HUNTINGTON CHARITABLE FOUNDATIONINC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON CHARITABLE FOUNDATIONINC (EIN 20-5025483)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-17
- IRS object ID
- 202311379349100711
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-17T07:53:33-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340756436 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULMER & BERNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 1400 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205025483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 5136985044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SR SUSSKIND 312 WALNUT STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART R SUSSKIND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5136985044 | PhoneNum |
| Signature | 2023-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STUART | PersonFirstNm |
| Person Last | SUSSKIND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART R SUSSKIND | PreparerPersonNm |
| PTIN | P00293025 | PTIN |
| Phone | 5136985044 | PhoneNum |
| Preparation | 2023-05-17 | PreparationDt |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,074,958 | 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 | $2,254,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,254,296 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,254,296 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $3,478 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,478 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $3,478 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $3,478 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $1,922,367 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,257,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,180,141 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,257,774 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $55,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,366 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $55,366 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,366 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,602 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,602 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,602 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,660 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,660 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $63,628 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $590,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $63,628 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $590,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,667,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,116,513 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,194,146 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,496 | CashBOYAmt |
| Cash EOY | $783,434 | CashEOYAmt |
| Cash EOYFMV | $783,434 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $3,040,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,936,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,291,524 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,112,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,719,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,074,958 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,112,296 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,719,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,112,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,719,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,112,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,719,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,112,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,667,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,940,200 | OtherIncreasesAmt |
| Subtotal | $6,719,642 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,719,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC. | D | 2020-03-20 | 2022-02-11 | $56,332 | $0 | $21,465 | $34,867 | $0 | $0 | $0 | $34,867 |
| APPLE INC. | D | 2020-03-20 | 2022-02-11 | $87,294 | $0 | $28,648 | $58,646 | $0 | $0 | $0 | $58,646 |
| BROADCOM INC. | D | 2020-03-20 | 2022-02-11 | $121,935 | $0 | $39,156 | $82,779 | $0 | $0 | $0 | $82,779 |
| DEERE & CO. | D | 2020-03-20 | 2022-02-11 | $118,436 | $0 | $33,985 | $84,451 | $0 | $0 | $0 | $84,451 |
| META PLATFORMS INC. | D | 2020-03-20 | 2022-02-11 | $69,546 | $0 | $45,155 | $24,391 | $0 | $0 | $0 | $24,391 |
| PROCTER & GAMBLE CO. | D | 2020-03-20 | 2022-02-11 | $76,883 | $0 | $49,227 | $27,656 | $0 | $0 | $0 | $27,656 |
| TJX COS. INC. | D | 2020-03-20 | 2022-02-11 | $22,311 | $0 | $11,716 | $10,595 | $0 | $0 | $0 | $10,595 |
| UNION PACIFIC CORP. | D | 2020-03-20 | 2022-02-11 | $49,152 | $0 | $23,437 | $25,715 | $0 | $0 | $0 | $25,715 |
| APPLE INC. | D | 2020-03-20 | 2022-03-25 | $383,904 | $0 | $128,918 | $254,986 | $0 | $0 | $0 | $254,986 |
| US BANCORP | D | 2020-03-20 | 2022-03-25 | $646,269 | $0 | $361,416 | $284,853 | $0 | $0 | $0 | $284,853 |
| THRU HELEN CHATFIELD TRUST K-1 | D | 2020-03-20 | 2022-12-31 | $191,188 | $0 | $0 | $191,188 | $0 | $0 | $0 | $191,188 |
| CARNABY SQUARE SHOPPING CENTER | D | 2002-03-20 | 2022-12-31 | $0 | $0 | $60 | -$60 | $0 | $0 | $0 | -$60 |
| THRU HELEN CHATFIELD TRUST K-1 FY3 2/28/22 | D | 2002-03-20 | 2022-12-31 | $842,300 | $0 | $0 | $842,300 | $0 | $0 | $0 | $842,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,922,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,625 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $108,625 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$108,625 | OriginalReturnOverpaymentAmt |
| Overpayment | $51,405 | OverpaymentAmt |
| Applied To ES Tax | $51,405 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STUART R SUSSKIND | IndividualWithBooksNm |
| Phone | 5136985044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 1400 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART R SUSSKIND | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 1400 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFTH THIRD BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIFTH THIRD CENTER | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL ADVICE | ServiceTypeTxt |
| Compensation | $55,203 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,852,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,279,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,279,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,155,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $407,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $407,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,220 | TotalTaxAmt |
| Distributable Before Adj | $350,558 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $350,558 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $350,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $590,628 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $590,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,210 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,086 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $273,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $590,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $513,366 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $273,296 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $273,296 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $513,366 | 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 |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $513,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $513,366 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CRAYONS TO COMPUTERS | ||||||
| PADDOCK ROAD | CINCINNATI | OH | 45229 | PUB CH | GENERAL FUNDING | $10,000 |
| MAINE COAST HERITAGE TRUST | ||||||
| ADDRESS NOT AVAILABLE | PORTLAND | ME | 00000 | PUB CH | GENERAL FUNDING | $100,000 |
| (no name) | ||||||
| $0 | ||||||
| THE NATURE CONSERVANCY | ||||||
| ADDRESS NOT AVAILABLE | CINCINNATI | OH | 45202 | PUB CH | GENERAL FUNDING | $20,000 |
| MISS PORTER'S SCHOOL | ||||||
| ADDRESS NOT AVAILABLE | PORTLAND | ME | 01010 | PUB CH | GENERAL FUNDING | $10,000 |
| GREATER CINCINNATI FOUNDATION | ||||||
| FOURTH STREET | CINCINNATI | OH | 45202 | PUB CH | GENERAL FUNDING | $200,000 |
| OTHER PUBLIC CHARITIES | ||||||
| 10000 OR LESS | CINCINNATI | OH | 45202 | PUB CH | GENERAL FUNDING | $62,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| ADDRESS NOT AVAILABLE | CINCINNATI | OH | 45202 | PUB CH | GENERAL FUNDING | $20,000 |
| DENVER ART MUSEUM | ||||||
| ADDRESS NOT AVAILABLE | DENVER | CO | 80000 | PUB CH | GENERAL FUNDING | $25,000 |
| CINCINNATI ART MUSEUM | ||||||
| ADDRESS NOT AVAILABLE | CINCINNATI | OH | 45202 | PUB CH | GENERAL FUNDING | $25,000 |
| TAFT MUSEUM | ||||||
| PIKE STREET | CINCINNATI | OH | 45202 | PUB CH | GENERAL FUNDING | $30,000 |
| SEVEN HILLS SCHOOLS | ||||||
| DRAKE ROAD | CINCINNAI | OH | 45243 | EDUCATION | GENERAL FUNDING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,254,296 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,254,296 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,254,296 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | NA | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX PAID | Desc |
| Revenue And Expenses Per Books | $1,660 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,660 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,660 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS OF ASSETS TO FOUNDATION | Desc |
| Amt | $1,940,200 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIFTH THIRD BANK INVESTMENT | CategoryTxt |
| Amt | $55,366 | Amt |
| Net Investment Income | $55,366 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHECKBOOK FEE | ||||
| K-1 FOREIGN TAXES PD | $2,331 | $2,331 | $2,331 | $2,331 |
| K-1 FYE 2/28/22 FOREIGN TAXES PD | $4,271 | $4,271 | $4,271 | $4,271 |