INGENUITY GROWTH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INGENUITY GROWTH FOUNDATION (EIN 46-1528602)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349102302
- Schema version
- 2013v3.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T14:24:56-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310210560 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE RIPPE KINGSTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 CELESTIAL STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452021696 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461528602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INGENUITY GROWTH FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MARILYN G KINNE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INGE | BusinessNameControlTxt |
| Phone | 5136830052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 SYMMES KNOLL CT | AddressLine1 |
| City | LOVELAND | City |
| State | OH | State |
| ZIP Code | 451409330 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN G KINNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5136830052 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MONTAG | PreparerPersonNm |
| PTIN | P01329721 | PTIN |
| Phone | 5132411375 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $510,776 | 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 | $24,775 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,044 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$907 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $559,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $499,185 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $506,244 | 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 |
| Other Prof Fees Rev And Expnss | $2,810 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,810 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $503,434 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $12,405 | CashEOYAmt |
| Cash EOYFMV | $12,405 | CashEOYFMVAmt |
| Corporate Stock BOY | $501,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $492,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $498,371 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $501,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $504,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $510,776 | 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 | $501,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $504,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $504,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $504,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $504,517 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $504,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EDWARDS LIFE SCIENCES - 5,450 SHS | D | 2012-12-18 | 2013-02-15 | $501,108 | $1,308 | $499,800 | $499,800 |
| ISHARES BARCLAYS 3-7 YR TREAS BOND - 10 SHS | P | 2013-05-30 | 2013-11-15 | $1,216 | $1,225 | -$9 | -$9 |
| SPDR GLOBAL NATURAL RESOURCES ETF - 404 SHS | P | 2013-05-30 | 2013-09-27 | $19,804 | $20,013 | -$209 | -$209 |
| WISDOMTREE TRUST EMRG MKTS - 20 SHS | P | 2013-05-30 | 2013-11-15 | $939 | $1,018 | -$79 | -$79 |
| GUGGENHEIM ABC GUGGENHEIM TIMBER - 36 SHS | P | 2003-05-30 | 2013-09-27 | $881 | $811 | $70 | $70 |
| ISHARES S&P 500 VALUE INDEX FUND - 8 SHS | P | 2013-05-30 | 2013-09-27 | $630 | $626 | $4 | $4 |
| ISHARES IBOXX & INVTOP INVES FD - 10 SHS | P | 2013-05-30 | 2013-11-15 | $1,140 | $1,186 | -$46 | -$46 |
| VANGUARD WORLD EX US SMALL CAP ETF - 4 SHS | P | 2013-05-30 | 2013-09-27 | $398 | $384 | $14 | $14 |
| SPDR INTL GOVT INFL PROT BOND ETF - 208 SHS | P | 2013-05-30 | 2013-11-15 | $12,326 | $12,659 | -$333 | -$333 |
| ISHARES CORE S&P MID-CAP ETF - 9 SHS | P | 2013-05-30 | 2013-09-27 | $1,118 | $1,074 | $44 | $44 |
| ISHARES S&P 500 GROWTH INDEX FD | P | 2013-05-30 | 2013-09-27 | $896 | $872 | $24 | $24 |
| VANGUARD INTL EQUITY INDEX - 26 SHS | P | 2013-05-30 | 2013-09-27 | $1,272 | $1,234 | $38 | $38 |
| FLEXSHARES TRUST FLEX 3 YR TARGET - 705 SHS | P | 2013-05-30 | 2013-11-15 | $17,625 | $17,758 | -$133 | -$133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $499,185 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $488,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $500,908 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,034 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,000 | 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 | $5,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $112 | EsPenaltyAmt |
| Tax Due | $5,146 | 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 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARILYN G KINNE | IndividualWithBooksNm |
| Phone | 5136830052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 SYMMES KNOLL CT | AddressLine1 |
| City | LOVELAND | City |
| State | OH | State |
| ZIP Code | 451409330 | 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN G KINNE | ||||||||
| 9000 SYMMES KNOLL CT | LOVELAND | OH | 45140 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| GREGORY L GINGER | ||||||||
| 15 DEERPATH TRAIL | BURR RIDGE | IL | 60521 | TREASURER | 0.50 | $0 | $0 | $0 |
| JILL DELOWERY | ||||||||
| 1132 ROBIN RD | IOWA CITY | IA | 52246 | SECRETARY | 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 | $334,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $508,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $508,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $500,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,034 | TotalTaxAmt |
| Distributable Before Adj | $20,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,011 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,034 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,876 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,876 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,113 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARILYN G KINNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHY MOMS & BABES INC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2270 BANNING RD SUITE 200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45239 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ORGANIZATIONAL SUPPORT TO FURTHER THE MISSION OF HEALTHY MOMS & BABES, INC. | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,044 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,152 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,152 | 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 | MARILYN G KINNE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 SYMMES KNOLL CT | AddressLine1 |
| City | LOVELAND | City |
| State | OH | State |
| ZIP Code | 451409330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,775 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 360 SHARES OF EDWARDS LIFESCIENCES CORP STOCK. | NoncashPropertyDesc |
| Fair Market Value | $24,775 | FairMarketValueAmt |
| Received | 2013-06-01 | ReceivedDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT REQUIRE AN ANNUAL SUBMISSION OF FORM 990-PF. AN ONLINE SUBMISSION OF PERTINENT INFORMATION WAS MADE WHICH FULFILLS THE STATE'S REPORTING REQUIREMENTS. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDWARDS LIFESCIENCES CORP - 5,450 SHS | $0 | $0 |
| FLEXM GLOBAL UPSTRM NAT RES - 586 SHS | $19,936 | $20,106 |
| FLEX 3YR TARGET DURATION - 3,330 SHS | $83,114 | $82,236 |
| GUGGENHEIM TIMBER ETF - 407 SHS | $9,178 | $10,541 |
| ISHARES IBOXX $ INVMNT GRD CORP DB ETF - 429 SHS | $50,793 | $48,987 |
| ISHARES S&P 500 GROWTH ETF - 277 SHS | $24,165 | $27,354 |
| ISHARES S&P 500 VALUE ETF - 568 SHS | $44,457 | $48,541 |
| ISHARES CORE S&P MID-CAP ETF - 201 SHS | $23,983 | $26,896 |
| ISHARES IBOXX $ HI YIELD CORP BND ETF - 272 SHS | $25,571 | $25,263 |
| ISHARES 3-7 YR TREASURY BND ETF - 320 SHS | $39,201 | $38,410 |
| ISHARES FLOATING RATE BOND ETF - 197 SHS | $9,988 | $9,992 |
| POWERSHARES SENIOR LOAN PORTFOLIO - 405 SHS | $10,162 | $10,076 |
| SPDR DJ WILSHIRE INTL REAL ESTATE - 237 SHS | $9,985 | $9,764 |
| SPDR BARCLAYS SHORT TERM CORP BOND - 815 SHS | $25,077 | $25,012 |
| SPDR INTL GOVT INFL PROT BOND ETF - 203 SHS | $12,354 | $11,865 |
| SPDR DOW JONES REIT EFT - 135 SHS | $10,726 | $9,621 |
| VANGUARD WORLD EX US SMALL CAP ETF - 100 SHS | $9,590 | $10,294 |
| VANGUARD INTL EQUITY INDEX - 712 SHS | $33,791 | $36,120 |
| VANGUARD EMERGING MARKETS ETF - 243 SHS | $10,288 | $9,997 |
| WISDOMTREE TRUST EMRG MKTS DEBT TR ELD - 296 SHS | $14,978 | $13,622 |
| EDWARDS LIFESCIENCES CORP - 360 SHS | $24,775 | $23,674 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $2,810 | Amt |
| Net Investment Income | $2,810 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |