GRADISON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GRADISON FOUNDATION (EIN 31-6032172)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-12
- IRS object ID
- 202610719349100911
- Schema version
- 2025v4.0
- 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
- Dissolution Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T12:56:35-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 314333125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VORYS SATER SEYMOUR AND PEASE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 E GAY ST | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316032172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRADISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAD | BusinessNameControlTxt |
| Phone | 7038932620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E FOURTH STREET RM/STE 3500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIS D GRADISON JR | PersonNm |
| Person Title | PRES. & TREAS. | PersonTitleTxt |
| Phone | 7038932620 | PhoneNum |
| Signature | 2026-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIK C MORRIS CPA | PreparerPersonNm |
| PTIN | P01769868 | PTIN |
| Phone | 6144646400 | PhoneNum |
| Preparation | 2026-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $696 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,015 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,067 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $9,792 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $9,792 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,697 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $415 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,447 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $246,060 | CorporateStockBOYAmt |
| Other Investments BOY | $422,209 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $697,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $697,716 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $697,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $697,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $697,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,062 | ExcessRevenueOverExpensesAmt |
| Subtotal | $630,654 | SubtotalAmt |
| Other Decreases | $630,654 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BAIRD ST - SEE ATTACHED | P | $24,887 | $26,971 | -$2,084 | -$2,084 |
| BAIRD LT - SEE ATTACHED | P | $166,233 | $114,168 | $52,065 | $52,065 |
| BAIRD LT - BASIS ADJUSTMENT | P | $34 | $34 | $34 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $797 | SubtotalAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $403 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $403 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A GROENKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137234000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 3500 301 EAST FOURTH STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIS D GRADISON JR | |||||||||
| 6900 FLEETWOOD ROAD | 417 | MCLEAN | VA | 221013692 | PRES. & TREA | 000.00 | $0 | $0 | $0 |
| MARGARET GRADISON | |||||||||
| C/O 301 EAST FOURTH STREET | SUITE 3500 | CINCINNATI | OH | 45202 | V.P. AND SEC | 000.00 | $0 | $0 | $0 |
| WENDY GRADISON | |||||||||
| C/O 301 EAST FOURTH STREET | SUITE 3500 | CINCINNATI | OH | 45202 | VICE PRES. | 000.00 | $0 | $0 | $0 |
| ROBIN GRADISON | |||||||||
| 1726 N WAYNE STREET | ARLINGTON | VA | 22201 | VICE PRES. | 000.00 | $0 | $0 | $0 | |
| BETH LYON | |||||||||
| 423 BROOKHURST AVENUE | NARBERTH | PA | 19072 | VICE PRES. | 000.00 | $0 | $0 | $0 | |
| CARI GRADISON | |||||||||
| 6900 FLEETWOOD ROAD | 417 | MCLEAN | VA | 221013692 | VICE PRES. | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $680,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,292 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $706,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $695,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,785 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,785 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $797 | TotalTaxAmt |
| Distributable Before Adj | $33,988 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,988 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,988 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,432 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,988 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $53,719 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,909 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,690 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $289,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,432 | QualifyingDistributionsAmt |
| Applied To Current Year | $33,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,444 | RemainingDistriFromCorpusAmt |
| Total Corpus | $378,680 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $53,719 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $324,961 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,366 | ExcessFromYear4Amt |
| Excess From Year3 | $51,552 | ExcessFromYear3Amt |
| Excess From Year2 | $72,909 | ExcessFromYear2Amt |
| Excess From Year1 | $84,690 | ExcessFromYear1Amt |
| Excess From Current Year | $89,444 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIS D GRADISON JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 FLEETWOOD ROAD 417 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7038932620 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | PC | PUBLIC POLICY | $1,500 | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | NONE | PC | HEALTHCARE | $100 | ||
| BRANDEIS UNIVERSITY | |||||||||
| PO BOX 549110 | WALTHAM | MA | 024549848 | NONE | PC | EDUCATION | $5,000 | MAILSTOP 126 | |
| CHAMBER MUSIC SOCIETY OF THE | |||||||||
| PO BOX 9000 | ASHVILLE | NC | 288159000 | NONE | PC | ARTS | $1,000 | CAROLINAS | |
| COMMITTEE FOR A RESPONSIBLE | |||||||||
| 1900 M ST NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC POLICY | $1,000 | SUITE 850 | FEDERAL BUDGET |
| CORNELL LAB OF ORNITHOLOGY | |||||||||
| 159 SAPSUCKER WOODS RD | ITHICA | NY | 14850 | NONE | PC | WILDLIFE EDUCATION AND PROTECTION | $100 | ||
| FAIRFAX COUNTY PARK FOUNDATION | |||||||||
| 12055 GOVERNMENT CTR PKWY | FAIRFAX | VA | 22035 | NONE | PC | RECREATION | $250 | SUITE 404 | |
| FAIRFAX LIBRARY FOUNDATION | |||||||||
| 12000 GOVERNMENT CTR PKWY | FAIRFAX | VA | 22035 | NONE | PC | EDUCATIONAL - GENERAL OPERATIONS | $100 | ||
| FORMER MEMBERS OF CONGRESS | |||||||||
| 1401 K STREET NW 901 | WASHINGTON | DC | 20005 | NONE | PC | PUBLIC POLICY | $250 | ||
| FRIENDS OF HARRIET BEECHER STOWE | |||||||||
| 2950 GILBERT AVE | CINCINNATI | OH | 45206 | NONE | PC | EDUCATION | $500 | HOUSE | |
| FRIENDS OF HAYWOOD COUNTY ANIMAL | |||||||||
| PO BOX 142 | WAYNESVILLE | NC | 28786 | NONE | PC | ANIMAL WELFARE | $200 | SHELTER | |
| FRIENDS OF THE SMOKIES | |||||||||
| 84 COXE AVE UNIT 200 | ASHEVILLE | NC | 28802 | NONE | PC | ENVIRONMENT | $1,000 | ||
| HART | |||||||||
| PO BOX 1024 | WAYNESVILLE | NC | 28786 | NONE | PC | ARTS | $500 | ||
| HAYWOOD COUNTY RESUE SQUAD | |||||||||
| PO BOX 1275 | CANTON | NC | 28716 | NONE | PC | HEALTHCARE | $100 | ||
| HAYWOOD SPRAY & NEUTER | |||||||||
| PO BOX 992 | WAYNESVILLE | NC | 28786 | NONE | PC | ANIMAL WELFARE | $500 | ||
| HEALTHCARE CONNECTION | |||||||||
| 1401 STEFFAN AVE | CINCINNATI | OH | 45215 | NONE | PC | HEALTHCARE | $500 | ||
| HEARING SPEECH DEAF CENTER | |||||||||
| 2825 BURNET AVENUE | CINCINNATI | OH | 45219 | NONE | PC | HEALTHCARE | $500 | ||
| HEATHER ABBOTT FOUNDATION | |||||||||
| 181 BELLVIEW AVE 407 | NEWPORT | RI | 02840 | NONE | PC | HEALTHCARE | $3,000 | ||
| HOPELINK | |||||||||
| 1761 OLD MEADOW RD | MCLEAN | VA | 22102 | NONE | PC | SOCIAL SERVICES | $3,000 | ||
| JEWISH COUNCIL FOR THE AGING | |||||||||
| 11820 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | PC | SOCIAL SERVICES | $250 | SUITE 200 | |
| JEWISH FEDERATION OF CINC | |||||||||
| 8499 RIDGE AVENUE | CINCINNATI | OH | 452690865 | NONE | PC | RELIGIOUS - GENERAL OPERATIONS | $2,000 | ||
| JEWISH FEDERATION OF GR WASHINGTON | |||||||||
| 1720 I STREET NW | WASHINGTON | DC | 20006 | NONE | PC | RELIGIOUS - GENERAL OPERATIONS | $2,000 | ||
| JUILLIARD SCHOOL | |||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | EDUCATIONAL | $1,250 | ||
| KELLY CAROL FOUNDATION | |||||||||
| 301 EAST FOURTH STREET | CINCINNATI | OH | 45202 | NONE | PC | ASSISTANCE TO FAMILIES | $500 | SUITE 3500 | FOR CHILDREN WITH CANCER |
| LEAF | |||||||||
| 377 LAKE EDEN RD | BLACK MOUNTAIN | NC | 28711 | NONE | PC | EDUCATION | $10,000 | ||
| MARBLES KIDS MUSEUM | |||||||||
| 201 EAST HARGETT ST | RALEIGH | NC | 27601 | NONE | PC | EDUCATION | $3,000 | ||
| MCLEAN PROJECT FOR THE ARTS | |||||||||
| 1234 INGLESIDE AVE | MCLEAN | VA | 22101 | NONE | PC | ARTS & CULTURE | $500 | ||
| MEALS ON WHEELS SOUTHEAST OHIO & | |||||||||
| 2091 RADCLIFF DR | CINCINNATI | OH | 45204 | NONE | PC | NUTRITION | $500 | NORTHERN KENTUCKY | |
| METROPOLITAN CLUB PRESERVATION | |||||||||
| 1700 H STREET NW | WASHINGTON | DC | 20006 | NONE | PC | HISTORICAL | $500 | FOUNDATION | |
| MOUNTAIN PROJECTS | |||||||||
| 2251 OLD BALSAM ROAD | WAYNESVILLE | NC | 28786 | NONE | PC | SOCIAL SERVICES | $20,000 | ||
| NATIONAL PARKS CONSERVATION ASSOC | |||||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | ENVIRONMENT | $500 | SUITE 700 | |
| NATL ACADEMY OF SOCIAL INSURANCE | |||||||||
| 1776 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC POLICY | $275 | SUITE 400 | |
| OPERA LAFAYETTE | |||||||||
| 10 FOURTH ST NE | WASHINGTON | DC | 20002 | NONE | PC | CULTURAL | $20,000 | ||
| PAGE ONE OF PAGE COUNTY | |||||||||
| 42 WEST MAIN ST | LURAY | VA | 22835 | NONE | PC | SOCIAL SERVICES | $3,500 | ||
| PARKMONT SCHOOL | |||||||||
| 4842 SIXTEENTH ST NW | WASHINGTON | DC | 20011 | NONE | PC | EDUCATIONAL - GENERAL OPERATIONS | $7,500 | ||
| PARTNERSHIP FOR APPLACHIAN GIRLS | |||||||||
| 177 BAILEYS BRANCH RD | MARSHALL | NC | 28753 | NONE | PC | EDUCATIONAL | $6,000 | OFFICE 10 | EDUCATION |
| PFLAG | |||||||||
| PO BOX 73211 | WASHINGTON | DC | 20056 | NONE | PC | PUBLIC POLICY | $1,000 | ||
| RAINBOW FAMILIES DC | |||||||||
| 5614 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | NONE | PC | PUBLIC POLICY | $1,000 | ||
| REACH OF HAYWOOD COUNTY | |||||||||
| PO BOX 206 | WAYNESVILLE | NC | 28786 | NONE | PC | SOCIAL SERVICES | $500 | ||
| SENIOR DOG RESCUE OF OREGON | |||||||||
| 2397 NW KINGS BLVD | CORVALLIS | OR | 97330 | NONE | PC | ANIMAL WELFARE | $1,250 | SUITE 130 | |
| SETTLEMENT MUSIC SCHOOL OF | |||||||||
| 416 QUEEN STREET | PHILADELPHIA | PA | 19147 | NONE | PC | EDUCATION | $1,250 | PHILADELPHIA | |
| SLIFKA CENTER FOR JEWISH LIFE | |||||||||
| 80 WALL STREET | NEW HAVEN | CT | 06511 | NONE | PC | RELIGIOUS | $1,000 | ||
| STONE SOUP COVALLIS | |||||||||
| PO BOX 2381 | COVALLIS | OR | 97339 | NONE | PC | NUTRITION | $1,250 | ||
| TOGETHER WOMEN RISE | |||||||||
| 400 EXECUTIVE CENTER DR | GREENVILLE | SC | 29615 | NONE | PC | WOMEN AND CHILDREN | $600 | SUITE 315 | |
| VERMONT MUSIC & ARTS CENTER | |||||||||
| PO BOX 63 | NEW TRIPOLI | PA | 18066 | NONE | PC | ARTS | $1,000 | ||
| VINA MOSES CENTER | |||||||||
| 968 NW GARFIELD ST | CORVALLIS | OR | 97330 | NONE | PC | SOCIAL WELFARE | $2,500 | ||
| WALNUT HILLS HS ALUMNI ASSN | |||||||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PC | ALUMNI FUND | $1,000 | ||
| WESTERN CONNECTICUT CHARLES IVES MU | |||||||||
| PO BOX 964 | RIDGEFIELD | CT | 06879 | NONE | PC | ARTS | $1,000 | ||
| WILLIAMS COLLEGE | |||||||||
| 75 PARK STREET | WILIAMSTOWN | MA | 01267 | NONE | PC | EDUCATIONAL | $300 | ||
| WOLF TRAP | |||||||||
| 1645 TRAP RD | VIENNA | VA | 22181 | NONE | PC | PERFORMING ARTS | $700 | ||
| XERCES SOCIETY FOR INVERTIBRATE | |||||||||
| 628 NORTHEAST BROADWAY | PORTLAND | OR | 97232 | NONE | PC | CONSERVATION | $1,500 | SUITE 200 | CONSERVATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,356 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,015 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,015 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,067 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRADISON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E FOURTH STREET | AddressLine1Txt |
| Address Line2 | RM/STE 3500 | AddressLine2Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | DISTRIBUTED ASSETS TO A DONOR ADVISED FUND | ShortExplanationTxt |
| Dissolution | $630,654 | DissolutionAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm |
|---|
| ABBOTT LABORATORIES, 90 SHARES |
| AMERICAN ELECTRIC POWER, 72 SHARES |
| AMERICAN WATER WORKS, 50 SHARES |
| AMPENOL CORP, 67 SHARES |
| ANALOG DEVICES INC, 44 SHARES |
| APPLE, INC., 198 SHARES |
| BROADCOM INC, 180 SHARES |
| CHEVRON CORP, 99 SHARES |
| CHUBB LTD, 31 SHARES |
| COSTCO WHOLESALE, 29 SHS |
| ECOLAB, 54 SHARES |
| FIDELITY NAT'L INFO SERV, 103 SHARES |
| INTL BUSINESS MACHINES, 63 SHARES |
| JOHNSON CONTROLS INTL, 82 SHARES |
| JOHNSON & JOHNSON, 76 SHARES |
| JP MORGAN CHASE & CO., 96 SHARES |
| KEYCORP NEW 322 SHARES |
| L3HARRIS TECHNOLOGIES, 38 SHARES |
| LAM RESEARCH CORP, 100 SHARES |
| LOWES COMPANIES, 109 SHARES |
| MEDTRONIC, 127 SHARES |
| MERCK & COMPANY INC, 90 SHARES |
| METLIFE INC, 109 SHARES |
| MICROSOFT CORP 95 SHARES |
| MORGAN STANLEY, 113 SHARES |
| NUCOR, 44 SHARES |
| PAYCHEX INC, 65 SHARES |
| PHILLIPS 66, 67 SHARES |
| POOL CORP, 15 SHARES |
| PROCTER & GAMBLE, 87 SHARES |
| QUALCOMM, 52 SHARES |
| SOUTHERN COMPANY, 218 SHARES |
| STRYKER CORP., 31 SHARES |
| TARGET CORP, 33 SHARES |
| TRACTOR SUPPLY CO, 105 SHARES |
| UNION PACIFIC, 56 SHARES |
| UNITEDHEALTH GROUP, 12 SHARES |
| VERIZON COMMUNICATIONS, 300 SHARES |
| VICI PROPERTIES INC, 350 SHARES |
| VISA INC., 82 SHARES |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| ALLSPRING, 810.511 SHARES | AT COST |
| BAIRD SHORT TERM BOND,4449.03 SHR | AT COST |
| BLACKROCK HIGH YIELD BOND, 2938.52 | AT COST |
| BLACKROCK STRAT INC OPPTYS, 3760.083 | AT COST |
| DODGE & COX, 2818.857 SHARES | AT COST |
| DWS, 1,840.135 SHARES | AT COST |
| ISHARES CORE S & P MID 1433 SHARES | AT COST |
| ISHARES CORE S&P SMALL 585 SHARES | AT COST |
| METROPOLITAN WEST 5139.393 SHARES | AT COST |
| MFS 938.635 SHARES | AT COST |
| OAKMARK, 1291.054 SHARES | AT COST |
| PEAR TREE, 1414.121 SHARES | AT COST |
| WCM 1,467.982 SHARES | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VORYS, SATER, SEYMOUR & PEASE LL | CategoryTxt |
| Legal Fees | $9,792 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,792 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION OF ASSETS TO DONOR ADVISED FUND | Desc |
| Amt | $630,654 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| CT CORPORATION | $415 | $415 |
| OHIO SECRETARY OF STATE | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $7,697 | Amt |
| Net Investment Income | $7,697 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX - 2025 ESTIMATE | CategoryTxt |
| Amt | $800 | Amt |
Comments