KAPLAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KAPLAN FOUNDATION (EIN 31-1423392)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102083
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T12:15:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST 4TH 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311423392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAPLAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPL | BusinessNameControlTxt |
| Phone | 5137215086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9435 WATERSTONE BLVD 390 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452498227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA KAPLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5137215086 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK H GAUDET CPA | PreparerPersonNm |
| PTIN | P00236111 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,296,878 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,169,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,737,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,171,021 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,364,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,365,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $921 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,733 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $901,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $901,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,020,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $903,733 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,343,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,275,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,794 | CashBOYAmt |
| Cash EOY | $361,223 | CashEOYAmt |
| Cash EOYFMV | $361,223 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $221,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $307,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $307,117 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,449,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,394,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,558,969 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,813,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,931,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,069,569 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,650,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,994,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,296,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,650,419 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,994,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,650,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,994,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,650,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,994,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,650,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,343,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,994,162 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,994,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US BANK | $2,719,720 | $2,219,836 | $499,884 | $499,884 | |
| US BANK | $6,901,668 | $4,347,066 | $2,554,602 | $2,554,602 | |
| CAPITAL GAINS DIVIDENDS | $116,535 | $116,535 | $116,535 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,171,021 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $72,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $93,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47,795 | OverpaymentAmt |
| Applied To ES Tax | $47,795 | 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 | 0 | 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 | BARBARA S KAPLAN M D | IndividualWithBooksNm |
| Phone | 5137856060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9435 WATERSTONE BLVD SUITE 390 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452498227 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA S KAPLAN MD | ||||||||
| 3076 EDGEWOOD ROAD | CLEVELAND | OH | 44124 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN J KAPLAN | ||||||||
| 9856 BENNINGTON DRIVE | CINCINNATI | OH | 45241 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD M KAPLAN | ||||||||
| 169 LAKE BUFF DRIVE | COLUMBUS | OH | 43235 | TRUSTEE | 1.00 | $0 | $0 | $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 | $20,886,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,236,729 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,236,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,918,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,045,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,045,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,525 | TotalTaxAmt |
| Distributable Before Adj | $1,000,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,000,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,000,384 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $903,733 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $903,733 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,000,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $866,288 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $903,733 | QualifyingDistributionsAmt |
| Applied To Year1 | $866,288 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,445 | 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 | $962,939 | 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 | STEVEN KAPLAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9435 WATERSTONE BLVD SUITE 390 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137215086 | RecipientPhoneNum |
| Form And Info And Materials | THE TRUST ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2), OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN AWARDING GRANTS, THE TRUST GIVES PREFERENCES TO ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL FRIENDS HUMANE SOCIETY | ||||||||
| 1820 PRINCETON ROAD | HAMILTON | OH | 45011 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $12,000 | |
| ATHENS COUNTY FOOD PANTRY | ||||||||
| 13183A STATE ROUTE 13 | MILLFIELD | OH | 45761 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| ATHENS COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 765 | ATHENS | OH | 45701 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| BHUTANESE COMMUNITY OF CENTRAL OHIO | ||||||||
| 1925 E DUBLIN GRANVILLE RD SUITE | COLUMBUS | OH | 43229 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | 210 |
| BIG DOG RANCH RESCUE | ||||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 1200 OLD HENDERSON RD | COLUMBUS | OH | 43220 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $3,500 | |
| CENTRAL OHIO PIT SAVERS | ||||||||
| PO BOX 297751 | COLUMBUS | OH | 43229 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $11,000 | |
| CET | ||||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 452142890 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $40,000 | |
| CHILDREN'S HUNGER ALLIANCE | ||||||||
| 1105 SCHROCK ROAD STE 505 | COLUMBUS | OH | 43229 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 | |
| CHRIST'S TABLE | ||||||||
| PO BOX 233 | ZANESVILLE | OH | 43702 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| CINCINNATI ANIMAL CARE HUMANE SOCIETY | ||||||||
| 3949 COLERAIN AVE | CINCINNATI | OH | 45223 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| CINCINNATI BALLET | ||||||||
| 1555 CENTRAL PKWY | CINCINNATI | OH | 45214 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $160,000 | |
| CLARK COUNTY CARES INC | ||||||||
| PO BOX 4402 | WINCHESTER | KY | 40391 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | ||||||||
| 1729 WILLEY AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $50,000 | |
| CLINTON COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 1024 | WILMINGTON | OH | 45177 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| COLUMBUS DOG CONNECTION | ||||||||
| 2761 JOHNSTOWN RD | COLUMBUS | OH | 43219 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 | |
| COLUMBUS ZOO & AQUARIUM | ||||||||
| 4850 W POWELL RD | POWELL | OH | 43065 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| CROHNS & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE STE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| FAYETTE HUMANE SOCIETY | ||||||||
| 153 S MAIN ST | WASHINGTON CH | OH | 43160 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| FREESTORE FOODBANK | ||||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 | |
| GEAUGA HUMANE SOCIETY - RESCUE VILLAGE | ||||||||
| PO BOX 116 | NOVELTY | OH | 44072 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $12,000 | |
| GOD'S PANTRY FOOD BANK | ||||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 | |
| GREATER CLEVELAND FOOD BANK | ||||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 | |
| HABITAT FOR HUMANITY - MID OHIO | ||||||||
| 6665 BUSCH BOULEVARD | COLUMBUS | OH | 43229 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $6,000 | |
| HABITAT FOR HUMANITY GREATER CINCINNATI | ||||||||
| 4910 PARA DRIVE | CINCINNATI | OH | 45237 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $6,000 | |
| HAVEN HOUSE EMERGENCY SHELTER | ||||||||
| 550 HIGH STREET PO BOX 15099 | HAMILTON | OH | 45015 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $3,000 | |
| HUMANE ASSOCIATION OF WARREN COUNTY | ||||||||
| 230 COOK ROAD | LEBANON | OH | 45036 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $30,000 | |
| JEWISH COMMUNITY CENTER OF GREATER COLUMBUS | ||||||||
| 1125 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $12,000 | |
| JEWISH FEDERATION OF COLUMBUS | ||||||||
| 1175 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 4370 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45242 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 | |
| LEXINGTON HUMANE SOCIETY | ||||||||
| 1600 OLD FRANKFORT PIKE | LEXINGTON | KY | 40504 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 | |
| LIFE TOWN | ||||||||
| 6220 E DUBLIN GRANVILLE RD | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $6,000 | |
| MERCY FOR ANIMALS | ||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $30,000 | |
| MID OHIO FOODBANK | ||||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 | |
| OHIO WILDLIFE CENTER | ||||||||
| 6131 COOK RD | POWELL | OH | 43065 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 | |
| OUR DAILY BREAD SOUP KITCHEN & SOCIAL CENTER | ||||||||
| 1730 RACE STREET | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| PAWS OF MUSKINGUM COUNTY | ||||||||
| PO BOX 2364 | ZANESVILLE | OH | 43702 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| PELOTONIA | ||||||||
| 450 W BROAD STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $6,000 | |
| PEOPLE FOR ETHICAL TREATMENT OF ANIMALS | ||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $35,000 | |
| PLAYHOUSE SQUARE | ||||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 | |
| RIVER CITIES HARVEST | ||||||||
| 2516 CARTER AVENUE | ASHLAND | KY | 41101 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $12,000 | |
| RONALD MCDONALD HOUSE OF CLEVELAND | ||||||||
| 10415 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| SHARED HARVEST FOODBANK | ||||||||
| 5901 DIXIE HIGHWAY | FAIRFIELD | OH | 45014 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| SIERRA'S HAVEN | ||||||||
| 80 EASTER DRIVE | PORTSMOUTH | OH | 45662 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| SPCA CINCINNATI | ||||||||
| 11900 CONREY ROAD | CINCINNATI | OH | 45249 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 | |
| ST STEPHAN'S COMMUNITY HOUSE | ||||||||
| 1500 E 17TH AVE | COLUMBUS | OH | 43219 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $7,000 | |
| STEVEN A HUNTER HOPE FUND | ||||||||
| PO BOX 802 | PORTSMOUTH | OH | 45662 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 | |
| SUNRISE SANCTUARY | ||||||||
| 16730 MARTIN WELCH RD | MARYSVILLE | OH | 43040 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $6,000 | |
| THE SALVATION ARMY | ||||||||
| 114 EAST CENTRAL PARKWAY | CINCINNATI | OH | 45201 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| UNITED WAY OF CENTRAL OHIO | ||||||||
| 360 S 3RD ST | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $12,000 | |
| UNITED WAY OF GREATER CINCINNATI | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $12,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| WHHS ALUMNI FOUNDATION | ||||||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $50,000 | |
| JACK ELTON SNYDER FOUNDATION | ||||||||
| 315 ASHMOORE CIR W | POWELL | OH | 43065 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 | |
| HILLEL ACADEMY OF GREATER DAYTON | ||||||||
| 305 SUGAR CAMP CIRCLE | DAYTON | OH | 45409 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 | |
| NEIGHBORHOOD PET OUTREACH AND RESOURCE CENTER | ||||||||
| 3711 E 65TH ST | CLEVELAND | OH | 44105 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 | |
| KEN ANDERSON ALLIANCE | ||||||||
| 6940 PLAINFIELD ROAD | CINCINNATI | OH | 45236 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $901,000 | 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 | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,571 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,169,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,364,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,364,555 | 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 | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO APPLY EXCESS 2023 DISTRIBUTIONS TO 2021 UNDISTRIBUTED INCOME. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT ACCEPT A COPY OF THE FILED 990PF. THE OH AG REPORT HAS BEEN FILED. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $11,394,112 | EOYBookValueAmt |
| EOYFMV | $17,558,969 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,785,432 | $3,889,903 |
| IRA MUTUAL FUNDS | AT COST | $146,278 | $179,666 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES AND MISC. | $89,591 | $88,670 | $921 |
| NONDEDUCTIBLE EXPENSES | $386 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $78 | Amt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $62 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $26,257 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |