-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
BUILDING HEALTHY LIVES FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
625 EDEN PARK DR NO 200
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI
,
OH
452026057
A Employer identification number
30-0214078
B
Telephone number (see instructions)
(513) 419-6587
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
43,953,895
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
75,710
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,040,497
1,040,497
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-1,082,757
b
Gross sales price for all assets on line 6a
12,264,319
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
686
0
12
Total.
Add lines 1 through 11
........
34,136
1,040,497
13
Compensation of officers, directors, trustees, etc.
500,776
0
306,592
14
Other employee salaries and wages
......
416,680
0
303,858
15
Pension plans, employee benefits
.......
186,753
0
118,959
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
11,240
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
63,864
0
37,955
19
Depreciation (attach schedule) and depletion
...
24,973
0
20
Occupancy
..............
95,259
0
74,302
21
Travel, conferences, and meetings
.......
4,403
0
3,376
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,703,552
71,433
1,580,618
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
3,007,500
71,433
2,425,660
25
Contributions, gifts, grants paid
.......
379,506
339,506
26
Total expenses and disbursements.
Add lines 24 and 25
3,387,006
71,433
2,765,166
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-3,352,870
b
Net investment income
(if negative, enter -0-)
969,064
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
34,357
34,828
34,828
2
Savings and temporary cash investments
.........
3
Accounts receivable
23,178
Less: allowance for doubtful accounts
26,683
23,178
23,178
4
Pledges receivable
25,000
Less: allowance for doubtful accounts
25,000
25,000
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
1,110
160
160
9
Prepaid expenses and deferred charges
..........
47,126
58,301
58,301
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
38,294,434
34,975,066
43,620,714
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
342,972
Less: accumulated depreciation (attach schedule)
272,737
53,926
70,235
70,235
15
Other assets (describe
)
114,494
121,479
121,479
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
38,572,130
35,308,247
43,953,895
17
Accounts payable and accrued expenses
..........
59,555
34,956
18
Grants payable
.................
40,000
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
364,412
437,998
23
Total liabilities
(add lines 17 through 22)
.........
423,967
512,954
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
38,095,488
34,770,293
25
Net assets with donor restrictions
............
52,675
25,000
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
38,148,163
34,795,293
30
Total liabilities and net assets/fund balances
(see instructions)
.
38,572,130
35,308,247
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
38,148,163
2
Enter amount from Part I, line 27a
.....................
2
-3,352,870
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
34,795,293
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
34,795,293
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
CHARLES SCHWAB- A/C 6679
P
b
CHARLES SCHWAB- A/C 6679
P
c
CHARLES SCHWAB- A/C 2732
P
d
CHARLES SCHWAB- A/C 2732
P
e
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,057,998
1,418,224
-360,226
b
4,860,194
5,663,412
-803,218
c
5,533,781
5,727,941
-194,160
d
730,432
537,318
193,114
e
81,914
81,914
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-360,226
b
-803,218
c
-194,160
d
193,114
e
81,914
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
-1,082,576
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
2,685,266
43,504,212
0.061724
2017
2,687,527
44,067,420
0.060987
2016
2,817,891
42,024,043
0.067054
2015
2,795,344
44,855,715
0.062319
2014
2,807,362
46,966,402
0.059774
2
Total
of line 1, column (d)
.....................
2
0.311858
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.062372
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
41,176,279
5
Multiply line 4 by line 3
......................
5
2,568,247
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
9,691
7
Add lines 5 and 6
........................
7
2,577,938
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,765,166
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
9,691
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
9,691
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
9,691
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
24,155
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
24,155
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
14,464
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
14,464
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.CLEVERCRAZES.COM
14
The books are in care of
DIANNE DUNKELMAN
Telephone no.
(513) 419-6587
Located at
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
OH
ZIP+4
45202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
DIANNE DUNKELMAN
PRESIDENT
40.00
382,807
68,221
9,015
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
PATRICIA SMITSON
DIRECTOR
1.00
0
0
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
LORRENCE KELLAR
SECRETARY/TREASURER
2.00
0
0
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
GUY M HILD
DIRECTOR
1.00
0
0
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
SANDRA LOBERT
DIRECTOR
1.00
0
0
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
PHOEBE D PARDO
VICE-PRESIDENT
40.00
117,969
37,414
1,194
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
KATHERINE A KATRAK
ANALYTICS MANAGER
40.00
104,862
17,907
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
JASON SHARP
DIRECTOR OF WEBSITE
40.00
95,136
17,501
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
THOMAS A MANNER
DIRECTOR OF FINANCE
40.00
84,504
17,391
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
GABRIELLA E SCACCHETTI
CURRICULUM EDITOR &
40.00
72,090
16,184
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
AUDREY A STITES
PROJECT COORDINATOR
40.00
54,840
16,558
0
625 EDEN PARK DRIVE SUITE 200
CINCINNATI
,
OH
45202
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
CUSTOMIZED COMMUNICATIONS
PRODUCE AND PRINT MATERIALS TO DISTRIBUTE IN TEACHER FREE STORES
1,202,813
3407 AVENUE E EAST
ARLINGTON
,
TX
76011
I SYSTEMS
COMPUTER (IT) CONSULTANT & COMPUTER EQUIPMENT PURCHASES
116,243
7905 BLACKHAWK COURT SUITE B
WEST CHESTER
,
OH
45069
DALE LAMSONINC
GRAPHIC DESIGN FOR WEBSITE AND PRINTED MATERIALS FOR DISTRIBUTION
107,018
814 CAMINO ATALAYA
SANTA FE
,
NM
87505
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
THE FOUNDATION IS FOCUSED ON ENHANCING THE EDUCATION, FITNESS, CRITICAL THINKING ABILITY, HEALTH, WELL-BEING AND PERSONAL SAFETY OF CHILDREN AND THEIR FAMILIES. ADDITIONALLY, THE PURPOSE OF THE FOUNDATION IS TO EDUCATE THE PUBLIC ABOUT ISSUES RELATED TO IMPROVING THEIR PERSONAL WELL-BEING.
0
2
CONTRIBUTIONS AND SPONSORSHIPS
0
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
0
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
40,711,443
b
Average of monthly cash balances
.......................
1b
1,091,886
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
41,803,329
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
41,803,329
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
627,050
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
41,176,279
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,058,814
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,058,814
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
9,691
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
9,691
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,049,123
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,049,123
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,049,123
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,765,166
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,765,166
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
9,691
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,755,475
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,049,123
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
520,826
b
From 2015
......
629,210
c
From 2016
......
759,189
d
From 2017
......
556,913
e
From 2018
......
578,174
f
Total
of lines 3a through e
........
3,044,312
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,765,166
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
2,049,123
e
Remaining amount distributed out of corpus
716,043
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
3,760,355
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
520,826
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
3,239,529
10
Analysis of line 9:
a
Excess from 2015
....
629,210
b
Excess from 2016
....
759,189
c
Excess from 2017
....
556,913
d
Excess from 2018
....
578,174
e
Excess from 2019
....
716,043
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AFTER-SCHOOL AL-STARS LA
6501 FOUNTAIN AVENUE
LOS ANGELES
,
CA
90028
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
ALTA VISTA ELEMENTARY SCHOOL
2293 E CRABTREE AVE
PORTERVILLE
,
CA
932575225
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,250
ARCADIA ELEMENTARY SCHOOL
740 AARCADIA DRIVE
TUSCALOOSA
,
AL
35404
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
450
BELL INTERMEDIATE ACADEMY
1459 E COLUMBUS ST
MARTINSVILLE
,
IN
46151
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
BIRMINGHAM REGIONAL EMPOWERMENT AND DEVELOPMENT CENTER
PO BOX 310665
BIRMINGHAM
,
AL
35231
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
BOYS & GILRLS CLUBS OF LORAIN COUNTY
4111 PEARL AVE
LORAIN
,
OH
44055
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
CASTLE CACHE AFTER-SCHOOL PROGRAM CAHE PUBLIC SCHOOLS
102 EAST H AVENUE
CACHE
,
OK
73527
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
CHANDLER ELEMENTARY SCHOOL
401 S JAYCEE ST
CHANDLER
,
IN
47610
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
200
CINCINNATI CHRISTIAN SCHOOLS
7350 DIXIE HIGHWAY
FAIRFIELD
,
OH
45014
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,000
CINCINNATI PUBLIC SCHOOLS DATER MONTESSORI ELEMENTARY
2840 BOUDINOT AVE
CINCINNATI
,
OH
45238
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
CLOVERLEAF LOCAL SCHOOLS
8525 FRIENDSVILLE RD
LODI
,
OH
44254
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
EAST CENTRAL OHIO EDUCATIONAL SERVICE CENTER
834 EAST HIGH AVENUE
NEW PHIOLADELPHIA
,
OH
44663
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
EXCELLENCE IN LEARNING COMMUNITY CO-OP
PO BOX 4422
NEWARK
,
OH
430584422
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
200
GEORGE M RIDDLE ELEMENTARY SCHOOL
PO BOX 108
ROCHESTER
,
IN
46975
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
GRAYSON COUNTY BOARD OF EDUCATION
PO BOX 4009
LEITCHFIELD
,
KY
427554009
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
HORACE MANN ELEMENTARY
1215 WEST CLIFTON BLVD
LAKEWOOD
,
OH
44107
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
INDAIN TRAIL ELEMENTARY
3512 KENT ROAD
STOW
,
OH
44224
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
250
ISANA ACADEMIES EXPANDED LEARNING PROGRAM
3580 WILSHIRE BLVD
LOS ANGELES
,
CA
90010
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,600
JAMES A GARFIELD ELEMENTARY
10207 SR 88
GARRETTSVILLE
,
OH
44231
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
2,000
KIDS CAMPUS YOUTH CENTER
4316 PECK ROAD
EL MONTE
,
CA
91732
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
LA'S BEST
711 E 14TH PLACE
LOS ANGELES
,
CA
90021
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
600
LEASURE ELEMENTARY SCHOOL
1015 CHURCH ROAD
NEWARK
,
DE
19702
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
600
LEBANON SPECIAL SCHOOL DISTRICT SACC AFTERSCHOOL PROGRAM
665 COLE FERRY PIKE
LEBANON
,
TN
37087
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
200
LENNOX SCHOOL DISTRICT
10319 FIRMONA AVE
INGLEWOOD
,
CA
90304
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
750
LESTER B SOMMER ELEMENTARY
3794 W US HWY 136
CRAWFORDSVILLE
,
IN
47933
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
2,000
LOCKHART ELEMENTARY SCHOOL DOLPHIN ST CCLC AFTER SCHOOL
1834 KONGENS GADE
ST THOMAS
,
VI
008026746
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
MADISON CHRISTIAN SCHOOL
3565 BIXBY ROAD
GROVEPORT
,
OH
43125
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
750
MADISON ELEMENTARY SCHOOL MADISON BOARD OF EDUCATION
1324 MIDDLETOWN EATON RD
MIDDLETOWN
,
OH
45042
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,250
MARION COUNTY PUBLIC SCHOOLS
PO BOX 670
OCALA
,
FL
344780670
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
NORTH DECATUR ELEMENTARY
3300 N SR 3
GREENSBURG
,
IN
47240
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
OAKS MISSION ELEMENTARY
PO BOX 160
OAKS
,
OK
74359
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
OSHKOSH AREA SCHOOL DISTRICT COMMUNITY LEARNING CENTERS
215 SOUTH EAGLE ST
OSHKOSH
,
WI
54902
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
PASADENA LEARNS AFTER-SCHOOL PROGRAM
351 S HUDSON AVE ROOM 207
PASADENA
,
CA
911013507
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
PAULDING ELEMENTARY CENTURY AFTER SCHOOL PROGRAM
405 N WATER ST
PAULDING
,
OH
45879
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
PAULDING EXEMPTED VILLAGE SCHOOLS
405 N WATER STREET
PAULDING
,
OH
45879
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
PIKE-DELTA-YORK LOCAL SCHOOL DISTRICT
504 FERNWOOD ST
DELTA
,
OH
43515
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
250
PLEASANT HILL ELEMENTARY
HC 66 BOX 2
GRANTSVILLE
,
WV
26147
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
POMONA UNIFIED SCHOOL DISTRICT
1460 E HOLT AVE SUITE 132
POMONA
,
CA
91767
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
3,250
PORTSMOUTH ELEMENTARY SCHOOL
514 UNION ST
PORTSMOUTH
,
OH
45662
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
RIPLEY-UNION-LEWIS HUNTINGTON SCHOOL DISTRICT
PO BOX 85
RIPLEY
,
OH
45167
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
ROSS MIDDLE SCHOOL
3425 HAMILTON CLEVES ROAD
HAMILTON
,
OH
45013
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
RYLANDER ELEMENTARY SCHOOL
24831 WESTHEIMER PKWY
KATY
,
TX
77494
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
200
SBCUSDCAPS
1535 W HIGHLAND AVENUE
SAN BERNIDINO
,
CA
92411
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
6,950
SKYVUE ELEMENTARY SCHOOL
33329 HARTSHORN RIDGE ROAD
GRAYSVILLE
,
OH
45734
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
SOUTH ALLEGHENY ELEMENTARY
1707 WASHINGTON BLVD
MCKEESPORT
,
PA
15133
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,000
ST BARNABAS CATHOLIC SCHOOL
8300 RAHKE ROAD
INDIANAPOLIS
,
IN
46217
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,000
STRONGSVILLE CITY SCHOOLS
13200 PEARL ROAD
STRONGSVILLE
,
OH
44136
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
THE SALVATION ARMY WEST PHILADELPHIA AFTER SCHOOL PROGRAM
5501 MARKET ST
PHILADELPHIA
,
PA
191393263
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
TREE OF LIFE CHRISTIAN SCHOOLS INDIANOLA CAMPUS
2141 INDIANOLA AVENUE
COLUMBUS
,
OH
43201
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
250
WCMS PTO WEST CARROLLTON MIDDLE SCHOOL
425 EASE MAIN STREET
DAYTON
,
OH
45449
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
WESTERN BROWN LOCAL SCHOOLS
474 W MAIN ST
MOUNT ORAB
,
OH
45154
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
250
WHITAKER ELEMENTARY
7400 WINTON ROAD
CINCINNATI
,
OH
45224
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
WHITING MIDDLE SCHOOL
1800 NEW YORK AVE
WHITING
,
IN
46394
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
500
AMERICAN HEART ASSOCIATION
PO BOX 163549
COLUMBUS
,
OH
43216
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
3,000
AMERICAN LUNG ASSOCIATION
55 W WACKER DR SUITE 1150
CHICAGO
,
IL
60601
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
AMERICAN RED CROSS
2111 DANA AVENUE
CINCINNATI
,
OH
45207
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,000
ARCHITECTURAL FOUNDATION OF CINCINNATI
659 VAN METER STREET SUITE 540
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
300
ARTSWAVE
20 EAST CENTRAL PARKWAY SUITE 200
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
7,800
ASSOCIATION OF FUNDRAISING PROFESSIONALS
PO BOX 31206
CINCINNATI
,
OH
45231
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
65
BREAST CANCER ORG
7 EAST LANCASTER AVE 3RD FLOOR
ARDMORE
,
PA
19903
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
3,000
CENTRAL CLINIC
311 ALBERT SABIN WAY
CINCINNATI
,
OH
45229
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
7,000
CET
1223 CENTRAL PARKWAY
CINCINNATI
,
OH
45214
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
9,610
CINCINNATI ART MUSEUM
953 EDEN PARK DRIVE
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,575
CINCINNATI ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
2045 GILBERT AVENUE
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,500
CINCINNATI BALLET
1555 CENTRAL PARKWAY
CINCINNATI
,
OH
45214
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
30,000
CINCINNATI CHAMBER ORCHESTRA
4046 HAMILTON AVENUE SUITE 200
CINCINNATI
,
OH
45223
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,250
CINCINNATI CHILDRENS
3333 BURNET AVENUE
CINCINNATI
,
OH
45229
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
200
CINCINNATI MUSEUM CENTER
1301 WESTERN AVENUE
CINCINNATI
,
OH
45203
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
2,750
CINCINNATI OPERA
1243 ELM STREET
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
360
CINCINNATI SEXUAL HEALTH CONORTIUM
3908 MIAMI ROAD
CINCINNATI
,
OH
45227
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
15,000
CINCINNATI STATE FOUNDATION
3520 CENTRAL PARKWAY
CINCINNATI
,
OH
45223
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
3,000
CINCINNATI SYMPHONY ORCHRESTRA
1241 ELM STREET
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
12,226
CINCINNATI USA REGIONAL CHAMBER
3 EAST FOURTH ST
CINCINNATI
,
OH
452023728
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
675
CINCINNSAIANS ACTIVE TO SUPPORT EDUCATION
PO BOX 6000
CINCINNATI
,
OH
45206
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
10,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE
CLEVELAND
,
OH
44195
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
60,000
CONTEMPORARY ARTS CENTER
44 EAST 6TH STREET
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
2,500
GREATER CINCINNATI FOUNDATION
200 WEST FOURTH STREET
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
5,000
HEARING SPEECH DEAF CENTER
2825 BURNET AVE SUITE 330
CINCINNATI
,
OH
452192426
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
HOSPICE OF CINCINANTI
10500 MONTGOMERY ROAD
CINCINNATI
,
OH
45242
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
5,000
JUNIOR ACHIEVEMENT
644 LINN ST SUITE 1024
CINCINNATI
,
OH
45203
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
2,325
LEAGUE OF WOMEN VOTERS CINCINNATI AREA EDUCATION FUND
103 WM HOWARD TAFT ROAD
CINCINNATI
,
OH
45219
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
LITERACY NETWORK
635 WEST 7TH STREET 19 BROADCAST
PLAZZA SUITE 309
CINCINNATI
,
OH
45203
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
50
LIVING WITH CHANGE
655 PLUM ST
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
250
MARIAN A SPENCER STATUE FUND CO WOMENS CITY CLUB
103 WM H TAFT RD
CINCINNATI
,
OH
45219
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
MOST VALUABLE KIDS INC
7530 FERNWOOD DR
CINCINNATI
,
OH
45237
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
MOVING ARTS CINCINNATI
1008 JOHN ST
CINCINNATI
,
OH
45203
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
3,000
MUSCIANS FOR HEALTH
4 WOODCREEK DR
CINCINNATI
,
OH
452413255
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
200
NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER
50 E FREEDOM WAY
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
250
NORTH AMERICAN MENOPAUSE SOCIETY FOUNDATION
5900 LANDERBROOK DRIVE
CLEVELAND
,
OH
44124
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,000
OHIO LAW ENFORCEMENT TORCH RUN FOR SPECIAL OLYMPICS OHIO
130 N FOUNTAIN AVE
SPRINGFIELD
,
OH
45502
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
OHIOANA LIBRARY
274 E FIRST AVENUE SUITE 300
COLUMBUS
,
OH
43201
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
80
PATTY BRISBEN FOUNDATION
655 PLUM STREET
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
200
PRO SENIORS
7162 READING ROAD SUITE 1150
CINCINNATI
,
OH
452373849
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100
RONALD MCDONALD HOUSE CHARITIES GREATER CINCINNATI
341 ERKENBRECHER AVENUE
CINCINNATI
,
OH
45229
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
175
SCPA FUND
108 CENTRAL PARKWAY
CINCINNATI
,
OH
452027211
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
1,000
UNIVERSITY OF CINCINNATI
2600 CLIFTON AVE
CINCINNATI
,
OH
45221
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
100,365
WOMEN'S CITY CLUB OF GREATER CINCINNATI
103 WM H TAFT RD
CINCINNATI
,
OH
45219
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
300
YWCA OF CINCINNATI
898 WALNUT STREET
CINCINNATI
,
OH
45202
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
3,850
ZONTA SERVICE FUND
PO BOX 428546
CINCINNATI
,
OH
45242
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
4,500
Total
.................................
3a
339,506
b
Approved for future payment
CINCINNATI BALLET
1555 CENTRAL PARKWAY
CINCINNATI
,
OH
45214
PUBLIC CHARITY
GENERAL CHARITABLE PURPOSE
40,000
Total
.................................
3b
40,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
1,040,497
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
-1,082,757
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
MISCELLANEOUS
01
686
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
-41,574
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
-41,574
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8
FIXED ASSET DISPOSAL
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description