MARGE & CHARLES J SCHOTT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARGE & CHARLES J SCHOTT FOUNDATION (EIN 31-6063407)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349101109
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T07:13:28-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351476702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 RIGBY ROAD SUITE 400 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316063407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGE & CHARLES J SCHOTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 5137218400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER ROAD 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK J CRANE III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5137218400 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | CRANE III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J GMEINER CPA | PreparerPersonNm |
| PTIN | P00197565 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
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 | $137,519,074 | 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 | $442,125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $425,152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,445,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,445,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,281,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,445,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,281,963 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,000,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $11,169,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,152,859 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,000,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $446,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,692 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,423 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,269 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,492 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,492 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $98,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $83,164 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,936 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $930,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $930,381 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,030 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $220 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,955 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $56,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,009 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $917 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,764,296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,171,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $487,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,691,614 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,691,614 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,455,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,171,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,179,456 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,713,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,980,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $197,361 | CashBOYAmt |
| Cash EOY | $574,565 | CashEOYAmt |
| Cash EOYFMV | $574,565 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,277,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,021,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,021,685 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $172,346 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $244,075 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $172,346 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $172,346 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $73,829,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,126,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $117,607,669 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,250,264 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,621,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,655,013 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $297,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $297,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,796 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $211,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,449 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $158,273 | LandBOYAmt |
| Land EOY | $154,318 | LandEOYAmt |
| Land EOYFMV | $190,000 | LandEOYFMVAmt |
| Total Assets BOY | $93,254,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,968,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,519,074 | 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 | $93,254,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $96,968,868 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,254,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,968,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,254,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,968,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,254,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,713,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000,000 | OtherIncreasesAmt |
| Subtotal | $96,968,868 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,968,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $37,445,058 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,163,095 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,281,963 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,281,963 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,281,963 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $138,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,268 | 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 | $108,268 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $653 | EsPenaltyAmt |
| Tax Due | $31,119 | TaxDueAmt |
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 |
| Individual With Books | FRANK CRANE III | IndividualWithBooksNm |
| Phone | 5137218400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD UNIT 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK CRANE III | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| CARLOTTA C WIDER | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| MARY ELIZABETH UNNEWEHR | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | ASST. SECRETARY | 10.00 | $95,000 | $0 | $0 |
| TRACEY C DUDA | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TRUSTEE | 10.00 | $95,000 | $0 | $0 |
| JOHN R VERKAMP | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TREASURER | 10.00 | $95,000 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 312 WALNUT STREET SUITE 3300 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $660,835 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $164,165 |
| WELLS FARGO | |||||
| 255 E 5TH ST SUITE 1400 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $104,711 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $98,100 |
| 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 | $128,997,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,093,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $470,141 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,560,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,560,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,003,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,557,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,577,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,577,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138,734 | TotalTaxAmt |
| Distributable Before Adj | $6,439,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,439,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,439,132 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,179,456 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,179,456 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,439,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $97,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $320,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $417,766 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,179,456 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,179,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $259,676 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $259,676 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $158,090 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $158,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $158,090 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK CRANE III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD UNIT 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137218400 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH A BRIEF DESCRIPTION OF THE CHARITY AND ITS REQUESTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1N5 | ||||||
| 3975 ERIE AVE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| 4C FOR CHILDREN | ||||||
| 1000 N KEOWEE ST | DAYTON | OH | 45404 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| 55 NORTH | ||||||
| 3975 ERIE AVE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $47,500 |
| AMERICAN RED CROSS | ||||||
| 2111 DANA AVENUE | CINCINNATI | OH | 45207 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $94,000 |
| ARTHRITIS FOUNDATION | ||||||
| 3490 FAR HILLS AVE | DAYTON | OH | 45429 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $40,000 |
| ARUNA PROJECT | ||||||
| 316 W 4TH ST 3RD FLOOR | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| AUBREY ROSE FOUNDATION | ||||||
| 3862 RACE RD | CINCINNATI | OH | 45211 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BETHANY HOUSE SERVICES | ||||||
| 1841 FAIRMONT AVENUE | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,333 |
| BIG BROTHERS BIG SISTERS | ||||||
| 2400 READING ROAD SUITE 148 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $12,000 |
| BOYS HOPEGIRLS HOPE | ||||||
| 1725 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BREAKTHROUGH CINCINNATI | ||||||
| 6905 GIVEN RD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BRIGHTON CENTERS HOMEWARD BOUND | ||||||
| 13 E 20TH ST | COVINGTON | KY | 41014 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,333 |
| CAIN | ||||||
| 4230 HAMILTON AVE | CINCINNTAI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CAMPING & EDUCATION FOUNDATION | ||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CANCER FAMILY CARE | ||||||
| 4790 RED BANK EXPRESSWAY 128 | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| CENTER FOR RESPITE CARE | ||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| CET | ||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CHILDREN'S HOME OF CINCINNATI | ||||||
| 5050 MADISON ROAD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| CHILDREN'S HUNGER ALLIANCE | ||||||
| 1105 SCHROCK RD 505 | COLUMBUS | OH | 43229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CHRIST HOSPITAL | ||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $500,000 |
| CINCINNATI ART MUSEUM | ||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| CINCINNATI ASSOC FOR BLIND & V IMPAIRED | ||||||
| 2045 GILBERT AVENUE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $7,500 |
| CINCINNATI CANCER ADVISORS | ||||||
| 4805 MONTGOMERY RD SUITE 130 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 |
| CINCINNATI FIRE MUSEUM | ||||||
| 315 W COURT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| CINCINNATI PARKS FOUNDATION | ||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CINCINNATI PUBLIC RADIO | ||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI STATE | ||||||
| 3520 CENTRAL PARKWAY | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| CINCINNATI SYMPHONY | ||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $150,000 |
| CINCINNATI WORKS | ||||||
| 708 WALNUT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| CINCINNATI ZOO | ||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CISE FOUNDATION | ||||||
| 100 EAST 8TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CLOVERNOOK CENTER | ||||||
| 7000 HAMILTON AVE | CINCINNATI | OH | 45231 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $35,500 |
| COMMUNITY MATTERS | ||||||
| 2104 ST MICHAEL ST | CINCINNATI | OH | 45204 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CORNERSTONE RENTER EQUITY | ||||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $150,000 |
| CRAYONS TO COMPUTERS | ||||||
| 1350 TENNESSEE AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CREATIVE AGING | ||||||
| PO BOX 428638 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| DCCH CENTER FOR CHILDREN & FAMILIES | ||||||
| 75 ORPHANAGE ROAD PO BOX 17007 | FT MITCHELL | KY | 41017 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| DEPAUL CRISTO REY | ||||||
| 1133 CLIFTON HILLS AVENUE | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| DRESS FOR SUCCESS | ||||||
| 205 WEST 4TH STREET SUITE 900 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| DSAGC | ||||||
| 4623 WESLEY AVE | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| EAST END ADULT EDUCATION CENTER | ||||||
| 5721 DRAGON WAY SUITE 401 | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| ELIZABETH'S NEW LIFE CENTER | ||||||
| 2201 N MAIN ST | DAYTON | OH | 45405 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| EPILEPSY FOUNDATION | ||||||
| 120 W2ND ST SUITE 425 | DAYTON | OH | 45402 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| FAITH COMMUNITY PHARMACY | ||||||
| 7033 BURLINGTON PIKE 4 | FLORENCE | KY | 41042 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| FAMILY NURTURING CENTER | ||||||
| 7162 READING RD | CINCINNATI | OH | 45237 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| FIRST STEP HOME | ||||||
| 2203 FULTON AVE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| FOCUS ON YOUTH | ||||||
| 8904 BROOKSIDE CT | WEST CHESTER TOWNSHIP | OH | 45069 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| FOUND VILLAGE | ||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| FREE STORE FOOD BANK | ||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| GATEWAY HOUSE | ||||||
| V2232 VINE ST | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| GLAD HOUSE | ||||||
| 1994 MADISON RD | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| GUIDE DOGS FOR THE BLIND | ||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| GUIDING LIGHT MENTORING | ||||||
| 4141 HAMILTON AVE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| HEARING SPEECH AND DEAF CENTER | ||||||
| 2825 BURNET AVE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| IMPACT AUTISM FOUNDATION | ||||||
| 7795 FIVE MILE ROAD | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| JESUIT SPIRITUAL CENTER | ||||||
| 5361 S MILFORD RD | MILFORD | OH | 45150 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| JUNIOR DIABETES RESEARCH FOUNDATION | ||||||
| 8050 HOSBROOK ROAD SUITE 314 | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| KAREN CARNS FOUNDATION | ||||||
| 4600 NORTH MASON-MONTGOMERY ROAD | MASON | OH | 45040 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| KAREN WELLINGTON FOUNDATION | ||||||
| PO BOX 6464 | CINCINNATI | OH | 45201 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| KEN ANDERSON ALLIANCE | ||||||
| 6940 PLAINFIELD RD | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| KENTUCKY SYMPHONY ORCHESTRA | ||||||
| PO BOX 72810 | NEWPORT | KY | 41072 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| KENZIE'S CLOSET | ||||||
| 2010 MADISON ROAD LOWER LEVEL | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| LA SOUPE INC | ||||||
| 915 E MCMILLAN ST | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| LYDIA'S HOUSE | ||||||
| PO BOX 128808 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| MATTHEW 25 | ||||||
| 11060 KENWOOD RD | BLUE ASH | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| MAY WE HELP | ||||||
| 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| MCAULEY CONVENT | ||||||
| 1768 CEDAR AVE | CINCINNATI | OH | 45224 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| MCNICHOLAS HIGH SCHOOL | ||||||
| 6536 BEECHMONT AVE | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| MERCY NEIGHBORHOOD MINISTRIES | ||||||
| 1602 MADISON RD 200 | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| MINORITY BUSINESS ACCEL | ||||||
| 3 E 4TH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 |
| OHIO RIVER FOUNDATION | ||||||
| 4480 CLASSIC DR | BLUE ASH | OH | 45241 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| OUR DAILY BREAD | ||||||
| 1730 RACE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| OUR LADY OF THE HOLY SPIRIT | ||||||
| 5440 MOELLER AVENUE | NORWOOD | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| OUR LORD CHRIST THE KING | ||||||
| 3223 LINWOOD AVENUE | CINCINNATI | OH | 45226 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| OVER THE RHINE COMMUNITY HOUSING | ||||||
| 114 W 14TH ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| PEASLEE NEIGHBORHOOD HOUSING | ||||||
| 215 E 14TH ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| PREGNANCY CENTER EAST | ||||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| PROJECT YOGA | ||||||
| PO BOX 30217 | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| PROKIDS | ||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 |
| PUBLIC LIBRARY OF CINCINNATI FOUNDATION | ||||||
| 800 VINE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| REDWOOD | ||||||
| 71 ORPHANAGE ROAD | FT MITCHELL | KY | 41014 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| ROGER BACON HIGH SCHOOL | ||||||
| 4320 VINE ST | CINCINNATI | OH | 45217 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| RONALD MCDONALD HOUSE | ||||||
| 341 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| RYAN LIVINGSTON SCHOLARSHIP FUND | ||||||
| 14872 W LAUGHERY CREEK RD | DILLSBORO | IN | 47018 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| SANTA MARIA COMMUNITY CHURCH | ||||||
| 617 STEINER AVE | CINCINNATI | OH | 45204 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| SCHOOL BOARD SCHOOL | ||||||
| 2651 BURNET AVE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SCPA | ||||||
| 108 W CENTRAL PKWY | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $40,000 |
| SERENITY RECOVERY NETWORK | ||||||
| 508 ELBERON AVENUE | CINCINNATI | OH | 45205 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| SHELTER HOUSE | ||||||
| 411 GEST ST | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| SLEEP IN HEAVENLY PEACE - BUTLER COUNTY | ||||||
| 5174 HAMILTON MIDDLETOWN RD | LIBERTY TOWNSHIP | OH | 45011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SPECIAL OLYMPICS | ||||||
| 4790 RED BANK EXPRESSWAY 206 | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| SPRINGER SCHOOL & CENTER | ||||||
| 2121 MADISON ROAD | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 1404 GOODALE BLVD 200 | COLUMBUS | OH | 43212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 |
| ST VINCENT FORRER SCHOOL | ||||||
| 7754 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| ST XAVIER HIGH SCHOOL | ||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 45224 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| STEPPING STONES CENTER | ||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $40,000 |
| SWEET CHEEKS DIAPER BANK | ||||||
| 1400 STATE AVE | CINCINNATI | OH | 45204 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| TALBERT HOUSE | ||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| TENDER MERCIES | ||||||
| 27 WEST 12TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| THE BEECHWOOD HOME | ||||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| THE COMMUNITY BUILDERS | ||||||
| 811 RACE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| THE CROWN CINCINNATI CO GREEN UMBRELLA | ||||||
| PO BOX 14270 | CINCINNATI | OH | 45250 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000,000 |
| THE HEALTHCARE CONNECTION | ||||||
| 1401 STEFFEN AVE | CINCINNATI | OH | 45215 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| THE PINK RIBBON | ||||||
| 5400 KENNEDY AVENUE | CINCINNATI | OH | 45213 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| THE SUMMIT | ||||||
| 1717 K STREET SUITE 1050 | WASHINGTON | DC | 20006 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $273,115 |
| THE VICTORIAN AT RIVERSIDE | ||||||
| 702 GARRARD ST | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| UPSPRING | ||||||
| PO BOX 23300 | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| USO TRIBUTE CINCINNATI | ||||||
| PO BOX 8057 | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| WASHINGTON UNIVERSITY (ST LOUIS) | ||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $350,000 |
| WELCOME HOME INC | ||||||
| 1623 DALTON AVE | CINCINNATI | OH | 45250 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,333 |
| WORKING IN NEIGHBORHOODS | ||||||
| 1814 DREMAN AVE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| YWCA | ||||||
| 898 WALNUT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,691,614 | 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 | $442,125 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,445,744 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,281,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,169,832 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,169,832 | 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 | $98,100 | Amt |
| Net Investment Income | $83,164 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,936 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND - OFFICE CONDO | 2009-09-15 | $48,686 | L | $0 | $0 | ||
| BUILDING - OFFICE CONDO | 2009-09-15 | $154,246 | SL | $3,955 | $0 | $44,659 | 39.000000000000 |
| FURNITURE & FIXTURES - OFFICE CONDO | 2009-09-15 | $8,420 | 200DB | $0 | $0 | $8,420 | 7.000000000000 |
| PHONE SYSTEM | 2012-11-01 | $44 | 200DB | $0 | $0 | $44 | 5.000000000000 |
| CONFERENCE ROOM CHAIRS | 2012-11-01 | $59 | 200DB | $0 | $0 | $59 | 5.000000000000 |
| COMPUTERS - CYNTHIA & BACK OFFICE | 2012-11-01 | $312 | 200DB | $0 | $0 | $312 | 5.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $14,621,272 | EOYBookValueAmt |
| EOYFMV | $14,655,013 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $77,126,886 | EOYBookValueAmt |
| EOYFMV | $117,607,669 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $297,796 | BookValueAmt |
| EOYFMV | $297,796 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND - OFFICE CONDO | $48,686 | $0 | $48,686 |
| BUILDING - OFFICE CONDO | $154,246 | $48,614 | $105,632 |
| FURNITURE & FIXTURES - OFFICE CONDO | $8,420 | $8,420 | $0 |
| PHONE SYSTEM | $44 | $44 | $0 |
| CONFERENCE ROOM CHAIRS | $59 | $59 | $0 |
| COMPUTERS - CYNTHIA & BACK OFFICE | $312 | $312 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,492 | LegalFeesAmt |
| Net Investment Income | $8,492 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIR & MAINTENANCE EXPENSES - REAL ESTATE | $705 | $634 | $71 |
| UTILITIES EXPENSE | $4,763 | $4,287 | $476 |
| ASSOCIATION FEES-WOOSTER PROPERTY | $3,695 | $3,325 | $370 |
| INSURANCE EXPENSE | $30,139 | $30,139 | $0 |
| MISCELLANEOUS EXPENSE - INVESTMENT MANAGERS | $9,010 | $9,010 | $0 |
| POSTAGE | $278 | $278 | $0 |
| TRAVEL | $4,469 | $4,469 | $0 |
| OFFICE SUPPLIES | $2,444 | $2,444 | $0 |
| MEALS AND ENTERTAINMENT | $423 | $423 | $0 |
| PENALTIES | $500 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED CONTRIBUTION | Desc |
| Amt | $1,000,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $930,381 | Amt |
| Net Investment Income | $930,381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $55,849 | $55,849 | $0 |
| REAL ESTATE TAXES | $2,201 | $1,981 | $220 |
| OH FILING FEE | $200 | $200 | $0 |
| FEDERAL TAXES PAID | $100,000 | $0 | $0 |