MESHEWA FARM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MESHEWA FARM FOUNDATION (EIN 23-7748707)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349101699
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:29:10-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310800053 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT AND CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST FOURTH ST SUITE 1200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | 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 | 237748707 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESHEWA FARM FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O ROBERT G EDMISTON ESQ TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MESH | NameControl |
| Phone | 5133610444 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORS BASSETT LLC 537 E PETE ROSE W | AddressLine1 |
| Address Line2 | NO 400 | AddressLine2 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452023578 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRUSTEE | Name |
| Title | TRUSTEE | Title |
| Phone | 5133610444 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | A E SCHWEIER CPA | Name |
| PTIN | P00294882 | PTIN |
| Phone | 5132413111 | Phone |
| Date Prepared | 2013-11-15 | 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 | 10809262 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 78355 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6859 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6859 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 226487 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 226487 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -9015 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 488390 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 302686 | TotalRevenueAndExpenses |
| Total Net Investment Income | 233346 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 4123 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 4123 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1015 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1015 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 33272 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 33272 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5179 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4979 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 200 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 43589 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43389 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 200 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 516000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 516000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 559589 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43389 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 516200 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -256903 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 189957 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 197691 | CashBOY |
| Cash EOY | 253269 | CashEOY |
| Cash EOYFMV | 253269 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 95855 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 95855 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2643035 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2543246 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6279016 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 98047 | InvestmentsCorpBondsBOY |
| Investments Other BOY | 5244051 | InvestmentsOtherBOY |
| Investments Other EOY | 4956918 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4176846 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 4276 | OtherAssetsEOY |
| Other Assets EOYFMV | 4276 | OtherAssetsEOYFMV |
| Total Assets BOY | 8182824 | TotalAssetsBOY |
| Total Assets EOY | 7853564 | TotalAssetsEOY |
| Total Assets EOYFMV | 10809262 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 9139640 | CapitalStockBOY |
| Capital Stock EOY | 9139640 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -956816 | RetainedEarningsBOY |
| Retained Earnings EOY | -1286076 | RetainedEarningsEOY |
| Total Net Assets BOY | 8182824 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7853564 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8182824 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7853564 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8182824 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -256903 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7925921 | Subtotal |
| Other Decreases | 72357 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7853564 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| BNY MELLON L/T LOSS | 2005-09-20 | 2012-12-13 | 350609 | 497405 | -146796 | -146796 | |
| FROM K-1- MELLON PRIVATE EQUITY FUND | 55 | 55 | 55 | P | |||
| FROM K-1- MELLON PRIVATE EQUITY FUND | 81957 | 81957 | 81957 | P | |||
| CAPITAL GAINS DIVIDENDS | 55769 | 55769 | 55769 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -9015 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 445722 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10533425 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042315 | DistributionRatioYear1 |
| Qualifying Distributions Year3 | 450944 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8804232 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051219 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 438500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10820597 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040525 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 499500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 12368282 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040386 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.174445 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043611 | AverageDistributionRatio |
| Net Noncharitable Assets | 10601050 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 462322 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1900 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 464222 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 516200 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1900 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1900 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1900 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1947 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1947 | TotalCreditsAndPayments |
| Overpayment | 47 | Overpayment |
| Amount Credited To Next Year | 47 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT G EDMISTON ESQ TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5138528222 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORS BASSETT LLC 537 PETE ROSE WAY | AddressLine1 |
| Address Line2 | STE 400 | AddressLine2 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES T MITSUI | ||||||||
| PO BOX 197 | KAAWA | HI | 96730 | CO-TRUSTEE | 0.25 | 0 | 0 | 0 |
| ROBERT GRAY EDMISTON ATTY AT LAW | ||||||||
| 537 EAST PETE ROSE WAY STE 400 | CINCINNATI | OH | 45202 | CO-TRUSTEE | 0.25 | 0 | 0 | 0 |
| MARY E MITSUI | ||||||||
| 7400 GIVEN ROAD | CINCINNATI | OH | 45243 | CO-TRUSTEE | 0.25 | 0 | 0 | 0 |
| FRANCIS R GREBE | ||||||||
| 100 MATSON FORD ROAD | RADNOR | PA | 19087 | CO-TRUSTEE | 0.25 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10507296 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 255191 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10762487 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10762487 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 161437 | CashDeemedCharitable |
| Net Noncharitable Assets | 10601050 | NetNoncharitableAssets |
| Minimum Investment Return | 530053 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 530053 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1900 | TaxBasedOnInvestmentIncome |
| Total Tax | 1900 | TotalTax |
| Distributable Amount Before Adj | 528153 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 528153 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 528153 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 516200 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 516200 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1900 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 514300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 528153 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 181484 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 516200 | QualifyingDistributions |
| Applied To Year1 | 181484 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 334716 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 193437 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN FARMLAND TRUST | |||||||
| 1200 18TH STREET NW STE 800 | WASHINGTON | DC | 20036 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| ASSOCIATED SERVICES FOR THE BLIND & VISUALLY IMPAIRED | |||||||
| 919 WALNUT STREET | PHILADELPHIA | PA | 19107 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $2,000 |
| BAD GIRL VENTURES | |||||||
| 1220 VINE STREET STE 5 | CINCINNATI | OH | 45202 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $25,000 |
| CENTER FOR RURAL AFFAIRS | |||||||
| PO BOX 136 | LYONS | NE | 68038 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| CIVIC GARDEN CENTER | |||||||
| 2715 READING ROAD | CINCINNATI | OH | 45206 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $15,000 |
| CORNUCOPIA INSTITUTE | |||||||
| PO BOX 126 | CORNUCOPIA | WI | 54827 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| CORV | |||||||
| 601 ENRIGHT AVENUE | CINCINNATI | OH | 45205 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $1,500 |
| EQUITY TRUST INC | |||||||
| PO BOX 746 | TURNER FALLS | MA | 01376 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| FARM TO CONSUMER FOUNDATION | |||||||
| 8116 ARLINGTON BOULEVARD STE 263 | FALLS CHURCH | VA | 22042 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $20,000 |
| FREESTORE FOODBANK | |||||||
| 1250 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $35,000 |
| GORMAN HERITAGE FARMS | |||||||
| 10052 READING ROAD | EVENDALE | OH | 45241 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $2,500 |
| GRANNY'S GARDEN SCHOOL INC | |||||||
| 20 MIAMIVIEW LANE | LOVELAND | OH | 45140 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $50,000 |
| GREENBELT ALLIANCE | |||||||
| 631 HOWARD STREET STE 510 | SAN FRANCISCO | CA | 94105 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| IMAGO | |||||||
| 700 ENRIGHT AVENUE | CINCINNATI | OH | 45205 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $1,000 |
| INNER CITY YOUTH OPPORTUNITIES | |||||||
| 1821 SUMMIT ROAD STE 210 | CINCINNATI | OH | 45237 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| INSTITUTE FOR FOOD AND DEVELOPMENT POLICY | |||||||
| 398 60TH STREET | OAKLAND | CA | 94618 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| MARIN AGRICULTURAL LAND TRUST | |||||||
| PO BOX 809 | POINT REYES STATION | CA | 94956 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $20,000 |
| OEFFA EDUCATION FUND | |||||||
| 41 CROSWELL ROAD | COLUMBUS | OH | 43214 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| ORGANIC CONSUMERS ASSOCIATION | |||||||
| 6771 SOUTH SILVER HILL DRIVE | FINLAND | MN | 55603 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $20,000 |
| SANTA MARIA COMMUNITY SERVICES | |||||||
| 617 STEINER AVENUE | CINCINNATI | OH | 45204 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $2,500 |
| SLIDE RANCH | |||||||
| 2025 SHORELINE HIGHWAY | MUIR BEACH | CA | 94965 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| SMALL FARMS CONSERVANCY | |||||||
| PO BOX 3500 | SISTERS | OR | 97759 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $2,500 |
| SONOMA LAND TRUST | |||||||
| 966 SONOMA AVENUE | SANTA ROSA | CA | 95404 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| ST FRANCIS SARAH CENTER | |||||||
| 1618 VINE STREET | CINCINNATI | OH | 45202 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $2,500 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DRIVE STE 1300 | ARLINGTON | VA | 22209 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $1,500 |
| THE HILLSIDE TRUST | |||||||
| 710 TUSCULUM AVENUE ALMS PARK | CINCINNATI | OH | 45226 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| THE NATURE CONSERVANCY OF KENTUCKY | |||||||
| 642 WEST MAIN STREET | LEXINGTON | KY | 40508 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| TILLERS INTERNATIONAL - COOK'S MILL LEARNING CENTER | |||||||
| 10515 EAST OP AVENUE | SCOTTS | MI | 49088 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| UC ACADEMIC HEALTH CENTER - THE STROKE RESEARCH FUND | |||||||
| PO BOX 670544 | CINCINNATI | OH | 45267 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $50,000 |
| PERMAGANIC CO | |||||||
| 1722 MAIN STREET STE 1 | CINCINNATI | OH | 45202 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $35,000 |
| COMMUNITY FOOD SECURITY COALITION INC | |||||||
| 3830 SE DIVISION ST | PORTLAND | OR | 97202 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| CINCINNATI DEVELOPMENT FUND | |||||||
| 1100 WALNUT ST | CINCINNATI | OH | 45202 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $50,000 |
| GABRIELS PLACE | |||||||
| 412 SYCAMORE ST | CINCINNATI | OH | 45202 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $5,000 |
| ENRIGHT RIDGE URBAN ECO-VILLAGE | |||||||
| PO BOX 5206 | CINCINNATI | OH | 45205 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $20,000 |
| THE RITTER CENTER | |||||||
| PO BOX 3517 | SAN RAFAEL | CA | 94912 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $20,000 |
| THE LAND CONSERVANCY OF HAMILTON COUNTY | |||||||
| 5200 RACE RD | CINCINNATI | OH | 45247 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $20,000 |
| OHIO ENVIRONMENTAL COUNCIL | |||||||
| 1207 GRANDVIEW AVE STE 201 | COLUMBUS | OH | 45312 | NONE | TAX EXEMPT | UNRESTRICTED CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 516000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,859 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $226,487 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$9,015 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $224,331 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 224331 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MARY ELIZABETH MITSUI | 7400 GIVEN ROAD | CINCINNATI | OH | 45243 | 28094 | X |
| 2 | MAUREEN WOODS | 1546 KNOWLTON STREET | CINCINNATI | OH | 45223 | 50000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,015 | Amount |
| Net Investment Income | 1015 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BNY MELLON STOCKS | NameOfStock |
| EOY Book Value | 2543246 | EOYBookValue |
| EOYFMV | 6279016 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BNY MELLON MUTUAL FUNDS | AT COST | 4682932 | 3706577 |
| BNY MELLON PARTNERSHIP | AT COST | 273986 | 470269 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $4,123 | Amount |
| Net Investment Income | 4123 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS IN TRANSIT | Description |
| EOY Book Value | 4276 | EOYBookValue |
| EOYFMV | 4276 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP BOOK TO TAX | Description |
| Amount | $72,357 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $33,272 | Amount |
| Net Investment Income | 33272 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX AND MISCELLANEOUS | $4,979 | 4979 | 0 |
| STATE OF OHIO ANNUAL REPORT FEE | $200 | 0 | 200 |
Comments