LINDA CASWELL BERRY & SONS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LINDA CASWELL BERRY & SONS FOUNDATION INC (EIN 52-2381804)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-30
- IRS object ID
- 201713349349100101
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-30T09:06:32-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522381804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the linda caswell berry & sons | BusinessNameLine1Txt |
| Business Name Line2 | foundation inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 5132413111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9891 Montgomery Road No 316 | AddressLine1Txt |
| City | cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F UHRIG | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5132413111 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick M Semancik | PreparerPersonNm |
| PTIN | P00058765 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.62.29.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 14:00:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E98B1CBF3E99E12943527C7CD262F42F9413F49A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,895,984 | 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 | $201 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $55,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,244,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,469 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $76,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,374 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,743 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,242 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $685 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,004 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,902 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,913 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,363 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,286 | CashBOYAmt |
| Cash EOY | $2,580 | CashEOYAmt |
| Cash EOYFMV | $2,580 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,583,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,565,374 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,565,374 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $169,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $169,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $169,908 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,158,122 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $2,154,622 | LandBOYAmt |
| Land EOY | $2,158,122 | LandEOYAmt |
| Land EOYFMV | $2,158,122 | LandEOYFMVAmt |
| Total Assets BOY | $4,021,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,895,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,895,984 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,729 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,729 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,020,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,895,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,020,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,895,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,021,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,895,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,020,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,818 | OtherIncreasesAmt |
| Subtotal | $3,895,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,895,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JD Seibert | P | $2,242,010 | $2,224,641 | $17,369 | $17,369 |
| Sale of Wood | P | $2,100 | $2,100 | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,096 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,889,272 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052981 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,931,122 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,206 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,946,446 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056105 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,493 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,966,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053652 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,124 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,104,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066591 | DistributionYr5Rt |
| Total Distribution | 0.283441 | TotalDistributionRt |
| Average Distribution | 0.056688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,773,777 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,552 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $622 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,125 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $4,420 | OverpaymentAmt |
| Applied To ES Tax | $4,420 | 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 |
| Individual With Books | robert f uhrig | IndividualWithBooksNm |
| Phone | 5132413111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 east fourth street suite 1200 | 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 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| robert f uhrig | ||||||||
| 1 e fourth street suite 1200 | cincinnati | OH | 45202 | secretary | 5.00 | $25,191 | $0 | $0 |
| william a sears | ||||||||
| p o box 101 | batavia | OH | 45103 | treasurer | 5.00 | $32,583 | $0 | $0 |
| julie Uhrig | ||||||||
| 1 e fourth street suite 1200 | Cincinnati | OH | 45202 | trustee/director | 1.00 | $1,300 | $0 | $0 |
| kevin sears | ||||||||
| P O box 101 | Batavia | OH | 45103 | trustee/director | 1.00 | $1,300 | $0 | $0 |
| 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 | $1,509,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,800,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,800,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,773,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,689 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,245 | TotalTaxAmt |
| Distributable Before Adj | $87,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,444 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,179 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,179 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,946 | 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 | $12,498 | 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 | robert f uhriG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 9489 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132413111 | RecipientPhoneNum |
| Form And Info And Materials | 1 page letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLJ | |||||||
| PO Box 9055 | Washington | DC | 200900555 | none | public charity | Unrestricted contribution | $200 |
| Alzeimer's Association | |||||||
| 644 Linn Street Suite 1026 | Cincinnati | OH | 45203 | none | public charity | unrestricted contribution | $400 |
| American Cancer Society | |||||||
| 250 Williams Street NW Suite 400 | Atlanta | GA | 30303 | none | public charity | unrestricted contribution | $100 |
| Brown County Animal Shelter | |||||||
| 100 Veterans Blvd | Georgetown | OH | 45121 | none | public charity | unrestricted contribution | $2,000 |
| Charge for Connor | |||||||
| 4613 Braid Lane | Mason | OH | 45040 | none | public charity | unrestricted contribution | $200 |
| christian help center | |||||||
| 385 w main street | batavia | OH | 45103 | none | public charity | unrestricted contribution | $5,000 |
| Christian Outreach | |||||||
| 3710 Eastern Avenue | Cincinnati | OH | 45226 | none | public charity | unrestricted contribution | $4,000 |
| City Gospel Mission | |||||||
| 1805 Dalton AVenue | Cincinnati | OH | 45214 | none | public charity | unrestricted contribution | $500 |
| De Paul Cristo Rey High School | |||||||
| 1133 Clifton Hills Avenue | Cincinnati | OH | 45220 | none | public charity | unrestricted contribution | $100 |
| Edison State Community College | |||||||
| 1973 Edison Drive | Piqua | OH | 45356 | none | public charity | unrestricted contribution | $1,000 |
| Emmanuel Church | |||||||
| 2324 May Street | Cincinnati | OH | 45206 | none | public charity | unrestricted contribution | $200 |
| Epiphany Ministry | |||||||
| PO Box 1 | Bellefontaine | OH | 43311 | none | public charity | unrestricted contribution | $500 |
| Healthy Vision | |||||||
| 9990 Zig Zag Road | Montgomery | OH | 45242 | none | public charity | unrestricted contribution | $9,000 |
| Hillsdale College | |||||||
| 33 E College St | Hillsdale | MI | 49242 | none | public charity | Unrestricted Contribution | $100 |
| Hilton Head Humane Association Inc | |||||||
| 10 Humane Way | Hilton Head | SC | 29926 | none | public charity | Unrestricted Contribution | $2,000 |
| LIFE ENRICHING COmmunity | |||||||
| 9840 Mongomery Road | Cincinnati | OH | 45242 | none | public charity | unrestricted contribution | $4,000 |
| LILYMI Foundation | |||||||
| 3064 Magnolia Court | Edgewood | KY | 41017 | none | public charity | Unrestricted Contribution | $800 |
| Magnified Giving | |||||||
| 209 W Benson St | Cincinnati | OH | 45215 | none | public charity | Unrestricted Contribution | $2,630 |
| Norwood Masonic Temple Foundation | |||||||
| 2020 Hopkinds Avenue | Norwood | OH | 45212 | none | public charity | unrestricted contribution | $3,000 |
| norwood nazarene church | |||||||
| 4424 floral avenue | cInCINNATI | OH | 45212 | none | public charity | unrestricted contribution | $7,000 |
| Right to Life | |||||||
| 1802 W Galbraith Road | Cincinnati | OH | 45239 | none | public charity | unrestricted contribution | $250 |
| sisters of Notre Dame | |||||||
| 701 East Columbua Avenue | Cincinnati | OH | 45215 | none | public charity | unrestricted contribution | $7,500 |
| Urban Appalachian Community Coalition | |||||||
| 5829 Wyatt Avenue | Cincinnati | OH | 45213 | none | public charity | Unrestricted Contribution | $1,500 |
| Wright State University | |||||||
| 3640 Colonel Glenn Hwy | Fairborn | OH | 45435 | none | public charity | unrestricted contribution | $1,000 |
| xavier university | |||||||
| 3800 victory parkway | cincINNATI | OH | 45207 | none | public charity | unrestricted contribution | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,480 | 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 | $55,075 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,469 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,944 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Accounting fees | $7,804 | $0 | $3,902 |
| bookkeeping | $5,200 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,565,374 | EOYBookValueAmt |
| EOYFMV | $1,565,374 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment in Gold | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $169,908 | BookValueAmt |
| EOYFMV | $169,908 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $685 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| brokerage fees | $12,300 | $12,300 | $0 |
| UTILITIES | $4,565 | $0 | $0 |
| REPAIRS | $2,391 | $0 | $0 |
| Insurance | $9,007 | $0 | $0 |
| supplies | $3,883 | $0 | $0 |
| Miscellaneous Expenses | $458 | $0 | $0 |
| Mileage | $724 | $0 | $0 |
| Landscapping | $720 | $0 | $0 |
| Postage | $315 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Revenue And Expenses Per Books | $1,400 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,400 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gain on stocks | Desc |
| Amt | $19,818 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | trustee fees | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| foreign tax | $6 | $6 | $0 |
| payroll tax | $11,767 | $0 | $0 |
| real estate tax | $8,004 | $0 | $0 |
| Federal Tax | $10,136 | $0 | $0 |