CHARLES H DATER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H DATER FOUNDATION INC (EIN 31-1150951)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-04-12
- IRS object ID
- 202211029349100411
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-12T13:48:50-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311150951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles H Dater Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5132411234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 301 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce A Krone | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 5132411234 | PhoneNum |
| Signature | 2022-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bruce | PersonFirstNm |
| Person Last | Krone | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $135,526,943 | 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 |
| Dividends Rev And Expnss | $1,982,595 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,982,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,192,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,170,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,192,186 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,174,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,174,781 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,900 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,100 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,056 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $106 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $616,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $548,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $68,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,735 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $73,037 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,037 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $976,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $565,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,327,927 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,327,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,303,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $565,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,738,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,870,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,609,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,238,653 | CashBOYAmt |
| Cash EOY | $3,635,192 | CashEOYAmt |
| Cash EOYFMV | $3,635,192 | CashEOYFMVAmt |
| Corporate Stock BOY | $96,700,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,174,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $131,891,751 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $98,938,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,809,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $135,526,943 | 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 | $98,938,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $103,809,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,938,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,809,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,938,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,809,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,938,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,870,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $103,809,510 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,809,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Various securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $38,170,359 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,978,173 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,192,186 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,192,186 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,192,186 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147,469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147,469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,328 | 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 | $180,328 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,859 | OverpaymentAmt |
| Applied To ES Tax | $32,859 | 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 | www.DaterFoundation.org | WebsiteAddressTxt |
| Individual With Books | Bruce A Krone Secretary | IndividualWithBooksNm |
| Phone | 5132411234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 301 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Bruce A Krone | ||||||||
| 700 Walnut Street Suite 301 | Cincinnati | OH | 45202 | President/Secretary/Direct | 15.00 | $50,000 | $9,500 | $0 |
| Stanley J Frank Jr | ||||||||
| 700 Walnut Street Suite 301 | Cincinnati | OH | 45202 | Treasurer/Director | 15.00 | $50,000 | $9,500 | $0 |
| Amanda P Lenhart | ||||||||
| 700 Walnut Street Suite 301 | Cincinnati | OH | 45202 | Director/VP | 15.00 | $50,000 | $9,500 | $0 |
| Roger L Ruhl | ||||||||
| 700 Walnut Street Suite 301 | Cincinnati | OH | 45202 | Director/VP | 15.00 | $50,000 | $9,500 | $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 | $122,262,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,134,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,397,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,397,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,895,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,501,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,225,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,225,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147,469 | TotalTaxAmt |
| Distributable Before Adj | $6,077,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,077,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,077,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,738,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,738,452 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,738,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,077,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,993,088 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,738,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,993,088 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $745,364 | 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 | $5,332,229 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE A KRONE SECRETARY CHARLES H D | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Walnut St Suite 301 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132411234 | RecipientPhoneNum |
| Form And Info And Materials | Applications are submitted electronically www.daterfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are primarily for the benefit of children in the Greater Cincinnati Area. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1N5 | ||||||||
| 3975 Erie Ave | Cincinnati | OH | 45208 | None | 501(c)(3) | Building Resiliency through School mental health | $24,000 | |
| Adopt A Class Foundation | ||||||||
| 2153 W 8th Street | Cincinnati | OH | 45204 | None | 501(c)(3) | Classroom and Field Trip Fund - Virtual with COVID 19 | $35,000 | |
| American Diabetes Association | ||||||||
| 1701 N Beauregard St | Alexandria | VA | 22311 | None | 501(c)(3) | ADA Imagine Camp | $20,000 | |
| American National Red Cross | ||||||||
| 2111 Dana Ave | Cincinnati | OH | 45207 | None | 501(c)(3) | Youth Disaster Preparedness | $20,000 | |
| Art Academy of Cincinnati The | ||||||||
| 1212 Jackson Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Artist and Writer in Residence | $25,000 | |
| Arthritis Foundation Inc | ||||||||
| 1355 Peachtree Street | Atlanta | GA | 30309 | None | 501(c)(3) | Kids Get Arthritis Too | $20,000 | |
| Artworks | ||||||||
| 20 E Central Parkway | Cincinnati | OH | 45202 | None | 501(c)(3) | Youth apprentice Employment | $30,000 | |
| Assistance League of Greater Cincinnati | ||||||||
| 1057 Meta Drive Suite A | Cincinnati | OH | 45237 | None | 501(c)(3) | Operation School Bell | $60,000 | |
| Beech Acres Parenting Center | ||||||||
| 6881 Beechmont Avenue | Cincinnati | OH | 45230 | None | 501(c)(3) | Beyond the Classroom at Datr Montessori | $25,000 | |
| Bethany House Services | ||||||||
| 1833 Fairmount Avenue | Cincinnati | OH | 45214 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Bethany House Services | ||||||||
| 1833 Fairmount Avenue | Cincinnati | OH | 45214 | None | 501(c)(3) | Respite Care | $50,000 | |
| Big Brothers & Big Sisters of Greater Cincinnati | ||||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | None | 501(c)(3) | Adopt a School | $20,000 | |
| Bi-Okoto Cultural Institute | ||||||||
| 5601 Montgomery Road | Cincinnati | OH | 45212 | None | 501(c)(3) | Virtual Continuation of E Sin Mi D'Afrika (Come Follow Me to Africa) Residency | $20,000 | |
| Bloc Ministries Inc | ||||||||
| 3952 N Bend Rd | Cincinnati | OH | 45211 | None | 501(c)(3) | General Operating Support | $25,000 | |
| Bloc Ministries Inc | ||||||||
| 3952 N Bend Rd | Cincinnati | OH | 45211 | None | 501(c)(3) | E-learning Needs | $25,000 | |
| Boy Scouts of America - Council 438 Dan Beard | ||||||||
| 10078 Reading Road | Cincinnati | OH | 45241 | None | 501(c)(3) | ScoutREACH | $25,000 | |
| Boys & Girls Club of Greater Cincinnati | ||||||||
| 600 Dalton Avenue | Cincinnati | OH | 45203 | None | 501(c)(3) | Graduate Education Program | $25,000 | |
| Boys Hope Girls Hope of Cincinnati | ||||||||
| 2400 Reading Road Suite 139 | Cincinnati | OH | 45202 | None | 501(c)(3) | Tutor and Scholar Support | $25,000 | |
| Breakthrough Cincinnati | ||||||||
| 6905 Given Road | Cincinnati | OH | 45243 | None | 501(c)(3) | Access for All: Breakthrough Cincinnati Advances Equity in Education | $25,000 | |
| Camp Joy Foundation | ||||||||
| 10117 Old 3c Highway PO Box 157 | Clarksville | OH | 45113 | None | 501(c)(3) | Camp Joy program for underserved youth | $30,000 | |
| Cancer Family Care | ||||||||
| 2421 Auburn Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Mental Health Counseling | $25,000 | |
| Cancer Support Community of Greater CincinnatiNorthern KY | ||||||||
| 4918 Cooper Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Kreative Kids - Children's Cancer Support Programs | $20,000 | |
| CET - Public Media Connect | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | CET's PBS KIDS: Engaging Our Youngest Viewers On-Air, Online, and In the Classroom | $60,000 | |
| Chatfield College | ||||||||
| 20918 State Route 251 | Fayetteville | OH | 45118 | None | 501(c)(3) | Learning to Live | $30,000 | |
| Childhood Food Solutions | ||||||||
| 9209 Steeplechase Drive Tony | Cincinnati | OH | 45242 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | Fairhead |
| Childhood Food Solutions | ||||||||
| 9209 Steeplechase Drive Tony | Cincinnati | OH | 45242 | None | 501(c)(3) | Provide Home Delivery of Food to Children in a Cincinnati Neighborhood and Survey the Families | $35,000 | Fairhead |
| Children Inc | ||||||||
| 3333 Madison Avenue Second Floor | Covington | KY | 41011 | None | 501(c)(3) | Scaling for Impact Capital Campaign | $50,000 | |
| Children's Home of Cincinnati Inc | ||||||||
| 5050 Madison Road | Cincinnati | OH | 45227 | None | 501(c)(3) | Nutrition Matters | $25,000 | |
| Children's Home of Cincinnati Inc | ||||||||
| 5050 Madison Road | Covington | KY | 41011 | None | 501(c)(3) | Cincinnati Arts and Technology Studios | $25,000 | |
| Children's Theatre of Cincinnati | ||||||||
| 4015 Red Bank Road | Cincinnati | OH | 45227 | None | 501(c)(3) | TCT Everywhere | $25,000 | |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Drive | Cincinnati | OH | 45202 | None | 501(c)(3) | Family Learning at the Museum | $25,000 | |
| Cincinnati Arts Association | ||||||||
| 650 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Virtual Arts Programming Accessibility Subsidy | $20,000 | |
| Cincinnati Association for the Blind | ||||||||
| 2045 Gilbert Avenue | Cincinnati | OH | 45202 | None | 501(c)(3) | CABVI's Music Therapy Program for Children who are Blind or Visually Impaired | $25,000 | |
| Cincinnati Ballet | ||||||||
| 1555 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | CincyDance! Education & Outreach Program | $25,000 | |
| Cincinnati Boy Choir | ||||||||
| 4501 Allison Street | Norwood | OH | 45212 | None | 501(c)(3) | Boychoir A Tempo | $25,000 | |
| Cincinnati Chamber Orchestra | ||||||||
| 105 West Fourth Street Suite 810 | Cincinnati | OH | 45202 | None | 501(c)(3) | Community engagement and Education | $15,000 | |
| Cincinnati Children's Hospital Medical Center | ||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | None | 501(c)(3) | Gene Therapy using Gene editing | $50,000 | |
| Cincinnati Landmark Production | ||||||||
| PO Box 5255 | Cincinnati | OH | 45205 | None | 501(c)(3) | Mapcap Puppets Hats Off Series | $25,000 | |
| Cincinnati Museum Center | ||||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | None | 501(c)(3) | Fueling Children's Love of Learning | $30,000 | |
| Cincinnati Nature Center | ||||||||
| 4949 Tealtown Road | Milford | OH | 45150 | None | 501(c)(3) | Youth Education Program | $25,000 | |
| Cincinnati Observatory Center | ||||||||
| 3489 Observatory Place | Cincinnati | OH | 45208 | None | 501(c)(3) | Docent Salary Funding | $20,000 | |
| Cincinnati Opera Association | ||||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | 2021 Opera Education Programs | $25,000 | |
| Cincinnati Playhouse in the Park | ||||||||
| 962 Mount Adams Circle | Cincinnati | OH | 45202 | None | 501(c)(3) | Outreach Tours | $30,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45207 | None | 501(c)(3) | Democracy and Me | $75,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45207 | None | 501(c)(3) | Supporting Children's Programming | $25,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45207 | None | 501(c)(3) | Classics for Kids | $75,000 | |
| Cincinnati Public Schools | ||||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | 7th Grade Summer Bridge and 7th grade momentum | $35,000 | |
| Cincinnati Scholarship Foundation | ||||||||
| 652 Main Street Third Floor | Cincinnati | OH | 45202 | None | 501(c)(3) | College Scholarship for the Benefit of Gilbert A. Dater High School Seniors | $50,000 | |
| Cincinnati Shakespeare Company | ||||||||
| 719 Race Street | Cincinnati | OH | 45203 | None | 501(c)(3) | CSC Education Program | $25,000 | |
| Cincinnati Symphony Orchestra | ||||||||
| 1241 Elm Street | Cincinnati | OH | 45210 | None | 501(c)(3) | Education Programs | $25,000 | |
| Cincinnati Therapeutic Riding & Horsemanship | ||||||||
| 1342 State Route 50 | Milford | OH | 45150 | None | 501(c)(3) | Hope through Inclusive Horsemanship | $20,000 | |
| Cincinnati Union Bethel | ||||||||
| 2401 Reading Road | Cincinnati | OH | 45202 | None | 501(c)(3) | Improving Education and Career Outcomes for Low-Income Families | $25,000 | |
| Cincinnati Works | ||||||||
| 708 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Job Readiness Program | $30,000 | |
| CISE | ||||||||
| 100 E Eighth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | CISE/Friars Club After School Study and Sports Program | $60,000 | |
| CISE | ||||||||
| 100 E Eighth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | CISE/Friars Club After-school Study and Sports | $60,000 | |
| City Gospel Mission | ||||||||
| 1805 Dalton Ave | Cincinnati | OH | 45214 | None | 501(c)(3) | Whiz Kids Tutoring and Mentoring | $25,000 | |
| City Gospel Mission | ||||||||
| 1805 Dalton Ave | Cincinnati | OH | 45214 | None | 501(c)(3) | Whiz Kids Tutoring and Mentoring | $30,000 | |
| Civic Garden Center | ||||||||
| 2715 Reading Road | Cincinnati | OH | 45206 | None | 501(c)(3) | Youth Education Program | $50,000 | |
| Clovernook Center for the Blind & Visually Impaired | ||||||||
| 7000 Hamilton Avenue | Cincinnati | OH | 45231 | None | 501(c)(3) | Clovernook Center's Pediatric Low Vision Clinic | $25,000 | |
| Coalition for a Drug-Free Greater Cincinnati | ||||||||
| 2100 Sherman Ave Suite 102 | Cincinnati | OH | 45212 | None | 501(c)(3) | Coalition Strategies | $20,000 | |
| Community Meal Center | ||||||||
| 23 South Front Street | Hamilton | OH | 45011 | None | 501(c)(3) | General Operating Support | $20,000 | |
| Comprehensive Community Child Care | ||||||||
| 2100 Sherman Ave 300 | Cincinnati | OH | 45212 | None | 501(c)(3) | Advancing to High Quality | $20,000 | |
| Contemporary Arts Center | ||||||||
| 44 East Sixth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | CAC Youth Education Programming | $30,000 | |
| Council on Child Abuse | ||||||||
| 4440 Lake Forest Dr 118 | Blu Ash | OH | 45242 | None | 501(c)(3) | School-based Safety Program | $20,000 | |
| Crayons to Computers | ||||||||
| 1350 Tennessee Avenue | Cincinnati | OH | 45229 | None | 501(c)(3) | General Operating Support | $30,000 | |
| DePaul Cristo Rey High School | ||||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | None | 501(c)(3) | Graduate success program | $35,000 | |
| Down Syndrome Association | ||||||||
| 644 Linn Street Suite 408 | Cincinnati | OH | 45203 | None | 501(c)(3) | Educational Support Services | $20,000 | |
| East End Adult Education | ||||||||
| 4015 Eastern Avenue | Cincinnati | OH | 45226 | None | 501(c)(3) | Education and job training for young adults | $25,000 | |
| Easterseals Serving Greater Cincinnati | ||||||||
| 2901 Gilbert Ave | Cincinnati | OH | 45206 | None | 501(c)(3) | ESGC Youth Construction Pathway | $30,000 | |
| Economics Center for Education and Research | ||||||||
| One Edwards Center Suite 3130 | Cincinnati | OH | 45221 | None | 501(c)(3) | Student Enterprise program | $25,000 | |
| EDGE Teen Center | ||||||||
| 7568 Wyandot Ln 2 | Liberty Township | OH | 45044 | None | 501(c)(3) | EDGE Teen Center's After-School Program | $25,000 | |
| Elementz | ||||||||
| 1100 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Creative Arts Programming for Inner-city Children and Teens | $25,000 | |
| Ensemble Theatre of Cincinnati | ||||||||
| 1127 Vine Street | Cincinnati | OH | 45210 | None | 501(c)(3) | Educational Outreach Programs | $50,000 | |
| Envision Corporation | ||||||||
| 3030 W Fork Rd | Cincinnati | OH | 45211 | None | 501(c)(3) | Catch Every Child (CEC) | $25,000 | |
| Epilepsy Foundation of Greater Cincinnati | ||||||||
| 895 Central Avenue Ste 550 | Cincinnati | OH | 45202 | None | 501(c)(3) | Counseling Program | $10,000 | |
| Every Child Succeeds | ||||||||
| 3333 Burnet Ave MLC 3005 | Cincinnati | OH | 45229 | None | 501(c)(3) | Morning Beyond Depression | $25,000 | |
| Family Nurturing Center | ||||||||
| 801 W 8th Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Kids on The Block | $25,000 | |
| Fernside Center | ||||||||
| 4380 Malsbary Road Suite 300 | Cincinnati | OH | 45242 | None | 501(c)(3) | Support for Fernside's Remote Grief Programming and Evening Program | $25,000 | |
| First Tee of Greater Cincinnati & Northern Kentucky | ||||||||
| 3897 Carriage Hill Lane | Loveland | OH | 45140 | None | 501(c)(3) | First Tee: Making the Turn | $20,000 | |
| Freestore-Foodbank Inc | ||||||||
| 1141 Central Parkway | Cincinnati | OH | 45219 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Freestore-Foodbank Inc | ||||||||
| 1141 Central Parkway | Cincinnati | OH | 45219 | None | 501(c)(3) | Power Pack Expansion | $50,000 | |
| Freestore-Foodbank Inc | ||||||||
| 1141 Central Parkway | Cincinnati | OH | 45219 | None | 501(c)(3) | Growing Beyond Hunger campaign and Power Pack program | $500,000 | |
| Gateway Community And Technical College | ||||||||
| 500 Technology Way | Florence | KY | 41042 | None | 501(c)(3) | Childcare Program | $20,000 | |
| Girl Scouts of Western Ohio | ||||||||
| 4930 Cornell Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Girl Scouts Leadership Experience - Educational Outr | $25,000 | |
| Girls on the Run of Cincinnati | ||||||||
| 3330 Erie Ave 8 | Cincinnati | OH | 45208 | None | 501(c)(3) | Girls on the Run Scholarships | $20,000 | |
| Greater Cincinnati Foundation | ||||||||
| 200 W 4th St | Cincinnati | OH | 45202 | None | 501(c)(3) | Covid-19 Relief efforts | $20,000 | |
| Greater Cincinnati Foundation | ||||||||
| 200 W 4th St | Cincinnati | OH | 45202 | None | 501(c)(3) | Summertime Kids 2021 | $125,000 | |
| Greater Cincinnati Foundation | ||||||||
| 200 W 4th St | Cincinnati | OH | 45202 | None | 501(c)(3) | Learning Links 2021 | $125,000 | |
| Hearing Speech & Deaf Center of Greater Cincinnati | ||||||||
| 2825 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Programing for D/deaf and hard of hearing children | $25,000 | |
| Historic Southwest Ohio | ||||||||
| PO Box 62475 | Cincinnati | OH | 45262 | None | 501(c)(3) | Reaching students in a variety of ways | $20,000 | |
| Horizon Community Fund | ||||||||
| 50 E Rivercenter Blvd Ste 431 | Covington | KY | 41011 | None | 501(c)(3) | Covid-19 Relief | $1,000 | |
| Inner City Youth Opportunities | ||||||||
| 1821 Summit Road Suite 210 | Cincinnati | OH | 45237 | None | 501(c)(3) | Academic Intervention Program | $20,000 | |
| Inter Parish Ministry | ||||||||
| 3509 Debolt Road | Cincinnati | OH | 45244 | None | 501(c)(3) | Building food Security for Families | $25,000 | |
| Inter Parish Ministry | ||||||||
| 3509 Debolt Road | Cincinnati | OH | 45244 | None | 501(c)(3) | Programs that Feed Families and Children | $50,000 | |
| Interfaith Hospitality Network of Greater Cincinnati Inc | ||||||||
| 990 Nassau Street | Cincinnati | OH | 45206 | None | 501(c)(3) | Family Emergency Shelter with Child Enrichment | $30,000 | |
| Interfaith Hospitality Network of Greater Cincinnati Inc | ||||||||
| 990 Nassau Street | Cincinnati | OH | 45206 | None | 501(c)(3) | Child enrichment program for Homeless children | $25,000 | |
| iSpace Inc | ||||||||
| 3254 E Kemper Rd | Cincinnati | OH | 45241 | None | 501(c)(3) | Making More Mathletes | $25,000 | |
| Joe Torre Safe At Home Foundation | ||||||||
| 55 West 39th Street Suite 600 | New York | NY | 10018 | None | 501(c)(3) | Violence prevention and intervention services | $15,000 | |
| Junior Achievement of Oki Partners | ||||||||
| 644 Linn Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Junior Achievement Empowering Students' Tomorrows in the Greater Cincinnati Area | $25,000 | |
| Karen Carns Foundation | ||||||||
| 4600 N Mason Montgomery Rd | Mason | OH | 45040 | None | 501(c)(3) | Coats For Kids | $25,000 | |
| Keep Cincinnati Beautiful Inc | ||||||||
| 801 Plum Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Environmental Education | $25,000 | |
| Kennedy Heights Arts Center | ||||||||
| 6546 Montgomery Road | Cincinnati | OH | 45213 | None | 501(c)(3) | Teen Voices | $25,000 | |
| Kentucky Symphony Orchestra | ||||||||
| PO Box 72810 540 Linden Avenue | Newport | KY | 41072 | None | 501(c)(3) | Free Education Outreach Series | $35,000 | |
| La Soupe | ||||||||
| 4150 Round Bottom Rd | Cincinnati | OH | 45244 | None | 501(c)(3) | La Soupe: Rescue Transform Share | $50,000 | |
| La Soupe | ||||||||
| 4150 Round Bottom Rd | Cincinnati | OH | 45244 | None | 501(c)(3) | Covid-19 Relief | $25,000 | |
| Last Mile Food Rescue | ||||||||
| 3523 Mooney Ave | Cincinnati | OH | 45208 | None | 501(c)(3) | Good food belongs to the people of Greater Cincinnati, no landfill | $30,000 | |
| Learning Through Art Inc | ||||||||
| 1420 Sycamore Suite 3 | Cincinnati | OH | 45202 | None | 501(c)(3) | Books Alive! For Kids | $15,000 | |
| Life Center Memorial | ||||||||
| 2925 Vernon Place Suite 300 | Cincinnati | OH | 45219 | None | 501(c)(3) | Celebrate Life Calendar Project | $20,000 | |
| Lighthouse Youth & Family Services | ||||||||
| 401 E McMillan St | Cincinnati | OH | 45206 | None | 501(c)(3) | Sheakley Center for Youth | $25,000 | |
| Lighthouse Youth & Family Services | ||||||||
| 401 E McMillan St | Cincinnati | OH | 45206 | None | 501(c)(3) | Covid-19 Relief | $25,000 | |
| Lighthouse Youth & Family Services | ||||||||
| 401 E McMillan St | Cincinnati | OH | 45206 | None | 501(c)(3) | Sheakley Center for Youth - Life Skills Training | $30,000 | |
| Linton Chamber Music | ||||||||
| 1241 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Peanut Butter & Jam Sessions | $25,000 | |
| Literacy Network of Greater Cincinnati | ||||||||
| 635 W Seventh Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Little Free Libraries | $30,000 | |
| Lydia's House Inc | ||||||||
| 4101 Martin Luther King Jr Ave | South West | WA | 20032 | None | 501(c)(3) | Lydia's House Nutrition Program | $25,000 | |
| Magnified Giving | ||||||||
| 209 W Benson Street | Cincinnati | OH | 45215 | None | 501(c)(3) | Student Philanthropy Program | $25,000 | |
| Matthew 25 Ministries Inc | ||||||||
| 11060 Kenwood Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Fresh Food Program | $25,000 | |
| Mayerson Academy | ||||||||
| 2650 Highland Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Orton-Gillingham Multisensory Reading Program | $25,000 | |
| MEAC | ||||||||
| 4600 Erie Ave | Cincinnati | OH | 45227 | None | 501(c)(3) | MEAC's Early Literacy Program | $20,000 | |
| Milestones Inc | ||||||||
| 12372 Riggs Rd | Independence | KY | 41051 | None | 501(c)(3) | Therapeutic Horseback Riding Program | $25,000 | |
| New Life Furniture Bank | ||||||||
| 11431 Williamson Rd | Blue Ash | OH | 45241 | None | 501(c)(3) | Beds for Kids Program | $25,000 | |
| Northern Kentucky Community Action Commission Inc | ||||||||
| 717 Madison Ave | Covington | KY | 41012 | None | 501(c)(3) | Lincoln Grant Scholar House | $25,000 | |
| Notre Dame Urban Education Center | ||||||||
| 14 East 8th Street | Covington | KY | 41011 | None | 501(c)(3) | Early Learning Program | $25,000 | |
| Ohio River Foundation | ||||||||
| 4480 Classic Drive | Cincinnati | OH | 45241 | None | 501(c)(3) | River Explorer and School Rain Gardens Project | $25,000 | |
| Our Daily Bread | ||||||||
| 1730 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Kids Club Program | $25,000 | |
| Our Daily Bread | ||||||||
| 1730 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Parachute Special Advocates for Children of Butler Clothing | ||||||||
| 284 N Fair Avenue | Hamilton | OH | 45011 | None | 501(c)(3) | Be a Child's Voice | $25,000 | |
| Peaslee Neighborhood Center Inc | ||||||||
| 215 E 14th Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Children and Youth Arts and Music Enrichment and Civic Education Programs | $20,000 | |
| People Working Cooperatively | ||||||||
| 4612 Paddock Rd | Cincinnati | OH | 45229 | None | 501(c)(3) | PWC VIP Student Service Program | $30,000 | |
| Philanthropy Ohio | ||||||||
| 500 Sough Front Street Ste 900 | Columbus | OH | 43215 | None | 501(c)(3) | pitch event | $7,927 | |
| President Drive Church of Christ | ||||||||
| 3671 President Dr | Cincinnati | OH | 45225 | None | 501(c)(3) | Day of Hope | $10,000 | |
| Price Hill Will | ||||||||
| 3208 Warsaw Avenue | Cincinnati | OH | 45205 | None | 501(c)(3) | Mycincinnati Summer Campe and Price Hill festival | $25,000 | |
| ProKIDS | ||||||||
| 2605 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | CASA University | $50,000 | |
| Ronald McDonald House Charities | ||||||||
| 229 Erckenbrecher | Cincinnati | OH | 45229 | None | 501(c)(3) | Family Performance and Activities Series | $15,000 | |
| Salvation Army | ||||||||
| PO Box 596 | Cincinnati | OH | 45201 | None | 501(c)(3) | Learning Center | $15,000 | |
| Santa Maria Community Services | ||||||||
| 2918 Price Avenue | Cincinnati | OH | 45204 | None | 501(c)(3) | Dater-4-Kids | $50,000 | |
| Santa Maria Community Services | ||||||||
| 2918 Price Avenue | Cincinnati | OH | 45204 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| School House Symphony | ||||||||
| PO Box 36494 | Cincinnati | OH | 45236 | None | 501(c)(3) | Teaching Tomorrows Audience Today | $30,000 | |
| Sisters of Notre Dame de Namur | ||||||||
| 701 East Columbia Avenue | Cincinnati | OH | 45215 | None | 501(c)(3) | Notre Dame AmeriCorps Mission Volunteers | $20,000 | |
| Society of St Vincent de Paul Council of Northern Kentucky Inc | ||||||||
| 2655 Crescent Springs Road | Covington | KY | 41017 | None | 501(c)(3) | Sweet Dreams Bed Program for Children/Youth | $25,000 | |
| Society of St Vincent de Paul Council of Northern Kentucky Inc | ||||||||
| 2655 Crescent Springs Road | Covington | KY | 41017 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Society of St Vincent de Paul Council of Northern Kentucky Inc | ||||||||
| 2655 Crescent Springs Road | Covington | KY | 41017 | None | 501(c)(3) | Sleep Tight: Beds for Cincinnati Children in Need | $30,000 | |
| Society of St Vincent de Paul District Council of Cincinnati | ||||||||
| 2655 Crescent Springs Road | Covington | KY | 41017 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Sos Art Inc | ||||||||
| 216 Erkenbrecher Ave | Cincinnati | OH | 45229 | None | 501(c)(3) | SOS Art Retrospective Exhibition (2016-2020) with Children's related art activities and events | $10,000 | |
| Square1 | ||||||||
| 794 Lauren Drive | Villa Hills | KY | 41017 | None | 501(c)(3) | NEXT 2021 Goes Virtual | $20,000 | |
| St Francis Seraph Ministries | ||||||||
| 1615 Republic St | Cincinnati | OH | 45202 | None | 501(c)(3) | Cooking for the Family | $20,000 | |
| St Francis Seraph Ministries | ||||||||
| 1615 Republic St | Cincinnati | OH | 45202 | None | 501(c)(3) | Food and Supplies for the SFSM Dining Room and Bag Lunch Programs | $25,000 | |
| Starfire Council of Greater Cincinnati Inc | ||||||||
| 5030 Oaklawn Drive | Cincinnati | OH | 45227 | None | 501(c)(3) | Community building programs | $25,000 | |
| Stepping Stones Inc | ||||||||
| 5650 Given Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Saturday Kids Club | $30,000 | |
| Sweet Cheeks Diaper Bank | ||||||||
| 1615 Republic St | Cincinnati | OH | 45202 | None | 501(c)(3) | Support Coodinator to support the Diaper Distribution Program | $35,000 | |
| Sweet Cheeks Diaper Bank | ||||||||
| 1615 Republic St | Cincinnati | OH | 45202 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Taft Museum of Art | ||||||||
| 316 Pike Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Education Programs for Students, Children and Families | $45,000 | |
| The Baker Hunt Art & Cultural Center | ||||||||
| 620 Greenup St | Covington | KY | 41011 | None | 501(c)(3) | Community Outreach Through Art | $25,000 | |
| The Dragonfly Foundation | ||||||||
| 506 Oak Street | Cincinnati | OH | 45219 | None | 501(c)(3) | Support for Pediatric Cancer Patients and their Families through Gifting and Activities | $25,000 | |
| The Library Foundation of Cincinnati and Hamilton County | ||||||||
| 800 Vine Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Homework Helper Program | $75,000 | |
| UC Med Mentors - University of Cincinnati College of Medicine | ||||||||
| PO Box 670667 | Cincinnati | OH | 45267 | None | 501(c)(3) | Education and Enrichment Activities of the Mentees in the Program | $15,000 | |
| University of Cincinnati | ||||||||
| PO Box 670667 | Cincinnati | OH | 45267 | None | 501(c)(3) | Stem Collaborative after school clubs: 3d printers and STEM bicycle | $40,000 | |
| UpSpring | ||||||||
| PO Box 23300 | Cincinnati | OH | 45223 | None | 501(c)(3) | UpSpring Summer 360 | $25,000 | |
| UpSpring | ||||||||
| PO Box 23300 | Cincinnati | OH | 45223 | None | 501(c)(3) | UpSpring Summer 360 | $25,000 | |
| Valley Interfaith Community Resource Center | ||||||||
| 4208 W Wyoming Avenue | Cincinnati | OH | 45215 | None | 501(c)(3) | Emergency Resources needs of food | $25,000 | |
| Valley Interfaith Community Resource Center | ||||||||
| 4208 W Wyoming Avenue | Cincinnati | OH | 45215 | None | 501(c)(3) | Back to School | $35,000 | |
| WAVE Foundation | ||||||||
| One Aquarium Way | Newport | KY | 41071 | None | 501(c)(3) | Community Outreach Scholarship Fund | $25,000 | |
| Wesley Chapel Mission Center | ||||||||
| 76 E McMicken Ave | Cincinnati | OH | 45202 | None | 501(c)(3) | K.L.A.S.S. - Keep Learning After School Stops | $15,000 | |
| Women Helping Women Inc | ||||||||
| 215 E 9th St 7 | Cincinnati | OH | 45202 | None | 501(c)(3) | Prevent & Empower Learning Management System Platform | $25,000 | |
| Word Play | ||||||||
| 4041 Hamilton Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Hear Our Voices 2022: Creative Writing, Poetry and Theatre as Social Action | $20,000 | |
| Xavier University | ||||||||
| 1507 Dana Avenue | Cincinnati | OH | 45207 | None | 501(c)(3) | Summer Service Internship Program | $15,000 | |
| YMCA - Clippard Family Branch | ||||||||
| 8920 Cheviot Road | Cincinnati | OH | 45251 | None | 501(c)(3) | YMCA Teen Programs | $25,000 | |
| YMCA - Great Miami Valley Branch | ||||||||
| 105 North 2nd Street | Hamilton | OH | 45011 | None | 501(c)(3) | Youth Miracle League Fields | $15,000 | |
| YWCA of Greater Cincinnati | ||||||||
| 898 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Domestic Violence Shelters | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,327,927 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,982,595 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,192,186 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,174,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,174,781 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,056 | Amt |
| Net Investment Income | $106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Russell 1000 Value | $15,145,243 | $22,011,723 |
| Vanguard Small Cap Value ETF | $1,301,132 | $1,855,860 |
| Vanguard Small Gap Growth ETF | $1,150,406 | $1,753,668 |
| Vanguard FTSE Emerging Markets ETF | $6,459,801 | $6,694,560 |
| Ishares MBS ETF | $4,945,846 | $4,998,806 |
| Vanguard FTSE DEveloped Markets ETF | $13,101,743 | $15,269,658 |
| Vanguard Short-term Corporate Bond | $1,659,735 | $1,680,910 |
| PNC-0244 | $32,615,212 | $43,288,617 |
| Ishares Broad USD Invst Grade Corp Bnd ETF | $6,276,555 | $6,686,515 |
| Vanguard Interm-Term Govt Bd | $4,850,120 | $4,973,310 |
| Ishares Russell 1000 Growth | $10,358,371 | $19,903,831 |
| Aberdeen STD Bloomberg All Commdty | $2,310,154 | $2,774,293 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Memberships and Subscription | $750 | $0 | $750 |
| Payroll Processing Fees | $1,066 | $53 | $1,013 |
| Computers and related costs | $10,365 | $2,073 | $8,292 |
| Postage and Printing | $9,050 | $1,810 | $7,240 |
| Other Expenses | $178 | $36 | $142 |
| Insurance | $8,496 | $0 | $8,496 |
| Supplies | $1,712 | $342 | $1,370 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $544,819 | $544,819 | $0 |
| Administrative Fees | $72,000 | $3,600 | $68,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Tax | $15,300 | $765 | $14,535 |
| Ohio Filing Fee | $200 | $0 | $200 |