LANDEN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LANDEN FAMILY FOUNDATION INC (EIN 56-2407331)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202301329349102565
- Schema version
- 2021v4.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T13:18:41-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562407331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Landen Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 5132411234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Suite 311 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce Krone | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5132411234 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bruce | PersonFirstNm |
| Person Last | Krone | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $2,624,586 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $60,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $922,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,002 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $338,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,026 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,177 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,177 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,576 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,833 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $840,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $840,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $885,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $841,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$547,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,591 | CashBOYAmt |
| Cash EOY | $191,707 | CashEOYAmt |
| Cash EOYFMV | $191,707 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,771,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,204,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,432,879 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,943,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,395,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,624,586 | 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 | $1,943,652 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,395,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,943,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,395,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,943,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,395,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,943,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$547,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,395,845 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,395,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PNC Investment Stock Sales | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $922,975 | GrossSalesPriceAmt |
| Cost Or Other Basis | $644,973 | CostOrOtherBasisAmt |
| Gain Or Loss | $278,002 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $278,002 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,002 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,400 | 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 | $8,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $50 | EsPenaltyAmt |
| Overpayment | $4,089 | OverpaymentAmt |
| Applied To ES Tax | $4,089 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | Bruce A Krone | IndividualWithBooksNm |
| Phone | 5132411234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut Street Suite 311 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Elizabeth L Krone | ||||||||
| 700 Walnut Street Suite 311 | Cincinnati | OH | 45202 | Director & President | 0.50 | $0 | $0 | $0 |
| Margaret L Arnold | ||||||||
| 700 Walnut Street Suite 311 | Cincinnati | OH | 45202 | Director & Vice President | 0.50 | $0 | $0 | $0 |
| Louise M Landen | ||||||||
| 700 Walnut Street Suite 311 | Cincinnati | OH | 45202 | Director | 0.50 | $0 | $0 | $0 |
| Bruce A Krone | ||||||||
| 700 Walnut Street Suite 311 | Cincinnati | OH | 45202 | Treasurer | 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 |
| 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 | $3,359,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,505,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,505,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,452,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,261 | TotalTaxAmt |
| Distributable Before Adj | $168,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,384 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $841,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $841,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $303,273 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $883,147 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $619,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,806,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $841,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $673,316 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,479,335 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,479,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $303,273 | ExcessFromYear4Amt |
| Excess From Year2 | $883,147 | ExcessFromYear2Amt |
| Excess From Year1 | $619,599 | ExcessFromYear1Amt |
| Excess From Current Year | $673,316 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth L Krone | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Changing Gears Inc | |||||||
| PO Box 9595 | Cincinnati | OH | 45209 | None | 501(c)(3) | Our current tow truck is limiting our capacity to safely tow vehicles ourselves, which requires outsourcing to towing companies more often. Purchasing a new rollback tow truck will provide a long term solution that allow us to safely tow donated vehicles and client vehicles that need to be repaired. | $80,000 |
| Cincinnati Nature Center | |||||||
| 4949 Tealtown Rd | Milford | OH | 45150 | None | 501(c)(3) | The Cincinnati Nature Center is seeking a $600,000 grant (distributed over 4 years) for a two-pronged project that includes the installation of utilities infrastructure (water, sewage, and electric) and the incorporation of a facility at Long Branch Farm & Trails. These additions will provide the physical resources needed to expand our Native Plant Propagation program, support the restoration of our regions native plants, and help generate income that supports our mission. | $150,000 |
| Circle Tail Inc | |||||||
| 8834 Carey Ln | Pleasant Plain | OH | 45162 | None | 501(c)(3) | Circle Trail Campus Modernization | $20,000 |
| Crossroads Campus | |||||||
| 707 Monroe St | Nashville | TN | 37208 | None | 501(c)(3) | Social Enterprised Based Employment and Affordable Housing for Yound Adjults Facing Homelessness | $100,000 |
| The Cincinnati Woman's Club | |||||||
| 330 Lafayette Ave | Cincinnati | OH | 45220 | None | 501(c)(3) | Stempower | $10,000 |
| Wordplay Cincy | |||||||
| 4041 Hamilton Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | WordPlays original proposal was a $400,000 request: $200,000 to be funded in 2020, and $200,000 in 2021. Of this amount, $30,000 each year will be dedicated to the Director of Programmings salary, and $170,000 to capital expenses for the renovation of our commercial building at 1556 Chase Ave. Due to the rapid changes brought on by the COVID-19/coronavirus pandemic, WordPlay has decided to pause renovations on the building and focus on generating operating support to keep our staff intact and redirect programming to multi-faceted online learning. Per Executive Director Libby Hunters conversation with Libby Krone on March 25, 2020, an additional $200,000 in operating support is being requested for 2020, with $200,000 to be awarded to the capital project in 2021 and $200,000 in 2022, for a total of $600,000 over the next three years. | $200,000 |
| Communities in Schools of Tennessee | |||||||
| 1207 18th Ave South | Nashville | TN | 37212 | None | 501(c)(3) | CIS of TN works to remove the non-academic barriers that prevent student success in the classroom. In partnership with Metro Nashville Public Schools and KIPP Charter Schools, we provide daily school-based interventions to students in grades K12 to address academic failure, truancy, behavioral issues, social service needs and more. | $50,000 |
| Monroe Harding Inc | |||||||
| 1 Vantage Way Suite C-165 | Nashville | TN | 37228 | None | 501(c)(3) | Our mission is changing young peoples lives with prior abuse, neglect, or victims of crime. Since we began in 1893 as an orphanage for displaced youth, Monroe Harding evolved and continually adapted to meet the needs of children and young adults who are in or transitioning out of state custody. We ensure that foster care youth and other vulnerable young people build a solid foundation of strengths, positioning them for success in adulthood. We provide children, young adults, and families with resources in the areas of Homes, Healing, and Opportunities. We also advocate for servicerecipients and empower young people to advocate for themselves. Monroe Harding is the only agency in Middle Tennessee providing a comprehensive continuum of services for current and former foster youth from birth to 26, as well as young adults who are victims of crime. We fulfill our mission through four programs: Foster Care, Supportive Housing, Clinical Emotional, and Mental Health Support, and Youth Educa | $50,000 |
| Raptor Inc | |||||||
| 961 Barg Salt Run Road | Milford | OH | 45150 | None | 501(c)(3) | This project is for construction of an educational center on the grounds next to our current raptor rehabilitation facility in Milford, Ohio. This public facility will focus on the education of the conservation of raptors - the importance of birds of prey to the environment and what people can do to protect these birds. The building will have an auditorium to give presentations, an interpretative area, a small gift shop and an outdoor raptor trail with outdoor exhibits of birds of prey. | $100,000 |
| Pet Community Center | |||||||
| 943b Dr Richard G Adams Dr | Nashville | TN | 37207 | None | 501(c)(3) | General Operating Funding | $25,000 |
| Breakthrough Cincinnati Inc | |||||||
| 6905 Given Rd | Cincinnati | OH | 45243 | None | 501(c)(3) | General Operating Funding | $25,000 |
| Freestore-Foodbank Inc | |||||||
| 1141 Central Parkway | Cincinnati | OH | 45202 | None | 501(c)(3) | General Operating Funding | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $840,000 | 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 | $60,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $278,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $338,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,026 | 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 | $3,200 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the Landen Family Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceeding tax year's undistributed income as being made out of undistributed income from 2015 in the amount of $5,569. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| iShares Barclays 7-10 Year Treasury | $86,818 | $77,543 |
| Baird Aggregate Bond Fund | $83,477 | $73,543 |
| Home Depot Inc | $31,977 | $130,278 |
| McDonald's Corp | $26,259 | $74,064 |
| The Hershey Company | $40,355 | $107,580 |
| Procter & Gamble Co | $40,440 | $86,274 |
| JP Morgan Chase & Co | $19,586 | $50,675 |
| Truist Financial Corp | $45,809 | $71,165 |
| US Bancorp Del Com New | $38,076 | $55,224 |
| Johnson & Johnson | $58,598 | $115,382 |
| Merck & Co Inc | $38,589 | $91,170 |
| Union Pacific Corp | $64,081 | $149,296 |
| Apple Inc | $30,244 | $205,080 |
| Microsoft Corp | $38,332 | $205,464 |
| Oracle Corp | $49,613 | $104,805 |
| Visa Inc Class A Shares | $22,036 | $110,258 |
| Alphabet Inc/CA-Cl C | $17,663 | $87,498 |
| Alphabet Inc/CA-CL A | $17,666 | $87,170 |
| Verizon Communications Inc | $42,880 | $50,750 |
| Nextera Energy Inc | $20,550 | $92,952 |
| WEC Energy Group Inc | $19,890 | $50,320 |
| Fidelity Real Estate ETF | $18,748 | $22,923 |
| iShares Core S&P 500 | $105,980 | $97,821 |
| iShares Core S&P Small Cap ETF | $55,844 | $69,030 |
| iShares Core MSCI EAFE ETF | $29,299 | $24,226 |
| All Spring Core Bond Fund | $161,328 | $142,388 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $198 | $198 | $0 |
| Software | $1,378 | $1,378 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $28,177 | Amt |
| Net Investment Income | $28,177 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Taxes | $12,680 | $0 | $0 |
| Ohio Fee | $200 | $100 | $100 |