HOMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HOMAN FOUNDATION (EIN 23-7038734)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-22
- IRS object ID
- 202612039349100756
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-22T12:28:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 EAST PETE ROSE WAY STE 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | 237038734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOMA | BusinessNameControlTxt |
| Phone | 5139044360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5612 CARTHAGE AVENUE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER E HOMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5139044360 | PhoneNum |
| Signature | 2026-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRIS A MORGAN CPA | PreparerPersonNm |
| PTIN | P00287787 | PTIN |
| Phone | 5132414507 | PhoneNum |
| Preparation | 2026-07-22 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,608,090 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,376 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $637,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $730,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $637,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $744,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $744,573 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,317 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,318 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,522 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,621 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,723 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $563,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $563,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $614,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $564,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $709,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $348,064 | CashBOYAmt |
| Cash EOY | $116,595 | CashEOYAmt |
| Cash EOYFMV | $116,595 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $107,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,131 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $250,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $250,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $250,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,049,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,107,089 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,083,364 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,504,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,631,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,608,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,504,609 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,631,815 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,504,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,631,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,504,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,631,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,504,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,634,469 | SubtotalAmt |
| Other Decreases | $2,654 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,631,815 | TotNetAstOrFundBalancesEOYAmt |
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 |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES - 5/3RD LT | P | $572,580 | $62,233 | $510,347 | $510,347 |
| SALE OF PUBLICLY TRADED SECURITIES - 5/3RD ST | P | $36,674 | $30,757 | $5,917 | $5,917 |
| CAPITAL GAINS DIVIDENDS | P | $121,002 | $121,002 | $121,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $637,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,800 | 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 | $9,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $113 | 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 | SHARON Y RIEGSECKER | IndividualWithBooksNm |
| Phone | 5139044360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5612 CARTHAGE AVENUE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45212 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER E HOMAN | ||||||||
| 974 PAVILION ST | CINCINNATI | OH | 45202 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WALTER E HOMAN JR | ||||||||
| 2187 GRANDIN ROAD | CINCINNATI | OH | 45206 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHLEEN H O'BRIEN | ||||||||
| 5 BEAUFORT HUNT LANE | CINCINNATI | OH | 45242 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $7,417,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,670,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,670,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,555,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $377,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,869 | TotalTaxAmt |
| Distributable Before Adj | $367,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $367,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $367,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $564,818 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $564,818 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $269,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $500,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $638,947 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $502,591 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,092,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $564,818 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $367,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $196,936 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,289,826 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $269,243 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,020,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $500,829 | ExcessFromYear4Amt |
| Excess From Year3 | $638,947 | ExcessFromYear3Amt |
| Excess From Year2 | $502,591 | ExcessFromYear2Amt |
| Excess From Year1 | $181,280 | ExcessFromYear1Amt |
| Excess From Current Year | $196,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER E HOMAN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 974 PAVILION ST | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5139044360 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, & EDUCATIONAL ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A KID AGAIN | |||||||
| 9600 MONTGOMERY RD SUITE 4 | CINCINNATI | OH | 45242 | PC | GENERAL SUPPORT | $1,500 | |
| ALZHEIMERS ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | PC | GENERAL SUPPORT | $1,000 | |
| ARCHBISHOP MCNICHOLAS HIGH SCHOOL | |||||||
| 6536 BEECHMONT AVE | CINCINNATI | OH | 45230 | PC | GENERAL SUPPORT | $5,000 | |
| ARCHBISHOP MOELLER HIGH SCHOOL | |||||||
| 9001 MONTGOMERY RD | CINCINNATI | OH | 45242 | PC | GENERAL SUPPORT | $2,500 | |
| ARTS WAVE | |||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | PC | GENERAL SUPPORT | $3,500 | |
| ATHENAEUM OF OHIO | |||||||
| 6616 BEECHMONT AVE | CINCINNATI | OH | 45230 | PC | GENERAL SUPPORT | $1,000 | |
| BEECHWOOD HOME | |||||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | PC | GENERAL SUPPORT | $1,000 | |
| BETHANY HOUSE SERVICES | |||||||
| 1841 FAIRMOUNT AVE | CINCINNATI | OH | 45214 | PC | GENERAL SUPPORT | $1,500 | |
| CATHOLIC CHARITIES SOUTHWESTERN OHIO | |||||||
| 7162 READING RD | CINCINNATI | OH | 45237 | PC | GENERAL SUPPORT | $2,000 | |
| CATHOLIC INNER-CITY SCHOOLS (CISE) | |||||||
| 100 EAST EIGHTH ST | CINCINNATI | OH | 45202 | PC | GENERAL SUPPORT | $2,000 | |
| CINCINNATI ANIMAL CARE HUMANE SOCIETY | |||||||
| 3949 COLERAIN AVE | CINCINNATI | OH | 45223 | PC | GENERAL SUPPORT | $2,000 | |
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DR | CINCINNATI | OH | 45202 | PC | GENERAL SUPPORT | $3,500 | |
| CINCINNATI CANCER FOUNDATION INC | |||||||
| 4805 MONTGOMERY ROAD SUTIE 130 | CINCINNATI | OH | 45212 | PC | GENERAL SUPPORT | $50,000 | |
| CINCINNATI HILLS CHRISTIAN ACADEMY | |||||||
| 8283 E KEMPER RD | CINCINNATI | OH | 45249 | PC | GENERAL SUPPORT | $10,000 | |
| CINCINNATI PARKS FOUNDATION | |||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | GENERAL SUPPORT | $1,000 | |
| CINCINNATI SQUASH ACADEMY | |||||||
| 1308 RACE ST | CINCINNATI | OH | 452027111 | PC | GENERAL SUPPORT | $10,000 | |
| CINCINNATI ZOO AND BOTANICAL GARDEN | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | PC | GENERAL SUPPORT | $52,500 | |
| CRAYONS TO COMPUTERS | |||||||
| 1350 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | PC | GENERAL SUPPORT | $1,500 | |
| DAN BEARD COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 10078 READING RD | CINCINNATI | OH | 45241 | PC | GENERAL SUPPORT | $500 | |
| DEMENTIA SOCIETY OF AMERICA | |||||||
| PO BOX 600 | DOYLESTOWN | PA | 18901 | PC | GENERAL SUPPORT | $1,000 | |
| DIOCESAN CATHOLIC CHILDREN'S HOME | |||||||
| PO BOX 17007 | FT MITCHELL | KY | 41017 | PC | GENERAL SUPPORT | $1,500 | |
| EASTERSEALS REDWOOD | |||||||
| 2901 GILBERT AVE | CINCINNATI | OH | 45206 | PC | GENERAL SUPPORT | $1,500 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | PC | GENERAL SUPPORT | $500 | |
| FREESTORE-FOOD BANK | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | GENERAL SUPPORT | $1,500 | |
| FRIARS CLUB INC | |||||||
| 4300 VINE STREET | CINCINNATI | OH | 45217 | PC | GENERAL SUPPORT | $1,500 | |
| GAMBLE MONTESSORI ELEMENTARY FOUNDATION | |||||||
| 2700 FELICITY PLACE | CINCINNATI | OH | 45211 | PC | GENERAL SUPPORT | $2,500 | |
| GIRL SCOUTS - GREAT RIVERS COUNCIL | |||||||
| 4930 CORNELL ROAD | CINCINNATI | OH | 452421804 | PC | GENERAL SUPPORT | $500 | |
| HARLEQUIN HAVEN - GREAT DANE RESCUE | |||||||
| 11567 STATE ROUTE 774 | BETHEL | OH | 45106 | PC | GENERAL SUPPORT | $2,500 | |
| HOPE EMERGENCY PROGRAM | |||||||
| PO BOX 214 | FAYETTEVILLE | OH | 45118 | PC | GENERAL SUPPORT | $2,500 | |
| HOSPICE OF CINCINNATI | |||||||
| PO BOX 633597 | CINCINNATI | OH | 452633597 | PC | GENERAL SUPPORT | $500 | |
| IMMACULATA CATHOLIC CHURCH | |||||||
| 30 GUIDO ST | CINCINNATI | OH | 45202 | PC | GENERAL SUPPORT | $1,000 | |
| INNER CITY YOUTH OPPORTUNITIES (ICYO) | |||||||
| 1821 SUMMIT ROAD SUITE 210 | CINCINNATI | OH | 45237 | PC | GENERAL SUPPORT | $3,000 | |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4600 DEVITT DR | WEST CHESTER | OH | 45246 | PC | GENERAL SUPPORT | $5,000 | |
| JUNIOR ACHIEVEMENT OF OKI PARTNERS | |||||||
| 2368 VICTORY PARKWAY SUITE 301 | CINCINNATI | OH | 45206 | PC | GENERAL SUPPORT | $1,000 | |
| KENZIE'S CLOSET | |||||||
| PO BOX 43285 | CINCINNATI | OH | 45243 | PC | GENERAL SUPPORT | $2,500 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 4370 GLENDALE MILFORD RD | CINCINNATI | OH | 45242 | PC | GENERAL SUPPORT | $1,000 | |
| LIGHTHOUSE YOUTH SERVICES | |||||||
| 401 E MCMILLAN | CINCINNATI | OH | 45206 | PC | GENERAL SUPPORT | $2,000 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 476 RIDDLE ROAD | CINCINNATI | OH | 45220 | PC | GENERAL SUPPORT | $2,000 | |
| MEALS ON WHEELS | |||||||
| 2091 RADCLIFF DR | CINCINNATI | OH | 45204 | PC | GENERAL SUPPORT | $1,500 | |
| MT ADAMS CIVIC ASSOCIATION | |||||||
| PO BOX 6474 | CINCINNATI | OH | 45206 | PC | GENERAL SUPPORT | $1,000 | |
| NAPLES CANCER ADVISORS | |||||||
| 3201 TAMIAMI TRAIL N SUITE 112 | NAPLES | FL | 34103 | PC | GENERAL SUPPORT | $10,000 | |
| NAPLES COMMUNITY HOSPITAL | |||||||
| BOX 413029 | NAPLES | FL | 341013029 | PC | GENERAL SUPPORT | $2,500 | |
| OUR DAILY BREAD | |||||||
| 1730 RACE STREET | CINCINNATI | OH | 45215 | PC | GENERAL SUPPORT | $1,000 | |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | PC | GENERAL SUPPORT | $1,000 | |
| PROKIDS | |||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | PC | GENERAL SUPPORT | $2,500 | |
| PURCELL MARIAN HIGH SCHOOL | |||||||
| 2935 HACKBERRY ST | CINCINNATI | OH | 45206 | PC | GENERAL SUPPORT | $5,000 | |
| SALVATION ARMY | |||||||
| 340 W 10TH ST | NEWPORT | KY | 41071 | PC | GENERAL SUPPORT | $1,500 | |
| SANTA MARIA COMMUNITY SERVICES | |||||||
| 617 STEINER AVE | CINCINNATI | OH | 45204 | PC | GENERAL SUPPORT | $10,000 | |
| SHELTER FOR ABUSED WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | PC | GENERAL SUPPORT | $1,000 | |
| SHELTERHOUSE | |||||||
| 217 W 12TH ST | CINCINNATI | OH | 452102201 | PC | GENERAL SUPPORT | $2,000 | |
| SISTERS OF NOTRE DAME DE NAMUR | |||||||
| 699 E COLUMBIA AVE | CINCINNATI | OH | 45215 | PC | GENERAL SUPPORT | $2,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 3424 STANFORD AVE | DALLAS | TX | 75225 | PC | GENERAL SUPPORT | $2,500 | |
| ST ANN CATHOLIC CHURCH | |||||||
| 475 NINTH AVENUE SOUTH | NAPLES | FL | 34102 | PC | GENERAL SUPPORT | $2,500 | |
| ST FRANCIS SERAPH MINISTRIES | |||||||
| 1615 REPUBLIC ST | CINCINNATI | OH | 45202 | PC | GENERAL SUPPORT | $2,000 | |
| ST JOSEPH HOME OF CINCINNATI | |||||||
| 10722 WYSCARVER RD | CINCINNATI | OH | 45241 | PC | GENERAL SUPPORT | $1,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $1,000 | |
| ST MARY'S SCHOOL | |||||||
| PO BOX 6 | LAKE LEELANAU | MI | 49653 | PC | GENERAL SUPPORT | $1,000 | |
| ST MATTHEW'S HOUSEIMMOKALEE FRIENDSHIP | |||||||
| IMMOKALEE FRIENDSHIP HOUSE ATTN | NAPLES | FL | 34112 | PC | GENERAL SUPPORT | $5,000 | SHARON SPARROW |
| ST RITA SCHOOL FOR THE DEAF | |||||||
| 1720 GLENDALE-MILFORD RD | CINCINNATI | OH | 45215 | PC | GENERAL SUPPORT | $1,000 | |
| ST URSULA ACADEMY | |||||||
| 1339 EAST MCMILLAN | CINCINNATI | OH | 45206 | PC | GENERAL SUPPORT | $2,500 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND RD | CINCINNATI | OH | 452241499 | PC | GENERAL SUPPORT | $8,500 | |
| STEPPING STONES CENTER | |||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 452433499 | PC | GENERAL SUPPORT | $1,000 | |
| SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 452083300 | PC | GENERAL SUPPORT | $45,000 | |
| THE DRAGONFLY FOUNDATION | |||||||
| 506 OAK STREET | CINCINNATI | OH | 45219 | PC | GENERAL SUPPORT | $2,000 | |
| THE MORGAN JUDD FOUNDATION | |||||||
| 4700 WILLOW HILLS LANE | CINCINNATI | OH | 45243 | PC | GENERAL SUPPORT | $2,500 | |
| THE SEVEN HILLS SCHOOL | |||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | PC | GENERAL SUPPORT | $10,000 | |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| PO BOX 6207 | CINCINNATI | OH | 45206 | PC | GENERAL SUPPORT | $12,500 | |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 025388 | MIAMI | FL | 331029811 | PC | GENERAL SUPPORT | $2,500 | |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 452077740 | PC | GENERAL SUPPORT | $233,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $563,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,376 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $637,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $744,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $744,573 | 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 | CategoryTxt |
| Amt | $2,635 | Amt |
| Net Investment Income | $1,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,318 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIFTH THIRD BANK TRUST ACCOUNT | StockNm |
| EOY Book Value | $3,107,089 | EOYBookValueAmt |
| EOYFMV | $8,083,364 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT COST BASIS ADJUSTMENT | $2,653 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE - OHIO | $200 | $0 | $0 | $0 |
| MISCELLANEOUS | $194 | $0 | $0 | $0 |
| BANK CHARGE | $41 | $41 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $30,522 | Amt |
| Net Investment Income | $30,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2,723 | $2,723 | $0 | $0 |
| TAX BASED ON INVESTMENT INCOME | $14,898 | $0 | $0 | $0 |