CHARLES H DATER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H DATER FOUNDATION INC (EIN 31-1150951)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-07-15
- IRS object ID
- 201911969349100516
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-15T12:31:58-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311150951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles H Dater Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5132411234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 Main Street 302 Gwynne Building | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce A Krone | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 5132411234 | PhoneNum |
| Signature | 2019-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.196.129.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-30 | IPDt |
| IP Tm | 09:52:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CA9B4A504D0314FA2A13CFD5AFE390DEF715523 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,358,601 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,783,026 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,725,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,725,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,242,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,746,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,242,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,751,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,968,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,900 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,100 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,794 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,679 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,115 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $424,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $355,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,097 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,535 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,229 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,229 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,382 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $774,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $386,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,510,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,510,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,284,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,897,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,466,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,589,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,126,131 | CashBOYAmt |
| Cash EOY | $2,829,002 | CashEOYAmt |
| Cash EOYFMV | $2,829,002 | CashEOYFMVAmt |
| Corporate Stock BOY | $44,425,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,447,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,529,599 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $45,552,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,276,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,358,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $45,552,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $102,276,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,552,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,276,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,552,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,276,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,552,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,466,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $104,018,736 | SubtotalAmt |
| Other Decreases | $1,742,062 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,276,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Various Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $84,746,691 | GrossSalesPriceAmt |
| Cost Or Other Basis | $77,503,855 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,242,836 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,242,836 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,242,836 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,309,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,365,101 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046787 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,235,561 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,110,702 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048482 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,204,674 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,302,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044717 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,024,417 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,861,931 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041431 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,893,762 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,183,130 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043854 | DistributionYr5Rt |
| Total Distribution | 0.225271 | TotalDistributionRt |
| Average Distribution | 0.045054 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $118,774,269 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,351,256 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $85,892 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,437,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,897,105 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $171,783 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171,783 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171,783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,166 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $101,166 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,858 | EsPenaltyAmt |
| Tax Due | $72,475 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | www.DaterFoundation.org | WebsiteAddressTxt |
| Individual With Books | Bruce A Krone Secretary | IndividualWithBooksNm |
| Phone | 5132411234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 Main St Suite 302 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Bruce A Krone | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | President/Secretary/Direct | 15.00 | $50,000 | $9,500 | $0 |
| Stanley J Frank Jr | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | Treasurer/Director | 15.00 | $50,000 | $9,500 | $0 |
| Amanda P Lenhart | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | Director/VP | 15.00 | $50,000 | $9,500 | $0 |
| Roger L Ruhl | ||||||||
| 602 Main Street Suite 302 | Cincinnati | OH | 45202 | Director/VP | 15.00 | $50,000 | $9,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $117,387,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,195,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $120,583,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $120,583,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,808,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,774,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,938,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,938,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171,783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171,783 | TotalTaxAmt |
| Distributable Before Adj | $5,766,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,766,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,766,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,897,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,897,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,897,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,766,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,040,698 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,897,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,040,698 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,856,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,910,523 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE A KRONE SECRETARY CHARLES H D | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 Main Street 302 Gwynne Building | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132411234 | RecipientPhoneNum |
| Form And Info And Materials | Applications are submitted electronically www.daterfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are primarily for the benefit of children in the Greater Cincinnati Area. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Adopt A Class Foundation | ||||||||
| 2153 W 8th Street | Cincinnati | OH | 45204 | None | 501(c)(3) | Classroom and Field Trip Fund | $30,000 | |
| Alliance for Catholic Urban Education | ||||||||
| 1125 Madison Avenue | Covington | KY | 41011 | None | 501(c)(3) | ST Math supplemental math instructions for ACUE students | $25,000 | |
| American Diabetes Association | ||||||||
| 1701 N Beauregard St | Alexandria | VA | 22311 | None | 501(c)(3) | Camp Korelitz for children with diabetes | $20,000 | |
| American National Red Cross | ||||||||
| 2111 Dana Ave | Cincinnati | OH | 45207 | None | 501(c)(3) | Leadership Development Camp | $15,000 | |
| Art Academy of Cincinnati The | ||||||||
| 1212 Jackson Street | Cincinnati | OH | 45202 | None | 501(c)(3) | The Art Academy of Cincinnati's Community Education After-School Program | $10,000 | |
| Arthritis Foundation Inc | ||||||||
| 1355 Peachtree Street | Atlanta | GA | 30309 | None | 501(c)(3) | Kids Get Arthritis Too | $20,000 | |
| Artworks | ||||||||
| 20 E Central Parkway | Cincinnati | OH | 45202 | None | 501(c)(3) | Room by Room in Partnership with Ronald McDonald Hou | $25,000 | |
| Assistance League of Greater Cincinnati | ||||||||
| 1057 Meta Drive Suite A | Cincinnati | OH | 45237 | None | 501(c)(3) | Operation School Bell | $40,000 | |
| Bethany House Services | ||||||||
| 1833 Fairmount Avenue | Cincinnati | OH | 45214 | None | 501(c)(3) | Nutrition health and safety program | $25,000 | |
| Big Brothers & Big Sisters of Greater Cincinnati | ||||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | None | 501(c)(3) | Adopt a School | $20,000 | |
| Bi-Okoto Cultural Institute | ||||||||
| 5601 Montgomery Road | Cincinnati | OH | 45212 | None | 501(c)(3) | E Sin Mi D'Afrika (Come Follow Me to Africa) | $20,000 | |
| Bloc Ministries Inc | ||||||||
| 3952 N Bend Rd | Cincinnati | OH | 45211 | None | 501(c)(3) | Lower Price Hill Arts Program | $20,000 | |
| Boy Scouts of America - Council 438 Dan Beard | ||||||||
| 10078 Reading Road | Cincinnati | OH | 45241 | None | 501(c)(3) | Catholic Inner City Schools (CISE) & ScoutREACH/Lear | $10,000 | |
| Boys & Girls Club of Greater Cincinnati | ||||||||
| 600 Dalton Avenue | Cincinnati | OH | 45203 | None | 501(c)(3) | Project Learn | $10,000 | |
| Breakthrough Cincinnati | ||||||||
| 6905 Given Road | Cincinnati | OH | 45243 | None | 501(c)(3) | Breakthrough Cincinnati 2011 Summer Session | $50,000 | |
| Camp Joy Foundation | ||||||||
| 10117 Old 3c Highway PO Box 157 | Clarksville | OH | 45113 | None | 501(c)(3) | Camp Joy program for underserved youth | $20,000 | |
| Cancer Family Care | ||||||||
| 2421 Auburn Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Treehouse Children's Services | $20,000 | |
| Carnegie Arts Center | ||||||||
| 1028 Scott Boulevard | Covington | KY | 41011 | None | 501(c)(3) | Art Integration Workshops | $15,000 | |
| Center for Independent Living Options Inc | ||||||||
| 2031 Auburn Ave | Cincinnati | OH | 45219 | None | 501(c)(3) | Youth Overcoming LIfe Obstacles (YOLO) Summer Program | $20,000 | |
| CET - Public Media Connect | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | New Kid on the CET Block: Daniel Tiger's Neighborhood | $50,000 | |
| Chatfield College | ||||||||
| 20918 State Route 251 | Fayetteville | OH | 45118 | None | 501(c)(3) | Learning to Live | $25,000 | |
| Childhood Food Solutions | ||||||||
| 9209 Steeplechase Drive Tony | Cincinnati | OH | 45242 | None | 501(c)(3) | Year-Round Supplementary Food Support for Food-Insecure Elementary School Student in Cincinnati. | $25,000 | Fairhead |
| Children Inc | ||||||||
| 333 Madison Avenue | Covington | KY | 41011 | None | 501(c)(3) | Scaling for Impact Capital Campaign | $50,000 | |
| Children Inc | ||||||||
| 3333 Madison Avenue Second Floor | Covington | KY | 41011 | None | 501(c)(3) | Children, Inc. Service Learning Initiative | $25,000 | |
| Children's Home of Cincinnati Inc | ||||||||
| 5050 Madison Road | Cincinnati | OH | 45227 | None | 501(c)(3) | Camp-I-Can | $25,000 | |
| Children's Theatre | ||||||||
| 2106 Florence Avenue | Cincinnati | OH | 45206 | None | 501(c)(3) | Mainstage Season Sponsor | $50,000 | |
| Children's Theatre | ||||||||
| 4015 Red Bank Road | Cincinnati | OH | 45227 | None | 501(c)(3) | TCT 2018-2019 MainStage Season | $50,000 | |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Drive | Cincinnati | OH | 45202 | None | 501(c)(3) | Family Learning at the Museum | $25,000 | |
| Cincinnati Arts and Technology Studios | ||||||||
| 700 W Pete Rose Way | Cincinnati | OH | 45203 | None | 501(c)(3) | CATS High School Arts Program | $10,000 | |
| Cincinnati Arts Association | ||||||||
| 650 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Families Create! and Docentitos | $20,000 | |
| Cincinnati Association for the Blind | ||||||||
| 2045 Gilbert Avenue | Cincinnati | OH | 45202 | None | 501(c)(3) | Early Childhood & Youth Services Music Programs | $25,000 | |
| Cincinnati Ballet | ||||||||
| 1555 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | CincyDance! Education & Outreach Program | $20,000 | |
| Cincinnati Boy Choir | ||||||||
| 4501 Allison Street | Norwood | OH | 45212 | None | 501(c)(3) | Cincinnati Sings! | $15,000 | |
| Cincinnati Chamber Orchestra | ||||||||
| 105 West Fourth Street Suite 810 | Cincinnati | OH | 45202 | None | 501(c)(3) | Footnotes | $15,000 | |
| Cincinnati Children's Hospital Medical Center | ||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | None | 501(c)(3) | Translation of gene therapy for cancer and inherited blood diseases | $50,000 | |
| Cincinnati Museum Center | ||||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | None | 501(c)(3) | A Day in Pompeii: Family and Youth Educational Programming | $25,000 | |
| Cincinnati Nature Center | ||||||||
| 4949 Tealtown Road | Milford | OH | 45150 | None | 501(c)(3) | School Program | $25,000 | |
| Cincinnati Opera Association | ||||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | 2013 Opera Programs for Youth | $25,000 | |
| Cincinnati Playhouse in the Park | ||||||||
| 962 Mount Adams Circle | Cincinnati | OH | 45202 | None | 501(c)(3) | Outreach Touring Production of The Short Tree and the Bird that Could Not Sing | $45,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45207 | None | 501(c)(3) | Supporting Children's Programming | $25,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45207 | None | 501(c)(3) | Classics for Kids | $25,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45207 | None | 501(c)(3) | Democracy and Me | $25,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | Democracy & Me | $25,000 | |
| Cincinnati Public Schools | ||||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Dater High School Summer Transition Programs | $29,000 | |
| Cincinnati Public Schools | ||||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Summer Bridge and AP Boot Camp | $35,000 | |
| Cincinnati Recreation Commission | ||||||||
| 805 Central Avenue Suite 800 | Cincinnati | OH | 45202 | None | 501(c)(3) | RiverTrek 2011 | $12,000 | |
| Cincinnati Scholarship Foundation | ||||||||
| 652 Main Street Third Floor | Cincinnati | OH | 45202 | None | 501(c)(3) | College Scholarship for the Benefit of Gilbert A. Dater High School Seniors | $50,000 | |
| Cincinnati Shakespeare Company | ||||||||
| 719 Race Street | Cincinnati | OH | 45203 | None | 501(c)(3) | CSC Education Program | $30,000 | |
| Cincinnati Works | ||||||||
| 27 West Seventh Street | Cincinnati | OH | 45202 | None | 501(c)(3) | The Phoenix Program | $15,000 | |
| Cincinnati Works | ||||||||
| 708 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Job Readiness Program | $20,000 | |
| CISE | ||||||||
| 100 E Eighth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | CISE/Friars Club After School Study and Sports Program | $60,000 | |
| City Gospel Mission | ||||||||
| 1805 Dalton Ave | Cincinnati | OH | 45214 | None | 501(c)(3) | Religious Organization | $25,000 | |
| Civic Garden Center | ||||||||
| 2715 Reading Road | Cincinnati | OH | 45206 | None | 501(c)(3) | Youth Education Program | $25,000 | |
| Community Meal Center | ||||||||
| 23 South Front Street | Hamilton | OH | 45011 | None | 501(c)(3) | General Operating Support | $15,000 | |
| Contemporary Arts Center | ||||||||
| 44 East Sixth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Family and Teacher Programming | $25,000 | |
| Crayons to Computers | ||||||||
| 1350 Tennessee Avenue | Cincinnati | OH | 45229 | None | 501(c)(3) | Sponsor of the Month Program (March 2013) | $25,000 | |
| DCCH Center for Children and Families | ||||||||
| 75 Orphange Rd | Fort Mitchell | KY | 41017 | None | 501(c)(3) | Therapy, counseling, treatment, foster care and adoption | $10,000 | |
| DCCH Center for Children and Families | ||||||||
| 75 Orphange Rd | Fort Mitchell | KY | 41017 | None | 501(c)(3) | Support for Equine Therapy Program to Aid Victims of Child Abuse | $15,000 | |
| DePaul Cristo Rey High School | ||||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | None | 501(c)(3) | Corporate work study program | $25,000 | |
| Down Syndrome Association | ||||||||
| 644 Linn Street Suite 408 | Cincinnati | OH | 45203 | None | 501(c)(3) | Healthcare Connections | $20,000 | |
| East End Adult Education | ||||||||
| 4015 Eastern Avenue | Cincinnati | OH | 45226 | None | 501(c)(3) | Education and job training for young adults | $25,000 | |
| Economics Center for Education and Research | ||||||||
| One Edwards Center Suite 3130 | Cincinnati | OH | 45221 | None | 501(c)(3) | StEP Implementation | $25,000 | |
| Elementz | ||||||||
| 1100 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | After-School Program for Inner City Teens | $20,000 | |
| Ensemble Theatre of Cincinnati | ||||||||
| 1127 Vine Street | Cincinnati | OH | 45210 | None | 501(c)(3) | Educational Outreach Programs | $50,000 | |
| Epilepsy Foundtion of Greater Cincinnati | ||||||||
| 895 Central Avenue Ste 550 | Cincinnati | OH | 45202 | None | 501(c)(3) | Camp Flame Catcher | $10,000 | |
| Exponent Philanthropy | ||||||||
| 1730 N St NW | Washington | DC | 20036 | None | 501(c)(3) | General Operating Support | $2,000 | |
| Family Nurturing Center | ||||||||
| 801 W 8th Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Kids on The Block | $20,000 | |
| Fernside Center | ||||||||
| 4380 Malsbary Road Suite 300 | Cincinnati | OH | 45242 | None | 501(c)(3) | Fernside's Camp Erin | $15,000 | |
| First Baptist Church of Cumminsville | ||||||||
| 3640 Roll Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Day of Hope 2016 | $10,000 | |
| Foundation Center | ||||||||
| 79 Fifth Avenue/16th Street | New York | NY | 10003 | None | 501(c)(3) | Strong Nonprofits = Thriving Communities | $1,500 | |
| Franciscan Ministries Inc | ||||||||
| 110 Compton Road | Cincinnati | OH | 45215 | None | 501(c)(3) | Franciscan Ministries' Children's Voucher Program | $10,000 | |
| Freestore-Foodbank Inc | ||||||||
| 1141 Central Parkway | Cincinnati | OH | 45219 | None | 501(c)(3) | Power Pack Expansion | $50,000 | |
| Girl Scouts of Western Ohio | ||||||||
| 4930 Cornell Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Girl Scouts Leadership Experience - Educational Outr | $20,000 | |
| Girls on the Run of Cincinnati | ||||||||
| 3330 Erie Ave 8 | Cincinnati | OH | 45208 | None | 501(c)(3) | Fall Scholarships | $20,000 | |
| Great Parks Foundation | ||||||||
| 10245 Winton Road | Cincinnati | OH | 45231 | None | 501(c)(3) | Free Educational Programs for Hamilton County | $20,000 | |
| Hamilton Symphony Orchestra Association Inc | ||||||||
| 1 High Street | Hamilton | OH | 45011 | None | 501(c)(3) | David Belew American Masters Concert | $15,000 | |
| Historic Southwest Ohio | ||||||||
| PO Box 62475 | Cincinnati | OH | 45262 | None | 501(c)(3) | Education Salary and Supply Enhancement | $20,000 | |
| Inner City Youth Opportunities | ||||||||
| 1821 Summit Road Suite 210 | Cincinnati | OH | 45237 | None | 501(c)(3) | Struggling student to successful students | $25,000 | |
| Inter Parish Ministry | ||||||||
| 3509 Debolt Road | Cincinnati | OH | 45244 | None | 501(c)(3) | Mobile Food Pantry Program | $25,000 | |
| Interfaith Hospitality Network of Greater Cincinnati Inc | ||||||||
| 990 Nassau Street | Cincinnati | OH | 45206 | None | 501(c)(3) | Project REACH (Reading Enrichments and Arts for Children who are Homeless) | $25,000 | |
| iSpace Inc | ||||||||
| 3254 E Kemper Rd | Cincinnati | OH | 45241 | None | 501(c)(3) | iSPACE STEM Program | $15,000 | |
| Josh Cares Inc | ||||||||
| PO Box 43295 | Cincinnati | OH | 45243 | None | 501(c)(3) | Fellowship Program | $50,000 | |
| Junior Achievement of Oki Partners | ||||||||
| 644 Linn Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Junior Achievement Programming: providing the tools for career Success | $20,000 | |
| Karen Carns Foundation | ||||||||
| 4600 N Mason Montgomery Rd | Mason | OH | 45040 | None | 501(c)(3) | Coats For Kids | $15,000 | |
| Keep Cincinnati Beautiful Inc | ||||||||
| 801 Plum Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Wartville Wizard | $20,000 | |
| Kenton County Public Library Foundation | ||||||||
| 1992 Walton Nicholson RD | Independence | KY | 41051 | None | 501(c)(3) | The Penguin Project | $20,000 | |
| Kentucky Symphony Orchestra | ||||||||
| PO Box 72810 540 Linden Avenue | Newport | KY | 41072 | None | 501(c)(3) | 2012-2013 Free Education Outreach Series | $25,000 | |
| Know Theatre Tribe | ||||||||
| 1120 Jackson St | Cincinnati | OH | 45202 | None | 501(c)(3) | Produces contemporary and collaborative theatre | $30,000 | |
| La Soupe | ||||||||
| 4150 Round Bottom Rd | Cincinnati | OH | 45244 | None | 501(c)(3) | La Soupe: Rescue Transform Share | $25,000 | |
| Life Center Memorial | ||||||||
| 2925 Vernon Place Suite 300 | Cincinnati | OH | 45219 | None | 501(c)(3) | Celebrate Life Calendar Project | $6,000 | |
| LifeCenter Memorial | ||||||||
| 615 Elsinore Place | Cincinnati | OH | 45202 | None | 501(c)(3) | LifeCenter's Celebrate Life Calendar Project 2019 | $15,000 | |
| Linton Music | ||||||||
| 1241 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Peanut Butter & Jam Sessions | $20,000 | |
| Literacy Network of Greater Cincinnati | ||||||||
| 635 W Seventh Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Children's Basic Reading Program | $25,000 | |
| Lydia's House Inc | ||||||||
| 4101 Martin Luther King Jr Ave | South West | WA | 20032 | None | 501(c)(3) | Lydia's House Nutrition Program | $25,000 | |
| Madcap Productions | ||||||||
| 3316 Glenmore Avenue | Cincinnati | OH | 45211 | None | 501(c)(3) | Hats Off Series and Local School Performances | $20,000 | |
| Magnified Giving | ||||||||
| 209 W Benson Street | Cincinnati | OH | 45215 | None | 501(c)(3) | Student Philanthropy Program | $25,000 | |
| Milestones Inc | ||||||||
| 12372 Riggs Rd | Independence | KY | 41051 | None | 501(c)(3) | Therepeutic Horseback Riding Program | $20,000 | |
| Music Resource Center - Cincinnati | ||||||||
| PO Box 44253 | Cincinnati | OH | 45244 | None | 501(c)(3) | Music Resources Center - Cincinnati | $25,000 | |
| National Underground Railroad Freedom Center | ||||||||
| 50 East Freedom Way | Cincinnati | OH | 45202 | None | 501(c)(3) | Schooled on Freedom | $15,000 | |
| New Life Furniture | ||||||||
| 11431 Williamson Rd | Blue Ash | OH | 45241 | None | 501(c)(3) | Stabilizing the homes of low income. Vulnerable children and their families | $20,000 | |
| Notre Dame Urban Education Center | ||||||||
| 14 East 8th Street | Covington | KY | 41011 | None | 501(c)(3) | Notre Dame Urban Education Center | $25,000 | |
| Ohio River Foundation | ||||||||
| 4480 Classic Drive | Cincinnati | OH | 45241 | None | 501(c)(3) | River Explorer and School Rain Gardens Project | $20,000 | |
| Ohio Special Olympics Inc | ||||||||
| 3303 Winchester Pike | Columbus | OH | 43232 | None | 501(c)(3) | School Age Children's Program | $15,000 | |
| Our Daily Bread | ||||||||
| 1730 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Kids Club Program | $20,000 | |
| Outdoor Adventure Clubs of Greater Cincinnati | ||||||||
| 2692 Madison Road | Cincinnati | OH | 45208 | None | 501(c)(3) | To get more urban teens out into nature | $25,000 | |
| Parachute Special Advocates for Children of Butler Clothing | ||||||||
| 284 N Fair Avenue | Hamilton | OH | 45011 | None | 501(c)(3) | Be a Child's Voice | $20,000 | |
| PEAK Grantmaking | ||||||||
| 1666 K Street NW Suite 440 | Washington | DC | 20006 | None | 501(c)(3) | Annual General Operating Grant | $1,500 | |
| People Working Cooperatively | ||||||||
| 4612 Paddock Rd | Cincinnati | OH | 45229 | None | 501(c)(3) | Summer Student Service Group Project | $15,000 | |
| Philanthropy Ohio | ||||||||
| 37 West Broad Street Suite 800 | Cincinnati | OH | 43215 | None | 501(c)(3) | Annual support | $3,826 | |
| Pones | ||||||||
| PO Box 122353 | Covington | KY | 41012 | 501(c)(3) | Laboratory of Movement (LOM) - Youth Focused | $15,000 | ||
| Price Hill Will | ||||||||
| 3208 Warsaw Avenue | Cincinnati | OH | 45205 | None | 501(c)(3) | Take a Closer Look as...the History, Nature and Wild | $25,000 | |
| ProKIDS | ||||||||
| 2605 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | CASA University | $30,000 | |
| Public Allies Cincinnati | ||||||||
| 2330 Victory Parkway | Cincinnati | OH | 45206 | None | 501(c)(3) | Public Allies Apprenticeship Program | $25,000 | |
| Ronald McDonald House Charities | ||||||||
| 229 Erckenbrecher | Cincinnati | OH | 45229 | None | 501(c)(3) | Family Performance and Activities Series | $15,000 | |
| Roundabout Opera For Kids Cincinnati Inc | ||||||||
| 715 Bakewell St | Covington | KY | 41011 | None | 501(c)(3) | ROKCincy | $20,000 | |
| Salvation Army | ||||||||
| PO Box 596 | Cincinnati | OH | 45201 | None | 501(c)(3) | West Side Corps Community Youth Development | $15,000 | |
| Santa Maria Community Services | ||||||||
| 2918 Price Avenue | Cincinnati | OH | 45204 | None | 501(c)(3) | Dater-4-Kids | $25,000 | |
| School House Symphony | ||||||||
| PO Box 36494 | Cincinnati | OH | 45236 | None | 501(c)(3) | Teaching Tomorrows Audience Today | $25,000 | |
| Seven Oaks Farm Miniature Therapy Horses | ||||||||
| 2534 Millville Shandon Road | Hamilton | OH | 45013 | None | 501(c)(3) | Just Say Whoa to Bullying | $15,000 | |
| St Vincent de Paul - Cincinnati | ||||||||
| 1125 Bank St | Cincinnati | OH | 45214 | None | 501(c)(3) | Emotional and material assistance on a person-to-person basis | $25,000 | |
| Starfire Council of Greater Cincinnati Inc | ||||||||
| 5030 Oaklawn Drive | Cincinnati | OH | 45227 | None | 501(c)(3) | Community building for inclusion | $40,000 | |
| Stepping Stones Center for Handicapped | ||||||||
| 5650 Given Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Saturday Kids Club | $25,000 | |
| Sweet Cheeks Diaper Bank | ||||||||
| 1615 Republic St | Cincinnati | OH | 45202 | None | 501(c)(3) | Provides diapers to low-income families while raising awareness | $25,000 | |
| Taft Museum of Art | ||||||||
| 316 Pike Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Strategic Investments to Update the Dater Education Room at the Taft Museum | $125,000 | |
| Taft Museum | ||||||||
| 316 Pike Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Education Outreach Programming Support | $40,000 | |
| The Greater Cincinnati Foundation | ||||||||
| 200 W 4th Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Summertime Kids 2016 | $125,000 | |
| The Greater Cincinnati Foundation | ||||||||
| 200 W 4th Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Learning Links 2016 | $125,000 | |
| The Loveland Initiative | ||||||||
| 405 Loveland Madeira Road | Loveland | OH | 45140 | None | 501(c)(3) | Back to School Backpack Drive | $10,000 | |
| The Underground | ||||||||
| 1140 Smiley Ave | Cincinnati | OH | 45240 | None | 501(c)(3) | Christian-affiliated concert venue | $20,000 | |
| UC Med Mentors - University of Cincinnnati College of Medicine | ||||||||
| PO Box 670667 | Cincinnati | OH | 45267 | None | 501(c)(3) | Activities to enrich the lives of the mentees in the | $15,000 | |
| University of Cincinnati | ||||||||
| PO Box 670667 | Cincinnati | OH | 45267 | None | 501(c)(3) | Urban Health Project | $20,000 | |
| UpSpring | ||||||||
| PO Box 23300 | Cincinnati | OH | 45223 | None | 501(c)(3) | Helping kids thrive | $25,000 | |
| Valley Interfaith Food & Clothing Center | ||||||||
| 4208 W Wyoming Avenue | Cincinnati | OH | 45215 | None | 501(c)(3) | Back to School Program | $25,000 | |
| Visionaries and Voices | ||||||||
| 3841 Spring Grove Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Teaching Artist Program | $25,000 | |
| WAVE Foundation | ||||||||
| One Aquarium Way | Newport | KY | 41071 | None | 501(c)(3) | Finstitute Youth Education Program | $20,000 | |
| WRC- The Work Resource Center | ||||||||
| 2601 Melrose Ave | Cincinnati | OH | 45206 | None | 501(c)(3) | ESGC YouthBuild Program | $25,000 | |
| Xavier University | ||||||||
| 1507 Dana Avenue | Cincinnati | OH | 45207 | None | 501(c)(3) | Summer Service Internship Program | $25,000 | |
| YMCA - Clippard Family Branch | ||||||||
| 8920 Cheviot Road | Cincinnati | OH | 45251 | None | 501(c)(3) | Autism Summer Learning Program | $10,000 | |
| YMCA - Great Miami Valley Branch | ||||||||
| 105 North 2nd Street | Hamilton | OH | 45011 | None | 501(c)(3) | Joe Nuxhall Miracle League Fields | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,510,826 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,725,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,242,836 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,968,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,968,529 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PNC Bank NA Trustee Under Irrev AG of Charles H Dater DTD 1285 Trust C1 | ||||||
| 1 | 201 E Fifth Street | Cincinnati | OH | 45202 | $50,289,002 | Yes (X) |
| PNC Bank NA Trustee Under Irrev AG of Charles H Dater DTD 6201991 | ||||||
| 2 | 201 E Fifth Street | Cincinnati | OH | 45202 | $2,992,936 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $36,794 | Amt |
| Net Investment Income | $3,679 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,115 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Russell 1000 Growth | $13,398,569 | $17,736,027 |
| Ishares Russell 1000 Value | $12,575,957 | $14,980,211 |
| Vanguard Small Cap Value ETF | $1,780,288 | $2,236,988 |
| Vanguard Small Gap Growth ETF | $2,332,243 | $3,075,649 |
| Vanguard Value ETF | $4,560,100 | $5,303,488 |
| Vanguard FTSE Emerging Markets ETF | $5,961,467 | $6,550,375 |
| Ishares MBS ETF | $2,197,871 | $2,156,363 |
| Vanguard FTSE DEveloped Markets ETF | $13,525,861 | $14,544,159 |
| Vanguard Short-term Corporate Bond | $5,081,113 | $5,042,193 |
| Vanguard Malvern FDS Short Term FD | $2,155,449 | $2,151,345 |
| PNC-0244 | $35,878,754 | $37,752,801 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost Basis Adjustments on Transfers | Desc |
| Amt | $1,742,062 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Memberships and Subscription | $2,760 | $0 | $2,760 |
| Payroll Processing Fees | $969 | $48 | $921 |
| Internet Service | $17,073 | $3,415 | $13,658 |
| Postage and Printing | $9,465 | $1,893 | $7,572 |
| Other Expenses | $9,115 | $1,823 | $7,292 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $352,195 | $352,195 | $0 |
| Administrative Fees | $72,734 | $3,637 | $69,097 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Tax | $15,300 | $765 | $14,535 |
| Tax Payments | $8,400 | $0 | $0 |