WILLIAMS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FOUNDATION (EIN 31-6032504)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349100502
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T08:00:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221146430 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | 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 | 316032504 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS FOUNDATION PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 8006228036 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H KYTE JR | Name |
| Title | PRESIDENT | Title |
| Phone | 8006228036 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R KULLANDER | Name |
| PTIN | P00047335 | PTIN |
| Phone | 8006628036 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8258293 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50861 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 298388 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 298388 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 282404 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1776489 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 282404 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 18 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 631671 | TotalRevenueAndExpenses |
| Total Net Investment Income | 580792 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 2400 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1200 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1200 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1375 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1375 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 25597 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25597 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8325 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8325 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 590 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 175 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 415 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38287 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 35297 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2990 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 284000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 284000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 322287 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 35297 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 286990 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 309384 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 545495 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 312004 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 189804 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 189804 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5979294 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6644926 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8051913 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 235488 | InvestmentsCorpBondsBOY |
| Investments Other BOY | 25751 | InvestmentsOtherBOY |
| Investments Other EOY | 16576 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 16576 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6552537 | TotalAssetsBOY |
| Total Assets EOY | 6851306 | TotalAssetsEOY |
| Total Assets EOYFMV | 8258293 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6552537 | CapitalStockBOY |
| Capital Stock EOY | 6851306 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 6552537 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6851306 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6552537 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6851306 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6552537 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 309384 | ExcessOfRevenueOverExpenses |
| Other Increases | 9 | OtherIncreases |
| Subtotal | 6861930 | Subtotal |
| Other Decreases | 10624 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6851306 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALES OF PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1776489 | GrossSalesPrice |
| Cost Or Other Basis | 1494085 | CostOrOtherBasis |
| Gain Or Loss | 282404 | GainOrLoss |
| Gains Minus Excess Or Losses | 282404 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 282404 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 686828 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7302175 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.094058 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 187513 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6552469 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.028617 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 417672 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5837982 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.071544 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 415092 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7247050 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057277 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 337734 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8145596 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041462 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.292958 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058592 | AverageDistributionRatio |
| Net Noncharitable Assets | 8132208 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 476482 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5455 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 481937 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 286990 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 10910 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10910 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10910 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 12750 | TaxPaidWithExtension |
| Total Credits And Payments | 12750 | TotalCreditsAndPayments |
| Overpayment | 1840 | Overpayment |
| Amount Credited To Next Year | 1840 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.PNC.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN D WILLIAMS | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 400 | 0 | 0 |
| MARY W CLAUDER | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 300 | 0 | 0 |
| LAWRENCE H KYTE JR | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 400 | 0 | 0 |
| W JOSEPH WILLIAMS JR | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 300 | 0 | 0 |
| THOMAS L WILLIAMS | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 400 | 0 | 0 |
| SHARON W FRISBIE | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 300 | 0 | 0 |
| CAROL W JODAR | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| RYAN KYTE | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 300 | 0 | 0 |
| RICHARD F WILLIAMS | ||||||||
| 212 EAST THIRD ST | CINCINNATI | OH | 45202 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8256049 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8256049 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8256049 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 123841 | CashDeemedCharitable |
| Net Noncharitable Assets | 8132208 | NetNoncharitableAssets |
| Minimum Investment Return | 406610 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 406610 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10910 | TaxBasedOnInvestmentIncome |
| Total Tax | 10910 | TotalTax |
| Distributable Amount Before Adj | 395700 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 395700 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 395700 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 286990 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 286990 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 286990 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 395700 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 72030 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 131575 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 334013 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 537618 | TotalExcessDistriCarryover |
| Qualifying Distributions | 286990 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 286990 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 108710 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 108710 | ExcessDistriCyovAppliedCY |
| Total Corpus | 428908 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 428908 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 94895 | ExcessFromYear3 |
| Excess From Year1 | 334013 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 2012 WORLD CHOIR GAMES | |||||||
| 700 WALNUT ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ART ACADEMY OF CINCINNATI | |||||||
| 1212 JACKSON ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| BEECHWOOD HOME | |||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUB | |||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CATHOLIC INNERCITY SCHOOL EDUCATION FUND | |||||||
| 100 EAST EIGHTH ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $49,000 |
| CHATFIELD COLLEGE | |||||||
| 1800 LOGAN ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| CHILDREN'S HOME | |||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| DAN BEARD COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| 2331 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| DEPAUL CRISTO REY HIGH SCHOOL | |||||||
| 1133 CLIFTON HILLS AVE | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 7820 BEECHMONT AVE | CINCINNATI | OH | 45255 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| LIFE ISSUES INSTITUTE | |||||||
| 1821 WEST GALBRAITH RD | CINCINNATI | OH | 45239 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 476 RIDDLE RD | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| PROKIDS | |||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| REDS COMMUNITY FUND | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SANTA MARIA COMMUNITY SERVICES | |||||||
| 617 STEINER AVE | CINCINNATI | OH | 45204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SPRINGER SCHOOL & CENTER | |||||||
| 2121 MADISON RD | CINCINNATI | OH | 45208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ST URSULA VILLA | |||||||
| 3660 VINEYARD PLACE | CINCINNATI | OH | 45226 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ST XAVIER CHURCH | |||||||
| 607 SYCAMORE ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| TALBERT HOUSE FOUNDATION | |||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $13,000 |
| UNITED WAY | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| WORK RESOURCE CENTER | |||||||
| 2601 MELROSE PLACE | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| XAVIER UNIVERSITY AWARD - C F WILLIAMS | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 284000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $298,388 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $282,404 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $18 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $580,810 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 580810 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | LAWRENCE H KYTE JR | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | 3261 | X | |
| 2 | LAWRENCE H KYTE JR | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | 15200 | X | |
| 3 | HELEN D WILLIAMS | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | 26000 | X | |
| 4 | BJ DEVELOPMENT LLC | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | 5000 | X | |
| 5 | LESS THAN 5000 PER PERSON 5 | 212 EAST THIRD ST SUITE 300 | CINCINNATI | OH | 45202 | 1400 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 50 SHARES P & G STOCK | NoncashPropertyDescription |
| Fair Market Value | 3261 | FairMarketValue |
| Date Received | 2012-02-21 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX PREPARATION FEES | $700 | 0 | 700 |
| ACCOUNTING FEES | $675 | 0 | 675 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 6644926 | EOYBookValue |
| EOYFMV | 8051913 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 16576 | BookValue |
| EOYFMV | 16576 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CVA OID ADJUSTMENT | Description |
| Amount | $10,624 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEES | 200 | 0 | 200 |
| OFFICE EXPENSES | 215 | 0 | 215 |
| R/E TAXES | 74 | 74 | 0 |
| OTHER K-1 EXPENSES | 101 | 101 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR REFUND | Description |
| Revenue And Expenses Per Books | 18 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 18 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTED CURR YR TAXED PRIOR YR | Description |
| Amount | $9 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $25,597 | Amount |
| Net Investment Income | 25597 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $8,325 | Amount |
| Net Investment Income | 8325 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments