LANDEN FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LANDEN FAMILY FOUNDATION INC (EIN 56-2407331)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-09
- IRS object ID
- 201520999349100607
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-09T14:32:14-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562407331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Landen Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 5132411234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 Main Street | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce A Krone | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5132411234 | PhoneNum |
| Signature | 2015-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,845,751 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $130,660 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,603,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,261 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,173 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,437 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,437 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $725 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $216,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $191,677 | CashBOYAmt |
| Cash EOY | $357,210 | CashEOYAmt |
| Cash EOYFMV | $357,210 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,002,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,930,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,488,541 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,193,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,287,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,845,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $3,193,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,287,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,193,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,287,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,193,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,287,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,193,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $216,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,410,501 | SubtotalAmt |
| Other Decreases | $122,895 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,287,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publically Traded Securities | PropertyDesc |
| Gross Sales Price | $1,603,481 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,520,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $83,261 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $83,261 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,261 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,955 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,698,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.017045 | TotalDistributionRt |
| Average Distribution | 0.003409 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,653,883 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,456 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,889 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,325 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,433 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,433 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,943 | EstimatedPlusOvpmtIncmTxAmt |
| Backup Withholding Withheld | $14,518 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,461 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,028 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
| Refund | $19,428 | 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 | 0 | 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 | Bruce A Krone | IndividualWithBooksNm |
| Phone | 5132411234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 Main Street Suite 302 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2012 | UndistrIncmSect4942a2AppYr1Yr |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Elizabeth E Krone | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | Director & President | 0.50 | $0 | $0 | $0 |
| Margaret L Arnold | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | Director | 0.50 | $0 | $0 | $0 |
| Louise M Landen | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | Director | 0.50 | $0 | $0 | $0 |
| Bruce A Krone | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | Treasurer | 0.50 | $0 | $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 | $3,327,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $381,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,709,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,709,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,653,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,433 | TotalTaxAmt |
| Distributable Before Adj | $181,261 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $181,261 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $181,261 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,433 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,894 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,325 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $5,569 | Taxable2Amt |
| Undistributed Income CY | $181,261 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth E Krone | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cincinnati Nature Center | |||||||
| 4949 Tealtown Road | Milford | OH | 45150 | None | 501(c)(3) | Renovation Fund of the Grosbeck Lodge | $21,200 |
| Maple Knoll Communities Inc | |||||||
| 11100 Springfield Pike | Cincinnati | OH | 45246 | None | 501(c)(3) | Upper Room at Breese Manor Assisted Living Area | $15,000 |
| Sweet Briar College | |||||||
| PO Box 1057 | Sweet Briar | VA | 24595 | None | 501(c)(3) | 2013-2014 Priority Gift Budget | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,200 | 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 | $86,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,173 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Elizabeth Landen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 Main Street Suite 302 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $130,660 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON FUNDS (AAEX) | $20,695 | $22,309 |
| AMERICAN EXPRESS CO (AXP) | $28,433 | $47,435 |
| APPLE INC [AAPLI | $78,330 | $97,577 |
| ARTISAN FDS INC | $31,949 | $34,857 |
| BAXTER INTERNATIONAL INC (BAX) | $43,182 | $43,380 |
| BB&T CORP (BBT) | $45,809 | $59,145 |
| BOEING CO (BA) | $26,298 | $31,808 |
| CHEVERON CORPORATION (CVX) | $42,796 | $52,220 |
| CHUBB CORP (CB) | $41,885 | $46,085 |
| COCA COLA CO (KO) | $35,930 | $42,360 |
| COCA COLA ENTERPRISES (CCE) | $46,176 | $62,114 |
| COLUMBIA ACORN INTL FUND (ACINX) | $23,578 | $24,880 |
| COOPER COS INC (COD) | $41,851 | $54,212 |
| DODGE & COX INCOME FUND [OODIXI | $202,346 | $207,423 |
| DODGE & COX INTERNATIONAL (DODFX) | $31,949 | $36,127 |
| EATON CORP PLC (ETN) | $24,750 | $35,812 |
| EATON VANCE FLOATING RATE [EIBLX) | $86,113 | $85,925 |
| EMC CORP [EMCI | $39,471 | $42,144 |
| EXXON MOBIL CORP (XOM) | $42,840 | $50,340 |
| FOOT LOCKER INC (FL) | $52,469 | $76,080 |
| FORD MOTOR COMPANY (F) | $34,759 | $34,480 |
| GENERAL ELECTRIC CO (GEl | $41,260 | $52,560 |
| GOLDMAN SACHS GROUP INC | $32,619 | $33,488 |
| GOLDMAN SACHS GRTH OPPOR (GGOIX) | $42,117 | $44,047 |
| GOLDMAN SACHS M/C VALUE-INST (GSMCX) | $42,260 | $41,759 |
| GOOGLE INC CL A | $17,666 | $23,387 |
| GOOGLE INC CL C | $17,712 | $23,011 |
| HALLIBURTON CO (HAL) | $32,087 | $49,707 |
| HARDING LOEVNER INTERNATIONAL (HLMIX) | $31,949 | $34,214 |
| HEALTH CARE SELECT SECTOR (XLVI) | $22,100 | $22,446 |
| HOME DEPOT INC (HD) | $47,124 | $56,672 |
| INTERNATIONAL BUSINESS MACHS [IBM) | $57,078 | $54,381 |
| INTERNATIONAL PAPER CO [IP) | $42,350 | $50,470 |
| ISHARES CORE S&P SMALL CAP (IJR) | $20,894 | $22,530 |
| ISHARES S&P SMALL CAP (IJS) | $21,290 | $24,009 |
| ISHARES S&P SMALL CAP (IJT) | $23,629 | $23,796 |
| ISHARES TR MSCI EMERGING MKTS (EEM) | $31,312 | $32,077 |
| JAZZ PHARMACEUTICALS PLC | $43,185 | $88,206 |
| JOHN & JOHNSON (JNJ) | $34,823 | $52,310 |
| JPMORGAN CHASE & CO (JPM) | $39,173 | $51,858 |
| L BRANDS INC (LTD) | $32,498 | $41,062 |
| MACY'S INC (M) | $40,350 | $58,020 |
| MAINSTAY EPOCH GLOBAL EQUITY | $62,278 | $69,509 |
| MARATHON PETROLEUM (MPC) | $52,896 | $62,456 |
| MCDONALD'S CORP (MCD) | $26,259 | $30,222 |
| MERCK & CO INC (MRK) | $40,495 | $57,850 |
| METLIFE INC. (MET) | $18,500 | $27,780 |
| NEXTERA ENERGY INC (NEE) | $20,550 | $30,744 |
| ORACLE CORP [ORCL) | $49,613 | $60,795 |
| PFIZER INC (PFE) | $37,298 | $44,520 |
| PIMCO FDS (PlTRX) | $200,180 | $196,295 |
| PIMCO UNCONSTAINED BOND FUND (PFIUX) | $32,016 | $32,175 |
| PROCTOR & GAMBLE CO (PG) | $40,440 | $47,154 |
| QUALCOMM [QCOM) | $61,235 | $79,200 |
| REGIONS FINANCIAL CORP (RF) | $50,047 | $53,100 |
| SPDR INDUSTRIAL SELECT SECTOR (XLI) | $22,243 | $22,705 |
| T ROWE PRICE REAL ESTATE FUND | $31,949 | $36,106 |
| TEMPLETON GLOBAL BOND FUND AD (TGBAXI | $64,192 | $65,271 |
| THE HERSHEY COMPANY (HSY) | $40,355 | $48,681 |
| UNION PACIFIC CORP (UNP) | $47,582 | $59,850 |
| UNITED PARCEL SERVICE CL 8 (UPS) | $41,325 | $51,330 |
| UNITED TECKNOLOGIES CORP (UTX) | $32,506 | $46,180 |
| US BANKCORP DEL (USB) | $38,076 | $51,984 |
| VERIZON COMMUNICATIONS INC (VZ) | $42,880 | $48,930 |
| VISA INCC (V) | $47,220 | $63,213 |
| WALGREENS CO (WAG) | $33,440 | $59,304 |
| WISCONSIN ENERGY CORP (WEC) | $19,890 | $23,460 |
| WYNDHAM WORLDWIDE CORP (WYN) | $41,846 | $53,004 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Adjustment for Cost Basis presentation | Description |
| Amount | $122,895 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Membership Fees | Desc |
| Revenue And Expenses Per Books | $725 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $25,437 | Amt |
| Net Investment Income | $25,437 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $9,012 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |