JOHN J & MARY R SCHIFF FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN J & MARY R SCHIFF FOUNDATION (EIN 31-1077222)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-20
- IRS object ID
- 202320519349100802
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-20T15:36:51-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 50 SOUTH SIXTH STREET SUITE 2800 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311077222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN J & MARY R SCHIFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5138702580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145496 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452505496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J SCHIFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5138702580 | PhoneNum |
| Signature | 2023-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SCHIFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA KOLAKALURI | PreparerPersonNm |
| PTIN | P01314196 | PTIN |
| Phone | 6123974236 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $763,428,945 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,572,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,572,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,602,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,296,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,602,500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,178,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,178,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $220,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,852 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144,852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $594,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $322,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,875,639 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,875,639 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,470,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,197,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,126,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,131,704 | CashBOYAmt |
| Cash EOY | $3,533,906 | CashEOYAmt |
| Cash EOYFMV | $3,533,906 | CashEOYFMVAmt |
| Corporate Stock BOY | $175,339,182 | CorporateStockBOYAmt |
| Corporate Stock EOY | $171,281,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $759,895,039 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $177,470,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $174,815,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $763,428,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $136,778,757 | CapitalStockBOYAmt |
| Capital Stock EOY | $136,778,757 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,692,129 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,036,831 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $177,470,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $174,815,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $177,470,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $174,815,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $177,470,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $177,179,588 | SubtotalAmt |
| Other Decreases | $2,364,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $174,815,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF 50,000 SHARES OF CFC STOCK | PropertyDesc |
| Gross Sales Price | $6,296,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,693,500 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,602,500 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,602,500 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,602,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $293,660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $293,660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $293,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $234,066 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $210,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $444,066 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $150,406 | OverpaymentAmt |
| Applied To ES Tax | $150,406 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R SCHIFF TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5138702580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145496 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452505496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN J SCHIFF JR | ||||||||
| PO BOX 145496 | CINCINNATI | OH | 45250 | CHAIRMAN | 2.00 | $35,000 | $0 | $0 |
| THOMAS R SCHIFF | ||||||||
| PO BOX 145496 | CINCINNATI | OH | 45250 | TRUSTEE | 2.00 | $35,000 | $0 | $0 |
| SUZANNE REID | ||||||||
| PO BOX 145496 | CINCINNATI | OH | 45250 | TRUSTEE | 2.00 | $35,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBERT HAUSER | |||||
| 3118 PINTO TRAIL | MASON | OH | 45040 | CONSULTING SERVICES | $72,333 |
| DELOITTE TAX LLP | |||||
| 50 SOUTH SIXTH STREET SUITE 2800 | MINNEAPOLIS | MN | 55402 | TAX PREP SERVICES | $52,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $775,611,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,557,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $784,168,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $784,168,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,762,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $772,406,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,620,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,620,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $293,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $293,660 | TotalTaxAmt |
| Distributable Before Adj | $38,326,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,326,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,326,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,197,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,197,884 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,326,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,748,069 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,197,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,748,069 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,449,815 | 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 | $26,876,841 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARBOGAST PERFORMING ARTS CENTER | |||||||
| PO BOX 841 | TROY | OH | 45373 | NONE | PC | GENERAL SUPPORT | $500,000 |
| ART ACADEMY OF CINCINNATI | |||||||
| 1212 JACKSON STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BOY SCOUTS OF AMERICA - COUNCIL 48 DAN BEARD COUNCIL | |||||||
| 10078 READING ROAD | CINCINNATI | OH | 45241 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CAHOON MUSEUM OF AMERICAN ART | |||||||
| 4676 FALMOUTH ROAD | COTUIT | MA | 02635 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CANCER SUPPORT COMMUNITY - GREATER CINCINNATINORTHERN KENTUKY | |||||||
| 4918 COOPER ROAD | CINCINNATI | OH | 45242 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CAPE COD WRITERS' CENTER INC | |||||||
| 919 MAIN STREET PO BOX 408 | OSTERVILLE | MA | 02655 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| CINCINNATI ARTS MUSEUM | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,200,000 |
| CINCINNATI CANCER FOUNDATION | |||||||
| 3645 KROGER AVENUE | CINCINNATI | OH | 45226 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| CINCINNATI INSTITUTES OF FINE ARTS DBA ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $111,000 |
| CINCINNATI SYMPHONY ORCHESTRA | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,800,000 |
| COLLEGE OF MEDICINE - UNIVERISTY OF CINCINNATI | |||||||
| 3230 EDEN AVE | CINCINNATI | OH | 45267 | NONE | PC | GENERAL SUPPORT | $1,500,000 |
| CROSSROADS HEALTH SERVICES | |||||||
| 8445 MUNSON ROAD | MENTOR | OH | 44060 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| CULTURAL CENTER OF CAPE COD | |||||||
| 307 OLD MAIN ST PO BOX 118 | SOUTH YARMOUTH | MA | 02664 | NONE | PC | GENERAL SUPPORT | $100,000 |
| FOTOFOCUS CINCINNATI | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | POF | GENERAL SUPPORT | $2,750,000 |
| FREESTORE FOODBANK INC | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $200,000 |
| MARIEMONT PRESERVATION FOUNDATION | |||||||
| 3919 PLAINVILLE ROAD | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MCAULEY-MERCY HIGH SCHOOL | |||||||
| 3036 WERK ROAD | CINCINNATI | OH | 45211 | NONE | PC | GENERAL SUPPORT | $75,000 |
| NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER INC | |||||||
| 50 EAST FREEDOM WAY | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $400,000 |
| NAVAL AVIATION MUSEUM FOUNDATION INC | |||||||
| PO BOX 33104 | PENSACOLA | FL | 32508 | NONE | SO III FI | GENERAL SUPPORT | $100,000 |
| NAVY LEAGUE OF THE US - GREATER CINCINNATI COUNCIL | |||||||
| PO BOX 62822 | CINCINNATI | OH | 45262 | NONE | PC | GENERAL SUPPORT | $3,000 |
| NAVY LEAGUE OF THE UNITED STATES | |||||||
| 2300 WILSON BOULVEVARD STE 200 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL SUPPORT | $405,000 |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ORAL HEALTH FOUNDATION | |||||||
| 9200 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | NONE | PC | GENERAL SUPPORT | $200,000 |
| PROKIDS INC | |||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| SAMARITANS OF NEW YORK | |||||||
| 327 W 43RD ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $150,000 |
| SHILOH UNITED METHODIST CHURCH | |||||||
| 5261 FOLEY ROAD | CINCINNATI | OH | 45238 | NONE | PC | GENERAL SUPPORT | $200,000 |
| SPRINGER SCHOOL & CENTER | |||||||
| 2121 MADISON ROAD | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| ST MARY'S SUBMARINE MUSEUM INC | |||||||
| 102 ST MARYS STREET WEST | ST MARYS | GA | 31558 | NONE | PC | GENERAL SUPPORT | $75,000 |
| THE CHILDREN'S THEATRE OF CINCINNATI | |||||||
| 4015 RED BANK ROAD | CINCINNATI | OH | 45227 | NONE | PC | GENERAL SUPPORT | $1,489,114 |
| THE CONTEMPORARY ARTS CENTER | |||||||
| 44 E SIXTH STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $150,000 |
| THE HAMILTON COUNTY SPCA INC DBA SPCA CINCINNATI | |||||||
| 3949 COLERAIN AVENUE | CINCINNATI | OH | 45223 | NONE | PC | GENERAL SUPPORT | $300,000 |
| US NAVAL ACADEMY FOUNDATION | |||||||
| 21402 247 KING GEORGE ST | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL SUPPORT | $400,000 |
| US NAVAL INSTITUTE FOUNDATION INC | |||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | NONE | SO I | GENERAL SUPPORT | $400,000 |
| USS CONSTITUTION MUSEUM INC | |||||||
| PO BOX 291812 | BOSTON | MA | 02129 | NONE | PC | GENERAL SUPPORT | $400,000 |
| WESLEY SERVICES ORGANIZATION FKA WESLEY HALL INC | |||||||
| 2091 RADCLIFF DRIVE | CINCINNATI | OH | 45204 | NONE | SO III FI | GENERAL SUPPORT | $150,000 |
| WESTERN HILLS HIGH SCHOOL FOUNDATION | |||||||
| 2144 FERGUSON ROAD | CINCINNATI | OH | 45238 | NONE | PF | GENERAL SUPPORT | $2,525 |
| WESTERN HILLS HIGH SCHOOL | |||||||
| 2144 FERGUSON ROAD | CINCINNATI | OH | 45238 | NONE | PC | GENERAL SUPPORT | $105,000 |
| WESTERN WILDLIFE CORRIDOR | |||||||
| PO BOX 389077 | CINCINNATI | OH | 45238 | NONE | PC | GENERAL SUPPORT | $100,000 |
| WESTWOOD COMMUNITY URBAN DEVELOPMENT CORP | |||||||
| 140 WEST 81ST STREET | CHICAGO | IL | 60620 | NONE | PC | GENERAL SUPPORT | $50,000 |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PC | GENERAL SUPPORT | $2,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,875,639 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,142 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,572,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,602,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,178,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,178,946 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $52,220 | Amt |
| Net Investment Income | $26,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,110 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTERN HILLS HIGH SCHOOL FOUNDATION | ||||||||||
| 2144 FERGUSON ROAD | CINCINNATI | OH | 45238 | 2021-04-15 | $200,000 | THE GRANT GIVEN ON 04/15/21 WERE USED TO SUPPORT THE ACADEMIC AND ATHLETIC LEADERSHIP OF WESTERN HILLS HIGH SCHOOL, AS IT FULFILLS ITS MISSION OF PUBLIC EDUCATION.WESTERN HILLS HIGH SCHOOL FOUNDATION HAS USED THE AMOUNT OF THE GRANT TO FINANCE THE RENOVATION OF THE ATHLETIC FIELD HOUSE USED BY VARIOUS ATHLETIC PROGRAMS. | $200,000 | NONE | 01/03/2022 | 2022-01-03 |
| FOTOFOCUS CINCINNATI | ||||||||||
| 212 E 14TH STREET | CINCINNATI | OH | 45202 | 2021-04-15 | $1,500,000 | THE GRANT GIVEN ON 4/15/21 WERE USED TO SUPPORT THE PROGRAMS AND OPERATIONS OF FOTOFOCUS, AS IT FULFILLS ITS MISSION TO PRESENT AND FIND THE FINEST IN PHOTOGRAPHY AND LENS-BASED PROJECTS THAT ARE ACCESSIBLE, ENRICHING, AND ENGAGING TO A DIVERSE AUDIENCE. FOTOFOCUS HAS USED THE AMOUNT OF THE GRANT TO DELIVER, THROUGH VARIOUS VENUES, PROGRAMS RELATED TO PHOTOGRAPHY AND LENS BASED ART. AT THESE PROGRAMS THEY HOSTED SPEAKERS, ARTISTS, OR EXPANDED ART COLLECTIONS WITH THE GOAL OF GATHERING FURTHER PUBLIC INTEREST IN THEIR WORKS. TO ASSIS IN THE PLANNING OF THESE EVENTS, AS WELL AS THE MARKETING AND OUTREACH OF THE ORGANIZATION, THEY HIRED ADDITIONAL STAFF THAT MADE THE MANAGEMENT OF THESE MULTI-FACETED EVENTS POSSIBLE. | $27,731 | NONE | 4/8/2022 | 2022-04-08 |
| FOTOFOCUS CINCINNATI | ||||||||||
| 212 E 14TH STREET | CINCINNATI | OH | 45202 | 2021-04-15 | $1,250,000 | THE GRANT GIVEN ON 4/15/21 WERE USED TO SUPPORT THE PROGRAMS AND OPERATIONS OF FOTOFOCUS, AS IT FULFILLS ITS MISSION TO PRESENT AND FUND THE FINEST IN PHOTOGRAPHY AND LENS-BASED PROJECTS THAT ARE ACCESSIBLE, ENRICHING, AND ENGAGING TO A DIVERSE AUDIENCE.FOTOFOCUS HAS USED THE AMOUNT OF THE GRANT TO SUPPORT THE DESIGN AND CONSTRUCTION OF A NEW FACILITY TO BE THE HOME FOR THE PROGRAMS AND OPERATION OF FOTOFOCUS. | $0 | NONE | 4/8/2022 | 2022-04-08 |
| FOTOFOCUS CINCINNATI | ||||||||||
| 212 E 14TH STREET | CINCINNATI | OH | 45202 | 2020-04-15 | $1,500,000 | THE GRANT GIVEN ON 04/15/20 WERE USED TO SUPPORT THE PROGRAMS AND OPERATION OF FOTOFOCUS, AS IT FULFILLS ITS MISSION TO PRESENT AND FIND THE FINEST IN PHOTOGRAPHY AND LENS-BASED PROJECTS THAT ARE ACCESSIBLE, ENRICHING, AND ENGAGING TO A DIVERSE AUDIENCE. FOTOFOCUS HAS USED THE AMOUNT OF THE GRANT TO DELIVER, THROUGH VARIOUS VENUES, PROGRAMS RELATED TO PHOTOGRAPHY AND LENS BASED ART. AT THESE PROGRAMS THEY HOSTED SPEAKERS, ARTISTS, OR EXPANDED ART COLLECTIONS WITH THE GOAL OF GARNERING FURTHER PUBLIC INTEREST IN THEIR WORKS. TO ASSIST IN THE PLANNING OF THESE EVENTS, AS WELL AS THE MARKETING AND OUTREACH OF THE ORGANIZATION, THEY HIRED ADDITIONAL STAFF THAT MADE THE MANAGEMENT OF THESE MULTI-FACETED EVENTS POSSIBLE. | $1,500,000 | NONE | 4/8/2022 | 2022-04-08 |
| WESTERN HILLS HIGH SCHOOL FOUNDATION | ||||||||||
| 2144 FERGUSON ROAD | CINCINNATI | OH | 45238 | 2020-04-15 | $400,000 | THE GRANT GIVEN ON 04/15/20 WERE USED TO SUPPORT THE ACADEMIC AND ATHLETIC LEADERSHIP OF WESTERN HILLS HIGH SCHOOL, AS IT FULFILLS ITS MISSION OF PUBLIC EDUCATION.WESTERN HILLS HIGH SCHOOL FOUNDATION HAS USED THE AMOUNT OF THE GRANT TO FINANCE THE RENOVATION OF THE ATHLETIC FIELD HOUSE USED BY VARIOUS ATHLETIC PROGRAMS. | $400,000 | NONE | 1/3/2022 | 2022-01-03 |
| FOTOFOCUS CINCINNATI | ||||||||||
| 212 E 14TH STREET | CINCINNATI | OH | 45202 | 2022-04-15 | $1,500,000 | THE GRANT GIVEN ON 4/15/22 WERE USED TO SUPPORT THE PROGRAMS AND OPERATIONS OF FOTOFOCUS, AS IT FULFILLS ITS MISSION TO PRESENT AND FUND THE FINEST IN PHOTOGRAPHY AND LENS-BASED PROJECTS THAT ARE ACCESSIBLE, ENRICHING, AND ENGAGING TO A DIVERSE AUDIENCE. | NONE | |||
| FOTOFOCUS CINCINNATI | ||||||||||
| 212 E 14TH STREET | CINCINNATI | OH | 45202 | 2022-04-15 | $1,250,000 | THE GRANT GIVEN ON 4/15/22 WERE USED TO SUPPORT THE PROGRAMS AND OPERATIONS OF FOTOFOCUS, AS IT FULFILLS ITS MISSION TO PRESENT AND FUND THE FINEST IN PHOTOGRAPHY AND LENS-BASED PROJECTS THAT ARE ACCESSIBLE, ENRICHING, AND ENGAGING TO A DIVERSE AUDIENCE. | NONE | |||
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CINCINNATI FINANCIAL CORPORATION | StockNm |
| EOY Book Value | $171,281,682 | EOYBookValueAmt |
| EOYFMV | $759,895,039 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR PY GAIN ON SALE OF STOCK | Desc |
| Amt | $2,364,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CINCINNATI INSURANCE COMPANY | $21,219 | $0 | $21,219 |
| EFT SERVICE CHARGES | $133 | $0 | $133 |
| CFC ADMINISTRATION EXPENSE | $4,000 | $0 | $4,000 |
| SPC COMMITTEE MEMBER FEES | $88,000 | $0 | $88,000 |
| WEBSTER-GUSTIN MEDICAL SCHOLARSHIP HONORARIUM | $30,000 | $0 | $30,000 |
| EXPENDITURE RESPONSIBILITY FEES | $1,500 | $0 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING SERVICES | CategoryTxt |
| Amt | $72,333 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $72,333 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF OHIO | $200 | $0 | $200 |
| FEDERAL EXCISE TAX PAYMENTS | $220,000 | $0 | $0 |