GLADYS WITTMEYER KNOX PRIVATE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GLADYS WITTMEYER KNOX PRIVATE FOUNDATION (EIN 31-1550206)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-30
- IRS object ID
- 202031829349100543
- Schema version
- 2019v5.1
- 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
- Other Assets Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-30T16:48:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311487461 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELTRUP & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8050 HOSBROOK ROAD SUITE 109 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452362907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311550206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLADYS WITTMEYER KNOX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAD | BusinessNameControlTxt |
| Phone | 5139843587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8050 HOSBROOK ROAD NO 102 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452362907 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS G GATCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5139843587 | PhoneNum |
| Signature | 2020-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGG J FELTRUP | PreparerPersonNm |
| PTIN | P00018893 | PTIN |
| Phone | 5137213710 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $828,114 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,874 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,160 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,092 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,852 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1,001 | CashEOYAmt |
| Cash EOYFMV | -$1,001 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,768 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $664,900 | CorporateStockBOYAmt |
| Corporate Stock EOY | $664,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $814,668 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $26,445 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $12,440 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $12,440 | MortgageLoansEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,007 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,007 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $721,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $678,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $828,114 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,736 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,736 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $683,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $676,610 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,188 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $721,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $676,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $721,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $678,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $721,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $676,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $676,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORTGAGE BONDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,540 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,881 | CostOrOtherBasisAmt |
| Gain Or Loss | -$10,341 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$10,341 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,341 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,679 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $763,942 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,698 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $720,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070364 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $654,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050270 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,436 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $711,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073723 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,979 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $743,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067221 | DistributionYr5Rt |
| Total Distribution | 0.327917 | TotalDistributionRt |
| Average Distribution | 0.065583 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $767,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,330 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,804 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,007 | OverpaymentAmt |
| Applied To ES Tax | $2,007 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS G GATCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139843587 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8050 HOSBROOK ROAD SUITE 102 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS G GATCH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8050 HOSBROOK ROAD SUITE 102 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $764,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $779,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $779,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $767,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193 | TotalTaxAmt |
| Distributable Before Adj | $38,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,178 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,804 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,005 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $399 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,174 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,244 | 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 | $13,359 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,005 | ExcessFromYear4Amt |
| Excess From Year3 | $399 | ExcessFromYear3Amt |
| Excess From Year2 | $16,174 | ExcessFromYear2Amt |
| Excess From Year1 | $14,681 | ExcessFromYear1Amt |
| Excess From Current Year | $5,626 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLOUGH UNITED METHODIST CHURCH | |||||||
| 2010 WOLFANGEL RD | CINCINNATI | OH | 45255 | N/A | CHURCH | CONTRIBUTION | $1,000 |
| COVINGTON LADIES HOME | |||||||
| 702 GARRARD STREET | COVINGTON | KY | 41011 | N/A | OTHER PUBLIC CHARITY | TRANSPORTATION FOR ELDERLY | $1,452 |
| DEACONESS FOUNDATION | |||||||
| 1000 NORTH VANDEVENTER AVE | ST LOUIS | MO | 63113 | N/A | OTHER PUBLIC CHARITY | DEACONESS MOBILE HEALTH CHECK CLINIC | $2,500 |
| FREESTORE FOODBANK | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | N/A | OTHER PUBLIC CHARITY | CINCINNATI COOKS PROGRAM | $1,000 |
| GREEN BERET FOUNDATION | |||||||
| 14402 BLANCO ROAD | SAN ANTONIO | TX | 78216 | N/A | OTHER PUBLIC CHARITY | CHARITABLE | $1,000 |
| HYDE PARK CENTER FOR OLDER ADULTS | |||||||
| 2800 ERIE AVENUE | CINCINNATI | OH | 45208 | N/A | OTHER PUBLIC CHARITY | SENIOR TRANSPORTATION PROGRAM | $5,000 |
| INNER CITY YOUTH OPPORTUNITIES | |||||||
| 1821 SUMMIT ROAD | CINCINNATI | OH | 45237 | N/A | OTHER PUBLIC CHARITY | CAMP JOY PROGRAM | $5,000 |
| MAPLE KNOLL OUTREACH SERVICES | |||||||
| 11275 SPRINGFIELD PIKE | WEST CHESTER TOWNSHIP | OH | 45246 | N/A | OTHER PUBLIC CHARITY | TRANSPORTATION SERVICES | $4,000 |
| MEDIA HERITAGE | |||||||
| 8070 TYLERSVILLE ROAD | WEST CHESTER | OH | 45069 | N/A | OTHER PUBLIC CHARITY | GRANT FOR GENERAL OPERATIONS | $1,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43210 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIP | $5,000 |
| SCORE | |||||||
| 525 VINE STREET SUITE 1030 | CINCINNATI | OH | 45202 | N/A | OTHER PUBLIC CHARITY | CHARITABLE | $2,000 |
| WESLEY COMMUNITY SERVICES | |||||||
| 2091 RADCLIFF DRIVE | CINCINNATI | OH | 45204 | N/A | OTHER PUBLIC CHARITY | SENIOR MEDICAL TRANSPORTATION PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,952 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $18,874 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$10,341 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,533 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,533 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME FROM INVESTMENTS IS THE ONLY SOURCE OF FUNDS |
| 4 | FOR CHARITABLE GIVING. |
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 | LEGAL AND PROFESSIONAL | CategoryTxt |
| Amt | $2,320 | Amt |
| Net Investment Income | $1,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,160 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $664,900 | EOYBookValueAmt |
| EOYFMV | $814,668 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| EOY Book Value | $2,007 | EOYBookValueAmt |
| EOYFMV | $2,007 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,736 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,671 | Amt |
| Net Investment Income | $5,671 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO REGISTRATION FEE | $200 | $0 | $200 |
| FEDERAL EXCISE TAX - CURRENT YEAR ESTIMATED | $193 | $0 | $193 |
| FEDERAL EXCISE TAX - PRIOR YEAR | $699 | $0 | $699 |