James J And Joan A Gardner Family Foundation
- Assets
- $68.1m
- Revenue
- $14.2m
- Investments
- $66.9m
- Employees
- 0
- Location
- Cincinnati, OH
- Founding
- 02/1995
- Data as of
- 12/2021
- 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 12/2021, James J And Joan A Gardner Family Foundation generated $14.2m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 14.9% each year . All expenses for the organization totaled $7.0m during the year ending 12/2021. While expenses have increased by 10.3% 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 250 individual grants totaling $25,960,000. 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
2021
Describe the Organization's Program Activity:
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bettina H Ross Executive Director | 24 | $97,842 | |
Lorraine G Sommer Trustee | 1 | $0 | |
Spencer J Gardner Trustee | 1 | $0 | |
Linda G Mueller Treasurer And Trustee | 1 | $0 | |
Margaret M Johns Secretary And Trustee | 1 | $0 | |
Jonathan J Mueller Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Summer Hill Capital Parnters Llc | 12/30/21 | $317,325 |
Summer Hill Inc | 12/30/21 | $173,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,467 |
| Dividends & Interest | $820,212 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,608,389 |
| Capital Gain Net Income | $11,564,258 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,799,596 |
| Total Revenue | $14,231,664 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $97,842 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $21,622 |
| Interest | $0 |
| Taxes | $108,077 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $8,158 |
| Printing and publications | $0 |
| Other expenses | $22,553 |
| Total operating and administrative expenses | $630,144 |
| Contributions, gifts, grants paid | $6,400,000 |
| Total expenses and disbursements | $7,030,144 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,156,224 |
| 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 | $66,934,919 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $68,091,187 |
| 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 | $13,016 |
| Total liabilities | $13,016 |
Grants Awarded
Over the last fiscal year, James J And Joan A Gardner Family Foundation has awarded $6,400,000 in support to 69 organizations.
| Grant Recipient | Amount |
|---|---|
Cincinnati, OH PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $3,051,000 |
Cincinnati, OH PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $400,000 |
ZOOLOGICAL SOCIETY OF CINCINNATI (CINCINNATI ZOO & BOTANICAL GARDEN) PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $313,450 |
Cincinnati, OH PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $300,000 |
BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $295,000 |
EASTER SEALS TRISTATE (EASTERSEALS SERVING GREATER CINCINNATI) PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lenfest Foundation Inc Philadelphia, PA | $0 | $560,962 |
Carol Ann And Ralph V Haile Jr Foundation Cincinnati, OH | $318,390,176 | $10,905,260 |
Mathile Family Foundation Dayton, OH | $0 | $5,909,915 |
John W Anderson Foundation Valparaiso, IN | $342,409,938 | $34,395,256 |
Gilbert Fam Foundation Detroit, MI | $16,505,480 | $22,733,689 |
Herbert Simon Family Foundation Indianapolis, IN | $26,075,189 | $9,696,254 |
Richard And Helen Devos Foundation Grand Rapids, MI | $31,037 | $11,215,000 |
Huntington Foundation Columbus, OH | $456,967 | $10,970,786 |
Zachary Smith Reynolds Trust Pittsburgh, PA | $187,892,547 | $20,789,622 |
Franciscan Health Foundation Inc Mishawaka, IN | $46,155,507 | $9,741,999 |
Asante Foundation Inc South Bend, IN | $170,490,031 | $16,382,298 |
The Steve & Amy Van Andel Foundation Grand Rapids, MI | $111,040,892 | $8,504,096 |