2022-10-28T11:22:15-04:00 2021-12-31 271006966 MADDOX & ASSOCIATES CPAS INC 1407 ALEXANDRIA PIKE FORT THOMAS KY 41075 990PF 2021-01-01 316037801 THE PETERLOON FOUNDATION PETE 8605 HOPEWELL ROAD CINCINNATI OH 45242 JAMIE ROGERS EXECUTIVE DIREC 5133812270 2022-10-05 true JAMIE ROGERS XXX-XX-XXXX PAUL MADDOX P00737164 8594412953 2022-10-28 0 00 AAL2 IAL1 2021 2022-09-23 18:48:47Z X 10582005 X X 21 21 21 73158 73158 43158 45918 45918 45918 28744 3778 17832 3778 316389 316389 439264 439264 89097 88401 43260 123745 18562 2425 364 101400 20280 20280 81120 5566 540 540 4672 28724 28724 28724 18441 2620 4314 9601 47738 6088 6088 278236 16706 16706 261530 700764 68870 104026 391735 0 0 700764 68870 104026 391735 -261500 370394 0 81753 16526 16526 187030 12780 12780 1222645 2189251 4058054 1156323 189718 189718 226344 201882 24462 24462 760000 1703085 430172 1284455 1272913 5518217 200 26710 26710 3956868 3732360 10582005 5671 6827 5671 6827 X 3987035 3987035 -35838 -261502 3951197 3725533 3956868 3732360 3951197 -261500 35836 3725533 3725533 VARIOUS P 2020-01-01 2021-12-31 17832 14054 3778 3778 3778 5148 0 5148 0 5148 1075 1075 4073 false false false false false true true false false true OH true true false false false false WWW.PETERLOON.ORG JAMIE ROGERS 5133812270 8605 HOPEWELL ROAD CINCINNATI OH 45242 false false false false false false false false false false false false false false false false false false false false false ELIZABETH HOYT 8959 HOPEWELL ROAD CINCINNATI OH 45242 TRUSTEE 1.00 0 0 0 JOHN LANIER 5020 OAKLAWN DREIVE CINCINNATI OH 45227 TRUSTEE 1.00 0 0 0 IRENE GOODALE 16 JERRY BROWNE ROAD UNIT 315 MYSTIC CT 06355 TRUSTEE 1.00 0 0 0 PAUL SITTENFELD 1854 KEYS CRESCENT CINCINNATI OH 45206 TRUSTEE 1.00 0 0 0 MATTHEW EMERY 1104 SAINT MICHAELS DRIVE DALLAS TX 75230 TRUSTEE 1.00 0 0 0 JOSEPH CURRY 2145 LURAY AVENUE APT 2-5 CINCINNATI OH 45203 TRUSTEE 1.00 0 0 0 MATTHEW FELDMAN 8605 HOPEWELL ROAD CINCINNATI OH 45242 EXECUTIVE DIRECTROR 40.00 88401 2425 0 JAMIE ROGERS 8605 HOPEWELL ROAD CINCINNATI OH 45242 EXECUTIVE DIRECTOR 40.00 72495 0 0 NONE 0 NONE SEE STATEMENT 127 GENERAL ATTACHMENT 1 0 NA 0 3917820 183470 760000 4861290 0 4861290 72919 4788371 239419 X 391735 391735 69339 76390 65908 85336 144054 441027 391735 391735 832762 69339 763423 76390 65908 85336 144054 391735 X 0 176909 23890 232344 433143 150373 20307 197492 368172 391735 391735 391735 391735 159613 159613 NONE NONE JOHN E LANIER 5020 OAKLAWN DR CINCINNATI OH 45227 5133812270 NO SET GUIDELINES NONE NONE 0 0 14 14 16 18 PETERLOON PRESENTS PETERLOON EVENT RENT SODA AND LIQUOR TOURS 11A THE FOUNDATION MAINTAINS THE PETERLOON ESTATE WHICH IS A HISTORICPROPERTY THE FACILITY IS OPEN TO THE PUBLIC AND AVAILABLE TO OTHERNONPROFIT ORGANIZAITONS FOR MEETINGS FUNDRAISING EVENTS AND OTHERSIMILAR ACTIVITIES FOR NOMINAL RENT false false false false false false false false false false TAX ACCOUNTANT 1800 360 360 1440 ACCOUNTANT 900 180 180 720 PAYROLL 2866 0 0 2512 Form 990PF-General Explanation Attachment 1 THE FOUNDATION OWNS AND MAINTIANS THE PETERLOON ESTATE WHICH IS A 70+ ACRE ESTATE AND HISTORIC RESIDENCE USED BY MANY NONPROFIT ORGANIZATIONS IN THE COMMUNITY FOR MEETINGS AND FUNDRAISING EVENTS. TOURS OF THE FACILITY ARE ALSO GIVEN TO MEMBERS OF THE GENERAL PUBLIC. Form 990PF-General Explanation Attachment 2 STATEMENT 2 FIXED INCOME SECURITIES 189718 189718 EQUITY SECURITIES 2189251 4058054 SEE ATTACHED 226344 201882 24462 760000 SEE ATTACHED 1703085 430172 1272913 5518217 LEGAL FEES 101400 20280 20280 81120 ADVANCE 200 200 200 OTHER 0 26510 26510 REPAIRS AND MAINTENANCE 123710 0 0 123710 UTILTIES 27191 0 0 27191 BANK FEES 457 0 0 457 WORKERS COMP 0 0 0 0 EVENT SUPPLIES 36382 0 0 36382 GROUNDS MAINTENANCE 16706 16706 16706 0 INSURANCE 29302 0 0 29302 LICENSES 1858 0 0 1858 OFFICE SUPPLIES AND POSTAGE 2028 0 0 2028 MERCHANT FEES 5753 0 0 5753 POSTAGE 121 0 0 121 WEB DESIGN 0 0 0 0 CASUAL LABOR 6194 0 0 6194 KNIFE FORK SPOON 3380 0 0 3380 DUES AND SUBSCRIPTIONS 180 0 0 180 EQUIPMENT RENTAL 5892 0 0 5892 RENTAL EXPENSES 17174 0 0 17174 CONTRIBUTIONS 1908 0 0 1908 PETERLOON EVENT RENTAL 316389 316389 0 PRIOR YEARS ADJUSTMEND FOR RET EARN 35836 INVESTMENT MANAGEMENT FEES 22044 22044 0 22044 MARKETING 6680 6680 0 6680 PAYROLL TAXES 11295 0 1694 9601 LICENSES 313 313 313 0 BUSINESS TAXES 0 0 0 0 REAL ESTATE TAXES 2307 2307 2307 0 SALES TAX 0 0 0 0 990-PF 4526 0 0 0