KETTERING FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KETTERING FAMILY FOUNDATION (EIN 31-0727384)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202131379349100668
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T09:57:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kundinger Corder & Engle PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Lincoln St Ste 200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310727384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETTERING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KETT | BusinessNameControlTxt |
| Phone | 3039065101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 North Main St No 1480 | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Linda Hanauer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6469575252 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Linda | PersonFirstNm |
| Person Last | Hanauer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Calder | PreparerPersonNm |
| PTIN | P01720813 | PTIN |
| Phone | 3035345953 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $121,433,326 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,469,108 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,469,108 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,008,583 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $10,009,723 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$123,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $368,775 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,356,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,847,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $957,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $724,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $232,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,626 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,105,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $751,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $242,182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,210,577 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,210,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,315,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $751,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,452,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,040,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,096,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,380 | CashBOYAmt |
| Cash EOY | $8,159 | CashEOYAmt |
| Cash EOYFMV | $8,159 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,147,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $891,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $891,011 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,520,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,171,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,173,194 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,504,902 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,150,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,360,962 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $88,181,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,221,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,433,326 | 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 | $88,181,802 | RetainedEarningBOYAmt |
| Retained Earning EOY | $94,221,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,181,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,221,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,181,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,221,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,181,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,040,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $94,221,922 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,221,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|
| Publicly traded securities | $7,642,291 | $7,642,291 | |
| Goldtree Offshore | $1,881,966 | $1,881,966 | P |
| ArcLight Energy Partners Fund IV, LP | $13,310 | $13,310 | P |
| ArcLight Energy Partners Fund IV, LP | -$10,915 | -$10,915 | P |
| Loss reported on 990T | $10,915 | $10,915 | P |
| Commonfund Capital Partners III | $23,054 | $23,054 | P |
| Commonfund Capital Partners III | -$398 | -$398 | P |
| Loss reported on 990T | $398 | $398 | P |
| Commonfund Capital Partners IV | $145,904 | $145,904 | P |
| Commonfund Capital Partners IV | $10,180 | $10,180 | P |
| Gain reported on 990T | -$10,180 | -$10,180 | P |
| Fundamental Partners III LP | -$44,776 | -$44,776 | P |
| Harrison Street Real Estate Prts IV | $68,405 | $68,405 | P |
| Harrison Street Real Estate Prts V | $14,518 | $14,518 | P |
| IPI Data Center Partners Fund I-A LP | -$33 | -$33 | P |
| IPI Data Center Partners Fund I-A LP | -$7 | -$7 | P |
| Loss reported on 990T | $7 | $7 | P |
| Neuberger Berman Private Debt Fund II | $5,770 | $5,770 | P |
| Thackery Partners Realty Fund | $263,529 | $263,529 | P |
| Oak Harbor Capital Opp Fund V, LP | $42,712 | $42,712 | P |
| Owl Ventures II, LP | -$55,829 | -$55,829 | P |
| Blackstone Real Estate Europe V & NQ | $8,902 | $8,902 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,009,723 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $168,142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168,142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $73,142 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $168,142 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.ketteringfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039065101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 North Main St No 1480 | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| Charles F Kettering III | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Co-President | 10.00 | $0 | $0 | $0 |
| Linda H Hanauer | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Co-President | 2.00 | $0 | $0 | $0 |
| Debra L Williamson | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Vice President | 2.00 | $0 | $0 | $0 |
| Karen W Cushnie | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Secretary/Treasurer | 2.00 | $0 | $0 | $0 |
| Lisa S Kettering | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Assistant Treasurer | 2.00 | $0 | $0 | $0 |
| Linda K Danneberg | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Trustee | 2.00 | $0 | $0 | $0 |
| Susan S Kettering | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Trustee | 2.00 | $0 | $0 | $0 |
| Kyle W Kim | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Trustee | 2.00 | $0 | $0 | $0 |
| Albert W Leland | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Trustee | 2.00 | $0 | $0 | $0 |
| Jane K Lombard | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Trustee | 2.00 | $0 | $0 | $0 |
| Richard J Lombard | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Trustee | 2.00 | $0 | $0 | $0 |
| Douglas E Williamson | ||||||||
| 40 North Main St Suite 1480 | Dayton | OH | 45423 | Trustee | 2.00 | $0 | $0 | $0 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MACD Advisors | |||||
| 51 JFK Parkway 1st Floor West | Short Hills | NJ | 07078 | Investment advisor | $508,818 |
| Ridgeleigh Management Company | |||||
| 1100 N Market St Ste 1010 | Willmington | DE | 19801 | Management services | $232,800 |
| JP Morgan | |||||
| 1650 Market Street 47th Floor | Philadelphia | PA | 19103 | Investment custodian | $193,492 |
| 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 | $110,264,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,302,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,566,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,566,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,688,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,878,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,543,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,543,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168,142 | TotalTaxAmt |
| Distributable Before Adj | $5,375,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,375,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,375,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,452,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,452,759 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,452,759 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,375,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,571,692 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,452,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,571,692 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,881,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,494,700 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kettering Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 North Main St | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372281021 | RecipientPhoneNum |
| Recipient Email Address | info@ketteringfamilyphilanthropies.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Applicants must complete the request summary on the Foundation's website: www.ketteringfamilyfoundation.org. If there is sufficient trustee interest an expanded proposal will be requested. Proposals are required to be submitted electronically to "proposals@ketteringfamilyfoundation.org". The proposal should include a description of the organization, need, project, finance plan, and project evaluation. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Proposal deadlines are March 15th and September 15th of each year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Restrictions may apply - see the Foundation's website for further information. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826NYC Inc | |||||||
| 372 Fifth Avenue | Brooklyn | NY | 11215 | None | Public Charity | Operating Support | $20,000 |
| Air Force Museum Foundation Inc | |||||||
| 1100 Spaatz Street | WPAFB | OH | 45433 | None | Public Charity | Operating Support | $20,000 |
| Antioch College | |||||||
| 1 Morgan Place | Yellow Springs | OH | 45387 | None | Public Charity | Antioch College Works: Transforming access to education | $100,000 |
| Arthur Morgan Institute for Community Solutions | |||||||
| PO Box 243 | Yellow Springs | OH | 45387 | None | Public Charity | Agraria Trail | $50,000 |
| Aurora-Arapahoe Battered Women's Shelter Inc | |||||||
| PO Box 914 | Aurora | CO | 80040 | None | Public Charity | Emergency Shelter & Services for Homeless Women & Children | $10,000 |
| Ayuda | |||||||
| 1413 K Street NW 5th Floor | Washington | DC | 20005 | None | Public Charity | COVID-19 Relief for Immigrant Families in DMV | $10,000 |
| Bluff Lake Nature Center | |||||||
| 4760 Oakland St Suite 200 | Denver | CO | 80239 | None | Public Charity | BLNC Making Nature Accessible | $7,500 |
| Boca Ballet Theatre Company | |||||||
| 7630 NW 6th Ave | Boca Raton | FL | 33487 | None | Public Charity | Dancing Into The Next 30 Years | $30,000 |
| BookTrails | |||||||
| 68 9th Street | Steamboat Springs | CO | 80487 | None | Public Charity | Summer Slide Initiative | $20,000 |
| BookTrails | |||||||
| 68 9th Street | Steamboat Springs | CO | 80487 | None | Public Charity | Summer Slide Initiative | $5,000 |
| Boulder Food Rescue | |||||||
| PO Box 284 | Boulder | CO | 803060284 | None | Public Charity | Food Rescue Cooperative Software | $15,000 |
| Boys & Girls Clubs of Northwest Colorado | |||||||
| PO Box 776410 | Steamboat Springs | CO | 80477 | None | Public Charity | Furthering impact through STEAM programs | $15,000 |
| Boys & Girls Clubs of Northwest Colorado | |||||||
| PO Box 776410 | Steamboat Springs | CO | 80477 | None | Public Charity | Furthering impact through STEAM programs | $10,000 |
| Brooklyn Arts Council | |||||||
| 20 Jay Street Suite 616 | Brooklyn | NY | 11201 | None | Public Charity | General Operating Support | $15,000 |
| Brooklyn Botanic Garden Corporation | |||||||
| 1000 Washington Avenue | Brooklyn | NY | 11225 | None | Public Charity | Children's Education at BBG | $15,000 |
| Brooklyn Botanic Garden Corporation | |||||||
| 1000 Washington Avenue | Brooklyn | NY | 11225 | None | Public Charity | Operating Support | $5,000 |
| Brooklyn Botanic Garden Corporation | |||||||
| 1000 Washington Avenue | Brooklyn | NY | 11225 | None | Public Charity | Brooklyn Botanic Garden Operating Support | $5,000 |
| Brooklyn Community Foundation | |||||||
| 1000 Dean St Suite 307 | Brooklyn | NY | 11238 | None | Public Charity | Brooklyn Community Foundation | $30,000 |
| Candid | |||||||
| 1422 Euclid Avenue Suite 1600 | Cleveland | OH | 44011 | None | Public Charity | Operating Support | $3,500 |
| Candlewood Lake Authority | |||||||
| P O Box 37 | Sherman | CT | 06784 | None | Public Charity | Marine Patrol Boat | $10,000 |
| Cayucos Land Conservancy | |||||||
| PO Box 336 | Cayucos | CA | 93430 | None | Public Charity | Cayucos Land Conservancy Operating Support 2021 | $39,000 |
| CEC ArtsLink | |||||||
| 28 Hubert Street | New York | NY | 10013 | None | Public Charity | ArtsLink International Fellowships | $86,000 |
| CEC ArtsLink | |||||||
| 28 Hubert Street | New York | NY | 10013 | None | Public Charity | International Residencies for U.S. Artists and Curators | $50,000 |
| Center for Children & Youth Justice | |||||||
| 300 Elliott Ave W Suite 360 | Seattle | WA | 98119 | None | Public Charity | Center for Children & Youth Justice | $20,000 |
| Center for Health and Learning | |||||||
| 28 Vernon Street Suite 319 | Brattleboro | VT | 05301 | None | Public Charity | Umatter YYA | $15,000 |
| Children's Research Institute (CRI) | |||||||
| 111 Michigan Ave NW | Washington | DC | 20010 | None | Public Charity | Urea Cycle Disorders Consortium | $400,000 |
| Children's Tumor Foundation | |||||||
| 370 Lexington Avenue Suite 2100 | New York | NY | 10017 | None | Public Charity | Discovery Fund | $30,000 |
| Christian Children's Home of Ohio | |||||||
| 2685 Armstrong Road | Wooster | OH | 44691 | None | Public Charity | Cottage 3 Roof | $10,000 |
| Church of Holy Apostles | |||||||
| 296 9th Avenue | New York | NY | 100015703 | None | Public Charity | Operation HopeFULL | $10,000 |
| Collaborative Healing Initiative Within Communities | |||||||
| 2102 N Marion St | Denver | CO | 80205 | None | Public Charity | CHIC Bites Social Enterprise Development | $20,000 |
| Colorado Center on Law and Policy | |||||||
| 789 Sherman St Suite 300 | Denver | CO | 80203 | None | Public Charity | Digital Literacy & Access Advocacy Project | $10,000 |
| Colorado Personalized Education Program for Physicians | |||||||
| 720 S Colorado Blvd Suite 1100-N | Denver | CO | 80246 | None | Public Charity | CPEP Operating Grant Request | $50,000 |
| Colorado Personalized Education Program for Physicians | |||||||
| 720 S Colorado Blvd Suite 1100-N | Denver | CO | 80246 | None | Public Charity | Unrestricted Support | $5,000 |
| Communities First Inc | |||||||
| 415 W Court Street | Flint | MI | 48503 | None | Public Charity | Unrestricted Operating Support | $11,000 |
| Community Food Share | |||||||
| 650 S Taylor Ave | Louisville | CO | 80027 | None | Public Charity | Food Support for Low Income Families and Older Adults | $10,000 |
| Community Help in Park Slope (CHiPS) | |||||||
| 200 Fourth Avenue | Brooklyn | NY | 11217 | None | Public Charity | Community Help in Park Slope (CHiPS) | $10,000 |
| Community Help in Park Slope (CHiPS) | |||||||
| 200 Fourth Avenue | Brooklyn | NY | 11217 | None | Public Charity | Community Help in Park Slope (CHiPS) | $2,500 |
| Community Roots Housing Foundation | |||||||
| 1620 12th Ave Suite 205 | Seattle | WA | 98122 | None | Public Charity | eQuality | $20,000 |
| Dartmouth-Hitchcock Health | |||||||
| One Medical Center Drive | Lebanon | NH | 03756 | None | Public Charity | COVID-19 Community Relief Fund | $10,000 |
| Dayton Children's Hospital Foundation | |||||||
| One Childrens Plaza | Dayton | OH | 45404 | None | Public Charity | Behavioral Health Day Treatment Program | $250,000 |
| Dayton Contemporary Dance Company | |||||||
| 840 Germantown Street | Dayton | OH | 45402 | None | Public Charity | Cincinnati Connection | $70,000 |
| Dayton Live | |||||||
| 138 North Main Street | Dayton | OH | 454021776 | None | Public Charity | Reopening and Operating Dayton Live's Arts Facilities | $200,000 |
| Dayton Performing Arts Alliance | |||||||
| 126 N Main St Suite 210 | Dayton | OH | 45402 | None | Public Charity | Endowment Campaign for the Performing Arts | $150,000 |
| Dayton Performing Arts Alliance | |||||||
| 126 North Main Street Suite 210 | Dayton | OH | 45402 | None | Public Charity | DPAA Dayton Ballet | $20,000 |
| Dayton Society of Natural History | |||||||
| 2600 DeWeese Parkway | Dayton | OH | 45414 | None | Public Charity | Room of Wonders | $150,000 |
| Denver Children's Advocacy Center | |||||||
| 2149 Federal Boulevard | Denver | CO | 80211 | None | Public Charity | Mental Health Treatment | $25,000 |
| Denver Civic Ventures Inc | |||||||
| 1515 Arapahoe St Tower 3 Suite 100 | Denver | CO | 80202 | None | Public Charity | COVID-19 Operating Support - Denver | $10,000 |
| Denver Kids Inc | |||||||
| 1617 S Acoma Street | Denver | CO | 80223 | None | Public Charity | Future Options & Capstones Programming | $20,000 |
| Fabretto Children's Foundation | |||||||
| 1563 Sherman Ave Suite 201 | Evanston | IL | 60201 | None | Public Charity | Primary Education & Literacy Promotion in Nicaragua | $20,000 |
| Fabretto Children's Foundation | |||||||
| 1563 Sherman Ave Suite 201 | Evanston | IL | 60201 | None | Public Charity | Fabretto Children's Foundation | $20,000 |
| Fabretto Children's Foundation | |||||||
| 1563 Sherman Ave Suite 201 | Evanston | IL | 60201 | None | Public Charity | Fabretto Operating Support | $5,000 |
| Family Services Inc | |||||||
| 16220 Frederick Rd Suite 502 | Gaithersburg | MD | 20877 | None | Public Charity | Mental Health Services Support | $10,000 |
| Family Tree Inc | |||||||
| 3805 Marshall Street | Wheat Ridge | CO | 80033 | None | Public Charity | Family Tree Housing and Family Stabilization Services | $10,000 |
| First Nations Development Institute | |||||||
| 2432 Main St 2nd Floor | Longmont | CO | 80501 | None | Public Charity | Healing Through Harvesting | $20,000 |
| Flow for Water | |||||||
| 153 1/2 East Front St Suite 203C | Traverse City | MI | 49684 | None | Public Charity | Art Meets Water | $20,000 |
| Food Bank for NYC | |||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | None | Public Charity | Food Bank for NYC | $5,000 |
| Franklin County Historical Society | |||||||
| 333 W Broad St | Columbus | OH | 432152738 | None | Public Charity | COSI Connects | $15,000 |
| Freshfarm Markets Inc | |||||||
| 655 New York Avenue NW 6th Floor | Washington | DC | 20001 | None | Public Charity | Freshfarm Markets, Inc. | $10,000 |
| Girl Scouts of Western Ohio | |||||||
| 450 Shoup Mill Road | Dayton | OH | 45415 | None | Public Charity | Empower Her: the Campaign to Transform Our Camps & Our Girls | $100,000 |
| Good Beginnings Inc | |||||||
| PO Box 5054 | West Lebanon | NH | 03784 | None | Public Charity | Good Beginnings of the Upper Valley | $10,000 |
| Greater Dayton Union Co-op Initiative | |||||||
| 33 W 1st St Suite 100 | Dayton | OH | 45402 | None | Public Charity | Gem City Market Capital Campaign | $100,000 |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial Street | Portland | ME | 04101 | None | Public Charity | Empowering New England's Middle Schoolers as Citizen Scientists | $10,000 |
| Integrated Community | |||||||
| PO Box 880587 | Steamboat Springs | CO | 80488 | None | Public Charity | English Tutoring and School Readiness | $20,000 |
| Intercambio de Comunidades | |||||||
| 4735 Walnut Street Suite B | Boulder | CO | 80301 | None | Public Charity | Adult ESL Creating Community Connections | $25,000 |
| Interlochen Center for the Arts | |||||||
| PO Box 199 | Interlochen | MI | 49643 | None | Public Charity | Dance Division Scholarships | $50,000 |
| International Studio & Curatorial Program | |||||||
| 1040 Metropolitan Avenue | Brooklyn | NY | 11211 | None | Public Charity | Detroit Artist Residency at ISCP | $37,350 |
| International Studio & Curatorial Program (ISCP) | |||||||
| 1040 Metropolitan Avenue | Brooklyn | NY | 11211 | None | Public Charity | Operating Support | $10,000 |
| Jefferson County Library Foundation | |||||||
| 10790 W 50th Ave 200 | Wheat Ridge | CO | 80033 | None | Public Charity | 2020 Summer Reading Challenge | $5,000 |
| Karis Community | |||||||
| 1361 Detroit Street | Denver | CO | 80206 | None | Public Charity | Empowerment Program | $10,000 |
| Kettering University | |||||||
| 1700 University Avenue | Flint | MI | 48504 | None | Public Charity | The Campaign for Kettering University | $200,000 |
| Kettering University | |||||||
| 1700 University Avenue | Flint | MI | 48504 | None | Public Charity | Operating Support | $5,000 |
| Kids In New Directions | |||||||
| 2338 East Fifth Street | Dayton | OH | 45403 | None | Public Charity | 2020 Transportation | $20,000 |
| La Puente Home Inc | |||||||
| PO Box 1235 | Alamosa | CO | 81101 | None | Public Charity | La Puente Home General Operating Support | $14,000 |
| Law Enforcement Foundation Inc | |||||||
| 6277 Riverside Drive Suite 1S | Dublin | OH | 43017 | None | Public Charity | Leadership Training Series, D.A.R.E and Officer Wellness Programs | $10,000 |
| LEANIN1220 | |||||||
| 32045 Castle Ct Suite 100 | Evergreen | CO | 804393503 | None | Public Charity | Resilience1220 | $10,000 |
| LearnServe International | |||||||
| PO Box 6203 | Washington | DC | 20015 | None | Public Charity | LearnServe Capacity Building: Curriculum and Training | $10,000 |
| Level Ground | |||||||
| 1728 Glendale Blvd 3 | Los Angeles | CA | 90026 | None | Public Charity | General Operating | $40,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Ave | New York | NY | 100656007 | None | Public Charity | Employee Assistance Fund | $50,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Ave | New York | NY | 100656007 | None | Public Charity | Operating Support | $20,000 |
| Montshire Museum of Science | |||||||
| One Montshire Road | Norwich | VT | 05055 | None | Public Charity | Creating Leaders in Science Teaching | $25,000 |
| MUST Ministries | |||||||
| PO Box 1717 | Marietta | GA | 30061 | None | Public Charity | General Operating | $20,000 |
| National Park Trust | |||||||
| 401 E Jefferson Street Suite 207 | Rockville | MD | 20850 | None | Public Charity | Buddy Bison Creative Learning Program | $10,000 |
| New Reach Inc | |||||||
| 269 Peck Street | New Haven | CT | 06513 | None | Public Charity | Stable Families Program | $15,000 |
| North Brooklyn Coalition of Neighbors Helping Neighbors | |||||||
| 42 West St 202 | Brooklyn | NY | 11222 | None | Public Charity | North Brooklyn Angels | $2,500 |
| Northwest Connecticut Land Conservancy | |||||||
| PO Box 821 | Kent | CT | 06757 | None | Public Charity | Operating Support | $10,000 |
| OneCity For Recovery | |||||||
| 990 Reading Road | Mason | OH | 45040 | None | Public Charity | Care Coordinator Program - Dayton and Montgomery County | $50,000 |
| Parallel 45 Inc | |||||||
| PO Box 1829 | Traverse City | MI | 49685 | None | Public Charity | 10th Anniversary Season | $25,000 |
| ParentChild | |||||||
| 163B Mineola Blvd | Mineola | NY | 11501 | None | Public Charity | ParentChild+: Equal Possibilities from the Start Across NY State | $20,000 |
| Philanthropy Ohio | |||||||
| 500 South Front Street Suite 900 | Columbus | OH | 43215 | None | Public Charity | 2020 General Operating Support | $5,000 |
| Planned Parenthood Southwest Ohio Region | |||||||
| 2314 Auburn Avenue | Cincinnati | OH | 452192802 | None | Public Charity | Campaign to Safeguard and Sustain Care in Dayton | $50,000 |
| President Lincoln's Cottage at the Soldiers' Home | |||||||
| 3700 North Capitol St NW 558 | Washington | DC | 20011 | None | Public Charity | Grief Exhibit | $10,000 |
| Prospect Park Alliance Inc | |||||||
| 95 Prospect Park West | Brooklyn | NY | 11215 | None | Public Charity | Operating Support | $5,000 |
| Reaching Everyone Preventing Suicide (REPS) | |||||||
| PO Box 773324 | Steamboat Springs | CO | 80477 | None | Public Charity | Free Mental Health Therapy Sessions | $20,000 |
| Realize Impact | |||||||
| 271 Winslow Way E 11548 | Bainbridge Island | WA | 98110 | None | Public Charity | Realize Impact | $60,000 |
| Red Hook Initiative | |||||||
| 767 Hicks Street | Brooklyn | NY | 11231 | None | Public Charity | RHI's High School Youth Leaders Program | $20,000 |
| Regional Hospice | |||||||
| 30 Milestone Road | Danbury | CT | 06810 | None | Public Charity | COVID-19 Pandemic Operating Assistance | $30,000 |
| Regional Hospice | |||||||
| 30 Milestone Road | Danbury | CT | 06810 | None | Public Charity | PPE Campaign | $10,000 |
| RepresentUS | |||||||
| PO Box 60008 | Florence | MA | 01062 | None | Public Charity | Represent.US Education Fund | $10,000 |
| Roundup River Ranch | |||||||
| 8333 Colorado River Road | Gypsum | CO | 81637 | None | Public Charity | Summer and Family Camp Programs | $10,000 |
| Sherman Library Association Inc | |||||||
| 1 Sherman CenterPO Box 40 | Sherman | CT | 06784 | None | Public Charity | Operating Support | $10,000 |
| Sinclair Community College Foundation | |||||||
| 444 W Third Street | Dayton | OH | 45402 | None | Public Charity | Next Step Fund | $20,000 |
| Sinclair Community College Foundation | |||||||
| 444 W Third Street | Dayton | OH | 45402 | None | Public Charity | The Next Step Fund | $10,000 |
| Sinclair Community College Foundation | |||||||
| 444 W Third Street | Dayton | OH | 45402 | None | Public Charity | The Next Step Fund | $15,000 |
| Sprout City Farms Inc | |||||||
| PO Box 7536 | Denver | CO | 80207 | None | Public Charity | Expanding Food Access & Farmer Education | $20,000 |
| Sprout City Farms Inc | |||||||
| PO Box 7536 | Denver | CO | 80207 | None | Public Charity | Operating Support-COVID-19 Relief | $20,000 |
| St Anne's Episcopal School | |||||||
| 2701 S York St | Denver | CO | 80210 | None | Public Charity | St. Anne's Episcopal School | $5,000 |
| Success Foundation Serving Greeley -Evans Schools Inc | |||||||
| 1025 9th Ave | Greeley | CO | 80631 | None | Public Charity | Food4Success Program | $10,000 |
| Teach For America - Ohio | |||||||
| 1110 Main Street | Cincinnati | OH | 45202 | None | Public Charity | Increasing the scale of impact in Teach For America - Dayton | $50,000 |
| The Campaign Against Hunger | |||||||
| 2010 Fulton Street | Brooklyn | NY | 11233 | None | Public Charity | The Campaign Against Hunger | $5,000 |
| The Challenge Foundation | |||||||
| 4545 S University Ave | Englewood | CO | 80113 | None | Public Charity | The Challenge Foundation | $10,000 |
| The Contemporary Dayton | |||||||
| 118 N Jefferson Street | Dayton | OH | 45402 | None | Public Charity | Capital Project Support for Move to the Dayton Arcade | $30,000 |
| The Dayton Art Institute (DAI) | |||||||
| 456 Belmonte Park North | Dayton | OH | 45405 | None | Public Charity | DAI Centennial Campaign Support | $75,000 |
| The Dayton Foundation | |||||||
| 1401 S Main St 100 | Dayton | OH | 45409 | None | Public Charity | Performing Arts Field of Interest Fund #1558 | $150,000 |
| The Dayton Foundation | |||||||
| 4801 Springfield Street | Dayton | OH | 45431 | None | Public Charity | Tornado Relief in Dayton, Ohio | $25,000 |
| The HOPE Program Inc | |||||||
| 1 Smith Street 4th Floor | Brooklyn | NY | 11201 | None | Public Charity | Job Training for Low-Income New Yorkers | $40,000 |
| The HOPE Program Inc | |||||||
| 1 Smith Street 4th Floor | Brooklyn | NY | 11201 | None | Public Charity | Operating Support | $5,000 |
| The McLean Hospital Corporation | |||||||
| 115 Mill Street Mail Stop 126 | Belmont | MA | 02478 | None | Public Charity | McLean Hospital's Connor Kids & Community Partners Collaboration | $100,000 |
| The Nature Conservancy in Ohio | |||||||
| 6375 Riverside Drive Suite 100 | Dublin | OH | 43017 | None | Public Charity | Protecting Ohio's Resilient and Connected Lands | $50,000 |
| The New School | |||||||
| 66 West 12th St Room 604 | New York | NY | 10011 | None | Public Charity | The New School - Prize for Art and Social Justice | $200,000 |
| The New School | |||||||
| 66 West 12th Street Room 604 | New York | NY | 10011 | None | Public Charity | Vera List Center - Jane Lombard Prize for Art & Social Justice | $25,000 |
| The Ohio Foundation of Independent Colleges Inc | |||||||
| 250 East Broad Street Suite 1700 | Columbus | OH | 43215 | None | Public Charity | The Kettering Fund Scholarship Program | $25,000 |
| The Special Needs Support Center | |||||||
| 129 South Main Street Suite 103 | White River Junction | VT | 05001 | None | Public Charity | General Operating | $30,000 |
| Thrive - Transformation At Work | |||||||
| 400 W S Boulder Rd Suite 1700 | Lafayette | CO | 80026 | None | Public Charity | Workforce Development for Unemployed Coloradans | $10,000 |
| Traverse Symphony Orchestra | |||||||
| 300 E Front Street Suite 230 | Traverse City | MI | 49684 | None | Public Charity | Traverse Symphony Orchestra | $10,000 |
| Unfunded List Inc | |||||||
| 1110 Vermont Ave NW Suite 500 | Washington DC | DC | 20005 | None | Public Charity | Proposal Evaluation and Co-Review | $20,000 |
| United Way of Weld County | |||||||
| 814 9th Street | Greeley | CO | 80631 | None | Public Charity | Housing Navigation Center | $10,000 |
| University of Colorado Foundation | |||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80203 | None | Public Charity | CU School of Medicine Curriculum Reform - Longitudinally Integrated Clerkship Program | $5,000 |
| University of Dayton | |||||||
| 300 College Park | Dayton | OH | 454697053 | None | Public Charity | Virginia W. Kettering Scholarship 2020-2021 | $100,000 |
| University of Dayton | |||||||
| 300 College Park | Dayton | OH | 454697053 | None | Public Charity | Virginia W. Kettering Scholarship 2021-2022 | $100,000 |
| Upper Valley Haven | |||||||
| 713 Hartford Avenue | White River Junction | VT | 05001 | None | Public Charity | Operating Support | $25,000 |
| Upper Valley Haven | |||||||
| 713 Hartford Avenue | White River Junction | VT | 05001 | None | Public Charity | Upper Valley Strong | $20,000 |
| Visions for Creative Housing Solutions Inc | |||||||
| 8 Sunrise Farm Lane | Enfield | NH | 03748 | None | Public Charity | Green Street Project | $25,000 |
| Wedontwaste Inc | |||||||
| 5971 Broadway | Denver | CO | 80216 | None | Public Charity | Increasing Food Security for High-Need Populations | $15,000 |
| West Central Services Inc | |||||||
| 9 Hanover Street Suite 2 | Lebanon | NH | 03766 | None | Public Charity | The Integrated Care Project | $60,000 |
| West Central Services Inc | |||||||
| 9 Hanover Street Suite 2 | Lebanon | NH | 03766 | None | Public Charity | Personal Protective Equipment at WSBH | $1,500 |
| Yampa Valley Community Foundation | |||||||
| PO Box 881869 | Steamboat Springs | CO | 80488 | None | Public Charity | Chuck Kettering Memorial Endowment | $2,000 |
| Yampa Valley Medical Center Foundation | |||||||
| PO Box 883415 | Steamboat Springs | CO | 80487 | None | Public Charity | Operating Support | $5,000 |
| Yampa Valley Sustainability Council | |||||||
| PO Box 881461 | Steamboat Springs | CO | 80488 | None | Public Charity | General Operating | $20,000 |
| Yampa Valley Sustainability Council | |||||||
| PO Box 881461 | Steamboat Springs | CO | 80488 | None | Public Charity | Climate Action and Advocacy Program | $10,000 |
| Yampa Valley Sustainability Council | |||||||
| PO Box 881461 | Steamboat Springs | CO | 80488 | None | Public Charity | YVSC Operating Support | $10,000 |
| YWCA Dayton | |||||||
| 141 West Third Street | Dayton | OH | 45402 | None | Public Charity | YWCA Dayton National Dues | $18,727 |
| YWCA Dayton | |||||||
| 141 West Third Street | Dayton | OH | 45402 | None | Public Charity | YWCA Dayton Huber Heights Property Development | $150,000 |
| Zoological Society of Cincinnati | |||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | None | Public Charity | More Home to Roam | $250,000 |
| Zoological Society of Cincinnati | |||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | None | Public Charity | Conservation & Research of Endangered Wildlife | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,210,577 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,469,108 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,009,723 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| Income from pass-through entities | $368,775 | ||
| Income from pass-through entities reported on Form 990-T | 523000 | -$492,425 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$493,565 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,847,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,354,041 | 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 | Kundinger,Corder & Engle, P.C. | CategoryTxt |
| Amt | $15,950 | Amt |
| Net Investment Income | $7,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Institutional Index Fund | $3,822,093 | $11,157,575 |
| Dodge & Cox | $4,500,000 | $7,917,040 |
| JP Morgan ADV USLC | $8,367,580 | $8,785,692 |
| GS Levered CBEN | $1,500,000 | $1,946,700 |
| SG BREN MXEA | $3,000,000 | $3,188,100 |
| WCM Focused Growth International Securities | $3,798,602 | $5,629,974 |
| Vanguard Ext Mkt Index | $1,183,577 | $2,548,113 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (44 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CommonFund Capital Partners III | AT COST | $120,077 | $476,724 |
| CommonFund Capital Partners IV | AT COST | $414,101 | $666,211 |
| Clayton Dubilier & Rice | AT COST | $830,106 | $164,669 |
| Starwood SOF VIII Real Estate Fund | AT COST | $530,807 | $105,982 |
| Blackstone Property Partners | AT COST | $5,289,135 | $7,017,150 |
| Consonance Capital | AT COST | $2,250,000 | $3,218,984 |
| JLL Partners Fund VII | AT COST | $2,360,029 | $3,632,661 |
| Millenium International | AT COST | $3,000,000 | $3,250,163 |
| Neuberger Berman Private Debt Fund | AT COST | $3,918,950 | $4,008,735 |
| BlackRock Appreciation Fund IV | AT COST | $1,675,000 | $2,445,206 |
| Contrarian Emerging Markets | AT COST | $2,500,000 | $3,002,529 |
| JP Morgan Real Estate Fund | AT COST | $1,425 | $0 |
| Harrison Street Real Estate Fund IV | AT COST | $537,135 | $688,971 |
| Port Advisors | AT COST | $678,014 | $164,184 |
| Trust Realty IX | AT COST | $9,559 | $0 |
| ArcLight Energy Partners Fund V | AT COST | $770,077 | $1,870,953 |
| FAO Suvretta Offshore | AT COST | $2,000,000 | $3,659,316 |
| Harrison Street Real Estate Fund V | AT COST | $669,326 | $1,510,684 |
| Ramius Merger Fund | AT COST | $2,000,000 | $2,852,112 |
| Thackery Partners Realty Fund | AT COST | $678,460 | $975,681 |
| Coatue Offshore Fund | AT COST | $1,000,000 | $3,465,170 |
| RCG Longview Debt Fund VI | AT COST | $1,857,738 | $1,693,167 |
| Goldtree Offshore | AT COST | $0 | $271,350 |
| Fir Trees Special Opportunity Fund | AT COST | $90,000 | $0 |
| ZP Offshore Utility Fund | AT COST | $3,000,000 | $4,720,690 |
| AEA Investors Fund VI LP | AT COST | $2,736,687 | $4,208,642 |
| Carlyle Energy Credit Fund II | AT COST | $2,521,459 | $1,770,544 |
| IPI Data Center Partners | AT COST | $911,010 | $1,877,374 |
| Biopharma Credit Investments IV | AT COST | $2,547,053 | $7,368 |
| Owl Ventures II | AT COST | $1,420,779 | $1,934,639 |
| Blackstone Real Estate | AT COST | $1,569,915 | $2,072,399 |
| Oak Harbor Capital | AT COST | $855,410 | $394,957 |
| Fundamental Partners III | AT COST | $1,321,644 | $1,644,181 |
| Pontifax Global F&A Tech Fund | AT COST | $1,912,744 | $2,173,846 |
| KKR Global Infrastructure Investors | AT COST | $1,781,882 | $1,822,177 |
| Pontifax Global F&A Tech Fund II, LP | AT COST | $172,741 | $118,977 |
| Vector Capital Credit | AT COST | $3,000,000 | $3,038,401 |
| BCIM Strategic Value Offshore 2 | AT COST | $2,796,405 | $437,904 |
| AEA Investors Fund VII LP | AT COST | $429,486 | $500,385 |
| Bain Capital Partnership Strategies | AT COST | $129,892 | $135,519 |
| JLL Partners Fund VIII | AT COST | $794,507 | $675,334 |
| MSD Special Investments | AT COST | $1,069,347 | $1,280,350 |
| Synergy Asia Market Neutral Fund | AT COST | $2,000,000 | $2,516,383 |
| Gladstone Lasker A2 | AT COST | $3,000,000 | $2,890,290 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $1,407 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,407 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Income from pass-through entities | $368,775 | $368,775 | $368,775 |
| Income from pass-through entities reported on Form 990-T | -$492,425 | -$492,425 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ridgeleigh Management | $232,800 | $0 | $232,800 |
| JP Morgan | $193,492 | $193,492 | $0 |
| WCM Investment Management | $22,157 | $22,157 | $0 |
| MACD Advisors | $508,818 | $508,818 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign taxes | $18,626 | $18,626 | $0 |
| 2020 estimated excise tax payments | $95,000 | $0 | $0 |
| 2019 excise tax payments made in 2020 | $17,094 | $0 | $0 |