LINDA CASWELL BERRY & SONS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LINDA CASWELL BERRY & SONS FOUNDATION INC (EIN 52-2381804)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349102610
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:14:35-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST 4TH 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522381804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LINDA CASWELL BERRY & SONS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 5132413111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9891 MONTGOMERY ROAD 316 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE UHRIG | PersonNm |
| Person Title | TRUSTEE/DIRECTOR | PersonTitleTxt |
| Phone | 5132413111 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | UHRIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET A BUSH | PreparerPersonNm |
| PTIN | P00234609 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,573,439 | 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 | $56,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,488 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,097 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,098 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,489 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,078 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,338,745 | CashBOYAmt |
| Cash EOY | $1,183,565 | CashEOYAmt |
| Cash EOYFMV | $1,183,565 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $133,716 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,653 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,653 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $965,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,168,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,168,313 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $169,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $169,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $169,908 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,607,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,573,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,573,439 | 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 | $2,607,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,573,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,607,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,573,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,607,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,573,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,607,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86,998 | OtherIncreasesAmt |
| Subtotal | $2,573,439 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,573,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JD SEIBERT & CO. | $38,484 | $38,701 | -$217 | -$217 | |
| JD SEIBERT & CO. | $18,512 | $37,900 | -$19,388 | -$19,388 | |
| CAPITAL GAINS DIVIDENDS | $5,520 | $5,520 | $5,520 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $417 | 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 | JULIE UHRIG | IndividualWithBooksNm |
| Phone | 5132413111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST FOURTH STREET SUITE 1200 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A SEARS | ||||||||
| 221 E FOURTH STREET SUITE 2300 | CINCINNATI | OH | 45202 | TRUSTEE - VICE PRESIDENT | 1.00 | $4,800 | $0 | $0 |
| JULIE UHRIG | ||||||||
| 221 E FOURTH STREET SUITE 2300 | CINCINNATI | OH | 45202 | TRUSTEE - PRESIDENT - TREASURER | 2.00 | $6,000 | $0 | $0 |
| KEVIN SEARS | ||||||||
| 221 E FOURTH STREET SUITE 2300 | CINCINNATI | OH | 45202 | TRUSTEE - SECRETARY | 1.00 | $4,800 | $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 | $1,090,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,350,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,611,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,611,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,571,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $417 | TotalTaxAmt |
| Distributable Before Adj | $128,176 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,176 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,176 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,038 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,502 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,681 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $78,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,176 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,862 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $86,887 | 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 | $12,842 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,502 | ExcessFromYear4Amt |
| Excess From Year3 | $23,681 | ExcessFromYear3Amt |
| Excess From Current Year | $8,862 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE UHRIG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 E FOURTH STREET SUITE 2300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132413111 | RecipientPhoneNum |
| Form And Info And Materials | 1 PAGE LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOONE COUNTY HIGH SCHOOL | |||||||
| 7056 BURLINGTON PIKE | FLORENCE | KY | 41042 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $6,460 |
| BOYS AND GIRLS CLUB OF WEST CHESTER | |||||||
| 8749 CINCINNATI DAYTON ROAD | WEST CHESTER | OH | 45069 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,500 |
| BROWN COUNTY ANIMAL SHELTER | |||||||
| 100 VETERANS BLVD | GEORGETOWN | OH | 45121 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,000 |
| CHRISTIAN HELP CENTER | |||||||
| 385 W MAIN STREET | BATAVIA | OH | 45103 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| EMMANUAL UNITED METHODIST CHURCH | |||||||
| 4312 AMELIA OLIVE BRANCH ROAD | BATAVIA | OH | 45103 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| INNER CINCINNATI SOCCER ACADEMY | |||||||
| 5514 CARTHAGE AVENUE | NORWOOD | OH | 45212 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| LIFE ENRICHING COMMUNITY | |||||||
| 6279 TRI-RIDGE BLVD | LOVELAND | OH | 45140 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,500 |
| MT OLIVET CHURCH | |||||||
| 9454 ASH RIDGE-WINCHESTER ROAD | WINCHESTER | OH | 45697 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $3,000 |
| NORWOOD MASONIC TEMPLE FOUNDATION | |||||||
| 2020 HOPKINDS AVENUE | NORWOOD | OH | 45212 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| OHIO SLED HOCKEY | |||||||
| 7588 TRAILWIND DRIVE | CINCINNATI | OH | 45242 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,000 |
| OHIO VALLEY VOICES | |||||||
| 6642 BRANCH HILL GUINEA PIKE | LOVELAND | OH | 45140 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| SNC SOUL PANTRY - TRI COUNTY | |||||||
| 11177 SPRINGFIELD PIKE | CINCINNATI | OH | 45246 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,000 |
| SPRINGDALE NAZARENE CHURCH | |||||||
| 1664 LINDENHALL DRIVE | LOVELAND | OH | 45140 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| THE ALZHEIMER'S ASSOCIATION | |||||||
| 644 LINN STREET | CINCINNATI | OH | 45203 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| THE VALLEY CHRUCH | |||||||
| 3836 SOUTH MADISON ROAD | CINCINNATI | OH | 45212 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 |
| URBAN APPALACHIAN COMMUNITY COALITION | |||||||
| 4830 PROSPERITY PLACE | CINCINNATI | OH | 45238 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| WT SPORTS COMPLEX | |||||||
| 937 OHIO PIKE | CINCINNATI | OH | 45245 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $12,000 |
| SYCAMORE HIGH SCHOOL BOWLING | |||||||
| 7400 CORNELL ROAD | CINCINNATI | OH | 45242 | NONE | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,960 | 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 | $56,488 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,085 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,403 | 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 | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $28,195 | Amt |
| Net Investment Income | $14,097 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,098 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,168,313 | EOYBookValueAmt |
| EOYFMV | $1,168,313 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN GOLD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $169,908 | BookValueAmt |
| EOYFMV | $169,908 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $75 | $0 | $75 |
| OFFICE EXPENSE | $205 | $0 | $205 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON STOCKS | Desc |
| Amt | $86,998 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $8,489 | Amt |
| Net Investment Income | $8,489 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $146 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |