JAMES J AND JOAN A GARDNER FAMILY FOUNDATION
Cite this
Plain text JAMES J AND JOAN A GARDNER FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/james-j-and-joan-a-gardner-family-foundation-311397164. Retrieved 2026-10-30.
APA furp.org. (n.d.). JAMES J AND JOAN A GARDNER FAMILY FOUNDATION [Nonprofit organization profile; tax years 2017–2024]. Retrieved October 30, 2026, from https://furp.org/org/james-j-and-joan-a-gardner-family-foundation-311397164
MLA “JAMES J AND JOAN A GARDNER FAMILY FOUNDATION.” furp.org, tax years 2017–2024, https://furp.org/org/james-j-and-joan-a-gardner-family-foundation-311397164. Accessed 30 Oct. 2026.
Retrieved 2026-10-30; covers tax years 2017–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $20.0M · expenses $9.8M · assets $84.2M
- Also known as
- FAMILY FOUNDATION
- EIN
- 31-1397164
- Address
- 8044 MONTGOMERY RD STE 480, CINCINNATI, OH 45236-2925
- Website
- WWW.GARDNERFAMILYFOUNDATION.COM
- NTEE code
- T22Z
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- February 1995 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Bettina H Ross (former) | EXECUTIVE DIRECTOR | 2017-2023 | $0 | $513,650 | 1 |
Officers and directors, no compensation reported
24 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Linda G Mueller | TREASURER UNTIL 02.13.24 AND TRUSTEE | 2017-2024 | 1 | $0 reported | 2 |
| Eric G Mueller | TRUSTEE | 2017-2024 | 1 | $0 reported | 2 |
| Kyle J Johns | TRUSTEE & TREASURER STARTING 02.13.24 | 2017-2024 | 1 | $0 reported | 2 |
| Lorraine G Sommer | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Spencer J Gardner | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Margaret M Johns | SECRETARY AND TRUSTEE | 2017-2024 | 1 | $0 reported | 2 |
| Jonathan J Mueller | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Laura K Mueller | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Blaire A Harder | TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Ellie A Johns | VICE CHAIRMAN AND TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Adam T Mueller | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Maria E Sommer | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Madeline M Johns | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Bettina H Ross 010124 - 062824 | EXECUTIVE DIRECTOR | 2024 | 24 | $0 reported | 1 |
| Keri S Mueller | CHAIRMAN AND TRUSTEE | 2018-2024 | 1 | $0 reported | 1 |
| Allison D Mueller | TRUSTEE | 2019-2024 | 1 | $0 reported | 1 |
| Kyle C Harder | TRUSTEE | 2019-2024 | 1 | $0 reported | 1 |
| Angelia M Gardner | TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Katie Haag 062824 - Present | EXECUTIVE DIRECTOR | 2024 | 40 | $0 reported | 1 |
| Gary D Johns (former) | CHAIRMAN AND TRUSTEE | 2017-2020 | 1 | $0 reported | 2 |
| Keri S Young (former) | TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Joan A Gardner (former) | VICE-PRESIDENT AND TRUSTEE | 2017-2019 | 1 | $0 reported | 2 |
| Blaire A Johns (former) | TRUSTEE | 2017-2019 | 1 | $0 reported | 1 |
| Angelia M Gordan (former) | TRUSTEE | 2019 | 1 | $0 reported | 1 |
People by year
2024 · 19 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA G MUELLER | TREASURER UNTIL 02.13.24 AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE & TREASURER STARTING 02.13.24 | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| BETTINA H ROSS 010124 - 062824 | EXECUTIVE DIRECTOR | 24 | $0 | - | $0 | $0 | 1 |
| KERI S MUELLER | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALLISON D MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE C HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANGELIA M GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KATIE HAAG 062824 - PRESENT | EXECUTIVE DIRECTOR | 40 | $0 | - | $0 | $0 | 1 |
2023 · 18 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA G MUELLER | TREASURER UNTIL 02.13.24 AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE & TREASURER STARTING 02.13.24 | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| BETTINA H ROSS | EXECUTIVE DIRECTOR | 24 | $0 | - | $0 | $0 | 1 |
| KERI S MUELLER | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALLISON D MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE C HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANGELIA M GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 18 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA G MUELLER | TREASURER AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| BETTINA H ROSS | EXECUTIVE DIRECTOR | 24 | $0 | - | $0 | $0 | 1 |
| KERI S MUELLER | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALLISON D MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE C HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANGELIA M GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 18 people listed · 1 paid, $119K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETTINA H ROSS | EXECUTIVE DIRECTOR | 24 | $97,842 | - | $21,622 | $119,464 | 1 |
| LINDA G MUELLER | TREASURER AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERI S MUELLER | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALLISON D MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE C HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANGELIA M GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 19 people listed · 1 paid, $109K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETTINA H ROSS | EXECUTIVE DIRECTOR | 24 | $89,271 | - | $19,658 | $108,929 | 1 |
| LINDA G MUELLER | TREASURER AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| GARY D JOHNS | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERI S YOUNG | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALLISON D MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE C HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANGELIA M GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2019 · 20 people listed · 1 paid, $96K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETTINA H ROSS | EXECUTIVE DIRECTOR | 24 | $78,648 | - | $17,685 | $96,333 | 1 |
| LINDA G MUELLER | TREASURER AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| GARY D JOHNS | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JOAN A GARDNER | VICE-PRESIDENT AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERI S MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALLISON D MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE C HARDER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANGELIA M GORDAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2018 · 17 people listed · 1 paid, $89K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETTINA H ROSS | EXECUTIVE DIRECTOR | 24 | $72,510 | - | $16,315 | $88,825 | 1 |
| LINDA G MUELLER | TREASURER AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| GARY D JOHNS | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JOAN A GARDNER | VICE-PRESIDENT AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERI S MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2017 · 16 people listed · 1 paid, $100K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETTINA H ROSS | EXECUTIVE DIRECTOR | 24 | $83,260 | - | $16,839 | $100,099 | 1 |
| LINDA G MUELLER | TREASURER AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| LORRAINE G SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SPENCER J GARDNER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET M JOHNS | SECRETARY AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| GARY D JOHNS | CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JOAN A GARDNER | VICE-PRESIDENT AND TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ERIC G MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JONATHAN J MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LAURA K MUELLER | VICE CHAIRMAN AND TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KYLE J JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| BLAIRE A JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELLIE A JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM T MUELLER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIA E SOMMER | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MADELINE M JOHNS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $754K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHCP LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $385,597 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING, ADMINISTRATION AND PERSONNEL | $368,773 |
2023 · 2 contractors · $578K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHCP LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $334,558 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING, ADMINISTRATION AND PERSONNEL | $243,615 |
2022 · 2 contractors · $525K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMER HILL CAPITAL PARNTERS LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $326,791 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING, ADMINISTRATION AND PERSONNEL | $197,961 |
2021 · 2 contractors · $490K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMER HILL CAPITAL PARNTERS LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $317,325 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING AND ADMINISTRATION | $173,000 |
2020 · 2 contractors · $420K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMER HILL CAPITAL PARNTERS LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $258,140 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING AND ADMINISTRATION | $162,000 |
2019 · 2 contractors · $397K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMER HILL CAPITAL PARNTERS LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $255,558 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING AND ADMINISTRATION | $141,000 |
2018 · 2 contractors · $393K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMER HILL CAPITAL PARNTERS LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $243,237 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING AND ADMINISTRATION | $149,756 |
2017 · 2 contractors · $367K
| Name | Location | Service | Paid |
|---|---|---|---|
| SUMMER HILL CAPITAL PARNTERS LLC | CINCINNATI, OH | INVESTMENT ADVISORY | $227,681 |
| SUMMER HILL INC | CINCINNATI, OH | ACCOUNTING AND ADMINISTRATION | $139,569 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 101 grants to organizations · $8.7M
2023 · 71 grants to organizations · $7.5M
2022 · 81 grants to organizations · $7.8M
2021 · 69 grants to organizations · $6.4M
2020 · 50 grants to organizations · $5.4M
2019 · 37 grants to organizations · $5.0M
2018 · 41 grants to organizations · $4.9M
2017 · 53 grants to organizations · $4.3M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $373K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JJ & JA GARDNER CHARITABLE LEAD ANNUITY TRUST B | Organization or other | JACKSON, WY | $372,647 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $1.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JJ & JA GARDNER CHARITABLE LEAD ANNUITY TRUST B | Organization or other | JACKSON, WY | $1,020,119 | - | Form 990PF Sch. B, 2023 · filing |
2020 · 3 contributors · $1.3M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 3 | JOAN A GARDNER 1995 CHARITABLE REM TRUST | Organization or other | CINCINNATI, OH | $645,675 | - | Form 990PF Sch. B, 2020 · filing |
| 2 | JOAN A GARDNER 1992 CHARITABLE REM TRUST | Organization or other | CINCINNATI, OH | $325,711 | - | Form 990PF Sch. B, 2020 · filing |
| 1 | JAMES J GARDNER 1992 CHARITABLE REM TRUST | Organization or other | CINCINNATI, OH | $310,767 | - | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $20,005,045 | $9,818,305 | $84,194,618 | $84,151,124 | $372,647 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $15,291,576 | $8,259,617 | $73,947,037 | $73,947,037 | $1,052,571 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $7,370,172 | $8,530,246 | $66,915,139 | $66,915,139 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $14,231,664 | $7,030,144 | $68,091,187 | $68,078,171 | - | - | $97,842 | - | - |
| 2020 · Form 990PF | ||||||||
| $15,929,017 | $6,059,138 | $60,878,884 | $60,878,884 | $1,282,195 | - | $89,271 | - | - |
| 2019 · Form 990PF | ||||||||
| $9,463,890 | $5,679,556 | $51,012,496 | $51,012,496 | - | - | $78,648 | - | - |
| 2018 · Form 990PF | ||||||||
| $11,284,990 | $5,363,576 | $47,232,351 | $47,232,351 | - | - | $72,510 | - | - |
| 2017 · Form 990PF | ||||||||
| $5,709,452 | $4,676,125 | $44,069,847 | $41,313,408 | - | - | $83,260 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- MARY MAGDALENE FOUNDATION INC Cincinnati, OH · 4 people in common (Eric G Mueller, Kyle J Johns, Linda G Mueller)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BHANOO FAMILY FOUNDATION | OH | T22 | $20,011,507 | $0 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| ROBERT AND ADELE SCHIFF FAMILY FOUNDATION INC | OH | T22 | $22,767,878 | $19,274,204 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| LIFT A LIFE FOUNDATION INC | OH | T22 | $15,425,440 | $11,380,479 | DIRECTOR | $241,835 | Same NTEE code T22, revenue within 2x, same state |
| SCRIPPS-HOWARD FOUNDATION | OH | T22 | $19,459,483 | $10,336,787 | PRESIDENT, CEO, AND TRUSTEE (AS OF 5/24) | $177,811 | Same NTEE code T22, revenue within 2x, same state |
| HUNTINGTON FOUNDATION | OH | T22 | $24,551,154 | $25,999,702 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE SCHIEWETZ FOUNDATION INC | OH | T22 | $13,668,737 | $4,624,067 | PRESIDENT | $65,100 | Same NTEE code T22, revenue within 2x, same state |
| JAY FARNER FAMILY FOUNDATION | DE | T22 | $12,552,069 | $620,519 | Pres, Dir | $0 | Same NTEE code T22, revenue within 2x, similar name |
| JOHN AND AMY PHELAN FAMILY FOUNDATION | FL | T22 | $24,728,284 | $4,192,106 | PRESIDENT/TREASURER | $0 | Same NTEE code T22, revenue within 2x, similar name |
| JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC | FL | T22 | $15,481,780 | $1,231,637 | DIRECTOR, VP, TREASURER | $0 | Same NTEE code T22, revenue within 2x, similar name |
| JAMES F AND MARION L MILLER FOUNDATION | OR | T22 | $37,478,142 | $15,789,515 | EXECUTIVE DIRECTOR | $261,628 | Same NTEE code T22, revenue within 2x, similar name |
| J & J FAMILY FOUNDATION TR | FL | T22 | $13,646,184 | $3,830,685 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| GERSTNER FAMILY FOUNDATION | NY | T22 | $16,734,851 | $17,201,146 | TRUSTEE, EXECUTIVE DIRECTOR | $445,543 | Same NTEE code T22, revenue within 2x, similar name |
| SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION | TX | T22 | $15,075,611 | $680,394 | Dir, VP | $0 | Same NTEE code T22, revenue within 2x, similar name |
| JAGGERS FAMILY FOUNDATION | DE | T22 | $29,129,171 | $2,114,772 | Dir, Pres, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, similar name |
| JAMES S & PAULA H CROWN FAMILY FOUNDATION | IL | T22 | $35,984,926 | $42,853,787 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| JOHN AND JULIE SCHMIDT FAMILY FOUNDATION | DE | T22 | $10,840,131 | $668,773 | VP | $0 | Same NTEE code T22, revenue within 2x, similar name |
| GONG FAMILY FOUNDATION | NY | T22 | $29,351,144 | $5,504,755 | VICE PRESIDENT/SEC | $0 | Same NTEE code T22, revenue within 2x, similar name |
| HAUGLAND FAMILY FOUNDATION | OR | T22 | $25,885,739 | $3,058,603 | PRESIDENT, DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| HAYES FAMILY FOUNDATION | FL | T22 | $10,292,227 | $929,539 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| MEG AND BENNETT GOODMAN FAMILY FOUNDATION | NY | T22 | $21,948,975 | $6,234,294 | Executive Director | $46,155 | Same NTEE code T22, revenue within 2x |
| GAYDEN FAMILY FOUNDATION TR | TX | T22 | $12,023,062 | $5,512,945 | CO-TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| JOYCE FAMILY FOUNDATION INC | GA | T22 | $11,044,429 | $407,105 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| FUHRMAN FAMILY FOUNDATION | NY | T22 | $28,791,388 | $7,716,156 | PRESIDENT/TREASURER/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| CAMERON FAMILY FOUNDATION | OK | T22 | $12,543,778 | $891,975 | EVP/TREASURER/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| SUN FAMILY FOUNDATION | CA | T22 | $24,074,638 | $7,158,982 | TREASURER | $14,285 | Same NTEE code T22, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $9,818,305 spent · pay $0 · grants $8,700,000 · events $10,925
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,700,000 | 88.6% | |
| Fees: other professional | $754,370 | 7.7% | |
| Taxes | $271,281 | 2.8% | |
| Other expenses | $78,229 | 0.8% | |
| Travel, conferences and meetings | $10,925 | 0.1% | |
| Fees: accounting | $3,500 | 0.0% | |
| Total | $9,818,305 | 100% |
2023 · Form 990PF · $8,259,617 spent · pay $0 · grants $7,500,000 · events $11,198
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,500,000 | 90.8% | |
| Fees: other professional | $578,173 | 7.0% | |
| Taxes | $138,454 | 1.7% | |
| Other expenses | $22,982 | 0.3% | |
| Travel, conferences and meetings | $11,198 | 0.1% | |
| Fees: accounting | $7,760 | 0.1% | |
| Fees: legal | $1,050 | 0.0% | |
| Total | $8,259,617 | 100% |
2022 · Form 990PF · $8,530,246 spent · pay $0 · grants $7,800,000 · events $294
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,800,000 | 91.4% | |
| Fees: other professional | $524,752 | 6.2% | |
| Taxes | $191,061 | 2.2% | |
| Other expenses | $12,280 | 0.1% | |
| Fees: legal | $1,859 | 0.0% | |
| Travel, conferences and meetings | $294 | 0.0% | |
| Total | $8,530,246 | 100% |
2021 · Form 990PF · $7,030,144 spent · pay $119,464 · grants $6,400,000 · events $8,158
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,400,000 | 91.0% | |
| Fees: other professional | $371,214 | 5.3% | |
| Taxes | $108,077 | 1.5% | |
| Pay: officers, directors, trustees | $97,842 | 1.4% | |
| Other expenses | $22,553 | 0.3% | |
| Pension plans and employee benefits | $21,622 | 0.3% | |
| Travel, conferences and meetings | $8,158 | 0.1% | |
| Fees: legal | $678 | 0.0% | |
| Total | $7,030,144 | 100% |
2020 · Form 990PF · $6,059,138 spent · pay $108,929 · grants $5,400,000 · events $5,274
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,400,000 | 89.1% | |
| Fees: other professional | $311,211 | 5.1% | |
| Taxes | $225,009 | 3.7% | |
| Pay: officers, directors, trustees | $89,271 | 1.5% | |
| Pension plans and employee benefits | $19,658 | 0.3% | |
| Other expenses | $6,405 | 0.1% | |
| Travel, conferences and meetings | $5,274 | 0.1% | |
| Fees: accounting | $2,310 | 0.0% | |
| Total | $6,059,138 | 100% |
2019 · Form 990PF · $5,679,556 spent · pay $96,333 · grants $5,000,000 · events $514
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,000,000 | 88.0% | |
| Fees: other professional | $300,225 | 5.3% | |
| Taxes | $257,101 | 4.5% | |
| Pay: officers, directors, trustees | $78,648 | 1.4% | |
| Other expenses | $18,652 | 0.3% | |
| Pension plans and employee benefits | $17,685 | 0.3% | |
| Fees: accounting | $4,490 | 0.1% | |
| Fees: legal | $2,241 | 0.0% | |
| Travel, conferences and meetings | $514 | 0.0% | |
| Total | $5,679,556 | 100% |
2018 · Form 990PF · $5,363,576 spent · pay $88,825 · grants $4,900,000 · events $8,309
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,900,000 | 91.4% | |
| Fees: other professional | $307,541 | 5.7% | |
| Pay: officers, directors, trustees | $72,510 | 1.4% | |
| Taxes | $53,427 | 1.0% | |
| Pension plans and employee benefits | $16,315 | 0.3% | |
| Travel, conferences and meetings | $8,309 | 0.2% | |
| Other expenses | $2,361 | 0.0% | |
| Fees: accounting | $2,000 | 0.0% | |
| Printing and publications | $937 | 0.0% | |
| Occupancy | $100 | 0.0% | |
| Fees: legal | $76 | 0.0% | |
| Total | $5,363,576 | 100% |
2017 · Form 990PF · $4,676,125 spent · pay $100,099 · grants $4,260,000 · events $14,242
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,260,000 | 91.1% | |
| Fees: other professional | $267,151 | 5.7% | |
| Pay: officers, directors, trustees | $83,260 | 1.8% | |
| Other expenses | $18,928 | 0.4% | |
| Pension plans and employee benefits | $16,839 | 0.4% | |
| Travel, conferences and meetings | $14,242 | 0.3% | |
| Taxes | $13,346 | 0.3% | |
| Fees: accounting | $1,800 | 0.0% | |
| Occupancy | $435 | 0.0% | |
| Printing and publications | $124 | 0.0% | |
| Total | $4,676,125 | 100% |
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