GRADISON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GRADISON FOUNDATION (EIN 31-6032172)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-02
- IRS object ID
- 201321229349100122
- 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
- Form 990-PF
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-02T07:37:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VORYS SATER SEYMOUR AND PEASE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 E GAY ST | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316032172 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRADISON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRAD | NameControl |
| Phone | 7038932620 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E FOURTH STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 3500 | AddressLine2 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIS D GRADISON JR | Name |
| Title | PRESIDENT | Title |
| Phone | 7038932620 | Phone |
| Date Signed | 2013-04-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA D JONES | Name |
| Phone | 6144646400 | Phone |
| Date Prepared | 2013-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1378310 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 31 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 31 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 38701 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 38701 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 55194 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 241659 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 55194 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 93926 | TotalRevenueAndExpenses |
| Total Net Investment Income | 93926 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 3372 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 3372 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 13818 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13818 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 158 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 158 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 484 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 284 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17832 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13976 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3656 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 110175 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 110175 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 128007 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13976 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 113831 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -34081 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 79950 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 99616 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 61305 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 61305 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 463578 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 395533 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 627990 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 579545 | InvestmentsOtherBOY |
| Investments Other EOY | 651822 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 689015 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1142739 | TotalAssetsBOY |
| Total Assets EOY | 1108660 | TotalAssetsEOY |
| Total Assets EOYFMV | 1378310 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1142739 | RetainedEarningsBOY |
| Retained Earnings EOY | 1108660 | RetainedEarningsEOY |
| Total Net Assets BOY | 1142739 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1108660 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1142739 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1108660 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1142739 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -34081 | ExcessOfRevenueOverExpenses |
| Other Increases | 2 | OtherIncreases |
| Subtotal | 1108660 | Subtotal |
| Total Net Assets Fund Balances EOY | 1108660 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON, 100 SHARES | P | 2007-12-31 | 2012-06-18 | 6346 | 4553 | 1793 | 1793 |
| CHEVRON CORP, 90 SHARES | P | 2001-02-28 | 2012-03-30 | 9623 | 3428 | 6195 | 6195 |
| EXXON MOBIL, 115 SHARES | P | 2003-11-12 | 2012-03-30 | 9954 | 5162 | 4792 | 4792 |
| ISHARES TR MSCI EMERG MKTS, 930 SHS | P | 2011-06-30 | 2012-02-03 | 40798 | 44156 | -3358 | -3358 |
| WALGREEN, 125 SHARES | P | 2005-09-27 | 2012-03-30 | 4245 | 5233 | -988 | -988 |
| HEALTHSOUTH SECURITIES LITIGATION | P | 2012-07-16 | 205 | 205 | 205 | ||
| WELLS FARGO, 125 SHARES | P | 1989-08-11 | 2012-10-31 | 4214 | 465 | 3749 | 3749 |
| JOHNSON & JOHNSON, 170 SHARES | P | 2000-06-01 | 2012-03-30 | 11232 | 8226 | 3006 | 3006 |
| LOWES COMPANIES, 180 SHARES | P | 2008-03-31 | 2012-10-31 | 5800 | 4054 | 1746 | 1746 |
| PIMCO REAL RETURN FD, 2,374.24 SHARE | P | 2010-09-30 | 2012-11-01 | 30034 | 26961 | 3073 | 3073 |
| PROCTER & GAMBLE, 200 SHARES | P | 2005-06-07 | 2012-06-18 | 12416 | 11761 | 655 | 655 |
| DENTSPLY INT'L, INC.,, 540 SHARES | P | 2005-09-14 | 2012-03-31 | 8453 | 5466 | 2987 | 2987 |
| IBM, 25 SHARES | P | 2009-06-05 | 2012-06-18 | 4964 | 2702 | 2262 | 2262 |
| ISHARES TR MSCI EAFE INDEX FD, 260 | P | 2011-06-30 | 2012-10-31 | 13913 | 15639 | -1726 | -1726 |
| EMERSON ELECTRIC, 270 SHARES | P | 1996-03-21 | 2012-03-30 | 14067 | 5540 | 8527 | 8527 |
| DENTSPLY, INT'L, INC., 540 SHARES | P | 2005-09-14 | 2012-08-03 | 19972 | 14054 | 5918 | 5918 |
| WALGREEN, 625 SHARES | P | 2005-09-27 | 2012-12-31 | 22972 | 26164 | -3192 | -3192 |
| JOHNSON CONTROLS, 675 SHARES | P | 1995-01-20 | 2012-03-30 | 21930 | 2901 | 19029 | 19029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 55194 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -3358 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 106007 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1406929 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.075346 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 96153 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1366027 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070389 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 106546 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1259211 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.084613 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100865 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1744917 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057805 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 41635 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2121582 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.019625 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.307778 | TotalDistributionRatio |
| Average Distribution Ratio | 0.061556 | AverageDistributionRatio |
| Net Noncharitable Assets | 1367173 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 84158 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 800 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 84958 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 113831 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 800 | InvestmentIncomeExciseTax |
| Subtotal | 800 | Subtotal |
| Tax Based On Investment Income | 800 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 617 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 617 | TotalCreditsAndPayments |
| Tax Due | 183 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID A GROENKE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5137234000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 3500 301 EAST FOURTH STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIS D GRADISON JR | ||||||||
| 1031 SAVILE LN | MCLEAN | VA | 22101 | PRES. & TREA | 0.10 | 0 | 0 | 0 |
| JOAN GRADISON COE | ||||||||
| 490 PLEASANT STREET | BELMONT | MA | 02478 | VICE PRES. | 0.10 | 0 | 0 | 0 |
| MARGARET GRADISON | ||||||||
| 4717 TAPROOT LANE | DURHAM | NC | 27705 | V.P. AND SEC | 0.10 | 0 | 0 | 0 |
| WENDY GRADISON | ||||||||
| 1408 WHITLEY DRIVE | VIENNA | VA | 22182 | VICE PRES. | 0.10 | 0 | 0 | 0 |
| ROBIN GRADISON | ||||||||
| 1726 N WAYNE STREET | ARLINGTON | VA | 22201 | VICE PRES. | 0.10 | 0 | 0 | 0 |
| BETH LYON | ||||||||
| 423 BROOKHURST AVENUE | NARBERTH | PA | 19072 | VICE PRES. | 0.10 | 0 | 0 | 0 |
| CARI GRADISON | ||||||||
| 1031 SAVILE LANE | MCLEAN | VA | 22101 | VICE PRES. | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1330463 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 57530 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1387993 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1387993 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20820 | CashDeemedCharitable |
| Net Noncharitable Assets | 1367173 | NetNoncharitableAssets |
| Minimum Investment Return | 68359 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 68359 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 800 | TaxBasedOnInvestmentIncome |
| Total Tax | 800 | TotalTax |
| Distributable Amount Before Adj | 67559 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 67559 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 67559 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 113831 | ExpensesAndContributions |
| Qualifying Distributions | 113831 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 800 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 113031 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67559 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 14127 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 44450 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 29674 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 38087 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 126338 | TotalExcessDistriCarryover |
| Qualifying Distributions | 113831 | QualifyingDistributions |
| Applied To Current Year | 67559 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 46272 | RemainingDistriFromCorpus |
| Total Corpus | 172610 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 172610 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 14127 | ExcessFromYear4 |
| Excess From Year3 | 44450 | ExcessFromYear3 |
| Excess From Year2 | 29674 | ExcessFromYear2 |
| Excess From Year1 | 38087 | ExcessFromYear1 |
| Excess From Current Year | 46272 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIS D GRADISON JR | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WILLIS D GRADISON JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 SAVILE LN | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7038932620 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION | |||||||||
| 333 E LANCASTER AVE 114 | WYNNEWOOD | PA | 19096 | NONE | 501(C)(3) | FOUNDATION FOR CHILDHOOD CANCER | $100 | ||
| AMERICAN CHESTNUT FOUNDATION | |||||||||
| 160 ZILLICOA STREET | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | ENVIRONMENTAL | $400 | ||
| APPALACHIAN STATE UNIVERSITY | |||||||||
| PO BOX 32007 | BOONE | NC | 28608 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $600 | ||
| BAZELON CENTER FOR MENTAL HEALTH LA | |||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | LEGAL ASSISTANCE | $100 | SUITE 1212 | |
| BELMONT HISTORICAL SOCIETY | |||||||||
| PO BOX 125 | BELMONT | MA | 024780904 | NONE | 501(C)(3) | CULTURAL - HISTORICAL COLLECTION | $100 | ||
| CINCINNATI MAY FESTIVAL | |||||||||
| 1241 ELM STREET | CINCINNATI | OH | 452027531 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $500 | ||
| CLAUDE MOORE COLONIAL FARM | |||||||||
| 6310 GEORGETOWN PIKE | MCLEAN | VA | 22101 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $250 | ||
| COMPASSION & CHOICES OF OREGON | |||||||||
| PO BOX 6404 | PORTLAND | OR | 972286404 | NONE | 501(C)(3) | RESOURCE FOR PLANNING DEATH WITH DIG | $600 | ||
| EARTHJUSTICE | |||||||||
| 426 17TH ST 6TH FLR | OAKLAND | CA | 946122820 | NONE | 501(C)(3) | ENVIRONMENTAL | $700 | ||
| FAIRFAX LIBRARY FOUNDATION | |||||||||
| 12000 GOVERNMENT CTR PKWY | FAIRFAX | VA | 22035 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $200 | ||
| FEDERAL EDUC & ASSISTANCE FUND | |||||||||
| 3333 S WADSWORTH BLVD | LAKEWOOD | CO | 802275142 | NONE | 501(C)(3) | SCHOLARSHIP PROGRAM | $1,500 | SUITE 300 | |
| FRIENDS OF THE NAT'L ARBORETUM | |||||||||
| 3501 NRE YORK AVE NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CONSERVATION & EDUCATION | $900 | ||
| FRIENDS OF GREAT SMOKY MTS NAT'L | |||||||||
| NORTH CAROLINA OFFICE | WAYNESVILLE | NC | 28786 | NONE | 501(C)(3) | ENVIRONMENTAL | $400 | 160 SOUTH MAIN STREET | |
| GEORGETOWN DAY SCHOOL | |||||||||
| 4530 MACARTHUR BLVD NW | WASHINGTON | DC | 20007 | NONE | 501(C)(3) | EDUCATIONAL - PK-12 | $200 | ||
| GEORGE WASHINGTON UNVERSITY LAW SCH | |||||||||
| OFFICE OF ADVANCEMENT | WASHINGTON | DC | 20052 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $500 | 2000 H STREETNW | |
| HAYWOOD COUNTY RESUE SQUAD | |||||||||
| PO BOX 1275 | CANTON | NC | 28716 | NONE | 501(C)(3) | HEALTH CARE | $100 | ||
| HEALTHCARE CONNECTION | |||||||||
| 1401 STEFFEN AVENUE | CINCINNATI | OH | 45215 | NONE | 501(C)(3) | HEALTH CARE - LOW INCOME | $1,000 | ||
| HEARING SPEECH & DEAF CTR | |||||||||
| 2825 BURNETT AVENUE | CINCINNATI | OH | 45219 | NONE | 501(C)(3) | HEALTH CARE | $200 | ||
| HELP HOSPITALIZED VETERANS | |||||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 925969672 | NONE | 501(C)(3) | HELP HOSPITALIZED VETERAN'S | $500 | ||
| HISTORIC SOUTHWEST OHIO | |||||||||
| PO BOX 62475 | CINCINNATI | OH | 452620475 | NONE | 501(C)(3) | PRESERVATION OF NATURAL RESOURCES | $5,000 | ||
| JEWISH COUNCIL FOR THE AGING | |||||||||
| 11820 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | SOCIAL SERVICES | $250 | SUITE 200 | |
| JEWISH FEDERATION OF GR WASHINGTON | |||||||||
| 1720 I STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | RELIGIOUS - GENERAL OPERATIONS | $1,500 | ||
| JEWISH FEDERATION OF CINC | |||||||||
| DEPT 865 | CINCINNATI | OH | 452690865 | NONE | 501(C)(3) | RELIGIOUS - GENERAL OPERATIONS | $1,500 | ||
| JUILLIARD SCHOOL | |||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | ART REACH | $2,400 | ||
| KELLY-CAROL FOUNDATION | |||||||||
| 301 EAST FOURTH STREET | CINCINNATI | OH | 45202 | NONE | 501(C)(3) | HEALTH CARE | $500 | SUITE 3500 | FOR CHILDREN WITH CANCER |
| LEAF INTERNATIONAL | |||||||||
| PO BOX 911 | INDEPENCENCE | KY | 410510911 | NONE | 501(C)(3) | SOCIAL SERVICES | $11,500 | ||
| MUSIC UNITES US | |||||||||
| PO BOX 549110 MS 122 | WALTHAM | MA | 024549110 | NONE | 501(C)(3) | EDUCATIONAL - MUSIC UNITES PROGRAM | $2,000 | BRANDEIS UNIVERSITY | |
| NATIONAL CAMPS FOR BLIND | |||||||||
| PO BOX 6097 | LINCOLN | NE | 685060097 | NONE | 501(C)(3) | SOCIAL SERVICES | $200 | ||
| NARAL PRO-CHOICE AMERICA | |||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SOCIAL JUSTICE | $600 | ||
| MEDIC ALERT FOUNDATION | |||||||||
| 2323 COLORADO AVE | TURLOCK | CA | 95382 | NONE | 501(C)(3) | HEALTH CARE | $5,000 | ||
| LIONHEART FOUNDATION | |||||||||
| PO BOX 194 BACK BAY | BOSTON | MA | 02117 | NONE | 501(C)(3) | SOCIAL SERVICES | $500 | ||
| NAT'L ACADEMY OF SOCIAL INSURANCE | |||||||||
| 1776 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | NON-PROFIT - SOCIAL INSUARNCE | $700 | SUITE 400 | |
| NATIONAL GARDENING ASSOC | |||||||||
| 1100 DORSET STREET | SOUTH BURLINGTON | VT | 05403 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $500 | ||
| NETWORK FOR REPRODUCTIVE OPTIONS | |||||||||
| PO BOX 10894 | EUGENE | OR | 974402894 | NONE | 501(C)(3) | HEALTH CARE | $3,400 | ||
| NEW AMERICA FOUNDATION | |||||||||
| 1899 L ST NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | 510(C)(3) | COMM FOR RESPONSIBLE FEDERAL BUDGET | $5,000 | ||
| NORTHWEST WORKERS' JUSTICE PROJECT | |||||||||
| 917 SW OAK ST SUITE 412 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | SOCIAL JUSTICE - NEED FUND | $1,000 | ||
| OPERA LAFAYETTE | |||||||||
| 10 FOURTH ST NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $25,225 | ||
| OUTDOOR MISSION CAMPS | |||||||||
| 2514 FIE TOP ROAD | MAGGIE VALLEY | NC | 28751 | NONE | 501(C)(3) | RELIGIOUS - GENERAL OPERATIONS | $500 | ||
| PAGE ONE OF PAGE COUNTY | |||||||||
| 42 WEST MAIN STREET | LURAY | VA | 228351231 | NONE | 501(C)(3) | SOCIAL SERVICES | $2,000 | ||
| PARKMONT SCHOOL | |||||||||
| 4842 SIXTEENTH ST NW | WASHINGTON | DC | 20011 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $15,000 | ||
| PATH | |||||||||
| PO BOX 900922 | SEATTLE | WA | 981099715 | NONE | 501(C)(3) | HEALTH CARE - CHILDHOOD NUTRITION | $1,000 | ||
| PLANNED PARENTHOOD OF | |||||||||
| PO BOX 3258 | CHAPEL HILL | NC | 27515 | NONE | 501(C)(3) | HEALTH CARE | $1,200 | CENTRAL NORTH CAROLINA | |
| PRS INC | |||||||||
| 500/510 W ANNANDALE RD | FALLS CHURCH | VA | 22046 | NONE | 501(C)(3) | SOCIAL SERVICES | $4,000 | ||
| RALPH LOWELL SOCIETY WGBH | |||||||||
| PO BOX 55875 | BOSTON | MA | 022058264 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $1,500 | ||
| SCHOOL OF THE MUSEUM OF FINE ARTS | |||||||||
| 230 THE FENWAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | CULTURAL | $100 | ||
| SENIOR PHARMASSIST | |||||||||
| 406 RIGSBEE AVE 210 | DURHAM | NC | 27701 | NONE | 501(C)(3) | HEALTH CARE | $1,500 | ||
| SETTLEMENT MUSIC SCHOOL | |||||||||
| PO BOX 63966 | PHILADELPHIA | PA | 191473966 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $500 | ||
| SPECIAL OLYMPICS OF NC | |||||||||
| 2200 GATEWAY CENTRE BLVD | MORRISVILLE | NC | 27560 | NONE | 501(C)(3) | SOCIAL SERVICES | $250 | SUITE 201 | |
| SPRING CREEK LITERARY PROJECT | |||||||||
| 614 W MAIN ST | DURHAM | NC | 27701 | NONE | 501(C)(3) | EDUCATIONAL - LITERACY | $500 | ||
| ST JOSEPH'S INDIAN SCHOOL | |||||||||
| 1301 NORTH MAIN STREET | CHAMBERLIN | SD | 57326 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $1,000 | ||
| TULANE UNIVERSITY | |||||||||
| PO BOX 61075 | NEW ORLEANS | LA | 701619986 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $500 | ||
| VASSAR | |||||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $600 | BOX 12 | |
| WILLIAMS COLLEGE | |||||||||
| 75 PARK STREET | WILIAMSTOWN | MA | 01267 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $300 | ||
| WNCW 887 | |||||||||
| PO BOX 804 | SPINDALE | NC | 28160 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $2,000 | ||
| WOLF TRAP FOUNDATION FOR | |||||||||
| 1645 TRAP ROAD | VIENNA | VA | 22182 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $600 | THE PERFORMING ARTS | |
| XERCES SOCIETY | |||||||||
| 628 NORTHEAST BROADWAY | PORTLAND | OR | 97232 | NONE | 501(C)(3) | SCIENTIFIC RESEARCH | $1,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 110175 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $31 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38,701 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $55,194 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,926 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 93926 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Compensation Explanation CompensationExplanation
Compensation Compensation (7 entries)
| WILLIS D GRADISON JR |
| JOAN GRADISON COE |
| MARGARET GRADISON |
| WENDY GRADISON |
| ROBIN GRADISON |
| BETH LYON |
| CARI GRADISON |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES, 360 SHARES | 19098 | 23580 |
| APPLE, INC., 25 SHARES | 14797 | 13304 |
| AUTOMATIC DATA PROCESSING, 335 SHARE | 16396 | 19072 |
| CENTURYLINK, 410 SHARES | 13825 | 16039 |
| CHEVRON CORP, 185 SHARES | 7046 | 20006 |
| CONSOLIDATED EDISON, 5400 SHARES | 18211 | 22216 |
| DENTSPLY INT'L | ||
| ECOLAB, 275 SHARES | 13567 | 19773 |
| EMERSON ELECTRIC CO, 405 SHARES | 8309 | 21449 |
| EXXON MOBIL CORP, 235 SHARES | 10548 | 20339 |
| HELMRICH & PAYNE INC, 475 SHARES | 6418 | 26605 |
| IBM, 125 SHARES | 13510 | 23944 |
| INTEL CORP, 650 SHARES | 13110 | 13403 |
| JOHNSON & JOHNSON, 330 SHARES | 15968 | 23133 |
| JOHNSON CONTROLS, 675 SHARES | ||
| KEYCORP NEW, 4,500 SHARES | 1125 | 37890 |
| LOWES COMPANIES, 820 SHARES | 18466 | 29126 |
| MCDONALD'S CORP, 300 SHARES | 16419 | 26463 |
| MICROSOFT CORPORATION, 750 SHARES | 20468 | 20032 |
| NOVARTIS AG, 425 SHARES | 15677 | 26902 |
| PEPSICO, 300 SHARES | 14823 | 20529 |
| PROCTER & GAMBLE, 400 SHARES | 23521 | 27156 |
| SOUTHERN COMPANY, 380 SHARES | 16294 | 16268 |
| SPDR GOLD TRUST, 75 SHARES | 6848 | 12152 |
| SYSCO CORP, 700 SHARES | 18871 | 22162 |
| UNION PACIFIC, 150 SHARES | 14539 | 18858 |
| U.S. BANCORP DELAWARE, 800 SHARES | 14583 | 25552 |
| UNITED TECHNOLOGIES, 300 SHARES | 11140 | 24603 |
| VERIZON COMMUNICATIONS, 400 SHARES | 12768 | 17308 |
| WALGREEN, 750 SHARES | ||
| WALMART STORES, 275 SHARES | 16866 | 18763 |
| WELLS FARGO & CO, 625 SHARES | 2322 | 21363 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (14 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DODGE & COX, 10,783.268 SHARES | AT COST | 144800 | 149456 |
| FIRST TRUST ENERGY INC & GR, 250 SHS | AT COST | 7111 | 7662 |
| HENDERSON GLOBAL EQUITY, 6,274.494 | AT COST | 43374 | 46494 |
| ING MUTUAL FDS GLOBAL BD, 7,566.137 | AT COST | 86824 | 87843 |
| ISHARES TRUST MSCI EAFE, 1,155.000 | AT COST | 69473 | 65673 |
| ISHARES TRUST MSCI EMERG. 930 SHS | |||
| ISHARES S&P SMALLCAP 600, 1,000.00 | AT COST | 60370 | 78100 |
| PERMANENT PORTFOLIO FUND, 586.472 | AT COST | 28276 | 28526 |
| PIMCO FUNDS REAL RETURN, 2,337.662 | |||
| POWERSHARES GLOBAL ETF TR, 750.000 | AT COST | 14642 | 13508 |
| SECTOR SPDR TR SBI TECH, 650.000 | AT COST | 15015 | 18752 |
| SPDR S&P MIDCAP 400 ETF, 250.000 | AT COST | 36040 | 46428 |
| VANGUARD FIXED INCOME ST, 9,784.671 | AT COST | 105000 | 105968 |
| WISDOMTREE EMERG MKTS EQ, 710 SHS | AT COST | 40897 | 40605 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VORYS, SATER, SEYMOUR & PEASE LL | Category |
| Amount | $3,372 | Amount |
| Disbursements Charitable Prps | 3372 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| FILING FEE - ATTORNEY GENERAL | 200 | |
| CT CORPORATION | 284 | 284 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $13,818 | Amount |
| Net Investment Income | 13818 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX | ||
| FOREIGN TAX WITHHELD | $158 | 158 |
Comments