MARGE & CHARLES J SCHOTT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARGE & CHARLES J SCHOTT FOUNDATION (EIN 31-6063407)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349101130
- Schema version
- 2019v5.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T12:22:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 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 | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J GMEINER CPA | PreparerPersonNm |
| PTIN | P00197565 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.141.187.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 15:12:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E229CD9B282782AD548762838A8F5FAFCCA0F510 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 26D0029B6ECC5D9B2DB62EA6E42DFC9441113186 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,284,022 | 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 | $737,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $707,512 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,145,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,145,641 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $76,490 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $76,490 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,981 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,276,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,806,476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,276,508 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,236,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,206,151 | TotalNetInvstIncmAmt |
| 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 | $30,497 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,624 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,873 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,105 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $33,105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $91,282 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,693 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $749,479 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $749,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76,713 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $219 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,041 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $16,086 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $78,034 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,363 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $781 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,572,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,080,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $488,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,913,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,913,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,485,563 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,080,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,401,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $750,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,125,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $570,660 | CashBOYAmt |
| Cash EOY | $315,960 | CashEOYAmt |
| Cash EOYFMV | $315,960 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,719,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,524,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,524,970 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $300,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $300,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $300,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $70,003,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,355,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,627,433 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,727,660 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,706,630 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,027,863 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $434,798 | LandBldgInvestmentsBOYAmt |
| 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 | $49,539 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $166,183 | LandBOYAmt |
| Land EOY | $162,228 | LandEOYAmt |
| Land EOYFMV | $190,000 | LandEOYFMVAmt |
| Total Assets BOY | $91,919,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,663,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,284,022 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,542 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,542 | 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 | $91,912,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $92,663,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,912,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,663,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,919,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,663,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,912,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $750,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $92,663,131 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,663,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $36,031,476 | $32,108,807 | $3,922,669 | $3,922,669 | ||
| EATON RENTAL PROPERTY | P | $450,000 | $450,675 | $305,963 | $305,963 | 2019-02-27 | $306,638 |
| HUBER HEIGHTS RENTAL PROPERTY | P | $325,000 | $686,623 | $47,876 | $47,876 | 2019-12-18 | $409,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,276,508 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,635,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $110,062,126 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051207 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,092,739 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $107,666,831 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,014,997 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,508,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049896 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,960,618 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $104,896,870 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047290 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,099,283 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,220,766 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038592 | DistributionYr5Rt |
| Total Distribution | 0.234286 | TotalDistributionRt |
| Average Distribution | 0.046857 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $109,556,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,133,488 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61,260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,194,748 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,401,566 | 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 | $61,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,815 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $84,815 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,555 | OverpaymentAmt |
| Applied To ES Tax | $23,555 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 | $534,959 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $134,803 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $108,975 |
| WELLS FARGO | |||||
| 255 E 5TH ST SUITE 1400 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $78,459 |
| 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 | $104,326,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,600,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $297,796 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,224,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,224,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,668,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,556,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,477,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,477,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,260 | TotalTaxAmt |
| Distributable Before Adj | $5,416,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,416,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,416,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,401,566 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,401,566 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $61,260 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,340,306 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,416,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $112,098 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,098 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,401,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,401,566 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,998 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,998 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,100 | 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 | $97,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $97,100 | 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 (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTIVITIES BEYOND THE CLASSROOM | ||||||
| 635 WEST 7TH STREET SUITE 301 | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 10200 ALLIANCE ROAD SUITE 101 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| AMERICAN RED CROSS | ||||||
| 2111 DANA AVENUE | CINCINNATI | OH | 45207 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BEECH ACRES | ||||||
| 6881 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| 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 | $10,000 |
| BOYS HOPEGIRLS HOPE | ||||||
| 1725 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| BRIGHTON CENTERS HOMEWARD BOUND | ||||||
| 13 E 20TH ST | CONVIGNTON | KY | 41014 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,333 |
| CAIN | ||||||
| 4230 HAMILTON AVENUE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CAMPING & EDUCATION FOUNDATION | ||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $80,000 |
| CHEMICAL CENTER FOR ADDICTION TREATMENT | ||||||
| 830 EZZARD CHARLES DRIVE | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| 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 | $150,000 |
| CHRIST HOSPITAL | ||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $150,000 |
| 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 | $10,000 |
| 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 | $5,000 |
| CINCINNATI BALLET | ||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI BOY CHOIR | ||||||
| 650 WALNUT STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI CHILDRENS HOSPITAL | ||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| CINCINNATI EVANS SCHOLARSHIP COMMITTEE | ||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CINCINNATI GOLDEN GLOVES | ||||||
| 2334 BOUDINOT AVENUE | CINCINNATI | OH | 45238 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI OPERA | ||||||
| 1243 ELM STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CINCINNATI PARKS FOUNDATION | ||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI SYMPHONY | ||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CINCINNATI USA REGIONAL CHAMBER | ||||||
| 3 EAST FOURTH ST STE 200 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| CINCINNATI WORKS | ||||||
| 708 WALNUT STREET FLOOR 2 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI YOUTH COLLABORATIVE | ||||||
| 301 OAK ST | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CINCINNATI ZOO | ||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $504,500 |
| 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 |
| CORNERSTONE RENTER EQUITY | ||||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| COUNCIL ON CHILD ABUSE | ||||||
| 4531 READING ROAD | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| COVINGTON LADIES HOME | ||||||
| 702 GARRARD STREET | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CREATIVE AGING | ||||||
| PO BOX 428638 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 | $10,000 |
| 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 | $100,000 |
| DOWN SYNDROME ASSOCIATION | ||||||
| 4623 WESLEY AVENUE SUITE A | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 | $5,000 |
| DSAGC | ||||||
| 4623 WESLEY AVENUE SUITE A | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| 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 | $15,000 |
| FINDLAY MARKET | ||||||
| 1404 RACE STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| FIRST STEP HOME | ||||||
| 2211 FULTON AVENUE | CINCINNATI | OH | 45206 | 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 | $20,000 |
| GATEWAY HOUSE | ||||||
| 2232 VINE STREET | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| GLAD HOUSE | ||||||
| 1994 MADISON ROAD | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| HEARING SPEECH AND DEAF CENTER | ||||||
| 2825 BURNET AVENUE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 | $100,000 |
| JEWISH FAMILY SERVICES | ||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $7,500 |
| 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 | $10,000 |
| 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 | $200,000 |
| KAREN WELLINGTON FOUNDATION | ||||||
| PO BOX 6464 | CINCINNATI | OH | 45201 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 | $5,000 |
| KINDERVELT #50 | ||||||
| 4790 BURLEY HILLS DRIVE | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| LA SOUPE INC | ||||||
| 4150 ROUNDBOTTOM ROAD | CINCINNATI | OH | 45244 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| LASALLE HIGH SCHOOL | ||||||
| 3091 N BEND ROAD | CINCINNATI | OH | 45239 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| LIGHTHOUSE YOUTH SERVICES | ||||||
| 401 EAST MCMILLAN STREET | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| MARYVILLE UNIVERSITY | ||||||
| 650 MARYVILLE UNIVERSITY DRIVE | ST LOUIS | MO | 63141 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| MCAULEY CONVENT | ||||||
| 1768 CEDAR AVENUE | CINCINNATI | OH | 45224 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,000 |
| MERCY NEIGHBORHOOD MINISTRIES | ||||||
| 1602 MADISON RAOD | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| MS SOCIETY CINCINNATI | ||||||
| 4665 CORNELL ROAD SUITE 170 | CINCINNATI | OH | 45241 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $500 |
| MUSIC HALL REVITALIZATION COMPANY | ||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| NAMI | ||||||
| 4055 EXECUTIVE PARK DRIVE SUITE 450 | CINCINNATI | OH | 45209 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| OHIO VALLEY VOICES | ||||||
| 6642 BRANCH HILL GUINEA PIKE | LOVELAND | OH | 45140 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 | $200,000 |
| PANCREATIC CANCER NETWORK - PURPLESTRIDE | ||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| PREGNANCY CENTER EAST | ||||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| 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 | $25,000 |
| REDWOOD | ||||||
| 71 ORPHANAGE ROAD | FT MITCHELL | KY | 41014 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| RONALD MCDONALD HOUSE | ||||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| SAINT MARGARET HALL | ||||||
| 1960 MADISON ROAD | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| SAINT URSULA ACADEMY | ||||||
| 1339 EAST MCMILLAN STREET | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| SERENITY RECOVERY NETWORK | ||||||
| PO BOX 5467 | CINCINNATI | OH | 45205 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SHELTER HOUSE | ||||||
| 411 GEST STREET SUITE 1 | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| SLEEP IN HEAVENLY PEACE - BUTLER COUNTY | ||||||
| PO BOX 132 | MONROE | OH | 45050 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SOCIETY OF ST VINCENT DE PAUL N KY | ||||||
| 2655 CRESCENT SPRINGS ROAD | COVINGTON | KY | 41017 | 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 | $10,000 |
| 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 MARY'S CHURCH | ||||||
| 2853 ERIE AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| ST RITA'S SCHOOL FOR THE DEAF | ||||||
| 1720 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45215 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| 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 |
| STARFIRE | ||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| STEPPING STONES CENTER | ||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SWEET CHEEKS DIAPER BANK | ||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| TAFT MUSEUM OF ART | ||||||
| 316 PIKE STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| TALBERT HOUSE | ||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| TENDER MERCIES | ||||||
| 27 WEST 12TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| 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 PINK RIBBON | ||||||
| 5400 KENNEDY AVENUE | CINCINNATI | OH | 45213 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| THE POINTARC | ||||||
| 104 W PIKE STREET | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| THE SALVATION ARMY | ||||||
| 114 E CENTRAL PARKWAY PO BOX 596 | CINCINNATI | OH | 45201 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| UNIVERSITY OF CINCINNATI MEDICAL CENTER | ||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $493,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| 231 ALBERT SABIN WAY SUITE 6109 | CINCINNATI | OH | 45267 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| USO TRIBUTE CINCINNATI | ||||||
| PO BOX 8057 | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| WELCOME HOUSE OF NORTHERN KY | ||||||
| 205 W PIKE ST | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,334 |
| WINTON WOODS HIGH SCHOOL | ||||||
| 10245 WINTON ROAD | CINCINNATI | OH | 45231 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| XAVIER UNIVERSITY | ||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 |
| YMCA OF GREATER CINCINNATI | ||||||
| 1105 ELM STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 | $4,913,500 | 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 | $737,610 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,145,641 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,276,508 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,161,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,161,740 | 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 | $108,975 | Amt |
| Net Investment Income | $91,282 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,693 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| BUILDINGS - COMMERCIAL RENTAL PROPERTY | 1988-07-20 | $1,105,325 | $700,052 | VAR | 0.000000000000 | $16,086 | $16,086 | |
| LAND - COMMERCIAL RENTAL PROPERTY | 1988-07-20 | $29,525 | L | $0 | $0 | |||
| LAND - OFFICE CONDO | 2009-09-15 | $48,686 | L | $0 | $0 | |||
| BUILDING - OFFICE CONDO | 2009-09-15 | $154,246 | $36,749 | SL | $3,955 | $0 | 39.000000000000 | |
| FURNITURE & FIXTURES - OFFICE CONDO | 2009-09-15 | $8,420 | $8,420 | 200DB | $0 | $0 | 7.000000000000 | |
| PHONE SYSTEM | 2012-11-01 | $44 | $44 | 200DB | $0 | $0 | 5.000000000000 | |
| CONFERENCE ROOM CHAIRS | 2012-11-01 | $59 | $59 | 200DB | $0 | $0 | 5.000000000000 | |
| COMPUTERS - CYNTHIA & BACK OFFICE | 2012-11-01 | $312 | $312 | 200DB | $0 | $0 | 5.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DE MINIMUS SAFE HARBOR ELECTION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONMARGE & CHARLES J. SCHOTT FOUNDATION5084 WOOSTER ROAD, SUITE 100CINCINNATI, OH 45226EMPLOYER IDENTIFICATION NUMBER: 31-6063407FOR THE YEAR ENDING DECEMBER 31, 2019MARGE & CHARLES J. SCHOTT FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBORELECTION UNDER REG. SEC. 1.263(A)-1(F). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $15,706,630 | EOYBookValueAmt |
| EOYFMV | $16,027,863 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $69,355,547 | EOYBookValueAmt |
| EOYFMV | $93,627,433 | 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 | $40,704 | $113,542 |
| 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 | $33,105 | LegalFeesAmt |
| Net Investment Income | $33,105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORAGE EXPENSE | $498 | $498 | $0 |
| REPAIR & MAINTENANCE EXPENSES - REAL ESTATE | $1,099 | $1,099 | $110 |
| UTILITIES EXPENSE | $4,191 | $3,772 | $419 |
| ASSOCIATION FEES-WOOSTER PROPERTY | $2,520 | $2,268 | $252 |
| INSURANCE EXPENSE | $23,163 | $23,163 | $0 |
| MISCELLANEOUS EXPENSE - INVESTMENT MANAGERS | $6,162 | $6,162 | $0 |
| POSTAGE | $324 | $324 | $0 |
| TRAVEL | $11,390 | $11,390 | $0 |
| OFFICE SUPPLIES | $2,010 | $2,010 | $0 |
| MEALS AND ENTERTAINMENT | $647 | $647 | $0 |
| REPAIRS & MAINTENANCE | $19,123 | $19,123 | $0 |
| UTILITIES | $5,935 | $5,935 | $0 |
| MISCELLANEOUS | $972 | $972 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| BOY Book Value | $7,542 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $749,479 | Amt |
| Net Investment Income | $749,479 | 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 | $42,151 | $42,151 | $0 |
| REAL ESTATE TAXES | $2,188 | $1,969 | $219 |
| OH FILING FEE | $200 | $200 | $0 |
| REAL ESTATE TAXES | $32,393 | $32,393 | $0 |