EARTHWARD BOUND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EARTHWARD BOUND FOUNDATION (EIN 23-7429274)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-02-20
- IRS object ID
- 202620519349100102
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-20T08:16:22-06:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237429274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earthward Bound Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EART | BusinessNameControlTxt |
| Phone | 5135091650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Ste 460 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452022027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray Sinclaire | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5135091650 | PhoneNum |
| Signature | 2026-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula L Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Preparation | 2026-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,826,573 | 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 |
| Dividends Rev And Expnss | $67,729 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,729 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $957,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,220,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $957,524 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,025,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,025,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,785 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $683,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $944,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,459 | CashBOYAmt |
| Cash EOY | $15,321 | CashEOYAmt |
| Cash EOYFMV | $15,321 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,803,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,811,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,811,252 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,837,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,826,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,826,573 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,837,759 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,826,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,837,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,826,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,837,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,826,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,837,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $683,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $305,409 | OtherIncreasesAmt |
| Subtotal | $6,826,573 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,826,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC | P | 2018-12-17 | 2024-11-08 | $45,478 | $3,921 | $41,557 | $41,557 |
| APPLE INC | P | 2018-12-17 | 2024-12-04 | $72,882 | $5,881 | $67,001 | $67,001 |
| ABBVIE INC | P | 2016-03-23 | 2025-08-27 | $1,050 | $283 | $767 | $767 |
| ADOBE INC | P | 2011-03-23 | 2025-10-01 | $102,749 | $9,587 | $93,162 | $93,162 |
| BANK OF AMERICA CORP | P | 2023-12-15 | 2025-08-27 | $10,039 | $6,675 | $3,364 | $3,364 |
| BANK OF AMERICA CORP | P | 2023-12-15 | 2025-10-21 | $5,223 | $3,338 | $1,885 | $1,885 |
| COSTCO WHSL CORP NEW | P | 2006-05-10 | 2024-11-07 | $63,894 | $3,970 | $59,924 | $59,924 |
| COSTCO WHSL CORP NEW | P | 2006-05-10 | 2025-01-29 | $48,023 | $2,836 | $45,187 | $45,187 |
| COSTCO WHSL CORP NEW | P | 2006-05-10 | 2025-02-10 | $53,031 | $2,836 | $50,195 | $50,195 |
| COSTCO WHSL CORP NEW | P | 2006-05-10 | 2025-02-21 | $102,684 | $5,671 | $97,013 | $97,013 |
| COSTCO WHSL CORP NEW | P | 2006-05-10 | 2025-04-28 | $19,598 | $1,134 | $18,464 | $18,464 |
| ALPHABET INC A | P | 2015-10-15 | 2025-07-18 | $25,878 | $717 | $25,161 | $25,161 |
| INTUITIVE SURGICAL I | P | 2006-05-10 | 2025-03-26 | $50,984 | $4,285 | $46,699 | $46,699 |
| JPMORGAN CHASE & CO | P | 2006-05-10 | 2025-02-10 | $5,423 | $919 | $4,504 | $4,504 |
| O REILLY AUTOMOTIVE | P | 2009-06-25 | 2024-12-17 | $94,179 | $2,824 | $91,355 | $91,355 |
| O REILLY AUTOMOTIVE | P | 2009-06-25 | 2025-04-24 | $134,672 | $3,766 | $130,906 | $130,906 |
| O REILLY AUTOMOTIVE | P | 2009-06-25 | 2025-09-24 | $51,790 | $1,255 | $50,535 | $50,535 |
| PEPSICO INC | P | 2008-06-25 | 2025-06-16 | $52,214 | $26,296 | $25,918 | $25,918 |
| UNITEDHEALTH GROUP I | P | 2023-11-20 | 2025-01-14 | $81,127 | $80,417 | $710 | $710 |
| UNITEDHEALTH GROUP I | P | 2023-12-19 | 2025-01-14 | $27,042 | $26,170 | $872 | $872 |
| VISA INC A | P | 2016-03-23 | 2024-12-04 | $21,696 | $5,180 | $16,516 | $16,516 |
| WELLTOWER INC REIT | P | 2018-11-07 | 2025-02-10 | $71,649 | $34,360 | $37,289 | $37,289 |
| WELLTOWER INC REIT | P | 2016-02-02 | 2025-07-18 | $74,591 | $28,750 | $45,841 | $45,841 |
| WELLTOWER INC REIT | P | 2018-11-07 | 2025-07-18 | $4,761 | $2,062 | $2,699 | $2,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $957,524 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,008 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Murray Sinclaire Jr | IndividualWithBooksNm |
| Phone | 5135091650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 460 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Murray Sinclaire Jr | ||||||||
| 700 Walnut Street Suite 460 | Cincinnati | OH | 45202 | President | 1.00 | $0 | $0 | $0 |
| J Robin Sinclaire | ||||||||
| 2075 Soledad Avenue | La Jolla | CA | 92037 | Treasurer | 0.50 | $0 | $0 | $0 |
| Cristina A Sinclaire | ||||||||
| 1300 13th St NW 705 | Washington | DC | 20005 | Secretary | 0.50 | $0 | $0 | $0 |
| Leila R Sinclaire | ||||||||
| 635 Montecilo Road | San Rafael | CA | 94903 | Trustee | 0.50 | $0 | $0 | $0 |
| Elizabeth B Sinclaire | ||||||||
| 25 Glen Court | San Francisco | CA | 94112 | Trustee | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beverly Kennedy | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5407 Style Lane | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | management | ServiceTypeTxt |
| Compensation | $63,750 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,161,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,202,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,202,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,109,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,128 | TotalTaxAmt |
| Distributable Before Adj | $292,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $292,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $292,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,878 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,878 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $241,138 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Murray Sinclaire Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Suite 460 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5135091650 | RecipientPhoneNum |
| Form And Info And Materials | Letter requesting specific funds and details of specific use of the funds | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU Of Ohio Foundation (Cleveland Office) | ||||||||
| 4506 Chester Ave | Cleveland | OH | 44103 | None | 501(C)(3) | Civil Liberty | $2,000 | |
| Al Otro Lado | ||||||||
| 511 E San Ysidro Boulevard 333 | Maywood | CA | 92173 | None | 501(C)(3) | Civil Rights and Civil Liberties | $5,000 | |
| American University Radio (WAMU 885) | ||||||||
| 4400 Massachusetts Ave NW | Washington | DC | 20016 | None | 501(C)(3) | Journalism | $1,000 | |
| Art Academy Of Cincinnati | ||||||||
| 1212 Jackson Street | Cincinnati | OH | 45202 | None | 501(C)(3) | Arts | $8,000 | |
| ArtsWave | ||||||||
| PO Box 645582 | Cincinnati | OH | 452630561 | None | 501(C)(3) | Arts | $2,500 | |
| Athenaeum Music & Arts Library | ||||||||
| 1008 Wall Street | La Jolla | CA | 92037 | None | 501(C)(3) | Educational Programs | $2,750 | |
| Border Angels | ||||||||
| 2258 Island Ave | San Diego | CA | 92102 | None | 501(C)(3) | Civil Liberty | $3,000 | |
| Camp Joy Foundation | ||||||||
| PO Box 417 | Clarksville | OH | 45113 | None | 501(C)(3) | Education | $100 | |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Drive | Cincinnati | OH | 452021557 | None | 501(C)(3) | Arts | $17,500 | |
| Cincinnati Ballet | ||||||||
| 1801 Gilbert Avenue | Cincinnati | OH | 45202 | None | 501(C)(3) | Performing Arts | $100 | |
| Cincinnati Nature Center | ||||||||
| 4949 Tealtown Road | Milford | OH | 45150 | None | 501(C)(3) | Environmental Education & Outdoor Survival Programs | $100 | |
| Cincinnati Opera | ||||||||
| 1243 Elm St | Cincinnati | OH | 45202 | None | 501(C)(3) | Theatrical Support | $1,000 | |
| Cincinnati Playhouse In The Park | ||||||||
| 962 Mt Adams Circle | Cincinnati | OH | 45202 | None | 501(C)(3) | Theatrical Support | $3,500 | |
| Cincinnati Preservation Association | ||||||||
| 812 Dayton Street | Cincinnati | OH | 45214 | None | 501(C)(3) | Natural Resources Conservation & Protection | $100 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(C)(3) | Journalism | $55,000 | |
| Cincinnati Symphony Orchestra | ||||||||
| 1241 Elm Street | Cincinnati | OH | 452027531 | None | 501(C)(3) | Theatrical Support | $250 | |
| Cincinnati Works | ||||||||
| 708 Walnut Street | Cincinnati | OH | 45202 | None | 501(C)(3) | Fight Against Poverty | $250 | |
| Cincinnati Zoo & Botanical Garden | ||||||||
| 3400 Vine St | Cincinnati | OH | 45220 | None | 501(C)(3) | Educational Program | $1,000 | |
| Civic Garden Center | ||||||||
| 2715 Reading Road | Cincinnati | OH | 45206 | None | 501(C)(3) | Botanical, Horticultural & Landscape Services | $100 | |
| Clever Crazes For Kids | ||||||||
| 625 Eden Park Drive 200 | Cincinnati | OH | 45202 | None | 501(C)(3) | Educational | $100 | |
| Clifton Cultural Arts Center | ||||||||
| PO Box 20041 | Cincinnati | OH | 45220 | None | 501(C)(3) | Arts | $10,000 | |
| Contemporary Arts Center | ||||||||
| 44 East 6th Street | Cincinnati | OH | 45202 | None | 501(C)(3) | Arts | $7,500 | |
| Corporation For Findlay Market | ||||||||
| 19 W Elder St Physical Office | Cincinnati | OH | 45202 | None | 501(C)(3) | Education | $2,500 | |
| Crayons To Computers | ||||||||
| 1350 Tennessee Avenue | Cincinnati | OH | 45229 | None | 501(C)(3) | Educational Supplies | $100 | |
| Deerhill Foundation | ||||||||
| PO Box 180 | Mancos | CO | 81328 | None | 501(C)(3) | Education | $1,000 | |
| Doctors Without Borders | ||||||||
| 40 Rector Street | New York | NY | 10006 | None | 501(C)(3) | International Development Relief Services | $1,500 | |
| Earth Island Institute | ||||||||
| 2150 Allston Way 460 | Berkeley | CA | 94704 | None | 501(C)(3) | Natural Resources Conservation & Protection | $100 | |
| Ensemble Theater | ||||||||
| 1127 Vine Street | Cincinnati | OH | 452027226 | None | 501(C)(3) | Theatrical Support | $100 | |
| FreeStoreFoodBank | ||||||||
| 1141 Central Avenue | Cincinnati | OH | 45202 | None | 501(C)(3) | Food Bank | $1,000 | |
| Friends Of Music Hall | ||||||||
| 1241 Elm Street | Cincinnati | OH | 452027531 | None | 501(C)(3) | Arts | $100 | |
| Girls On The Run San Diego | ||||||||
| 8148 Ronson Road Suite I | San Diego | CA | 92111 | None | 501(C)(3) | Youth Education | $2,000 | |
| Guide Dogs For The Blind | ||||||||
| 371 Los Ranchitos Rd | San Rafael | CA | 94903 | None | 501(C)(3) | Human Services Support | $500 | |
| Habitat For Humanity | ||||||||
| 322 W Lamar Street | Americus | GA | 317093543 | None | 501(C)(3) | Poverty Support | $100 | |
| High Mountain Institute | ||||||||
| 531 County Rd 5a | Leadville | CO | 80461 | None | 501(C)(3) | Education | $700 | |
| Hospice Of Cincinnati | ||||||||
| 4360 Cooper Road | Cincinnati | OH | 45242 | None | 501(C)(3) | End of Life Support | $750 | |
| Immigrant Families Together | ||||||||
| PO Box 7769 | New York | NY | 10116 | None | 501(C)(3) | Support and Humanitarian Aid | $1,000 | |
| Joy To The World Namibia | ||||||||
| PO Box 647 | La Jolla | CA | 92038 | None | 501(C)(3) | Education | $2,500 | |
| KPBS | ||||||||
| 5200 Campanile Dr | San Diego | CA | 92182 | None | 501(C)(3) | Journalism | $2,400 | |
| KQED | ||||||||
| 2601 Mariposa St | San Francisco | CA | 94110 | None | 501(C)(3) | Journalism | $1,200 | |
| Legal Aid Society Of Greater Cincinnati | ||||||||
| 215 E 9th Street Suite 200 | Cincinnati | OH | 45202 | None | 501(C)(3) | Poverty Support | $100 | |
| Lighthouse Youth & Family Services | ||||||||
| 401 E McMillan Street | Cincinnati | OH | 45206 | None | 501(C)(3) | Children's Youth Services | $100 | |
| Madeline Gordon Gift Of Life Foundation | ||||||||
| PO Box 6945 | Cincinnati | OH | 45206 | None | 501(C)(3) | Health and Education | $100 | |
| Making Waves Foundation | ||||||||
| 4123 Lakeside Drive | Richmond | CA | 948061942 | None | 501(C)(3) | Education | $1,000 | |
| Manifest Creative Research Gallery | ||||||||
| 27 Woodburn Ave PO Box 6218 | Cincinnati | OH | 45206 | None | 501(C)(3) | Arts/Education | $2,600 | |
| Mercantile Library | ||||||||
| 414 Walnut St | Cincinnati | OH | 45202 | None | 501(C)(3) | Library/Education | $500 | |
| Mingei International Museum | ||||||||
| 1439 El Prado | San Diego | CA | 92101 | None | 501(C)(3) | Arts/Culture, Humanities | $250 | |
| Museum Of Contemporary Arts San Diego | ||||||||
| 700 Prospect Street | La Jolla | CA | 92037 | None | 501(C)(3) | Arts/Culture, Humanities | $350 | |
| Musicians For Health | ||||||||
| 4 Weedcreek Drive | Cincinnati | OH | 45241 | None | 501(C)(3) | Kids Education | $100 | |
| Naral Pro-Choice America | ||||||||
| 1725 Eye Street | Washington | DC | 20006 | None | 501(C)(3) | Advocacy and Education | $500 | |
| National Public Radio | ||||||||
| 1111 N Capital Street NE | Washington | DC | 20002 | None | 501(C)(3) | Journalism | $50,000 | |
| Over-The-Rhine Museum | ||||||||
| PO Box 14026 | Cincinnati | OH | 45250 | None | 501(C)(3) | Arts/Education | $100 | |
| People Working Cooperatively Inc | ||||||||
| 4612 Paddock Rd | Cincinnati | OH | 45229 | None | 501(C)(3) | Housing Repairs for Low-Income People | $100 | |
| Planned Parenthood Of SW Ohio | ||||||||
| 2314 Auburn Ave | Cincinnati | OH | 45219 | None | 501(C)(3) | Family Planning Education | $1,600 | |
| Planned Parenthood Of The Pacific Southwest | ||||||||
| 1075 Camino del Rio S | San Diego | CA | 92108 | None | 501(C)(3) | Family Planning Education | $1,500 | |
| ProKids | ||||||||
| 2605 Burnet Ave | Cincinnati | OH | 45219 | None | 501(C)(3) | Human Services Support | $100 | |
| San Diego Food Bank | ||||||||
| 9850 Distribution Ave | San Diego | CA | 92121 | None | 501(C)(3) | Food Bank | $1,750 | |
| Soteni International | ||||||||
| 103 Wm Howard Taft Rd | Cincinnati | OH | 45219 | None | 501(C)(3) | Global Health, Security and Education | $100 | |
| St Paul's School | ||||||||
| 325 Chestnut St | Concord | NH | 03301 | None | 501(C)(3) | Education | $1,000 | |
| StoryCorps | ||||||||
| 80 Hanson Place 8th Floor | Brooklyn | NY | 11217 | None | 501(C)(3) | Education | $10,000 | |
| Summer Camp Reading | ||||||||
| 412 Sycamore St | Cincinnati | OH | 45202 | None | 501(C)(3) | Educational | $600 | |
| Summer Search | ||||||||
| 304 12th St | Oakland | CA | 94607 | None | 501(C)(3) | Youth Education Programs and Services | $100 | |
| Tandana Foundation | ||||||||
| 2933 Lower Bellbrook Rd | Spring Valley | OH | 45370 | None | 501(C)(3) | Educational | $100 | |
| Tender Mercies | ||||||||
| 27 W 12th Street | Cincinnati | OH | 45202 | None | 501(C)(3) | Fight Against Poverty | $350 | |
| The Carnegie | ||||||||
| 1000 Elm St | Cincinnati | OH | 45202 | None | 501(C)(3) | Arts | $1,000 | |
| The Hillside Trust | ||||||||
| 710 Tusculum Ave Alms Park | Cincinnati | OH | 45226 | None | 501(C)(3) | Preservation of Landscape | $100 | |
| The Nature Conservancy Of Ohio | ||||||||
| 6375 Riverside Dr Suite 100 | Dublin | OH | 43017 | None | 501(C)(3) | Conservation and research | $500 | |
| The SCPA Fund | ||||||||
| Likely tied to School for Creative | Cincinnati | OH | 45202 | None | 501(C)(3) | Education | $2,000 | and Performing Arts 108 W Central P |
| Visionaries Voices | ||||||||
| 3841 Spring Grove Ave | Cincinnati | OH | 45223 | None | 501(C)(3) | Arts for Disabled Artists | $1,000 | |
| Wave Pool | ||||||||
| 2940 Colerain Ave | Cincinnati | OH | 45225 | None | 501(C)(3) | Arts | $250 | |
| Working Dogs For Conservation | ||||||||
| Box 280 Bozeman | Bozeman | MT | 59771 | None | 501(C)(3) | Conservation and research | $100 | |
| World Central Kitchen | ||||||||
| 200 Massachusetts Ave | Washington | DC | 20001 | None | 501(C)(3) | Food Bank | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,729 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $957,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,025,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,025,253 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie Inc COM | $152,628 | $152,628 |
| Adobe Systems | $102,093 | $102,093 |
| Advanced Micro Devices Inc Com | $256,120 | $256,120 |
| Alphabet Inc Cap Stk Cl C | $224,952 | $224,952 |
| Alphabet Inc Cap Stk Cl A | $281,820 | $281,820 |
| Amazon Com Inc | $488,440 | $488,440 |
| AMGEN Inc | $89,529 | $89,529 |
| Apple, Inc. | $405,555 | $405,555 |
| Ares Capital Corp | $61,050 | $61,050 |
| Bank Amer Corp | $144,315 | $144,315 |
| Blackrock Inc Com | $108,281 | $108,281 |
| Boeing Co | $100,510 | $100,510 |
| Capital One Final Corp | $109,995 | $109,995 |
| Carnival Corp F | $144,150 | $144,150 |
| CME Gropup Inc | $106,196 | $106,196 |
| Costco Wholesale Corp | $164,061 | $164,061 |
| Dell Technologies Inc | $162,010 | $162,010 |
| Eli Lilly & Co | $129,429 | $129,429 |
| First Solar Inc | $160,164 | $160,164 |
| Goldman Sachs Group Inc Com | $157,874 | $157,874 |
| Home Depot Inc | $113,877 | $113,877 |
| IBM Corp | $215,187 | $215,187 |
| Intuitive Surgical, Inc. | $213,712 | $213,712 |
| Johnson & Johnson | $94,435 | $94,435 |
| JP Morgan Chase | $140,004 | $140,004 |
| Merck & Co Inc Com | $85,980 | $85,980 |
| Microsoft Corp COM | $517,810 | $517,810 |
| Morgan Stanley | $164,000 | $164,000 |
| Netflix Inc | $111,886 | $111,886 |
| Nvidia Corp | $283,486 | $283,486 |
| O Reilly Automotive, Inc. | $236,100 | $236,100 |
| Pinterest Inc | $49,650 | $49,650 |
| Qualcomm Inc | $108,540 | $108,540 |
| Salesforce.com INC COM | $130,205 | $130,205 |
| Shift4 PMTS Inc | $69,100 | $69,100 |
| Synchrony Finl | $111,570 | $111,570 |
| T-Mobile US Inc | $126,030 | $126,030 |
| TJX Cos Inc New | $112,112 | $112,112 |
| Uber Technologies Inc | $96,500 | $96,500 |
| Veeva Systems Inc Class A Common Stock | $145,600 | $145,600 |
| Visa Inc COM CL A | $136,296 | $136,296 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fee | Desc |
| Revenue And Expenses Per Books | $215 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain | Desc |
| Amt | $305,409 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $43,035 | $43,035 | $0 |
| Management fees | $67,500 | $33,750 | $33,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ohio Fee Due | $200 | $200 | $0 |
| Federal Tax | $5,948 | $0 | $0 |
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