MEDITERRANEAN BASIN, WITH EMPHASIS ON PROMOTING HISTORICAL, ARCHEOLOGICAL AND ART HISTORY RESEARCH IN THAT REGION. THE INSTITUTE SUPPORTS RESEARCH, ARRANGES LECTURES AND DISTRIBUTES NEWSLETTERS AND DVDS THAT RELATE TO THE HISTORY, ART AND ARCHEOLOGY OF THE MEDITERRANEAN BASIN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 85976 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 168875 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7211 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3221 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4753 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4226 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1865 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 99805 | TotalRevenuePriorYear |
| Total Revenue Current Year | 176322 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 83100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 122823 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8720 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7880 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 5184 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 2350 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2350 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6895 | OtherExpensePriorYear |
| Other Expenses Current Year | 8215 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 103899 | TotalExpensesPriorYear |
| Total Expenses Current Year | 141268 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4094 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 35054 | RevenuesLessExpensesCY |
| Total Assets BOY | 121613 | TotalAssetsBOY |
| Total Assets EOY | 156667 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 121613 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 156667 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO FOSTER AND ENCOURAGE INTEREST IN AND THE STUDY OF THE MEDITERRANEAN BASIN, WITH EMPHASIS ON PROMOTING HISTORICAL, ARCHEOLOGICAL AND ART HISTORY RESEARCH IN THAT REGION. THE INSTITUTE SUPPORTS RESEARCH, ARRANGES LECTURES AND DISTRIBUTES NEWSLETTERS AND DVDS THAT RELATE TO THE HISTORY, ART AND ARCHEOLOGY OF THE MEDITERRANEAN BASIN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 114000 | Expense |
| Grants | 114000 | Grants |
| Revenue | 0 | Revenue |
| Description | THE TITIAN PROJECT SUPPORTS THE RESEARCH OF ART HISTORIAN DR. BEVERLY BROWN, WHO IS WORKING ON TWO PROJECTS SIMULTANEOUSLY: CURATING AN EXHIBIT TITLED "THE LANTERN OF PAINTING: VENETIAN ARTISTS AND THEIR SCULPTURE" AND WRITING A BOOK, "TITIAN'S MARBLE MUSE." | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8823 | Expense |
| Grants | 8823 | Grants |
| Revenue | 0 | Revenue |
| Description | THE TROY EXCAVATION PROJECT IS AN INTERNATIONAL EXCAVATION PROJECT, JOINTLY SPONSORED BY THE UNIVERSITY OF CINCINNATI AND THE UNIVERSITY OF TUBINGEN, IN WHICH AN INTERNATIONAL TEAM OF EXPERTS IS CONDUCTING AN ARCHEOLOGICAL EXCAVATION AT TROY IN TURKEY. FUNDS RAISED BY THE INSTITUE HELP FINANCE THE COST OF THE EXCAVATION THAT THE U.S. UNIVERISTY FACULTY AND STUDENTS CONDUCT. THE SUPPORT IS USED TO PURCHASE EQUIPMENT AND TO REIMBURSE TRAVEL EXPNESES FOR ARCHAEOLOGICAL TEAM MEMBERS. THE RESULTS OF THE TROY EXCAVATION HAVE BEEN PUBLICIZED EXTENSIVELY IN MAGAZINE AND NEWSPAPER ARTICLES, NUMEROUS LECTURES, AND OTHER FORUMS. THE INSITITUTE ALSO ASSISTS IN ARRANGING TOURS OF THE EXCAVATION AT TROY FOR INTERESTED PERSONS AND COORDINATING ACTIVITIES OF THE AMERICAN FRIENDS OF TROY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 122823 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETZEL M COHEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5136318049 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7086 ARACOMA DRIVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45237 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| PROF GETZEL M COHEN | |||||
| PRESIDENT | 10.00 | X | 5000 | 0 | 0 |
| CHARLES SHOR | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| ROBERT E RICH | |||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 |
| PROF BERNARD FENIK | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 7500 | RelatedOrganizations |
| All Other Contributions | 161375 | AllOtherContributions |
| Total Contributions | 168875 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| VIDEO SALES | 900099 | 3083 | 3083 |
| ROYALTIES | 900099 | 138 | 138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3221 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4877 | TotalRevenueColumn |
| Exclusion | $4,877 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30651 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -651 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -651 | TotalRevenueColumn |
| Exclusion | -$651 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 176322 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3221 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,226 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122823 | Total |
| Program Services | 122823 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Management And General | 5000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2880 | Total |
| Management And General | 2880 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1487 | Total |
| Management And General | 1487 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2350 | Total |
| Fundraising | 2350 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122 | Total |
| Management And General | 122 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1501 | Total |
| Management And General | 1501 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1606 | Total |
| Management And General | 1606 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88 | Total |
| Management And General | 88 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| TELEPHONE | 1050 | 1050 |
| DVD AND NEWSLETTER EXPE | 1040 | 1040 |
| LECTURES/TRANSLATIONS | 705 | 705 |
| POSTAGE AND HANDLING | 516 | 516 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
| Management And General | 100 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141268 | Total |
| Program Services | 122823 | ProgramServices |
| Management And General | 16095 | ManagementAndGeneral |
| Fundraising | 2350 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39287 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3818 | BOY |
| EOY | 63447 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78508 | BOY |
| EOY | 93220 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121613 | BOY |
| EOY | 156667 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121613 | BOY |
| EOY | 156667 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121613 | BOY |
| EOY | 156667 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121613 | BOY |
| EOY | 156667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 35054 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 119695 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83111 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168875 | CurrentTaxYear |
| Total | 489547 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 119695 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83111 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168875 | CurrentTaxYear |
| Total | 489547 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 489547 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1536 | CurrentTaxYearMinus2Years |
| Current Tax Year | 5015 | CurrentTaxYear |
| Total | 13756 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 503303 | TotalSupport |
| Gross Receipts From Admissions Etc | 12233 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89540 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (14 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| 20 SHS AMER ELECTRIC PWR CO INC | 8202 | C |
| 10 SHS CITIGROUP | 4658 | C |
| 300 SHS AT&T INC | 8882 | C |
| 350 SHS ALABAMA POWER 5.20% A PFD | 8688 | C |
| 200 SHS CENTURY LINK INC. | 6973 | C |
| 150 SHS KIMBERLY-CLARK CORP | 9630 | C |
| 100 SHS LILLY ELI & COMPANY | 3513 | C |
| 200 SHS PROCTOR & GAMBLE | 12226 | C |
| 200 SHS WASTE MANAGEMENT INC | 6378 | C |
| 100 SHS CONSOLIDATED EDISON INC | 5029 | C |
| 70 SHS CLOROX COMPANY | 4742 | C |
| 25 SHS DUKE ENERGY CORP NEW | 1660 | C |
| 185 SHS GENERAL MILLS INC | 7069 | C |
| 200 SHS XCEL ENERGY INC | 5570 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 93220 | TotalOfBookValueSecurities |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| ENGLAND | 0 | 0 | SUPPORT OF THE RESEARCH OF ART HISTORIAN, DR. BEVERLY BROWN, CURATING AND EXHIBIT AND WRITING A BOOK | 114000 |
| GERMANY | 0 | 0 | SUPPORTS THE EXCAVATION OF THE TROY PROJECT AT THE ORIGINAL SITE OF ANCIENT TROY. | 8823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 122823 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 122823 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| EUROPE | TO SUPPORT THE RESEARCH OF ART HISTORIAN, DR. BEVERLY BROWN, CURATING AN ART EXHIBIT AND WRITING A BOOK. | 114000 |
| GERMANY | TO SUPPORT THE INTERNATIONAL TROY EXCAVATION PROJECT AT THE SITE OF ANCIENT TROY. | 8823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: FOUNDATION RECEIVES DETAILED ACCOUNTINGS OF EXPENDITURES AT LEAST ANNUALLY FROM THE RECEIPIENTS OF IT'S GRANTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ANNUAL TAX REPORT FORM 990 IS REVIEWED BY THE PRESIDENT. THE FORM 990 SHALL BE SIGNED BY A TRUSTEE OR DIRECTOR OF THE FOUNDATION AND COPIES ARE DELIVERED TO ALL TRUSTEES OR DIRECTORS FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE AND OTHER TAX AND REGULATORY AUTHORITIES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BAORD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT EACH PERSON HAS RECEIVED, UNDERSTANDS AND IS IN COMPLIANCE WITH THE POLICY. | |
| FORM 990, PART VI, SECTION C, LINE 18 | WHEN AN INQUIRY IS MADE ABOUT THE ORGANIZATIONS FORM 1023 OR FORM 990 THEY ARE INFORMED THAT THE INFORMATION IS AVAILABLE ON WWW.GUIDESTAR.ORG. IF THE REQUESTING PARTY WISHES A COPY MAILED TO THEM THEN THE FOUNDATION WILL PROVIDE A COPY AND MAIL TO THE REQUESTING PARTY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WHEN AN INQUIRY IS MADE ABOUT THE ORGANIZATIONS FORM 1023 OR FORM 990 THEY ARE INFORMED THAT THE INFORMATION IS AVAILABLE ON WWW.GUIDESTAR.ORG. IF THE REQUESTING PARTY WISHES A COPY MAILED TO THEM THEN THE FOUNDATION WILL PROVIDE A COPY AND MAIL TO THE REQUESTING PARTY. | |
| FORM 990, PART VII | CHARLES SHOR - C/O DURO BAG MFG CO 7600 EMPIRE DRIVE, FLORENCE, KY 41042-2920. ROBERT E. RICH - C/O TAFT LAW FIRM 425 WALNUT ST STE 1800, CINCINNATI, OH 45202-3957. PROF. BERNARD FENIK - 4850 N. PASEO DEL TUPO, TUCSON, AZ 85760. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
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