James J And Joan A Gardner Family Foundation
- Assets
- $66.9m
- Revenue
- $7.4m
- Investments
- $65.2m
- Employees
- 0
- Location
- Cincinnati, OH
- Founding
- 02/1995
- Data as of
- 12/2022
- EIN
- 31-1397164
Organization Overview
James J And Joan A Gardner Family Foundation is located in Cincinnati, OH. The organization was established in 1995. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James J And Joan A Gardner Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, James J And Joan A Gardner Family Foundation generated $7.4m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $8.5m during the year ending 12/2022. While expenses have increased by 10.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, James J And Joan A Gardner Family Foundation has awarded 331 individual grants totaling $33,760,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda G Mueller Treasurer And Trustee | 1 | $0 | |
Lorraine G Sommer Trustee | 1 | $0 | |
Spencer J Gardner Trustee | 1 | $0 | |
Margaret M Johns Secretary And Trustee | 1 | $0 | |
Eric G Mueller Trustee | 1 | $0 | |
Jonathan J Mueller Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Summer Hill Capital Parnters Llc | 12/30/22 | $326,791 |
Summer Hill Inc | 12/30/22 | $197,961 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $30,230 |
| Dividends & Interest | $920,725 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,435,244 |
| Capital Gain Net Income | $4,020,684 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,983,973 |
| Total Revenue | $7,370,172 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $191,061 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $294 |
| Printing and publications | $0 |
| Other expenses | $12,280 |
| Total operating and administrative expenses | $730,246 |
| Contributions, gifts, grants paid | $7,800,000 |
| Total expenses and disbursements | $8,530,246 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,756,704 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $65,158,393 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $66,915,139 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James J And Joan A Gardner Family Foundation has awarded $7,800,000 in support to 81 organizations.
| Grant Recipient | Amount |
|---|---|
ACCELERATE GREAT SCHOOLS PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $1,637,200 |
ADOPT A CLASS FOUNDATION PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
ALEX'S LEMONADE STAND FOUNDATION PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
BACKCOUNTRY HUNTERS AND ANGLERS PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
BETHANY HOUSE SERVICES INC PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $50,500 |
BOGGY CREEK GANG INC (CAMP BOGGY CREEK) PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $25,000 |