CAROL ANN AND RALPH V HAILE JR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CAROL ANN AND RALPH V HAILE JR FOUNDATION (EIN 54-2135984)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349103742
- 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
- Amortization Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:11:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542135984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL ANN AND RALPH V HAILE JR | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAIL | BusinessNameControlTxt |
| Phone | 5136324385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2060 READING ROAD 250 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNIE MCKAY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5136324385 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNIE | PersonFirstNm |
| Person Last | MCKAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE E PFEIFER | PreparerPersonNm |
| PTIN | P00014949 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2022-11-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $318,390,176 | 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 |
| Interest On Sav Rev And Expnss | $753,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,162,323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,804,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,804,202 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,347,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,864,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,195,427 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,905,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,161,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,078,393 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $93,835 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $984,558 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,824 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,412 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,412 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $102,742 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,054 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $81,688 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $138,591 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $138,591 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,096 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,048 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,048 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,741,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,671,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $239,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90,223 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50,635 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,462 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $44,104 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,205 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,899 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $700 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $700 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,446,092 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,542,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,366,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,516,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,192,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,366,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,166,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,287,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,795,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$16,391 | CashBOYAmt |
| Cash EOY | $1,437,987 | CashEOYAmt |
| Cash EOYFMV | $1,437,987 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,714,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,757,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,757,872 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,894,555 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $4,594,555 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,894,555 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,894,555 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $70,815,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $109,032,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,032,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,851,540 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,405,703 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,405,703 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $168,326,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $159,854,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $159,854,623 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $257,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $249,859 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,740 | LandBOYAmt |
| Land EOY | $7,254 | LandEOYAmt |
| Land EOYFMV | $7,254 | LandEOYFMVAmt |
| Total Assets BOY | $268,308,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $318,390,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $318,390,176 | 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 | $268,308,790 | RetainedEarningBOYAmt |
| Retained Earning EOY | $318,390,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $268,308,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $318,390,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $268,308,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $318,390,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $268,308,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,287,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,368,814 | OtherIncreasesAmt |
| Subtotal | $318,390,176 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $318,390,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CAPITAL GAINS - ASCENT | $22,392,067 | $21,515,182 | $876,885 | $876,885 | |
| CAPITAL GAINS - ASCENT | $12,464,653 | $6,993,346 | $5,471,307 | $5,471,307 | |
| CAPITAL GAINS - PARTNERSHIPS | $407,831 | $407,831 | |||
| CAPITAL GAINS - PARTNERSHIPS | $11,370,674 | $11,370,674 | |||
| CAPTIAL GAINS - PFIC | $1,061,062 | $1,061,062 | |||
| CAPITAL GAINS DIVIDENDS | $2,007,668 | $2,007,668 | $2,007,668 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,195,427 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $316,853 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $316,853 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $316,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $274,216 | 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 | $274,216 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $581 | EsPenaltyAmt |
| Tax Due | $43,218 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | WWW.HAILEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT GETZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5136324381 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2060 READING ROAD 250 | 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 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY MALONEY | ||||||||
| 2060 READING ROAD SUITE 250 | CINCINNATI | OH | 45202 | PRESIDENT AND CEO | 40.00 | $462,533 | $17,400 | $1,896 |
| LESLIE P MALONEY | ||||||||
| 2060 READING ROAD SUITE 250 | CINCINNATI | OH | 45202 | SENIOR VICE PRESIDENT | 40.00 | $245,322 | $15,086 | $4,520 |
| CHRISTINE BOCHENEK | ||||||||
| 2060 READING ROAD SUITE 250 | CINCINNATI | OH | 45202 | VICE PRESIDENT | 40.00 | $187,670 | $12,274 | $17,311 |
| ERIC AVNER | ||||||||
| 2060 READING ROAD SUITE 250 | CINCINNATI | OH | 45202 | VICE PRESIDENT | 40.00 | $182,868 | $11,748 | $12,001 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD MCCARTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2060 READING ROAD SUITE 250 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ASSISTANT GRANT COOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,824 | CompensationAmt |
| Employee Benefits | $4,048 | EmployeeBenefitsAmt |
| Expense Account | $9,644 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US BANK | |||||
| 425 WALNUT STREET | CINCINNATI | OH | 45202 | TRUSTEE AND CUSTODIAN SERVICES | $1,671,875 |
| HUDAWN CONSTRUCTION | |||||
| 1770 MASON MORROW MILLGROVE RD | LEBANON | OH | 45036 | CONTRACTING | $106,647 |
| ULMER & BERNE LLP | |||||
| 312 WALNUT ST STE 1400 | CINCINNATI | OH | 45202 | LEGAL FEES | $74,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $285,132,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,247,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,380,054 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,380,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,355,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $286,024,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,301,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,301,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316,853 | TotalTaxAmt |
| Distributable Before Adj | $13,984,365 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,984,365 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,984,365 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,166,367 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,166,367 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,984,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,352,563 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,554,371 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,647,006 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,847,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,581,338 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,982,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,166,367 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,984,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,002 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,164,634 | 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 | $4,352,563 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,812,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,554,371 | ExcessFromYear4Amt |
| Excess From Year3 | $3,647,006 | ExcessFromYear3Amt |
| Excess From Year2 | $2,847,354 | ExcessFromYear2Amt |
| Excess From Year1 | $2,581,338 | ExcessFromYear1Amt |
| Excess From Current Year | $182,002 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (224 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCELERATE GREAT SCHOOLS | |||||||
| 30 GARFIELD PLACE | CINCINNATI | OH | 45202 | NONE | PC | AGS CAMPAIGN PHASE II: ADDING 10,000 MORE HQ SEATS | $250,000 |
| ACCELERATE GREAT SCHOOLS | |||||||
| 30 GARFIELD PLACE | CINCINNATI | OH | 45202 | NONE | PC | AGS CAMPAIGN FOR PHASE TWO | $200,000 |
| ACCOUNTING FOR YOUR FUTURE | |||||||
| 427 APPALOOSA CT | CINCINNATI | OH | 45231 | NONE | PC | ART & EQUITY SUMMIT | $5,000 |
| ACTIVITIES BEYOND THE CLASSROOM | |||||||
| 635 W 7TH STREET | CINCINNATI | OH | 45203 | NONE | PC | BAND IN A BOX: CURRICULUM VIDEOS | $10,000 |
| ACTIVITIES BEYOND THE CLASSROOM | |||||||
| 635 W 7TH STREET | CINCINNATI | OH | 45203 | NONE | PC | GENERAL OPERATING EXPENSE | $50,000 |
| ADVENTURE CREW | |||||||
| 2692 MADISON RD SUITE N1-414 | CINCINNATI | OH | 45208 | NONE | PC | GENERAL OPERATING AND PROGRAM SUPPORT | $50,000 |
| AMERICAN SIGN MUSEUM | |||||||
| 1330 MONMOUTH | CINCINNATI | OH | 45225 | NONE | PC | ANNEX CAPITAL CAMPAIGN | $250,000 |
| AMERICAN SIGN MUSEUM | |||||||
| 1330 MONMOUTH | CINCINNATI | OH | 45225 | NONE | PC | DEVELOPMENT ASSISTANCE (2021-2022) | $60,000 |
| ARMED FORCES TICKETS ASSOCIATION CINCINNATI INC | |||||||
| 4 WOODCREEK DR | BLUE ASH | OH | 45241 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| ART ACADEMY OF CINCINNATI | |||||||
| 1212 JACKSON ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| ART OPPORTUNITIES INC DBA ARTWORKS | |||||||
| 20 E CENTRAL PKWY | CINCINNATI | OH | 45202 | NONE | PC | COMMUNITY ARTS INNOVATION LAB | $31,250 |
| ART OPPORTUNITIES INC DBA ARTWORKS | |||||||
| 20 E CENTRAL PKWY | CINCINNATI | OH | 45202 | NONE | PC | NEW MONUMENTS PROJECT | $50,000 |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PKWY SUITE 200 | CINCINNATI | OH | 45202 | NONE | PC | STUDENT TRANSPORTATION, HARRISON OHIO SCHOOLS | $1,500 |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PKWY SUITE 200 | CINCINNATI | OH | 45202 | NONE | PC | ARTS COVERAGE IN THE BUSINESS COURIER | $25,000 |
| ASIAN AMERICAN CULTURAL ASSOCIATION OF CINCINNATI | |||||||
| 3 EAST 4TH ST | CINCINNATI | OH | 45202 | NONE | PC | ASIANATI PROJECTS 2021 | $15,000 |
| ASSISTANCE LEAGUE OF GREATER CINCINNATI | |||||||
| 1057 META DRIVE SUITE A | CINCINNATI | OH | 45237 | NONE | PC | ASSAULT SURVIVOR, DOMESTIC VIOLENCE, NEW | $35,000 |
| BAKER HUNT FOUNDATION INC | |||||||
| 620 GREENUP STREET | COVINGTON | KY | 41011 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BE THE CHANGE FOUNDATION | |||||||
| 828 HARRIS AVE | CINCINNATI | OH | 45205 | NONE | PC | HOOD CENTURY PROJECT SUPPORT | $20,000 |
| BEHRINGER-CRAWFORD MUSEUM | |||||||
| 1600 MONTAGUE RD DEVOU PARK | COVINGTON | KY | 41012 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BETHANY HOUSE SERVICES INC | |||||||
| 1841 FAIRMOUNT AVENUE | CINCINNATI | OH | 45214 | NONE | PC | ONE STEP CLOSER TO HOME CAMPAIGN | $500,000 |
| BLACK ACHIEVERS INC | |||||||
| 8187 SEA MIST CT | WEST CHESTER | OH | 45069 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| BLACK ACHIEVERS INC | |||||||
| 8187 SEA MIST CT | WEST CHESTER | OH | 45069 | NONE | PC | REDUCING VACCINE DISTRUST | $25,000 |
| BLACK ART SPEAKS | |||||||
| 1535 WOODBRIDGE CT | CINCINNATI | OH | 45240 | NONE | PC | BLACK LIVES MATTER MURAL BOOK PROJECT | $2,000 |
| BRIGHTON CENTER INC | |||||||
| 741 CENTRAL AVE | NEWPORT | KY | 41071 | NONE | PC | OPPORTUNITY YOUTH CASE MANAGER/WORKFORCE NAVIGATOR | $50,000 |
| CARNEGIE VISUAL & PERFORMING ARTS CENTER INC | |||||||
| 1028 SCOTT STREET | COVINGTON | KY | 41011 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 |
| CATALYTIC DEVELOPMENT FUNDING CORP OF NORTHERN KENTUCKY | |||||||
| 50 E RIVERCENTER BLVD STE 260 | COVINGTON | KY | 41011 | NONE | PC | GENERAL OPERATING SUPPORT (2019-2021) | $20,000 |
| CATHOLIC CHARITIES INC | |||||||
| 3629 CHURCH ST | COVINGTON | KY | 41015 | NONE | PC | PARISH KITCHEN | $25,000 |
| CENTER FOR GREAT NEIGHBORHOODS OF COVINGTON INC | |||||||
| 321 W MLK / 12TH ST | COVINGTON | KY | 41011 | NONE | PC | COVID NEIGHBORHOOD RELIEF FUNDS | $25,000 |
| CENTER FOR GREAT NEIGHBORHOODS OF COVINGTON INC | |||||||
| 321 W MLK / 12TH ST | COVINGTON | KY | 41011 | NONE | PC | COMMUNITY ENGAGEMENT INITIATIVES 2021-2022 | $115,000 |
| CENTER FOR HOLOCAUST AND HUMANITY AND HUMANITY EDUCATION | |||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | NONE | PC | UPSTANDER CAMPAIGN | $30,000 |
| CENTER FOR HOLOCAUST AND HUMANITY EDUCATION | |||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 42503 | NONE | PC | CAPITAL GRANT | $100,000 |
| CENTER FOR RESPITE CARE INC | |||||||
| PO BOX 14130 | CINCINNATI | OH | 45250 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHILDREN'S HOME OF NORTHERN KENTUCKY | |||||||
| 200 HOME RD DEVOU PARK | COVINGTON | KY | 41011 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CINCINNATI ARTS ASSOCIATION | |||||||
| 650 WALNUT STREET | CINCINNATI | OH | 45202 | NONE | PC | COMING OF AGE: CHAPTER ONE EXHIBIT SPONSORSHIP | $25,000 |
| CINCINNATI BOYCHOIR INC | |||||||
| 650 WALNUT ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CINCINNATI CENTER CITY DEVELOPMENT CORPORATION | |||||||
| 1203 WALNUT ST 4TH FLOOR | CINCINNATI | OH | 45202 | NONE | PC | CINCY STREATERIES PROJECT | $25,000 |
| CINCINNATI CENTER CITY DEVELOPMENT CORPORATION | |||||||
| 1203 WALNUT ST 4TH FLOOR | CINCINNATI | OH | 45202 | NONE | PC | OPERATING SUPPORT & PROGRAMMING FOR URBAN SPACES | $150,000 |
| CINCINNATI CENTER CITY DEVELOPMENT CORPORATION | |||||||
| 1203 WALNUT ST 4TH FLOOR | CINCINNATI | OH | 45202 | NONE | PC | FOUND HOLIDAY PROGRAMMING | $100,000 |
| CINCINNATI CHILDRENS HOSPITAL | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | PC | FOR INTEGRATING LOCAL RESOURCES INTO NEW READING | $30,000 |
| CINCINNATI CHILDRENS HOSPITAL | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | PC | EARLY CHILDHOOD EDUCATION REALTOR PROGRAM | $77,000 |
| CINCINNATI DEVELOPMENT FUND INC | |||||||
| 1224 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | CITY HALL SCHOOL IMPLEMENTATION PHASE | $20,000 |
| CINCINNATI DEVELOPMENT FUND INC | |||||||
| 1224 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | GREATER CINCINNATI REGENERATION ALLIANCE STAFF | $75,000 |
| CINCINNATI DEVELOPMENT FUND INC | |||||||
| 1224 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | REGENERATION ALLIANCE TECHNICAL ASSISTANCE | $5,000 |
| CINCINNATI DEVELOPMENT FUND INC | |||||||
| 1224 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | CITY HALL BOOTCAMP - YEAR TWO IMPLEMENTATION | $40,000 |
| CINCINNATI DEVELOPMENT FUND INC | |||||||
| 1224 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | CINCINNATI PRESERVATION ACTION PLAN | $5,000 |
| CINCINNATI DEVELOPMENT FUND INC | |||||||
| 1224 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | NATIONAL PHILANTHROPY OFFICE - FEASIBILITY STUDY | $10,000 |
| CINCINNATI MEMORIAL HALL SOCIETY | |||||||
| 1225 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | LONGWORTH-ANDERSON SERIES | $30,000 |
| CINCINNATI MUSEUM CENTER | |||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | PC | DESTINATION MOON: THE APOLLO 11 MISSION | $62,500 |
| CINCINNATI MUSEUM CENTER | |||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | PC | DIGITAL PROGRAM DEVELOPMENT, OR TRANSPORTATION / | $75,000 |
| CINCINNATI MUSEUM CENTER | |||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GCSC SPECIAL PREVIEW OF CMC'S PIXAR EXHIBIT | $1,000 |
| CINCINNATI MUSIC ACCELERATOR | |||||||
| 1311 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CINCINNATI MUSIC ACCELERATOR | |||||||
| 1311 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | CMA MOBILE STAGE TRAILER | $40,000 |
| CINCINNATI MUSICAL FESTIVAL ASSOC | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $65,000 |
| CINCINNATI OBSERVATORY CENTER | |||||||
| 3489 OBSERVATORY PL | CINCINNATI | OH | 45208 | NONE | PC | EDUCATION OUTREACH DIRECTOR | $40,000 |
| CINCINNATI OPERA ASSOCIATION | |||||||
| 1243 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | OPERA NEW WORKS | $50,000 |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MOUNT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | CAPITAL GRANT | $200,000 |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MOUNT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | CAPITAL CAMPAIGN | $150,000 |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MOUNT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CINCINNATI PRESERVATION ASSOCIATION | |||||||
| 430 READING ROAD SUITE 300 | CINCINNATI | OH | 45202 | NONE | PC | FINDING, CELEBRATING, PROTECTING BLACK HISTORY | $27,000 |
| CINCINNATI PUBLIC RADIO INC | |||||||
| 1223 CENTRAL PKWY | CINCINNATI | OH | 45214 | NONE | PC | BUILDING CONNECTIONS CAMPAIGN | $1,000,000 |
| CINCINNATI SHAKESPEARE COMPANY | |||||||
| 217 WEST 12TH STREET | CINCINNATI | OH | 45202 | NONE | PC | SEASON SPONSORSHIP | $50,000 |
| CINCINNATI SHAKESPEARE COMPANY | |||||||
| 217 WEST 12TH STREET | CINCINNATI | OH | 45202 | NONE | PC | HAMLET PROJECT | $10,000 |
| CINCINNATI UNION BETHEL | |||||||
| 2401 READING ROAD | CINCINNATI | OH | 45202 | NONE | PC | SCHOLAR HOUSE | $50,000 |
| CINCINNATI UNION COOPERATIVE INITIATIVE | |||||||
| 215 EAST 14TH STREET | CINCINNATI | OH | 45202 | NONE | PC | NEW PARADIGM VENTURES PARTNERSHIP | $80,000 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 E 4TH ST | CINCINNATI | OH | 45202 | NONE | PC | TASTE + TECH IMMERSIVE INSTALLATION | $4,000 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION CHAMBER FOUNDATION | |||||||
| 3 E 4TH ST | CINCINNATI | OH | 45202 | NONE | PC | BLINK LIGHTING FESTIVAL | $250,000 |
| CINCINNATIMUSEUM ASSOCIATION | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CINCY STORIES | |||||||
| 2110 SAINT MICHAEL ST | CINCINNATI | OH | 45204 | NONE | PC | CET PARTNERSHIP/LONG STORY SHORT | $40,000 |
| CIVIC GARDEN CENTER OF GREATER CINCINNATI | |||||||
| 2715 READING ROAD | CINCINNATI | OH | 45206 | NONE | PC | YOUTH EDUCATION PROGRAMMING | $20,000 |
| COLLEGE HILL COMMUNITY URBAN REDEVELOPMENT CORPORATION | |||||||
| 1551 MARLOWE AVE | CINCINNATI | OH | 45224 | NONE | PC | COLLEGE HILL RAPID RE-TENANTING PILOT | $50,000 |
| COMMUNITY BUILDERS INC | |||||||
| 185 DARTMOUTH STREET | BOSTON | MA | 02116 | NONE | PC | AVONDALE TOWN CENTER-TENANT SUPPORT | $40,000 |
| COMMUNITY DEVELOPMENT CORPORATIONS ASSOCIATION OF GTR CINCINNATI | |||||||
| 2859 COLERAIN AVE | CINCINNATI | OH | 45225 | NONE | PC | GENERAL OPERATING SUPPORT - 2021 | $25,000 |
| COMMUNITY DEVELOPMENT CORPORATIONS ASSOCIATION OF GTR CINCINNATI | |||||||
| 2859 COLERAIN AVE | CINCINNATI | OH | 45225 | NONE | PC | NEIGHBORHOOD BUSINESS RECOVERY TOOLS | $25,000 |
| COMMUNITY IMPROVEMENT CORPORATION OF | |||||||
| 6943 MONTGOMERY RD | CINCINNATI | OH | 45236 | NONE | PC | PHASE 2 RESEARCH STUDY | $10,000 |
| COMPREHENSIVE COMMUNITY CHILD CARE ORGANIZATION INC | |||||||
| 2100 SHERMAN AVENUE 300 | CINCINNATI | OH | 45212 | NONE | PC | ADVANCING TO HIGH QUALITY | $50,000 |
| CONTEMPORARY ARTS CENTER | |||||||
| 44 EAST 6TH STREET | CINCINNATI | OH | 45202 | NONE | PC | THIS TIME TOMORROW 2021 | $25,000 |
| CORNERSTONE RENTER EQUITY INC | |||||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | COVID RELIEF FOR RESIDENTS | $15,000 |
| CORNERSTONE RENTER EQUITY INC | |||||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CORPORATION FORFINDLAY MARKET OF CINCINNATI | |||||||
| 19 WEST ELDER STREET | CINCINNATI | OH | 45202 | NONE | PC | FINDLAY MARKET 2020 INITIATIVES | $100,000 |
| COUNTY OF HAMILTON | |||||||
| 138 E COURT STREET | CINCINNATI | OH | 45202 | NONE | PC | FAMILY FUND | $15,000 |
| COVINGTON BUSINESS COUNCIL FOUNDATION INC | |||||||
| 50 E RIVERCENTER BLVD | COVINGTON | KY | 41011 | NONE | PC | VISITOR ENGAGEMENT PROJECT | $50,000 |
| CRAYONS TO COMPUTERS INC | |||||||
| 1350 TENNESSEE AVE | CINCINNATI | OH | 45229 | NONE | PC | 2021 BACKPACKS | $50,000 |
| DESIGNER DONATIONS FOR CINCINNATI CHARITIES INC | |||||||
| 3905 WINDING WAY | CINCINNATI | OH | 45229 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| DOWNTOWN MIDDLETOWN INC | |||||||
| 1050 CENTRAL AVE STE 2750 | MIDDLETOWN | OH | 45044 | NONE | PC | PORTOPIA EXHIBIT | $10,000 |
| DRESS FOR SUCCESS CINCINNATI | |||||||
| 205 W 4TH STREET SUITE 900 | CINCINNATI | OH | 45202 | NONE | PC | BEYOND THE SUIT | $25,000 |
| EASTER SEALS TRISTATE | |||||||
| 2901 GILBERT AVENUE | CINCINNATI | OH | 45206 | NONE | PC | MILITARY AND VETERANS SERVICES | $50,000 |
| EASTER SEALS TRISTATE | |||||||
| 2901 GILBERT AVENUE | CINCINNATI | OH | 45206 | NONE | PC | IN MEMORY OF DICK FARMER | $1,000 |
| EASTER SEALS TRISTATE | |||||||
| 2901 GILBERT AVENUE | CINCINNATI | OH | 45206 | NONE | PC | POWER OF WORK CAMPAIGN | $150,000 |
| ELEMENTZ | |||||||
| 1640 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| EMERGENCY SHELTER OF NORTHERN KENTUCKY INC | |||||||
| PO BOX 332 | COVINGTON | KY | 41012 | NONE | PC | ON OUR WAY HOME | $200,000 |
| ENNIS TAIT MINISTRIES INC | |||||||
| 4401 SCHRODER DR | CINCINNATI | OH | 45217 | NONE | PC | CINCINNATI PROMISE FORWARD STAFFING SUPPORT | $12,000 |
| ENSEMBLE THEATRE OF CINCINNATI | |||||||
| 1127 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | CAPITAL CAMPAIGN | $20,000 |
| ENSEMBLE THEATRE OF CINCINNATI | |||||||
| 1127 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| EVERY CHILD SUCCEEDS INC | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | PC | THE VAN GINKEL FUND | $8,292 |
| EVERY CHILD SUCCEEDS INC | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | PC | $6 MILLION CAMPAIGN FOR $24 MM IMPACT | $150,000 |
| FAMILY NURTURING CENTER OF KENTUCKY | |||||||
| 5 SPIRAL DRIVE SUITE 100 | FLORENCE | KY | 41042 | NONE | PC | VISITATION SERVICES PROGRAM | $25,000 |
| FIRST STEP HOME INC | |||||||
| 2211 FULTON AVE | CINCINNATI | OH | 45206 | NONE | PC | FAMILY UNITY CENTER | $25,000 |
| FLYWHEEL SOCIAL ENTERPRISE HUB | |||||||
| 1311 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| FOREVER KINGS INC | |||||||
| 7357 BROOKCREST DR | CINCINNATI | OH | 45237 | NONE | PC | KEY STAFFING SUPPORT | $62,000 |
| FOUND VILLAGE | |||||||
| PO BOX 68045 | CINCINNATI | OH | 45206 | NONE | PC | DEVELOPMENT AND TRAINING | $53,000 |
| FOUND VILLAGE | |||||||
| PO BOX 68045 | CINCINNATI | OH | 45206 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FREESTOREFOODBANK INC | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | GROWING BEYOND HUNGER | $340,000 |
| FRIENDS OF THE HARRIET BEECHER STOWE HOUSE INC | |||||||
| 2950 GILBERT AVE | CINCINNATI | OH | 45206 | NONE | PC | STAFFING SUPPORT (2021-2022) | $15,000 |
| FRIENDS OF THE HARRIET BEECHER STOWE HOUSE INC | |||||||
| 2950 GILBERT AVE | CINCINNATI | OH | 45206 | NONE | PC | OHIO HISTORIC MARKER - MANSE HOTEL | $2,000 |
| GENERATION NOW | |||||||
| 1311 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 700 SW 5TH AVENUE | PORTLAND | OR | 97204 | NONE | PC | MEMBERSHIP DUES | $4,200 |
| GREATER CINCINNATI ARTS & EDUCATION CENTER | |||||||
| 108 W CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | THE FUTURE OF ARTS GALA | $10,000 |
| GREATER CINCINNATI FILM COMMISSION | |||||||
| 1106 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | BRAND IDENTITY WORK | $100,000 |
| GREATER CINCINNATI FILM COMMISSION | |||||||
| 1106 RACE STREET | CINCINNATI | OH | 45202 | NONE | PC | COVID SUPPORT | $25,000 |
| GREATER CINCINNATI FOUNDATION | |||||||
| 720 E PETE ROSE WAY SUITE 120 | CINCINNATI | OH | 45202 | NONE | PC | NORTHERN KENTUCKY FUND | $300,000 |
| GREATER CINCINNATI FOUNDATION | |||||||
| 720 E PETE ROSE WAY SUITE 120 | CINCINNATI | OH | 45202 | NONE | PC | CAPITAL IMPROVEMENTS FOR NEW HQ | $100,000 |
| GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | CET ARTS CHANNEL | $20,000 |
| GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | CET IS ME | $35,000 |
| GREEN UMBRELLA | |||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | NONE | PC | TRI-STATE TRAILS BIKE ADVOCACY | $30,000 |
| GREEN UMBRELLA | |||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | NONE | PC | REGIONAL FOOD SYSTEMS PARTNERSHIP GRANT MATCH | $16,925 |
| GREEN UMBRELLA | |||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | NONE | PC | WASSON WAY - AVONDALE SEGMENT IMPROVEMENTS | $100,000 |
| GREEN UMBRELLA | |||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | NONE | PC | SHINING LIGHT ENERGY DATA, DELIVERING TO LOW - | $50,000 |
| GREEN UMBRELLA | |||||||
| PO BOX 14270 | CINCINNATI | OH | 45250 | NONE | PC | CROWN MILLCREEK SEGMENT CASE STATEMENT | $2,417 |
| GROUNDWORK OHIO RIVER VALLEY INC | |||||||
| 3696 KENDALL AVE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| GUIDING LIGHT MENTORING | |||||||
| PO BOX 24442 | CINCINNATI | OH | 45224 | NONE | PC | MENTOR/ MENTEE ENRICHMENT OPPORTUNITIES | $10,000 |
| HAMILTON COUNTY PARK DISTRICT | |||||||
| 10245 WINTON RD | CINCINNATI | OH | 45231 | NONE | GOV | VIRTUAL LEARNING PROGRAM DEVELOPMENT | $10,000 |
| HEBREW UNION COLLEGE- JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | CAPITAL IMPROVEMENTS FOR THE SKIRBALL MUSEUM | $50,000 |
| HOMESTEADING AND URBAN REDEVELOPMENT CORPORATION | |||||||
| 3 E 4TH ST | CINCINNATI | OH | 45202 | NONE | PC | MANUFACTURING DISTRICT STUDY | $15,000 |
| IN OUR BACKYARDS INC | |||||||
| 540 PRESIDENT ST 3RD FLOOR | BROOKLYN | NY | 11215 | NONE | PC | IOBY CINCINNATI PILOT | $100,000 |
| IN OUR BACKYARDS INC | |||||||
| 540 PRESIDENT ST 3RD FLOOR | BROOKLYN | NY | 11215 | NONE | PC | COVID RECOVERY MATCH PROGRAM | $25,000 |
| INTER PARISH MINISTRY | |||||||
| 3509 DEBOLT RD | CINCINNATI | OH | 45244 | NONE | PC | SUMMER HUNGER/GENERAL OPERATING SUPPORT | $25,000 |
| ISH FESTIVAL | |||||||
| 427 TUSCULUM AVE | CINCINNATI | OH | 45226 | NONE | PC | ISH FESTIVAL SPONSORSHIP | $25,000 |
| ISPACE INC | |||||||
| 100 SCARLET OAKS DRIVE | CINCINNATI | OH | 45241 | NONE | PC | CAPITAL CAMPAIGN FOR NEW SPACE | $25,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | JEWISH CINCINNATI BICENTENNIAL CAMPAIGN | $50,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | LEADERS IN LIGHT | $25,000 |
| JOY OUTDOOR EDUCATION CENTER FOUNDATION INC | |||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | NONE | PC | FOSTERING SUCCESS PROGRAM | $25,000 |
| JUNIOR ACHIEVEMENT OF OKI PARTNERS | |||||||
| 644 LINN STREET STE 1024 | CINCINNATI | OH | 45203 | NONE | PC | JA INSPIRE 2021 | $25,000 |
| KNOW THEATRE TRIBE INC | |||||||
| 1120 JACKSON ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| LA SOUPE | |||||||
| 915 EAST MCMILLAN ST | CINCINNATI | OH | 45206 | NONE | PC | COVID - COMMUNITY KITCHENS | $50,000 |
| LEARNING GROVE | |||||||
| 333 MADISON AVENUE | COVINGTON | KY | 41011 | NONE | PC | GALA IN THE GROVE | $10,000 |
| LEARNING THROUGH ART | |||||||
| 4721 READING ROAD | CINCINNATI | OH | 45237 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LEARNING THROUGH ART | |||||||
| 4721 READING ROAD | CINCINNATI | OH | 45237 | NONE | PC | STORY QUILT COMMUNITY CONVERSATIONS EXHIBIT | $25,000 |
| LIGHTHOUSE YOUTH SERVICES INC | |||||||
| 401 E MCMILLAN STREET | CINCINNATI | OH | 45206 | NONE | PC | A NEW HOME FOR NEW BEGINNINGS | $200,000 |
| LINKS FOUNDATION INC | |||||||
| 1200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | NONE | PC | 70TH ANNIVERSARY VIRTUAL EVENT | $3,000 |
| LITERACY NETWORK OF GREATER CINCINNATI | |||||||
| 635 W 7TH ST STE 309 | CINCINNATI | OH | 45203 | NONE | PC | FUNDING SUPPORT FOR LAUNCH, GROWTH & SCALE PHASES, | $100,000 |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | |||||||
| 5530 COLERAIN AVE | CINCINNATI | OH | 45239 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| LOCAL INITIATIVES SUPPORT CORP | |||||||
| 28 LIBERTY STREET 34TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| LYDIAS HOUSE INC | |||||||
| PO BOX 128808 | CINCINNATI | OH | 45212 | NONE | PC | VIRGINIA COFFEE PLACE II | $50,000 |
| MAIN STREET VENTURES | |||||||
| 1311 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | GALLERY AT GUMBO SERIES | $5,500 |
| MORTAR CINCINNATI | |||||||
| 1329 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT; | $50,000 |
| MORTAR CINCINNATI | |||||||
| 340 READING RD | CINCINNATI | OH | 45202 | NONE | PC | OPERATING SUPPORT | $25,000 |
| MOUNT ST JOSEPH UNIVERSITY | |||||||
| 5701 DELHI RD | CINCINNATI | OH | 45233 | NONE | PC | PROJECT READY EXPANSION (2021-2024) | $100,000 |
| MUSICIANS FOR HEALTH | |||||||
| 4 WOODCREEK DR | BLUE ASH | OH | 45241 | NONE | PC | MUSICIANS FOR HEALTH EVENT | $15,000 |
| NEW LIFE FURNITURE INC | |||||||
| 11335 REED HARTMAN HWY SUITE 134 | CINCINNATI | OH | 45241 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| NORTHERN KENTUCKY CHILDRENS LAW CENTER INC | |||||||
| 1002 RUSSELL ST | COVINGTON | KY | 41011 | NONE | PC | YOUTH IN TRANSITION | $50,000 |
| NORTHERN KENTUCKY REGIONAL ALLIANCE INC | |||||||
| 50 E RIVERCENTER BLVD STE 250 | COVINGTON | KY | 41011 | NONE | PC | COVINGTON POLICE - BIKE PATROL | $3,000 |
| NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC | |||||||
| 100 NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | NONE | PC | COLLEGE OF BUSINESS REBRANDING | $52,142 |
| NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC | |||||||
| 100 NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | NONE | PC | SCIENCE AROUND CINCY VIDEOS | $10,000 |
| NORTHERN KENTUCKY UNIVERSITY RESEARCH FOUNDATION INC | |||||||
| NUNN DRIVE SUITE UC405 | NEWPORT | KY | 41099 | NONE | PC | ANTI-RACIST COMMUNITY ENGAGEMENT CONFERENCE | $1,850 |
| NOTRE DAME URBAN EDUCATION CENTER | |||||||
| 14 EAST 8TH STREET | COVINGTON | KY | 41011 | NONE | PC | EARLY LEARNING PROGRAM | $5,000 |
| OUR DAILY BREAD | |||||||
| 1730 RACE STREET | CINCINNATI | OH | 45220 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| OVER-THE-RHINE REVITALIZATION CORPORATION | |||||||
| 1307 WALNUT ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PEOPLE WORKING COOPERATIVELY INC | |||||||
| 4612 PADDOCK RD | CINCINNATI | OH | 45229 | NONE | PC | CRITICAL EMERGENCY HOME REPAIRS | $50,000 |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET STE 900 | COLUMBUS | OH | 43215 | NONE | PC | PHILANTHROPY OHIO PROJECTS 2021 | $3,500 |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET STE 900 | COLUMBUS | OH | 43215 | NONE | PC | ANNUAL MEMBERSHIP - 2020 & 2021 | $15,000 |
| PLAY LIBRARY | |||||||
| 1517 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | 2021 OPERATING SUPPORT | $15,000 |
| POWER INSPIRES PROGRESS INC | |||||||
| 727 EZZARD CHARLES DR | CINCINNATI | OH | 45203 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PRICE HILL WILL | |||||||
| 3301 PRICE AVENUE | CINCINNATI | OH | 45205 | NONE | PC | ANNUAL FUNDRAISER SUPPORT | $2,500 |
| PRODUCE PERKS MIDWEST INC | |||||||
| 3600 PARK 42 DRIVE | CINCINNATI | OH | 45241 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| PROFESSIONAL ARTISTIC RESEARCH | |||||||
| 1662 HOFFNER ST | CINCINNATI | OH | 45223 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 |
| PROKIDS | |||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | NONE | PC | LAUNCH TRAINING PROGRAM | $50,000 |
| PYRAMID HILL SCULPTURE PARK AND MUSEUM | |||||||
| 1763 HAMILTON CLEVES RD | HAMILTON | OH | 45013 | NONE | PC | JOURNEY BOREALIS SPONSORSHIP | $75,000 |
| RENEWPORT INC | |||||||
| PO BOX 72366 | NEWPORT | KY | 41072 | NONE | PC | GENERAL OPERATING SUPPORT 2021 | $12,500 |
| RISE UP NEWS | |||||||
| 2110 SAINT MICHAEL ST | CINCINNATI | OH | 45204 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ROMAN CATHOLIC DIOCESE OF COVINGTON | |||||||
| 1125 MADISON AVE | COVINGTON | KY | 41011 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SAMARITAN CAR CLINIC INC | |||||||
| 1530 MADISON AVE | COVINGTON | KY | 41011 | NONE | PC | CAR CARE CLINIC | $50,000 |
| SEW VALLEY | |||||||
| 1010 HULBERT AVE | CINCINNATI | OH | 45214 | NONE | PC | GENERAL OPERATING SUPPORT (2021-2022) | $50,000 |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL OF NORTHERN KENTUCKY INC | |||||||
| 2655 CRESCENT SPRINGS PIKE | COVINGTON | KY | 41017 | NONE | PC | RENT AND UTILITY ASSISTANCE | $30,241 |
| SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF CINTI | |||||||
| 1125 BANK ST | CINCINNATI | OH | 45214 | NONE | PC | PANDEMIC ONGOING RESPONSE | $25,000 |
| SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF CINTI | |||||||
| 1125 BANK ST | CINCINNATI | OH | 45214 | NONE | PC | SUMMER HEAT RELIEF PROGRAM | $25,000 |
| SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF CINTI | |||||||
| 1125 BANK ST | CINCINNATI | OH | 45214 | NONE | PC | UTILITY ASSISTANCE | $15,000 |
| SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF CINTI | |||||||
| 1125 BANK ST | CINCINNATI | OH | 45214 | NONE | PC | PRESCRIBING HOPE TO SENIORS IN NEED | $70,000 |
| SPIRIT OF CINCINNATI | |||||||
| 525 VINE ST STE 1200 | CINCINNATI | OH | 45202 | NONE | PC | CINCY NICE OPERATIONAL FUNDING 2021-2022 | $75,000 |
| SPIRIT OF CINCINNATI | |||||||
| 525 VINE ST STE 1200 | CINCINNATI | OH | 45202 | NONE | PC | HOOD CENTURY PROJECT | $50,000 |
| SPIRIT OF CINCINNATI | |||||||
| 525 VINE ST STE 1200 | CINCINNATI | OH | 45202 | NONE | PC | SOAPBOX CINCINNATI CONTENT SERIES | $25,000 |
| STRATEGIES TO END HOMELESSNESS INC | |||||||
| 2368 VICTORY PARKWAY SUITE 600 | CINCINNATI | OH | 45206 | NONE | PC | SOLUTIONS FOR FAMILY HOMELESSNESS PLAN AFTERCARE | $50,000 |
| STRATEGIES TO END HOMELESSNESS INC | |||||||
| 2368 VICTORY PARKWAY SUITE 600 | CINCINNATI | OH | 45206 | NONE | PC | SOLUTIONS FOR FAMILY HOMELESSNESS | $200,000 |
| SWEET CHEEKS DIAPER BANK | |||||||
| 1400 STATE AVE | CINCINNATI | OH | 45204 | NONE | PC | DIAPERS AND HYGIENE SUPPLIES | $20,000 |
| TAFT MUSEUM OF ART | |||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | NONE | PC | LOVE THIS HOUSE CAMPAIGN | $200,000 |
| TAFT MUSEUM OF ART | |||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | NONE | PC | PATRICK DAUGHERTY FAR FLUNG PROGRAMMING | $14,000 |
| TAFT MUSEUM OF ART | |||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | NONE | PC | ART FOR ALL EDUCATION OUTREACH SUPPORT | $24,000 |
| TAFT MUSEUM OF ART | |||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THE GREATER CINCINNATI FOUNDATION | |||||||
| 720 E PETE ROSE WAY SUITE 120 | CINCINNATI | OH | 45202 | NONE | PC | CINCINNATI STREETCAR FUND 2021/2022 | $700,000 |
| THE GREATER CINCINNATI FOUNDATION | |||||||
| 720 E PETE ROSE WAY SUITE 120 | CINCINNATI | OH | 45202 | NONE | PC | ALL-IN CINCINNATI SUPPORT | $50,000 |
| THE POINTARC OF NORTHERN KENTUCKY INC | |||||||
| 104 W PIKE ST | COVINGTON | KY | 41011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE CHRIST HOSPITAL FOUNDATION | |||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| THE JEWISH COMMUNITY CENTER OF CINCINNATI | |||||||
| 8485 RIDGE RD | CINCINNATI | OH | 45236 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE MERCANTILE LIBRARY | |||||||
| 414 WALNUT STREET 1100 | CINCINNATI | OH | 45202 | NONE | PC | CAPITAL IMPROVEMENTS | $25,000 |
| THE MERCANTILE LIBRARY | |||||||
| 414 WALNUT STREET 1100 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $9,358 |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | NONE | PC | URBAN CONSULATE CINCINNATI | $75,000 |
| THE NATIONAL VOICE OF AMERICA MUSEUM OF BROADCASTING | |||||||
| 8070 TYLERSVILLE RD | WEST CHESTER | OH | 45069 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THE SEVEN HILLS SCHOOLS | |||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | NONE | PC | SCHOLARSHIP FUND FOR KYLE PLUSH | $25,000 |
| THOMAS MORE UNIVERSITY | |||||||
| 333 THOMAS MORE PKWY | CRESTVIEW HLS | KY | 41017 | NONE | PC | COLLEGE SUCCESS CENTER | $50,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | UNCF SCHOLARSHIPS FOR GREATER CINCINNATI STUDENTS | $150,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| P O BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | DAAP SCHOOL PLANNING A CASE FOR CITIES PROJECT | $10,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| P O BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | CONNECTED STEM LEARNING PATHWAYS DEMONSTRATION | $13,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| P O BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | GREATER CINCINNATI STEM COLLABORATIVE | $70,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| P O BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | GEN-1 SUPPORT | $25,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| P O BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | WILLIAM BARRETT RESEARCH, EDUCATION & CANCER | $50,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| P O BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | OHIO INNOCENCE PROJECT | $25,000 |
| UPSPRING | |||||||
| PO BOX 23300 | CINCINNATI | OH | 45223 | NONE | PC | PROGRAM COORDINATOR SUPPORT | $50,000 |
| VOCAL ARTS ENSEMBLE OF CINCINNATI | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| WALNUT HILLS HIGH SCHOOL ALUMNI FOUNDATION | |||||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| WALNUT HILLS REDEVELOPMENT FOUNDATION INC | |||||||
| PO BOX 6363 | CINCINNATI | OH | 45206 | NONE | PC | OPERATING SUPPORT 2021-2022 | $65,000 |
| WARRIOR MOMS | |||||||
| PO BOX 325 | ENKS | NC | 28728 | NONE | PC | ENTREPRENEURSHIP WORKSHOP | $2,500 |
| WAVE POOL CORP | |||||||
| 2940 COLERAIN AVE | CINCINNATI | OH | 45225 | NONE | PC | 2021 PROJECTS | $5,000 |
| WAVE POOL CORP | |||||||
| 2940 COLERAIN AVE | CINCINNATI | OH | 45225 | NONE | PC | STAFFING SUPPORT, 2020-2021 | $75,000 |
| WAVE POOL CORP | |||||||
| 2940 COLERAIN AVE | CINCINNATI | OH | 45225 | NONE | PC | GROCERY GALLERY PROJECT | $24,000 |
| WHOLE AGAIN INTERNATIONAL | |||||||
| PO BOX 128816 | NORWOOD | OH | 45212 | NONE | PC | GENERAL OPERATING SUPPORT (EXEC. DIR. POSITION) | $40,000 |
| WOMENS CRISIS CENTER INC | |||||||
| 3580 HARGRAVE DRIVE | HEBRON | KY | 41048 | NONE | PC | DEVELOPMENT | $25,000 |
| WOOD HUDSON CANCER RESEARCH LABORATORY INC | |||||||
| 931 ISABELLA ST | NEWPORT | KY | 41071 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| WORDPLAY CINCY | |||||||
| 4234 HAMILTON AVE | CINCINNATI | OH | 45223 | NONE | PC | RENOVATION COST OVERRUNS | $50,000 |
| WORDPLAY CINCY | |||||||
| 4234 HAMILTON AVE | CINCINNATI | OH | 45223 | NONE | PC | ACCESSIBILITY CAMPAIGN MATCH | $21,825 |
| WORLD AFFAIRS COUNCIL-CINCINNATI & NORTHERN KENTUCKY | |||||||
| NUNN HALL 309 | HIGHLAND HEIGHTS | KY | 41099 | NONE | PC | ONE WORLD GALA 2021 | $10,000 |
| YMCA OF GREATER CINCINNATI | |||||||
| 1105 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | CRADLE TO CAREER CINCINNATI GOS | $225,000 |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | PC | ROCKDALE URBAN LEARNING GARDEN GOS | $15,000 |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | PC | ROCKDALE URBAN LEARNING GARDEN | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,650,000 | 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 | $753,601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,804,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,347,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,905,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,905,260 | 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 | $20,096 | Amt |
| Net Investment Income | $10,048 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,048 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (5 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE | 2008-04-14 | $10,500 | $8,925 | 180.000000000000 | $700 | $0 | $9,625 |
| WEBSITE | 2008-07-31 | $1,000 | $832 | 180.000000000000 | $67 | $0 | $899 |
| WEBSITE | 2008-08-29 | $3,650 | $2,997 | 180.000000000000 | $243 | $0 | $3,240 |
| WEBSITE | 2008-10-31 | $20,000 | $16,218 | 180.000000000000 | $1,333 | $0 | $17,551 |
| SOFTWARE | 2008-02-26 | $44,005 | $37,653 | 180.000000000000 | $2,934 | $0 | $40,587 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2008-05-05 | $5,056 | $2,528 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2008-07-15 | $1,900 | $950 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2008-08-06 | $5,613 | $2,806 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2008-09-10 | $17,308 | $8,654 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2008-10-31 | $9,657 | $4,828 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2008-11-13 | $57,193 | $28,596 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2008-12-09 | $1,830 | $915 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2009-01-13 | $1,055 | $527 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-02-06 | $50,359 | $19,976 | 150DB | 15.000000000000 | $744 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-02-09 | $1,474 | $585 | 150DB | 15.000000000000 | $22 | $0 |
| FURNITURE AND FIXTURES | 2009-03-12 | $9,493 | $4,746 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-03-19 | $19,851 | $7,874 | 150DB | 15.000000000000 | $293 | $0 |
| FURNITURE AND FIXTURES | 2009-03-20 | $55,999 | $27,999 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-03-20 | $11,560 | $4,585 | 150DB | 15.000000000000 | $171 | $0 |
| FURNITURE AND FIXTURES | 2009-03-20 | $224 | $112 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-03-30 | $1,943 | $770 | 150DB | 15.000000000000 | $29 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-04-07 | $5,001 | $1,984 | 150DB | 15.000000000000 | $74 | $0 |
| FURNITURE AND FIXTURES | 2009-05-19 | $1,835 | $917 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-06-18 | $3,310 | $1,314 | 150DB | 15.000000000000 | $49 | $0 |
| FURNITURE AND FIXTURES | 2009-07-02 | $1,835 | $917 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-07-02 | $1,439 | $570 | 150DB | 15.000000000000 | $22 | $0 |
| FURNITURE AND FIXTURES | 2009-08-11 | $268 | $134 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2009-09-03 | $250 | $125 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2009-09-30 | $2,741 | $1,370 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-11-12 | $2,890 | $1,146 | 150DB | 15.000000000000 | $43 | $0 |
| FURNITURE AND FIXTURES | 2009-11-23 | $5,700 | $2,850 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2009-09-09 | $990 | $392 | 150DB | 15.000000000000 | $15 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BE THE CHANGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 HARRIS AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-01-22 | GrantDt |
| Grant | $20,000 | GrantAmt |
| Purpose Of Grant | EDUCATED, PROTECTED AND CELEBRATED BLACK NEIGHBORHOODS, AND PRESERVED STRUCTURES THAT ARE IMPORTANT TO BLACK CULTURE. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO FUNDS HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | JANUARY 2022 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE | ResultsOfVerificationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION FILED AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERALS OFFICE AND IS NOT REQUIRED TO FURNISH A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MARKET VALUE ADJUSTMENT | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART III, LINE 3: | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION OBTAINED AUDITED FINANCIAL STATEMENTS FOR FISCAL YEAR 2021. AS A RESULT OF THIS CHANGE, THE BOOK VALUE OF ASSETS HAS REVISED FROM BEING REPORTED AT COST TO FAIR MARKET VALUE. THE BEGINNING OF YEAR VALUES ON PAGE 2 HAVE BEEN UPDATED TO REPRESENT THE FAIR MARKET VALUE. THE AMOUNT ON LINE 3 IS THE UNREALIZED GAINS FOR THE CURRENT FISCAL YEAR, AND AN ADJUSTMENT TO BALANCE THE END OF YEAR NET ASSETS TO THE FAIR MARKET VALUE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $25,405,703 | EOYBookValueAmt |
| EOYFMV | $25,405,703 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $109,032,182 | EOYBookValueAmt |
| EOYFMV | $109,032,182 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $159,854,623 | BookValueAmt |
| EOYFMV | $159,854,623 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES | $5,056 | $5,056 | $0 |
| FURNITURE AND FIXTURES | $1,900 | $1,900 | $0 |
| FURNITURE AND FIXTURES | $5,613 | $5,613 | $0 |
| FURNITURE AND FIXTURES | $17,308 | $17,308 | $0 |
| FURNITURE AND FIXTURES | $9,657 | $9,657 | $0 |
| FURNITURE AND FIXTURES | $57,193 | $57,193 | $0 |
| FURNITURE AND FIXTURES | $1,830 | $1,830 | $0 |
| WEBSITE | $10,500 | $9,625 | $875 |
| WEBSITE | $1,000 | $899 | $101 |
| WEBSITE | $3,650 | $3,240 | $410 |
| WEBSITE | $20,000 | $17,551 | $2,449 |
| SOFTWARE | $44,005 | $40,587 | $3,418 |
| FURNITURE AND FIXTURES | $1,055 | $1,055 | $0 |
| FURNITURE AND FIXTURES | $9,493 | $9,493 | $0 |
| FURNITURE AND FIXTURES | $55,999 | $55,999 | $0 |
| FURNITURE AND FIXTURES | $224 | $224 | $0 |
| FURNITURE AND FIXTURES | $1,835 | $1,835 | $0 |
| FURNITURE AND FIXTURES | $1,835 | $1,835 | $0 |
| FURNITURE AND FIXTURES | $268 | $268 | $0 |
| FURNITURE AND FIXTURES | $250 | $250 | $0 |
| FURNITURE AND FIXTURES | $2,741 | $2,741 | $0 |
| FURNITURE AND FIXTURES | $5,700 | $5,700 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $138,591 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $138,591 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COPIER/PRINTER | $2,613 | $0 | $2,613 |
| COURIER | $37 | $0 | $37 |
| INSURANCE | $21,499 | $0 | $21,499 |
| IT EXPENSES | $37,065 | $0 | $37,065 |
| JANITORIAL | $2,523 | $0 | $2,523 |
| K-1 CHARITABLE CONTRIBUTIONS | $0 | $0 | $121 |
| K-1 INVESTMENT INTEREST EXPENSE | $0 | $105,273 | $0 |
| K-1 OTHER DEDUCTIONS | $0 | $1,340,819 | $0 |
| MEMBERSHIPS | $21,980 | $0 | $21,980 |
| OFFICE EXPENSE | $9,458 | $0 | $9,458 |
| SPONSORS | $12,000 | $0 | $12,000 |
| SUBSCRIPTIONS | $340 | $0 | $340 |
| AMORTIZATION | $5,277 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE STATEMENT 15 | Desc |
| Amt | $55,368,814 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $1,671,875 | $1,671,875 | $0 |
| CONTRACTORS | $69,200 | $0 | $69,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $19,543 | $19,343 | $200 |
| PAYROLL TAX | $58,625 | $8,190 | $50,435 |
| TAXES | $100,000 | $0 | $0 |
| FOREIGN TAX | $61,741 | $62,690 | $0 |