MARGE & CHARLES J SCHOTT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARGE & CHARLES J SCHOTT FOUNDATION (EIN 31-6063407)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201923179349100907
- Schema version
- 2018v3.1
- 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 Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T09:24:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | 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 | 2019-11-12 | 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 | 2019-11-12 | IPDt |
| IP Tm | 10:27:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39E90CBB44B41E0C3D082B7A69A63BDC1055460A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E260E496E1DD8AEA3F0A44D9E560E2847634C67D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,304,819 | 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 | $786,275 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $785,583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,223,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,223,371 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $220,606 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $220,606 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $123,449 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,980,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,462,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,980,187 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $176 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,210,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,209,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $472,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $444,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $30,099 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,525 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,574 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,394 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,394 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $89,824 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,156 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $748,286 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $748,286 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,153 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,285 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $25,330 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $69,551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,551 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$25,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,571,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,081,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $460,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,226,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,226,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,798,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,081,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,687,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$587,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,128,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $567,365 | CashBOYAmt |
| Cash EOY | $570,660 | CashEOYAmt |
| Cash EOYFMV | $570,660 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,583,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,719,158 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,719,158 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $62,246,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,003,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,305,213 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,182,317 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,727,660 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,391,992 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,134,849 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $700,051 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $460,127 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $434,798 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $830,000 | LandBldgInvestmentsEOYFMVAmt |
| 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 | $45,584 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $170,138 | LandBOYAmt |
| Land EOY | $166,183 | LandEOYAmt |
| Land EOYFMV | $190,000 | LandEOYFMVAmt |
| Total Assets BOY | $92,507,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,919,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,304,819 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,542 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,542 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,542 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,542 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $92,499,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $91,912,445 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,499,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,912,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,507,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,919,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,499,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$587,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,912,445 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,912,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,462,610 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,482,423 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,980,187 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,980,187 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,980,187 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,092,739 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,666,831 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047301 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,014,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $100,508,644 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049896 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,960,618 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $104,896,870 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047290 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,099,283 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,220,766 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,530,203 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $102,287,387 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044289 | DistributionYr5Rt |
| Total Distribution | 0.227368 | TotalDistributionRt |
| Average Distribution | 0.045474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $110,062,126 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,004,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,285 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,056,250 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,687,280 | 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 | $51,285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $136,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $84,815 | OverpaymentAmt |
| Applied To ES Tax | $84,815 | 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 | $94,500 | $0 | $0 |
| CARLOTTA C WIDER | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $94,500 | $0 | $0 |
| MARY ELIZABETH UNNEWEHR | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | ASST. SECRETARY | 10.00 | $94,500 | $0 | $0 |
| TRACEY C DUDA | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TRUSTEE | 10.00 | $94,500 | $0 | $0 |
| JOHN R VERKAMP | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TREASURER | 10.00 | $94,500 | $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 | $538,368 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $130,862 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $108,980 |
| WELLS FARGO | |||||
| 255 E 5TH ST SUITE 1400 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $78,750 |
| 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 | $104,777,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,832,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,127,796 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,738,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,738,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,676,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,062,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,503,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,503,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,285 | TotalTaxAmt |
| Distributable Before Adj | $5,451,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,451,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,451,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,687,280 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,687,280 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51,285 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,635,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,451,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,361 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,687,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,361 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,451,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,098 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,098 | 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 | $112,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $112,098 | ExcessFromCurrentYearAmt |
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 (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1NF | |||||||
| 6715 HAMMERSTONE WAY | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,000 | |
| 4C FOR CHILDREN | |||||||
| 2100 SHERMAN AVENUE 300 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| 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 | $22,500 | |
| AMERICAN RED CROSS | |||||||
| 2111 DANA AVENUE | CINCINNATI | OH | 45207 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | |
| ARUNA PROJECT | |||||||
| 314 W 4TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| 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 | |
| BELLEVUE VETERANS CLUB | |||||||
| 24 FAIRFIELD AVENUE | BELLEVUE | KY | 41073 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| 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 & GIRLS CLUB | |||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 | |
| BOYS HOPEGIRLS HOPE | |||||||
| 1725 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $152,900 | |
| CAMP JOY | |||||||
| 10117 OLD 3-C HIGHWAY PO BOX 157 | CLARKSVILLE | OH | 45113 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $65,000 | |
| 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 | |
| CENTER FOR RESPITE CARE | |||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| CET | |||||||
| 1223 CENTRAL PARKWAY | 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 | $50,000 | |
| CHILDREN'S HUNGER ALLIANCE | |||||||
| 10945 REED HARTMAN HIGHWAY SUITE | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | 122 |
| 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 | |
| CHRIST THE KING CHURCH | |||||||
| 3223 LINWOOD AVENUE | CINCINNATI | OH | 45226 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 | |
| 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 | $10,000 | |
| 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 CHILDRENS STARSHINE HOSPICE | |||||||
| PO BOX 5202 | CINCINNATI | OH | 45201 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| 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 | $50,000 | |
| CINCINNATI EYE INSTITUTE FOUNDATION | |||||||
| 1945 CEI DRIVE | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| CINCINNATI FIRE MUSEUM | |||||||
| 315 WEST COURT STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| CINCINNATI FLYING PIG MARATHON | |||||||
| 644 LINN STREET SUITE 626 | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| 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 SLED HOCKEY PROGRAM | |||||||
| 7588 TRAILWIND DRIVE | CINCINNATI | OH | 45242 | 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 | $50,000 | |
| 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 | $503,000 | |
| CORNERSTONE | |||||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| 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 | $50,000 | |
| 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 | |
| CRAYONS TO COMPUTERS | |||||||
| 1350 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | 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 | |
| DAYTON CHRISTIAN SCHOOL | |||||||
| 9391 WASHINGTON CHURCH ROAD | MIAMISBURG | OH | 45342 | 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 | |
| DRESS FOR SUCCESS | |||||||
| 205 WEST 4TH STREET SUITE 900 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| 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 KITCHEN | |||||||
| PO BOX 14727 | CINCINNATI | OH | 45250 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $14,000 | |
| 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 | |
| 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 | $40,000 | |
| GIRL SCOUTS | |||||||
| 4930 CORNELL ROAD | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| GREATER CINCINNATI BEHAVIORAL HEALTH | |||||||
| 1501 MADISON ROAD | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| IMPACT AUTISM FOUNDATION | |||||||
| 7795 FIVE MILE ROAD | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| INTER PARISH MINISTRY | |||||||
| 3509 DEBOIT ROAD | CINCINNATI | OH | 45244 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 990 NASSAU STREET | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| JUNIOR DIABETES RESEARCH FOUNDATION | |||||||
| 8050 HOSBROOK ROAD SUITE 314 | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $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 | $100,000 | |
| KAREN WELLINGTON FOUNDATION | |||||||
| PO BOX 6464 | CINCINNATI | OH | 45201 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $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 | |
| KILGOUR ELEMENTARY SCHOOL PTA | |||||||
| 1339 HERSCHEL AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | |
| LA SALLE HIGH SCHOOL | |||||||
| 3091 NORTH BEND ROAD | CINCINNATI | OH | 45239 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| LADD | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | 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 | |
| LYDIA'S HOUSE | |||||||
| PO BOX 128808 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| MADELEINE GORDON GIFT OF LIFE FOUNDATION | |||||||
| PO BOX 6945 | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| 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 | |
| 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 | |
| NOTREDAME ACADEMY | |||||||
| 1699 HILTON DRIVE | PARK HILLS | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| OUR DAILY BREAD | |||||||
| 1730 RACE STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| OUR LORD CHRIST THE KING | |||||||
| 3223 LINWOOD AVENUE | CINCINNATI | OH | 45226 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 | |
| OVER THE RHINE COMMUNITY HOUSING | |||||||
| 114 WEST 14TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $8,000 | |
| OVER THE RHINE KITCHEN | |||||||
| PO BOX 6045 | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| PANCREATIC CNCER ACTON NETWORK | |||||||
| 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 | |
| PROKIDS | |||||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 | |
| 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 | |
| RYAN LIVINGSTON SCHOLARSHIP FUND | |||||||
| 14872 WEST LAUGHERY CREEK ROAD | DILLSBORO | IN | 47018 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| SAINT FRANCIS SERAPH MINISTRIES | |||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $7,500 | |
| 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 | |
| SANTA MARIA COMMUNITY SERVICES | |||||||
| 617 STEINER AVENUE | CINCINNATI | OH | 45204 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| SOCIETY OF THE SACRED HEART | |||||||
| 4120 FOREST PARK AVENUE | ST LOUIS | MO | 63108 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 | |
| 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 | |
| ST JOSEPH HOME | |||||||
| 10722 WYSCARVER ROAD | CINCINNATI | OH | 45241 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| ST MARGARET HALL | |||||||
| 1960 MADISON ROAD | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| ST MARY 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 VINCENT DE PAUL | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 45224 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 | |
| STEPPING STONES CENTER | |||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $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 | $2,500 | |
| 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 | |
| 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 ACADEMIC HEALTH CENTER | |||||||
| 231 ALBERT SABIN WAY SUITE 6109 PO | CINCINNATI | OH | 45267 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $360,000 | BOX 670769 |
| UNIVERSITY OF CINCINNATI LIBRARY | |||||||
| 640 LAGSAM LIBRARY PO BOX 210033 | CINCINNATI | OH | 45221 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | |
| 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 | $313,000 | |
| URSALINE ACADEMY | |||||||
| 5535 PFEIFFER ROAD | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | |
| VISIONARIES & VOICES | |||||||
| 3841 SPRING GROVE AVE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | |
| WINTON WOODS CITY SCHOOLS | |||||||
| 8 ENFIELD STREET | CINCINNATI | OH | 45218 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | |
| WORKING IN NEIGHBORHOODS | |||||||
| 1814 DREMAN AVENUE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,226,400 | 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 | $786,275 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,223,371 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $123,449 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,980,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,113,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,113,458 | 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 | $108,980 | Amt |
| Net Investment Income | $89,824 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,156 | 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 | $674,722 | VAR | 0.000000000000 | $25,330 | $25,330 | |
| 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 | $32,794 | 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, 2018MARGE & 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 | $16,727,660 | EOYBookValueAmt |
| EOYFMV | $16,391,992 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $70,003,732 | EOYBookValueAmt |
| EOYFMV | $79,305,213 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDINGS - COMMERCIAL RENTAL PROPERTY | $1,105,325 | $700,052 | $405,273 |
| LAND - COMMERCIAL RENTAL PROPERTY | $29,525 | $0 | $29,525 |
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 | $36,749 | $117,497 |
| 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 | $20,394 | LegalFeesAmt |
| Net Investment Income | $20,394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORAGE EXPENSE | $1,942 | $1,942 | $0 |
| REPAIR & MAINTENANCE EXPENSES - REAL ESTATE | $936 | $936 | $0 |
| UTILITIES EXPENSE | $4,313 | $4,313 | $0 |
| ASSOCIATION FEES-WOOSTER PROPERTY | $2,520 | $2,520 | $0 |
| INSURANCE EXPENSE | $23,943 | $23,943 | $0 |
| MISCELLANEOUS EXPENSE - INVESTMENT MANAGERS | $7,382 | $7,382 | $0 |
| FILING FEES EXPENSE | $0 | $0 | $0 |
| POSTAGE | $287 | $287 | $0 |
| TRAVEL | $5,089 | $5,089 | $0 |
| OFFICE SUPPLIES | $940 | $940 | $0 |
| MEALS AND ENTERTAINMENT | $74 | $74 | $0 |
| RETURNED CONTRIBUTION | -$25,000 | $0 | -$25,000 |
| REPAIRS & MAINTENANCE | $37,913 | $37,913 | $0 |
| UTILITIES | $8,082 | $8,082 | $0 |
| MISCELLANEOUS | $1,130 | $1,130 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SLSC HOLDINGS | Desc |
| Revenue And Expenses Per Books | $176 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $176 | AdjustedNetIncomeAmt |
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 | $7,542 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $748,286 | Amt |
| Net Investment Income | $748,286 | 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 | $40,332 | $40,332 | $0 |
| FEDERAL TAXES | $25,500 | $0 | $0 |
| REAL ESTATE TAXES | $2,119 | $2,119 | $0 |
| REAL ESTATE TAXES | $24,702 | $24,702 | $0 |