GENE & NEDDIE MAE ELKUS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GENE & NEDDIE MAE ELKUS FAMILY FOUNDATION (EIN 31-1487336)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-31
- IRS object ID
- 202640909349100024
- Schema version
- 2025v4.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-31T07:01:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311487336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE & NEDDIE MAE ELKUS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 5138534842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4125 HAMILTON AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTH SIDE BANK TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5138534842 | PhoneNum |
| Signature | 2026-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2026-03-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,407,014 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $659,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,287 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $204,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,758 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $952 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,806 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,876 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,876 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,314 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,872 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,872 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,122,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,213,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,407,014 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,122,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,213,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,407,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,122,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,213,949 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,122,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,213,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,122,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,213,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,122,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $1,213,949 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,213,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25. AMERICAN TOWER CORP | 2022-10-21 | 2025-01-15 | $4,538 | $4,638 | -$100 | -$100 | |
| 380. AMERICAN TOWER CORP | 2018-11-12 | 2025-01-15 | $68,983 | $61,429 | $7,554 | $7,554 | |
| 14. APPLE, INC. | 2013-09-18 | 2025-01-15 | $3,332 | $233 | $3,099 | $3,099 | |
| 442. BROADCOM INC COM | 2023-09-05 | 2025-01-15 | $100,765 | $38,647 | $62,118 | $62,118 | |
| 28. GENERAL ELECTRIC CO USD 0.06 | 2024-04-04 | 2025-01-15 | $5,031 | $4,225 | $806 | $806 | |
| 134. QUALCOMM INC COM | 2023-11-15 | 2025-01-15 | $21,984 | $17,223 | $4,761 | $4,761 | |
| 4. QUALCOMM INC COM | 2022-10-21 | 2025-01-15 | $656 | $456 | $200 | $200 | |
| 285. QUALCOMM INC COM | 2018-11-12 | 2025-01-15 | $46,757 | $15,723 | $31,034 | $31,034 | |
| 20. VERIZON COMMUNICATIONS COM | 2024-04-04 | 2025-01-15 | $762 | $859 | -$97 | -$97 | |
| 1790. VERIZON COMMUNICATIONS COM | 2023-11-15 | 2025-01-15 | $68,197 | $64,493 | $3,704 | $3,704 | |
| 17. ZOETIS INC CL A | 2024-04-04 | 2025-01-15 | $2,836 | $2,845 | -$9 | -$9 | |
| 245. ZOETIS INC CL A | 2023-07-24 | 2025-01-15 | $40,865 | $45,058 | -$4,193 | -$4,193 | |
| 11. NOVO NORDISK | 2025-01-15 | 2025-04-09 | $694 | $913 | -$219 | -$219 | |
| 28. NOVO NORDISK | 2022-10-21 | 2025-04-09 | $1,767 | $1,454 | $313 | $313 | |
| 900. NOVO NORDISK | 2018-11-12 | 2025-04-09 | $56,792 | $20,147 | $36,645 | $36,645 | |
| 6. ALPHABET INC CAP STK CL A | 2025-01-15 | 2025-04-22 | $905 | $1,168 | -$263 | -$263 | |
| 23. ALPHABET INC CAP STK CL A | 2018-11-12 | 2025-04-22 | $3,469 | $1,213 | $2,256 | $2,256 | |
| 14. AMAZON CORP | 2025-01-15 | 2025-04-22 | $2,420 | $3,111 | -$691 | -$691 | |
| 4. AMAZON CORP | 2024-04-04 | 2025-04-22 | $691 | $738 | -$47 | -$47 | |
| 12. AMAZON CORP | 2022-03-22 | 2025-04-22 | $2,074 | $1,953 | $121 | $121 | |
| 32. APPLE, INC. | 2013-09-18 | 2025-04-22 | $6,397 | $531 | $5,866 | $5,866 | |
| 21. BROADCOM INC COM | 2023-09-05 | 2025-04-22 | $3,548 | $1,836 | $1,712 | $1,712 | |
| 28. CITIGROUP INC | 2025-01-15 | 2025-04-22 | $1,803 | $2,169 | -$366 | -$366 | |
| 11. CROWDSTRIKE HLDGS INC CL A | 2025-01-15 | 2025-04-22 | $4,045 | $3,959 | $86 | $86 | |
| 2. CROWDSTRIKE HLDGS INC CL A | 2024-05-28 | 2025-04-22 | $736 | $700 | $36 | $36 | |
| 27. DELL TECHNOLOGIES INC CL C | 2024-09-03 | 2025-04-22 | $2,275 | $3,002 | -$727 | -$727 | |
| 9. EVERCORE INC | 2025-04-09 | 2025-04-22 | $1,655 | $1,664 | -$9 | -$9 | |
| 4. META PLATFORMS INC CL A | 2025-04-09 | 2025-04-22 | $1,991 | $2,217 | -$226 | -$226 | |
| 12. GE VERNOVA INC COM | 2025-01-15 | 2025-04-22 | $3,932 | $4,677 | -$745 | -$745 | |
| 15. GENERAL ELECTRIC CO USD 0.06 | 2024-04-04 | 2025-04-22 | $2,818 | $2,263 | $555 | $555 | |
| 12. JP MORGAN CHASE & CO | 2025-01-15 | 2025-04-22 | $2,824 | $2,996 | -$172 | -$172 | |
| 6. LILLY ELI & CO COM | 2024-04-04 | 2025-04-22 | $4,945 | $4,647 | $298 | $298 | |
| 7. MASTERCARD INCORPORATED CL A | 2024-04-04 | 2025-04-22 | $3,690 | $3,369 | $321 | $321 | |
| 16. MERCK & COMPANY INC | 2025-01-15 | 2025-04-22 | $1,256 | $1,596 | -$340 | -$340 | |
| 9. MERCK & COMPANY INC | 2024-04-04 | 2025-04-22 | $706 | $1,165 | -$459 | -$459 | |
| 6. MICROSOFT CORP COM | 2025-01-15 | 2025-04-22 | $2,196 | $2,553 | -$357 | -$357 | |
| 10. MICROSOFT CORP COM | 2018-11-12 | 2025-04-22 | $3,660 | $1,069 | $2,591 | $2,591 | |
| 42. NVIDIA CORP | 2025-01-15 | 2025-04-22 | $4,141 | $5,651 | -$1,510 | -$1,510 | |
| 23. RAYTHEON TECHNOLOGIES CORP COM | 2025-01-15 | 2025-04-22 | $2,640 | $2,732 | -$92 | -$92 | |
| 7. SALESFORCE.COM INC | 2025-01-15 | 2025-04-22 | $1,702 | $2,270 | -$568 | -$568 | |
| 2. SERVICENOW INC COM | 2025-01-15 | 2025-04-22 | $1,530 | $2,105 | -$575 | -$575 | |
| 47. TRUIST FINL CORP U SD 5.0 | 2025-01-15 | 2025-04-22 | $1,703 | $2,120 | -$417 | -$417 | |
| 10. ZSCALER INC COM | 2023-11-15 | 2025-04-22 | $1,959 | $1,887 | $72 | $72 | |
| 36. MASTERCARD INCORPORATED CL A | 2024-04-04 | 2025-05-27 | $20,546 | $17,325 | $3,221 | $3,221 | |
| 29. MASTERCARD INCORPORATED CL A | 2023-07-24 | 2025-05-27 | $16,551 | $11,634 | $4,917 | $4,917 | |
| 23. MERCK & COMPANY INC | 2024-04-04 | 2025-05-27 | $1,778 | $2,978 | -$1,200 | -$1,200 | |
| 361. MERCK & COMPANY INC | 2023-01-10 | 2025-05-27 | $27,909 | $40,356 | -$12,447 | -$12,447 | |
| 174. MERCK & COMPANY INC | 2023-07-24 | 2025-05-27 | $13,452 | $19,079 | -$5,627 | -$5,627 | |
| 82. CROWDSTRIKE HLDGS INC CL A | 2024-05-28 | 2025-06-17 | $39,609 | $28,719 | $10,890 | $10,890 | |
| 47. GE VERNOVA INC COM | 2024-04-04 | 2025-06-17 | $22,999 | $6,455 | $16,544 | $16,544 | |
| 43. MICROSOFT CORP COM | 2018-11-12 | 2025-06-17 | $20,457 | $4,595 | $15,862 | $15,862 | |
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P | |||||
| CAPITAL GAIN DIVIDENDS | $161 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,287 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,562 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,562 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,316 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,316 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $246 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH SIDE BANK & TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5138534841 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4125 HAMILTON AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452230128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NORTH SIDE BANK TRUST | ||||||
| 4125 HAMILTON AVENUE | CINCINNATI | OH | 45223 | CO-TRUSTEE | 2 | $4,758 |
| MICHAEL ELKUS CO NORTH SIDE BANK | ||||||
| 4125 HAMILTON AVENUE | CINCINNATI | OH | 45223 | CO-TRUSTEE | 1 | $0 |
| HELENE ELKUS CO NORTH SIDE BANK | ||||||
| 4125 HAMILTON AVENUE | CINCINNATI | OH | 45223 | CO-TRUSTEE | 1 | $0 |
| TRACY LUREY CO NORTH SIDE BANK | ||||||
| 4125 HAMILTON AVENUE | CINCINNATI | OH | 45223 | CO-TUSTEE | 1 | $0 |
| ADAM ELKUS CO NORTH SIDE BANK T | ||||||
| 4125 HAMILTON AVENUE | CINCINNATI | OH | 45223 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,133,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,133,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,133,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,101,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,562 | TotalTaxAmt |
| Distributable Before Adj | $102,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $89,878 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $82,163 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,163 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,715 | 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 | $94,778 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NORTH SIDE BANK TRUST CO ATTN MA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4125 HAMILTON AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5138534842 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU OF COLORADO | ||||||||
| 303 E 17TH AVE | DENVER | CO | 80203 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| DENVER ACADEMY | ||||||||
| 4400 E ILIFF AVE | DENVER | CO | 80222 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NATIONAL SPORTS CENTER FOR THE DISABLED | ||||||||
| PO BOX 18889 | GOLDEN | CO | 80402 | NONE | PC | PROGRAM SUPPORT | $218 | |
| JSCREEN AT EMORY UNIVERSITY | ||||||||
| 5115 NEW PEACHTREE RD SUITE 301 | ATLANTA | GA | 30341 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNIVERSITY OF PENNSYLVANIA TRUSTEES | ||||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SIDEWALK FILM CENTER CINEMA | ||||||||
| 1821 2ND AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GEORGIA PUBLIC BROADCASTING | ||||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| INTERNATIONAL RESCUE COMMITTEE ATLANTA | ||||||||
| 2305 PARKLAKE DR NE | ATLANTA | GA | 30345 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| TAP ROOTS CAMP WALDEN | ||||||||
| 5607 S RIVER RD | CHEBOYGAN | MI | 49721 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CET | ||||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | PROGRAM SUPPORT | $500 | |
| COLORADO PUBLIC RADIO | ||||||||
| PO BOX 17429 | DENVER | CO | 80217 | NONE | PC | PROGRAM SUPPORT | $500 | |
| WE DON'T WASTE | ||||||||
| 6090 E 39TH AVE | DENVER | CO | 80207 | NONE | PC | PROGRAM SUPPORT | $500 | |
| ISAAC M WISE TEMPLE | ||||||||
| 8329 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| JEWISH NATIONAL FUND | ||||||||
| 60 REVERE DRIVE SUITE 725 | NORTHBROOK | IL | 60062 | NONE | PC | PROGRAM SUPPORT | $500 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE AVE | CINCINNATI | OH | 45236 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| LIGHTHOUSE YOUTH SERVICES | ||||||||
| 401 E MCMILLAN ST | CINCINNATI | OH | 45206 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | ||||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 341 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| PLANNED PARENTHOOD SOUTHEAST INC | ||||||||
| 206 EAST STATE STREET | COLUMBUS | OH | 43215 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| O'NEAL COMPREHENSIVE CANCER CENTER | ||||||||
| 1824 6TH AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | PROGRAM SUPPORT | $35,436 | UAB UNIVERSITY HOSPITAL |
| PLANNED PARENTHOOD SOUTHWEST OHIO REGION | ||||||||
| 2314 AUBURN AVE | CINCINNATI | OH | 45219 | NONE | PC | PROGRAM SUPPORT | $718 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | GOV | PROGRAM SUPPORT | $2,000 | |
| INDIAN HILL FOUNDATION | ||||||||
| 6855 DRAKE RD | CINCINNATI | OH | 45243 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| PUBLIC RADIO WBHM 903 FM | ||||||||
| 650 11TH STREET SOUTH | BIRMINGHAM | AL | 35233 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE GET GROUNDED FOUNDATION | ||||||||
| 1923 MARKET ST | DENVER | CO | 80202 | NONE | PC | PROGAM SUPPORT | $1,000 | |
| EVERYTOWN FOR GUN SAFETY | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | PROGRAM SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,872 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184,287 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $204,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,168 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $18,876 | Amt |
| Net Investment Income | $18,876 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $998 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,316 | $0 | $0 |