BAHL & GAYNOR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BAHL & GAYNOR FOUNDATION (EIN 83-0442736)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-08-16
- IRS object ID
- 202202289349100805
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-16T10:32:04-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | 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 | 830442736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAHL & GAYNOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHARLES PETTENGILL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAHL | BusinessNameControlTxt |
| Phone | 5132876100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH STREET 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024728 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES PETTENGILL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5132876133 | PhoneNum |
| Signature | 2022-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | PETTENGILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER L CRAFT | PreparerPersonNm |
| PTIN | P01763374 | PTIN |
| Phone | 5132412940 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,610,523 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,145 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,341 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,486 | CashBOYAmt |
| Cash EOY | $32,815 | CashEOYAmt |
| Cash EOYFMV | $32,815 | CashEOYFMVAmt |
| Corporate Stock BOY | $974,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,112,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,487,214 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $85,953 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,494 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,104,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,231,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,610,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,104,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,231,412 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,104,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,104,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,231,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,104,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,231,412 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| COMCAST CORP | P | $8,510 | $6,190 | $2,320 | $2,320 |
| MICROSOFT CORP | P | $5,400 | $2,035 | $3,365 | $3,365 |
| AMGEN INC | P | $859 | $990 | -$131 | -$131 |
| AMGEN INC | P | $13,105 | $10,302 | $2,803 | $2,803 |
| HOME DEPOT INC | P | $7,430 | $2,182 | $5,248 | $5,248 |
| SEMPRA | P | $9,252 | $9,191 | $61 | $61 |
| TEXAS INSTRUMENTS | P | $6,195 | $2,424 | $3,771 | $3,771 |
| APPLE INC | P | $12,692 | $6,661 | $6,031 | $6,031 |
| MICROSOFT CORP | P | $3,606 | $539 | $3,067 | $3,067 |
| LILLY ELI & CO | P | $1,159 | $734 | $425 | $425 |
| LILLY ELI & CO | P | $16,515 | $6,457 | $10,058 | $10,058 |
| JPMORGAN CHASE & CO | P | $2,271 | $2,725 | -$454 | -$454 |
| JPMORGAN CHASE & CO | P | $34,052 | $21,158 | $12,894 | $12,894 |
| JPMORGAN CHASE & CO | P | $9,075 | $4,605 | $4,470 | $4,470 |
| BAXTER INTERNATIONAL | P | $16,724 | $19,357 | -$2,633 | -$2,633 |
| MICROSOFT CORP | P | $10,792 | $1,870 | $8,922 | $8,922 |
| MICROSOFT CORP | P | $7,874 | $1,278 | $6,596 | $6,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $305 | OverpaymentAmt |
| Applied To ES Tax | $305 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAHL GAYNOR INC | IndividualWithBooksNm |
| Phone | 5132876100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH ST STE 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024728 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES PETTENGILL | ||||||||
| 255 E 5TH ST STE 2700 | CINCINNATI | OH | 452024728 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HEEKIN | ||||||||
| 255 E 5TH ST STE 2700 | CINCINNATI | OH | 452024728 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,720,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,760,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,760,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,734,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,395 | TotalTaxAmt |
| Distributable Before Adj | $85,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,320 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,217 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,217 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,217 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $85,320 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 BURNET AVENUE MLC 9002 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE GIFT | GrantOrContributionPurposeTxt |
| Amt | $69,217 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,217 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,486 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAHL & GAYNOR INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH ST STE 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,860 | Amt |
| Net Investment Income | $2,145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $16,126 | $33,247 |
| ABBVIE INC | $26,585 | $49,011 |
| ACCENTURE PLC | $27,775 | $34,984 |
| AGILENT TECHNOLIGIES | $17,437 | $15,321 |
| AIR PRODUCTS & CHEM | $36,192 | $49,539 |
| APPLE INC | $18,544 | $28,164 |
| AVERY DENNISON CORP | $18,938 | $22,662 |
| BANK OF AMERICA CORP | $14,474 | $19,052 |
| BEST BUY INC | $28,830 | $19,622 |
| BLACKROCK INC | $21,808 | $34,106 |
| BOOZ ALLEN HAMILTON | $29,827 | $34,156 |
| BROADCOM LTD | $36,574 | $48,095 |
| BROADRIDGE FINL SOLU | $26,987 | $30,648 |
| CDW CORP | $12,138 | $15,283 |
| CINTAS CORP | $17,192 | $16,809 |
| CISCO SYSTEMS INC | $15,204 | $28,057 |
| COMCAST CORP | $19,306 | $20,052 |
| EATON CORP PLC | $20,925 | $27,844 |
| EVERSOURCE ENERGY | $18,144 | $17,570 |
| FIDELITY NATL INFO | $16,653 | $15,584 |
| HERSHEY CO | $10,260 | $17,213 |
| HOME DEPOT INC | $18,726 | $40,043 |
| ILLINOIS TOOL WORKS INC | $26,027 | $32,987 |
| JPMORGAN CHASE & CO | $4,091 | $7,770 |
| KEURIG DR PEPPER INC | $16,058 | $15,359 |
| KLA CORP | $26,349 | $26,803 |
| LILLY ELI & CO | $8,794 | $26,263 |
| MARSH & MC LENNAN CO | $32,295 | $53,561 |
| MEDTRONIC PLC | $23,781 | $25,848 |
| MERCK & CO. INC | $41,577 | $50,417 |
| MICROSOFT CORP | $3,513 | $31,847 |
| MONDELEZ INTL | $25,974 | $32,225 |
| MOTOROLA SOLUTIONS | $13,890 | $20,750 |
| NEXTERA ENERGY INC | $17,592 | $55,152 |
| NIKE INC | $9,600 | $10,220 |
| OLD DOMINION FREIGHT | $17,088 | $16,402 |
| PEPSICO INC | $29,974 | $47,498 |
| PNC FINL SERVICES | $51,445 | $54,904 |
| PROCTOR & GAMBLE | $22,959 | $26,457 |
| QUALCOMM INC | $32,763 | $34,107 |
| SEMPRA ENERGY | $14,818 | $19,535 |
| STARBUCKS CORP | $18,184 | $26,889 |
| TEXAS INSTRUMENTS | $11,751 | $29,347 |
| TJX COMPANIES INC | $17,538 | $15,191 |
| TRUIST FINL CORP | $61,487 | $55,114 |
| UNION PACIFIC CORP | $12,179 | $15,569 |
| UNITEDHEALTH GROUP INC | $23,163 | $37,495 |
| VERIZON COMMUNICATN | $19,078 | $18,422 |
| VISA INC | $14,362 | $14,767 |
| WASTE MANAGEMENT INC | $27,990 | $38,398 |
| WEC ENERGY GROUP INC | $7,273 | $15,901 |
| ZOETIS | $12,566 | $14,954 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALEXANDRIA REAL EST | AT COST | $20,912 | $17,549 |
| AMERN TOWER CORP | AT COST | $28,895 | $29,137 |
| CROWN CASTLE REIT | AT COST | $14,268 | $13,807 |
| PROLOGIS INC | AT COST | $21,718 | $30,001 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAHL & GAYNOR INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH ST STE 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,895 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |