GRADISON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GRADISON FOUNDATION (EIN 31-6032172)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201221369349101622
- Schema version
- 2011v1.2
- 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 | 2012-05-15T12:22:54-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 221 E FOURTH STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 2000 | 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 | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA D JONES | Name |
| Phone | 6144646400 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1371950 | 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 | 97 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 97 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32196 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32196 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 103740 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 474540 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 103740 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 136033 | TotalRevenueAndExpenses |
| Total Net Investment Income | 136033 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 4201 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 4201 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14609 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14609 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2937 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 150 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 484 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 284 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22231 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14759 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4485 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 102735 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 102735 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 124966 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14759 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 107220 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 11067 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 121274 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 75043 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 99616 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 99616 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 482310 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 470689 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 713409 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 574310 | InvestmentsOtherBOY |
| Investments Other EOY | 572434 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 558925 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1131663 | TotalAssetsBOY |
| Total Assets EOY | 1142739 | TotalAssetsEOY |
| Total Assets EOYFMV | 1371950 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1131663 | RetainedEarningsBOY |
| Retained Earnings EOY | 1142739 | RetainedEarningsEOY |
| Total Net Assets BOY | 1131663 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1142739 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1131663 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1142739 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1131663 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 11067 | ExcessOfRevenueOverExpenses |
| Other Increases | 9 | OtherIncreases |
| Subtotal | 1142739 | Subtotal |
| Total Net Assets Fund Balances EOY | 1142739 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 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 |
|---|---|---|---|---|---|---|---|
| CHEVRON CORP, 75 SHARES | P | 2001-02-28 | 2011-09-26 | 6709 | 2856 | 3853 | 3853 |
| US BANCORP, 250 SHARES | P | 2000-03-06 | 2011-11-28 | 6153 | 4557 | 1596 | 1596 |
| CONSOLIDATED EDISON, 275 SHARES | P | 2007-12-31 | 2011-11-28 | 15820 | 12519 | 3301 | 3301 |
| WALGREEN, 100 SHARES | P | 2005-09-27 | 2011-02-18 | 4281 | 4186 | 95 | 95 |
| EXXON MOBIL, 100 SHARES | P | 2003-11-12 | 2011-09-26 | 7005 | 2417 | 4588 | 4588 |
| WELLS FARGO, 250 SHARES | P | 1989-08-11 | 2011-11-28 | 6007 | 929 | 5078 | 5078 |
| EXXON MOBIL, 50 SHARES | P | 2003-11-12 | 2011-02-18 | 4203 | 1208 | 2995 | 2995 |
| ENRON CORP SETTLEMENT DISTRIBUTION | P | 2011-01-20 | 2191 | 2191 | 2191 | ||
| GENERAL ELECTRIC, 850 SHARES | P | 2001-12-27 | 2011-02-18 | 18147 | 34713 | -16566 | -16566 |
| HELMERICH & PAYNE, 150 SHARES | P | 2004-10-25 | 2011-09-26 | 6651 | 2027 | 4624 | 4624 |
| HELMERICH & PAYNE, 50 SHARES | P | 2004-10-25 | 2011-02-18 | 3089 | 676 | 2413 | 2413 |
| HEWLETT PACKARD, 600 SHARES | P | 2003-11-12 | 2011-11-28 | 15900 | 11795 | 4105 | 4105 |
| ISHARES TR MSCI EAFE, 570 SHARES | P | 2011-06-30 | 2011-11-28 | 27593 | 34285 | -6692 | -6692 |
| ITT CORP, 325 SHARES | P | 2009-06-05 | 2011-02-04 | 19644 | 15148 | 4496 | 4496 |
| JOHNSON CONTROLS, 75 SHARES | P | 1995-01-20 | 2011-02-18 | 3157 | 322 | 2835 | 2835 |
| PIMCO TOTAL RETURN FD, 4545.455 SHS | P | 2009-11-19 | 2011-11-28 | 48864 | 50000 | -1136 | -1136 |
| SENTINEL GROUP, 5359.057 SHARES | P | 2009-11-19 | 2011-11-28 | 49250 | 50000 | -750 | -750 |
| TRANSAM. FD.,19,270.561 SHARES | P | 2008-09-15 | 2011-07-01 | 201377 | 116512 | 84865 | 84865 |
| TRANSAM. FD., 2,760.138 SHARES | P | 2008-09-15 | 2011-07-01 | 27519 | 26650 | 869 | 869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 103740 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -6692 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 96153 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1366027 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.070389 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 106546 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1259211 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.084613 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 100865 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1744917 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057805 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41635 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2121582 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.019625 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 169963 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1943719 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.087442 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.319874 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063975 | AverageDistributionRatio |
| Net Noncharitable Assets | 1406929 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 90008 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1213 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91221 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 107220 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1213 | InvestmentIncomeExciseTax |
| Subtotal | 1213 | Subtotal |
| Tax Based On Investment Income | 1213 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1830 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1830 | TotalCreditsAndPayments |
| Overpayment | 617 | Overpayment |
| Amount Credited To Next Year | 617 | AmountCreditedToNextYear |
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 |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
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 | 1379177 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49177 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1428354 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1428354 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21425 | CashDeemedCharitable |
| Net Noncharitable Assets | 1406929 | NetNoncharitableAssets |
| Minimum Investment Return | 70346 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 70346 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1213 | TaxBasedOnInvestmentIncome |
| Total Tax | 1213 | TotalTax |
| Distributable Amount Before Adj | 69133 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 69133 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 69133 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 107220 | ExpensesAndContributions |
| Qualifying Distributions | 107220 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1213 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 106007 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 69133 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 75441 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 14127 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44450 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 29674 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 163692 | TotalExcessDistriCarryover |
| Qualifying Distributions | 107220 | QualifyingDistributions |
| Applied To Current Year | 69133 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 38087 | RemainingDistriFromCorpus |
| Total Corpus | 201779 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 75441 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 126338 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 14127 | ExcessFromYear3 |
| Excess From Year2 | 44450 | ExcessFromYear2 |
| Excess From Year1 | 29674 | ExcessFromYear1 |
| Excess From Current Year | 38087 | 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AFRICARE | |||||||||
| 440 R STREET NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | INTERNATIONAL DEVELOPMENT | $100 | ||
| AMERICAN CHESTNUT FOUNDATION | |||||||||
| 160 ZILLICOA STREET | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | ENVIRONMENTAL | $500 | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | HEALTH CARE | $50 | ||
| APPALACHIAN STATE UNIVERSITY | |||||||||
| ASU PO BOX 320014 | BOONE | NC | 286082014 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $500 | ADVANCEMENT SERVICES | |
| ASPCA | |||||||||
| 424 E 92ND STREET | NEW YORK | NY | 101286804 | NONE | 501(C)(3) | ANIMAL PROTECTION | $25 | ||
| BAZELON CENTER FOR MENTAL HEALTH LA | |||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | LEGAL ASSISTANCE | $100 | SUITE 1212 | |
| BRANDEIS UNIVERSITY | |||||||||
| MAILSTOP 122 | WALTHAM | MA | 024532728 | NONE | 501(C)(3) | CDQ TRUST CHALLENGE FOR MUSIC UNITES | $2,000 | 415 SOUTH STREET | |
| CAMBRIDGE CENTER FOR ADULT EDUCATIO | |||||||||
| 43 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $150 | ||
| 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 | ||
| 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 | ||
| FRIENDS OF GREAT SMOKY MTS NAT'L | |||||||||
| NORTH CAROLINA OFFICE | WAYNESVILLE | NC | 28786 | NONE | 501(C)(3) | ENVIRONMENTAL | $1,000 | 160 SOUTH MAIN STREET | |
| FRIENDS OF THE NATIONAL ARBORETUM | |||||||||
| 3501 NEW YORK AVE NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | SAVE THE AZALEAS & BOXWOOD COLL. | $500 | ||
| 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 | ||
| HEARING SPEECH & DEAF CTR | |||||||||
| 2825 BURNETT AVENUE | CINCINNATI | OH | 45219 | NONE | 501(C)(3) | HEALTH CARE | $200 | ||
| HEIFER INTERNATIONAL PROJECT | |||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | 501(C)(3) | INTERNATIONAL DEVELOPMENT | $100 | ||
| HOPE AND A HOME | |||||||||
| 1439 R ST NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | SOCIAL SERVICES | $1,000 | ||
| HUMANE SOCIETY OF FAIRFAX CO | |||||||||
| 4057 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | NONE | 501(C)(3) | ANIMAL PROTECTION | $25 | ||
| HYDE PARK CENTER | |||||||||
| 2800 ERIE AVENUE | CINCINNATI | OH | 45208 | NONE | 501(C)(3) | SOCIAL SERVICES | $1,000 | ||
| JAPAN AMERICA STUDENT CONFERENCE | |||||||||
| 1150 18TH ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | INTERNATIONAL UNDERSTANDING | $500 | INTERNATIONAL STUDENT CONFERENCES | SUITE LL2 |
| 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) | OVATION SOCIETY; ORCHESTRA PROGRAM | $2,000 | ||
| KELLY-CAROL FOUNDATION | |||||||||
| 301 EAST FOURTH STREET | CINCINNATI | OH | 45202 | NONE | 501(C)(3) | HEALTH CARE | $500 | FOR CHILDREN WITH CANCER | SUITE 3500 |
| LEUKEMIA TRUST AND LYMPHOMA SOCIETY | |||||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | HEALTH CARE | $250 | ||
| LEVINE SCHOOL OF MUSIC | |||||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | LAW FUND | $1,000 | ||
| LINCOLN HEIGHTS HEALTH CENTER | |||||||||
| 1401 STEFFEN AVENUE | CINCINNATI | OH | 45215 | NONE | 501(C)(3) | HEALTH CARE | $1,000 | ||
| LIONHEART FOUNDATION | |||||||||
| PO BOX 194 BACK BAY | BOSTON | MA | 02117 | NONE | 501(C)(3) | SOCIAL SERVICES | $250 | ||
| MEDIC ALERT FOUNDATION | |||||||||
| 2323 COLORADO AVE | TURLOCK | CA | 95382 | NONE | 501(C)(3) | HEALTH CARE | $5,000 | ||
| NARAL PRO-CHOICE AMERICA | |||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SOCIAL JUSTICE | $600 | ||
| NATIONAL CAMPS FOR BLIND | |||||||||
| PO BOX 6097 | LINCOLN | NE | 685060097 | NONE | 501(C)(3) | SOCIAL SERVICES | $500 | ||
| NATIONAL GARDENING ASSOC | |||||||||
| 1100 DORSET STREET | SOUTH BURLINGTON | VT | 05403 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $350 | ||
| NETWORK FOR REPRODUCTIVE OPTIONS | |||||||||
| PO BOX 10894 | EUGENE | OR | 97440 | 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 | $1,600 | ||
| GOTHAM SCHOOLS | |||||||||
| 148 LAFAYETTE ST | NEW YORK | NY | 10013 | NONE | 501(C)(3) | OPEN PLANS PROGRAM | $500 | ||
| OPERA LAFAYETTE | |||||||||
| 10 FOURTH ST NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $23,485 | ||
| OUTDOOR MISSION CAMP | |||||||||
| 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 | $3,500 | ||
| PARKMONT SCHOOL | |||||||||
| 4842 SIXTEENTH ST NW | WASHINGTON | DC | 20011 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $16,500 | ||
| PHYSICIAN ASSISTANT FOUNDATION | |||||||||
| 2318 MILL RD SUITE 1300 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | HEALTH CARE | $700 | ||
| PLANNED PARENTHOOD OF | |||||||||
| PO BOX 3258 | CHAPEL HILL | NC | 27515 | NONE | 501(C)(3) | HEALTH CARE | $1,000 | CENTRAL NORTH CAROLINA | |
| PRIMARY CARE DEVELOPMENT | |||||||||
| 22 CORTLAND ST 12TH FLR | NEW YORK | NY | 10007 | NONE | 501(C)(3) | HEALTH CARE | $250 | ||
| PRS INC | |||||||||
| 500/510 W ANNANDALE RD | FALLS CHURCH | VA | 22046 | NONE | 501(C)(3) | SOCIAL SERVICES | $4,250 | ||
| 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 | $150 | ||
| SENIOR PHARMASSIST | |||||||||
| 406 RIGSBEE AVE 210 | DURHAM | NC | 27701 | NONE | 501(C)(3) | HEALTH CARE | $1,000 | ||
| SETTLEMENT MUSIC SCHOOL | |||||||||
| PO BOX 63966 | PHILADELPHIA | PA | 191473966 | NONE | 501(C)(3) | CULTURAL - GENERAL OPERATIONS | $500 | ||
| ST JOSEPH'S INDIAN SCHOOL | |||||||||
| 1301 NORTH MAIN STREET | CHAMBERLIN | SD | 57326 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $850 | ||
| TEMPLE RODEF SHALOM | |||||||||
| 2100 WESTMORELAND ST | FALLS CHURCH | VA | 220431799 | NONE | 501(C)(3) | RELIGIOUS - GENERAL OPERATIONS | $500 | ||
| TREGARON CONSERVANCY | |||||||||
| PO BOX 11351 | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | ENVIRONMENTAL | $100 | ||
| TULANE UNIVERSITY | |||||||||
| PO BOX 61075 | NEW ORLEANS | LA | 701619986 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $500 | ||
| UNIVERSITY OF SAN FRANCISCO | |||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) | EDUCATIONAL | $100 | ||
| UNC-ASHEVILLE FOUNDATION | |||||||||
| 311 OWEN HALL CPO 1800 | ASHEVILLE | NC | 28804 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $1,000 | DEVELOPMENT OFFICE | ONE UNIVERSITY HEIGHTS |
| VASSAR | |||||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $1,000 | BOX 12 | |
| VISIONS COMMUNITY SERVICE | |||||||||
| 425 EZZARD CHARLES DR | CINCINNATI | OH | 452031428 | NONE | 501(C)(3) | SOCIAL SERVICES | $500 | ||
| WALNUT HILLS HIGH SCHOOL | |||||||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | 501(C)(3) | EDUCATIONAL - GENERAL OPERATIONS | $5,250 | ALUMNI FOUNDATION | |
| 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 | 102735 | 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 | $97 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,196 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $103,740 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,033 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 136033 | 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 (34 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES, 360 SHARES | 19098 | 20243 |
| AUTOMATIC DATA PROCESSING, 335 SHARE | 16396 | 18093 |
| CENTURYLINK, 410 SHARES | 13825 | 15252 |
| CHEVRON CORP, 275 SHARES | 10474 | 29260 |
| CONSOLIDATED EDISON, 500 SHARES | 22763 | 31015 |
| DENTSPLY INT'L, 750 SHARES | 19520 | 26243 |
| ECOLAB, 275 SHARES | 13567 | 15898 |
| EMERSON ELECTRIC CO, 675 SHARES | 13849 | 31448 |
| ENERGY INCOME & GROWTH FUND | 7111 | 7063 |
| EXXON MOBIL CORP, 350 SHARES | 15710 | 29666 |
| GENERAL ELECTRIC, 850 SHARES | ||
| HELMRICH & PAYNE INC, 475 SHARES | 6418 | 27721 |
| HEWLETT PACKARD, 600 SHARES | ||
| IBM, 150 SHARES | 16212 | 27582 |
| INTEL CORP, 650 SHARES | 13110 | 15762 |
| ITT CORP., 325 SHARES | ||
| JOHNSON & JOHNSON, 500 SHARES | 24194 | 32790 |
| JOHNSON CONTROLS, 675 SHARES | 2901 | 21100 |
| KEYCORP NEW, 4,500 SHARES | 1125 | 34605 |
| LOWES COMPANIES, 1,000 SHARES | 22520 | 25380 |
| MCDONALD'S CORP, 300 SHARES | 16419 | 30099 |
| MICROSOFT CORPORATION, 750 SHARES | 20468 | 19470 |
| NOVARTIS AG, 425 SHARES | 15677 | 24297 |
| PEPSICO, 300 SHARES | 14823 | 19905 |
| PROCTER & GAMBLE, 600 SHARES | 35282 | 40026 |
| SOUTHERN COMPANY, 380 SHARES | 16294 | 17590 |
| SPDR GOLD TRUST, 75 SHARES | 6848 | 11399 |
| SYSCO CORP, 700 SHARES | 18871 | 20531 |
| UNION PACIFIC, 150 SHARES | 14539 | 15891 |
| U.S. BANCORP DELAWARE, 800 SHARES | 14583 | 21640 |
| UNITED TECHNOLOGIES, 300 SHARES | 11140 | 21927 |
| VERIZON COMMUNICATIONS, 400 SHARES | 12768 | 16048 |
| WALGREEN, 750 SHARES | 31397 | 24795 |
| WELLS FARGO & CO, 750 SHARES | 2787 | 20670 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (16 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DODGE & COX, 5,722.368 SHARES | AT COST | 75000 | 76107 |
| HENDERSON GLOBAL EQUITY, 4,051.824 | AT COST | 27188 | 27998 |
| ING MUTUAL FDS GLOBAL BD, 4,844.114 | AT COST | 55488 | 54690 |
| ISHARES TRUST MSCI EAFE, 1,415.000 | AT COST | 85112 | 70085 |
| ISHARES TRUST MSCI EMERG, 930.000 | AT COST | 44156 | 35284 |
| ISHARES S&P SMALLCAP 600, 1,000.00 | AT COST | 60370 | 68300 |
| PERMANENT PORTFOLIO FUND, 578.931 | AT COST | 27911 | 26683 |
| PIMCO TOTAL RETURN FD, 4,545.455 | AT COST | ||
| PIMCO FUNDS REAL RETURN, 2,337.662 | AT COST | 26512 | 27561 |
| POWERSHARES GLOBAL ETF TR, 750.000 | AT COST | 14642 | 11693 |
| SECTOR SPDR TR SBI TECH, 650.000 | AT COST | 15015 | 16542 |
| SENTINEL SHORT MATURITY GOV'T FD, | AT COST | ||
| SPDR S&P MIDCAP 400 ETF, 250.000 | AT COST | 36040 | 39873 |
| TRANSAM. FD MULTI-MGR INT'L PORT. | AT COST | ||
| TRANSAM. FD MULTI-MGR ALT STRATEGIES | AT COST | ||
| VANGUARD FIXED INCOME ST, 9,784.671 | AT COST | 105000 | 104109 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VORYS, SATER, SEYMOUR & PEASE LL | Category |
| Amount | $4,201 | Amount |
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 | $9 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $14,609 | Amount |
| Net Investment Income | 14609 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX | $2,787 | |
| FOREIGN TAX WITHHELD | $150 | 150 |
Comments