CHARLES H DATER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H DATER FOUNDATION INC (EIN 31-1150951)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-06-11
- IRS object ID
- 202111629349100801
- Schema version
- 2019v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-11T12:05:36-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | 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 | 2019-09-01 | 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 | 2021-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,701,826 | 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 | $2,450,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,450,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,680,432 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,853,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $769,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,450,376 | 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 |
| Legal Fees Rev And Expnss | $8,222 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $822 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,164 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,316 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,848 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $531,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $480,617 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $293,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,535 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $38,722 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,877 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,089 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,198,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $506,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $413,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,893,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,893,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,091,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $506,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,306,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,321,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,943,867 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,807,595 | CashBOYAmt |
| Cash EOY | $2,238,653 | CashEOYAmt |
| Cash EOYFMV | $2,238,653 | CashEOYFMVAmt |
| Corporate Stock BOY | $98,453,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,700,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,463,173 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $104,260,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,938,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,701,826 | 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 | $104,260,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $98,938,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,260,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,938,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,260,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,938,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,260,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,321,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $98,938,685 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,938,685 | 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 | $24,853,415 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,533,847 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,680,432 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,680,432 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,680,432 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,290,998 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,651,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,897,105 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $118,774,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032811 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,309,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,365,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,235,561 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,110,702 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048482 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,204,674 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,302,615 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044717 | DistributionYr5Rt |
| Total Distribution | 0.212657 | TotalDistributionRt |
| Average Distribution | 0.042531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $108,908,639 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,631,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,439 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,651,432 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,306,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $233 | EsPenaltyAmt |
| Overpayment | $180,328 | OverpaymentAmt |
| Applied To ES Tax | $180,328 | 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 | 602 Main St Suite 302 | 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 | $104,431,221 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,135,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,567,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,567,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,658,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,908,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,445,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,445,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,439 | TotalTaxAmt |
| Distributable Before Adj | $5,425,993 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,425,993 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,425,993 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,306,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,306,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,439 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,286,946 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,425,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,873,480 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,306,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,873,480 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $432,905 | 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 | $4,993,088 | 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 | 602 Main Street 302 Gwynne Building | 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 (164 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 | $25,000 | |
| Adopt A Class Foundation | ||||||||
| 2153 W 8th Street | Cincinnati | OH | 45204 | None | 501(c)(3) | Classroom and Field Trip Fund - Virtual with COVID 19 | $30,000 | |
| Adventure Crew | ||||||||
| 1662 Blue Rock St | Cincinnati | OH | 45223 | None | 501(c)(3) | Adventure Crew: Outdoors for All | $25,000 | |
| Alliance for Catholic Urban Education | ||||||||
| 1125 Madison Avenue | Covington | KY | 41011 | None | 501(c)(3) | ST Math supplemental math instructions for ACUE students | $25,000 | |
| American Diabetes Association | ||||||||
| 1701 N Beauregard St | Alexandria | VA | 22311 | None | 501(c)(3) | Camp Korelitz for children with diabetes | $20,000 | |
| Art Academy of Cincinnati The | ||||||||
| 1212 Jackson Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Artist and Writer in Residence | $20,000 | |
| 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 | $20,000 | |
| Assistance League of Greater Cincinnati | ||||||||
| 1057 Meta Drive Suite A | Cincinnati | OH | 45237 | None | 501(c)(3) | Operation School Bell | $60,000 | |
| Beech Acres | ||||||||
| 6881 Beechmont Avenue | Cincinnati | OH | 45230 | None | 501(c)(3) | Families in Conflict Program | $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 | $40,000 | |
| Bi-Okoto Cultural Institute | ||||||||
| 5601 Montgomery Road | Cincinnati | OH | 45212 | None | 501(c)(3) | E Sin Mi D'Afrika (Come Follow Me to Africa) | $20,000 | |
| Bloc Ministries Inc | ||||||||
| 3952 N Bend Rd | Cincinnati | OH | 45211 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Boy Scouts of America - Council 438 Dan Beard | ||||||||
| 10078 Reading Road | Cincinnati | OH | 45241 | None | 501(c)(3) | ScoutREACH | $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) | Breakthrough Cincinnati Summer Session | $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 | $25,000 | |
| Cancer Family Care | ||||||||
| 2421 Auburn Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Mental Health Counseling | $25,000 | |
| Cancer Support Community | ||||||||
| 4918 Cooper Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Kreative Kids | $25,000 | |
| CET - Public Media Connect | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | Children Programing on PBS kids | $60,000 | |
| Chatfield College | ||||||||
| 20918 State Route 251 | Fayetteville | OH | 45118 | None | 501(c)(3) | Learning to Live | $25,000 | |
| 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) | Winter Break Food support for Preschool and Elementary | $40,000 | Fairhead |
| Children Inc | ||||||||
| 333 Madison Avenue | Covington | KY | 41011 | None | 501(c)(3) | Scaling for Impact Capital Campaign | $50,000 | |
| Children Inc | ||||||||
| 3333 Madison Avenue Second Floor | Covington | KY | 41011 | None | 501(c)(3) | Children, Inc. Service Learning Initiative | $25,000 | |
| Children's Home of Cincinnati Inc | ||||||||
| 5050 Madison Road | Cincinnati | OH | 45227 | None | 501(c)(3) | Nutrition Matters | $25,000 | |
| Children's Theatre | ||||||||
| 4015 Red Bank Road | Cincinnati | OH | 45227 | None | 501(c)(3) | TCT MainStage Season | $25,000 | |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Drive | Cincinnati | OH | 45202 | None | 501(c)(3) | Family Learning at the Museum | $50,000 | |
| Cincinnati Arts and Technology Studios | ||||||||
| 700 W Pete Rose Way | Cincinnati | OH | 45203 | None | 501(c)(3) | CATS High School Arts Program | $25,000 | |
| Cincinnati Association for the Blind | ||||||||
| 2045 Gilbert Avenue | Cincinnati | OH | 45202 | None | 501(c)(3) | Early Childhood & Youth Services Music Programs | $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) | Boy choir programing | $15,000 | |
| Cincinnati Chamber Orchestra | ||||||||
| 105 West Fourth Street Suite 810 | Cincinnati | OH | 45202 | None | 501(c)(3) | Community engagement and Education | $20,000 | |
| 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) | School Program | $25,000 | |
| Cincinnati Observatory Center | ||||||||
| 3489 Observatory Place | Cincinnati | OH | 45208 | None | 501(c)(3) | Docent Salary Funding | $25,000 | |
| Cincinnati Opera Association | ||||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Education and Outreach Program | $25,000 | |
| Cincinnati Playhouse in the Park | ||||||||
| 962 Mount Adams Circle | Cincinnati | OH | 45202 | None | 501(c)(3) | Outreach Tours | $50,000 | |
| 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 | $50,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | Democracy & Me | $50,000 | |
| Cincinnati Public Schools | ||||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Stempower | $25,000 | |
| Cincinnati Public Schools | ||||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | 7th Grade Summer Bridge and 7th grade momentum | $25,000 | |
| Cincinnati Recreation Commission | ||||||||
| 805 Central Avenue Suite 800 | Cincinnati | OH | 45202 | None | 501(c)(3) | RiverTrek | $20,000 | |
| Cincinnati Scholarship Foundation | ||||||||
| 652 Main Street Third Floor | Cincinnati | OH | 45202 | None | 501(c)(3) | High School Stipend Program for the Benefit of Students at Gilbert A. Dater | $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 Youth Collaborative | ||||||||
| 301 Oak Street | Cincinnati | OH | 45219 | None | 501(c)(3) | Jobs for Cincinnati Graduates Program | $25,000 | |
| CISE | ||||||||
| 100 E Eighth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | CISE/Friars Club After School Study and Sports Program | $60,000 | |
| City Gospel Mission | ||||||||
| 1805 Dalton Ave | Cincinnati | OH | 45214 | None | 501(c)(3) | Whiz Kids Tutoring and Mentoring | $25,000 | |
| Civic Garden Center | ||||||||
| 2715 Reading Road | Cincinnati | OH | 45206 | None | 501(c)(3) | Youth Education Program | $75,000 | |
| Coalition for a Drug-Free Greater Cincinnati | ||||||||
| 2100 Sherman Ave Suite 102 | Cincinnati | OH | 45212 | None | 501(c)(3) | Coalition for a Drug-Free Cincinnati | $20,000 | |
| Community Meal Center | ||||||||
| 23 South Front Street | Hamilton | OH | 45011 | None | 501(c)(3) | General Operating Support | $15,000 | |
| Community Meal Center | ||||||||
| 23 South Front Street | Hamilton | OH | 45011 | None | 501(c)(3) | General Operating Support | $20,000 | |
| Community Meal Center | ||||||||
| 23 South Front Street | Hamilton | OH | 45011 | None | 501(c)(3) | General Operating Support | $25,000 | |
| Comprehensive Community Child Care | ||||||||
| 2100 Sherman Ave 300 | Cincinnati | OH | 45212 | None | 501(c)(3) | Ramp Up for Quality | $20,000 | |
| Contemporary Arts Center | ||||||||
| 44 East Sixth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Family and Teacher Programming | $30,000 | |
| Council on Child Abuse | ||||||||
| 4440 Lake Forest Dr 118 | Blu Ash | OH | 45242 | None | 501(c)(3) | Child abuse prevention | $10,000 | |
| Crayons to Computers | ||||||||
| 1350 Tennessee Avenue | Cincinnati | OH | 45229 | None | 501(c)(3) | Mobile Outreach Program and General support | $30,500 | |
| DePaul Cristo Rey High School | ||||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | None | 501(c)(3) | Graduate success program | $30,000 | |
| Down Syndrome Association | ||||||||
| 644 Linn Street Suite 408 | Cincinnati | OH | 45203 | None | 501(c)(3) | New Family support | $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 YouthBuild Program | $25,000 | |
| Economics Center for Education and Research | ||||||||
| One Edwards Center Suite 3130 | Cincinnati | OH | 45221 | None | 501(c)(3) | A Path Forward on Financial Literacy | $115,000 | |
| 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) | Afterschool Arts Program for Inner-city At Risk 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) | Every Child is Me: campaign | $25,000 | |
| Family Nurturing Center | ||||||||
| 801 W 8th Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Kids on The Block | $15,000 | |
| 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) | Crisis and School programs | $25,000 | |
| First Tee of Greater Cincinnati & Northern Kentucky | ||||||||
| 3897 Carriage Hill Lane | Loveland | OH | 45140 | None | 501(c)(3) | Teaching Children Social-Emotional Skills | $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 | |
| 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 | $20,000 | |
| Girls on the Run of Cincinnati | ||||||||
| 3330 Erie Ave 8 | Cincinnati | OH | 45208 | None | 501(c)(3) | Scholarships | $20,000 | |
| Great Parks Foundation | ||||||||
| 10245 Winton Road | Cincinnati | OH | 45231 | None | 501(c)(3) | Free Educational Programs for Hamilton County | $20,000 | |
| Greater Cincinnati Foundation | ||||||||
| 200 W 4th St | Cincinnati | OH | 45202 | None | 501(c)(3) | Covid-19 Relief efforts | $250,000 | |
| Greater Cincinnati Foundation | ||||||||
| 200 W 4th St | Cincinnati | OH | 45202 | None | 501(c)(3) | Learning Link and Summertime Kids | $250,000 | |
| 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) | School Education Programs | $20,000 | |
| Horizon Community Fund | ||||||||
| 50 E Rivercenter Blvd Ste 431 | Covington | KY | 41011 | None | 501(c)(3) | Covid-19 Relief | $25,000 | |
| Inner City Youth Opportunities | ||||||||
| 1821 Summit Road Suite 210 | Cincinnati | OH | 45237 | None | 501(c)(3) | Academic Intervention | $25,000 | |
| Inter Parish Ministry | ||||||||
| 3509 Debolt Road | Cincinnati | OH | 45244 | None | 501(c)(3) | Building food Security for Families | $50,000 | |
| Inter Parish Ministry | ||||||||
| 3509 Debolt Road | Cincinnati | OH | 45244 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Interfaith Hospitality Network of Greater Cincinnati Inc | ||||||||
| 990 Nassau Street | Cincinnati | OH | 45206 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Interfaith Hospitality Network of Greater Cincinnati Inc | ||||||||
| 990 Nassau Street | Cincinnati | OH | 45206 | None | 501(c)(3) | Child enrichment program for Homeless children | $30,000 | |
| iSpace Inc | ||||||||
| 3254 E Kemper Rd | Cincinnati | OH | 45241 | None | 501(c)(3) | iSPACE STEM Program | $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 | |
| Josh Cares Inc | ||||||||
| PO Box 43295 | Cincinnati | OH | 45243 | None | 501(c)(3) | Child life specialist program | $20,000 | |
| Junior Achievement of Oki Partners | ||||||||
| 644 Linn Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Junior Achievement Programming: providing the tools for career Success | $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) | Tullus Zine | $25,000 | |
| Kentucky Symphony Orchestra | ||||||||
| PO Box 72810 540 Linden Avenue | Newport | KY | 41072 | None | 501(c)(3) | Free Education Outreach Series | $35,000 | |
| Kilgour Foundation | ||||||||
| 1339 Herschel Ave | Cincinnati | OH | 45208 | none | 501(c)(3) | Outdoor camp | $25,000 | |
| Know Theatre Tribe | ||||||||
| 1120 Jackson St | Cincinnati | OH | 45202 | None | 501(c)(3) | Produces contemporary and collaborative theatre | $30,000 | |
| LAM Foundation | ||||||||
| 4520 Cooper Road Suite 300 | Cincinnati | OH | 45242 | None | 501(c)(3) | LAMposium in your living room | $10,000 | |
| Last Mile Food Rescue | ||||||||
| 3523 Mooney Ave | Cincinnati | OH | 45208 | None | 501(c)(3) | Good food belongs to people not landfills | $25,000 | |
| Life Center Memorial | ||||||||
| 2925 Vernon Place Suite 300 | Cincinnati | OH | 45219 | None | 501(c)(3) | Celebrate Life Calendar Project | $15,000 | |
| Linton 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) | Children's Basic Reading Program | $25,000 | |
| 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 | |
| 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) | Childhood Literacy | $20,000 | |
| Milestones Inc | ||||||||
| 12372 Riggs Rd | Independence | KY | 41051 | None | 501(c)(3) | Therapeutic Horseback Riding Program | $25,000 | |
| Music Resource Center - Cincinnati | ||||||||
| PO Box 44253 | Cincinnati | OH | 45244 | None | 501(c)(3) | Music Resources Center - Cincinnati | $25,000 | |
| NKU | ||||||||
| Louie B Nunn Dr | Highland Heights | KY | 41099 | None | 501(c)(3) | Fundraising participation | $13,500 | |
| 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 | $20,000 | |
| Our Daily Bread | ||||||||
| 1730 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Over The Rhine - Kitchen | ||||||||
| 1620 Vine St Cincinnati Oh 45202 | Cincinnati | OH | 45202 | None | 501(c)(3) | Serve My Neighbor | $20,000 | |
| 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 | |
| Peak | ||||||||
| 1666 K Street NW Suite 440 | Washington | DC | 20006 | None | 501(c)(3) | Membership Dues | $4,000 | |
| People Working Cooperatively | ||||||||
| 4612 Paddock Rd | Cincinnati | OH | 45229 | None | 501(c)(3) | Summer Student Service Group Project | $30,000 | |
| Pones | ||||||||
| PO Box 122353 | Covington | KY | 41012 | None | 501(c)(3) | Laboratory of Movement (LOM) - Youth Focused | $20,000 | |
| 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 | |
| Redwood School & Rehabilitation Center Inc | ||||||||
| 71 Orphanage Rd | Fort Mitchell | KY | 41017 | None | 501(c)(3) | Improvement project | $25,000 | |
| Ronald McDonald House Charities | ||||||||
| 229 Erckenbrecher | Cincinnati | OH | 45229 | None | 501(c)(3) | Family Performance and Activities Series | $15,000 | |
| Roundabout Opera For Kids Cincinnati Inc | ||||||||
| 715 Bakewell St | Covington | KY | 41011 | None | 501(c)(3) | ROKCincy | $30,000 | |
| 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 | |
| School New Technology Initiative | ||||||||
| 3 Burton Woods Ln | Cincinnati | OH | 45229 | None | 501(c)(3) | School New Technology Initiative | $10,000 | |
| Sisters of Notre Dame | ||||||||
| 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 | ||||||||
| 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 | ||||||||
| 2655 Crescent Springs Road | Covington | KY | 41017 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| Square1 | ||||||||
| 794 Lauren Drive | Villa Hills | KY | 41017 | None | 501(c)(3) | Startup Scholars | $20,000 | |
| St Aloysius Orphanage | ||||||||
| 4721 Reading Road | Cincinnati | OH | 45237 | None | 501(c)(3) | Integrated Music Therapy at St. Aloysius Education Center and Cambridge School | $20,000 | |
| St Francis Seraph Ministries | ||||||||
| 1615 Republic St | Cincinnati | OH | 45202 | None | 501(c)(3) | Cooing for the Family Program | $15,000 | |
| St Vincent de Paul - Cincinnati | ||||||||
| 1125 Bank St | Cincinnati | OH | 45214 | None | 501(c)(3) | Covid-19 Relief efforts | $25,000 | |
| St Vincent de Paul - Cincinnati | ||||||||
| 1125 Bank St | Cincinnati | OH | 45214 | None | 501(c)(3) | Sleep Tight | $25,000 | |
| Starfire Council of Greater Cincinnati Inc | ||||||||
| 5030 Oaklawn Drive | Cincinnati | OH | 45227 | None | 501(c)(3) | Community building for inclusion | $30,000 | |
| Stepping Stones Center for Handicapped | ||||||||
| 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) | Provides diapers to low-income families while raising awareness | $30,000 | |
| 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) | Baker Hunt Community Outreach Programming | $25,000 | |
| The Library Foundation of Cincinnati and | ||||||||
| 800 Vine Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Homework Helper Program | $50,000 | |
| The Loveland Initiative | ||||||||
| 405 Loveland Madeira Road | Loveland | OH | 45140 | None | 501(c)(3) | Back to School Backpack Drive | $10,000 | |
| 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 | $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 | $20,000 | |
| UpSpring | ||||||||
| PO Box 23300 | Cincinnati | OH | 45223 | None | 501(c)(3) | UpSpring Summer 360 | $25,000 | |
| Valley Interfaith Food & Clothing Center | ||||||||
| 4208 W Wyoming Avenue | Cincinnati | OH | 45215 | None | 501(c)(3) | Back to School Program | $35,000 | |
| Visionaries and Voices | ||||||||
| 3841 Spring Grove Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Teaching Artist Program | $25,000 | |
| WAVE Foundation | ||||||||
| One Aquarium Way | Newport | KY | 41071 | None | 501(c)(3) | Virtual Learning | $20,000 | |
| Women Helping Women Inc | ||||||||
| 215 E 9th St 7 | Cincinnati | OH | 45202 | None | 501(c)(3) | Youth Gender-Based Violence prevention | $20,000 | |
| WorldPlay Cincy | ||||||||
| 4234 Hamilton Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Virtual Arts Program | $20,000 | |
| YMCA - Clippard Family Branch | ||||||||
| 8920 Cheviot Road | Cincinnati | OH | 45251 | None | 501(c)(3) | Autism Summer Learning Program | $10,000 | |
| 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 | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,893,000 | 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 | $2,450,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,680,432 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $769,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $769,944 | 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 | $33,164 | Amt |
| Net Investment Income | $3,316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,848 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Russell 1000 Value | $13,919,822 | $15,706,860 |
| Vanguard Small Cap Value ETF | $1,947,901 | $1,967,906 |
| Vanguard Small Gap Growth ETF | $2,118,814 | $2,554,815 |
| Vanguard FTSE Emerging Markets ETF | $790,619 | $852,505 |
| Ishares MBS ETF | $3,720,316 | $3,861,803 |
| Vanguard FTSE DEveloped Markets ETF | $7,776,491 | $7,644,080 |
| Vanguard Short-term Corporate Bond | $1,020,855 | $1,049,655 |
| PNC-0244 | $31,648,511 | $36,532,075 |
| Ishares Broad USD Invst Grade Corp Bnd ETF | $7,334,033 | $7,824,591 |
| Vanguard Interm-Term Govt Bd | $3,664,970 | $3,919,760 |
| Vanguard Russell 1000 ET Value | $4,407,830 | $4,173,459 |
| Ishares Russell 1000 Growth | $13,803,420 | $22,830,304 |
| Federated Hermes Inst | $4,546,450 | $4,545,360 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney Fee | CategoryTxt |
| Legal Fees | $8,222 | LegalFeesAmt |
| Net Investment Income | $822 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,400 | DisbursementsCharitablePrpsAmt |
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 | $699 | $0 | $699 |
| Payroll Processing Fees | $1,030 | $52 | $979 |
| Computers and related costs | $38,152 | $7,630 | $30,522 |
| Postage and Printing | $3,676 | $735 | $2,941 |
| Other Expenses | $323 | $65 | $258 |
| Insurance | $8,496 | $0 | $8,496 |
| Supplies | $3,037 | $607 | $2,430 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $477,917 | $477,917 | $0 |
| Administrative Fees | $54,000 | $2,700 | $51,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Tax | $15,300 | $765 | $14,535 |
| Tax Payments | $278,181 | $0 | $0 |