2018-06-29T09:51:58-05:00 2017-08-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990PF 2016-09-01 311150951 Charles H Dater Foundation Inc CHAR 5132411234 602 Main Street 302 Gwynne Building Cincinnati OH 45202 Bruce A Krone Secretary 5132411234 2018-06-27 1 Paula Hume P00537516 5132418313 2016 2022-09-23 18:48:47Z X 52270684 X X 1032781 1032781 533057 11300919 533057 1565838 1565838 200000 10000 190000 38000 1900 36100 21519 2152 19367 114195 61555 52640 115300 765 14535 18434 0 18434 34254 6497 27757 541702 82869 358833 1965642 1965642 2507344 82869 2324475 -941506 1482969 927824 1126131 1126131 45565723 44425910 51144553 46493547 45552041 52270684 0 0 X 0 0 0 0 46493547 45552041 46493547 45552041 46493547 45552041 46493547 -941506 0 45552041 0 45552041 Sale of Various Securties P 11300919 10767862 533057 533057 533057 0 2235561 46110702 0.048482 2204674 49302615 0.044717 2024417 48861931 0.041431 1893762 43183130 0.043854 1911794 39035467 0.048976 0.227460 0.045492 49365101 2245717 14830 2260547 2324475 X 14830 0 14830 0 14830 115996 115996 X 101166 101166 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 www.DaterFoundation.org Bruce A Krone Secretary 5132411234 602 Main St Suite 302 Cincinnati OH 45202 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Bruce A Krone 602 Main Street Suite 302 Cincinnati OH 45202 President/Secretary/Direct 15.00 50000 9500 0 Stanley J Frank Jr 602 Main Street Suite 302 Cincinnati OH 45202 Treasurer/Director 15.00 50000 9500 0 Amanda P Lenhart 602 Main Street Suite 302 Cincinnati OH 45202 Director/VP 15.00 50000 9500 0 Roger L Ruhl 602 Main Street Suite 302 Cincinnati OH 45202 Director/VP 15.00 50000 9500 0 NONE 0 NONE 0 0 48865930 1250924 0 50116854 0 0 50116854 751753 49365101 2468255 2468255 14830 14830 2453425 0 2453425 0 2453425 2324475 0 2324475 14830 2309645 2453425 1911748 0 0 2324475 1911748 0 0 412727 0 0 0 0 0 0 0 0 2040698 0 0 0 BRUCE A KRONE SECRETARY CHARLES H D 602 Main Street 302 Gwynne Building Cincinnati OH 45202 5132411234 Applications are submitted electronically www.daterfoundation.org None Grants are primarily for the benefit of children in the Greater Cincinnati Area. Adopt A Class Foundation 2153 W 8th Street Cincinnati OH 45204 None 501(c)(3) Classroom and Field Trip Fund 15000 American Diabetes Association 1701 N Beauregard St Alexandria VA 22311 None 501(c)(3) Camp Korelitz for children with diabetes 10000 American National Red Cross 2111 Dana Ave Cincinnati OH 45207 None 501(c)(3) Leadership Development Camp 10000 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 10000 Art Central Foundation 4 N Main St Middletown OH 45042 None 501(c)(3) ACF Workshop Program 10000 Arthritis Foundation Great Lakes Region 7124 Miami Avenue Cincinnati OH 45243 None 501(c)(3) Serving Arthritis Kids (SAK) Backpack Program 10000 Artworks 20 E Central Parkway Cincinnati OH 45202 None 501(c)(3) Room by Room in Partnership with Ronald McDonald Hou 20000 Assistance League of Greater Cincinnati 1057 Meta Drive Suite A Cincinnati OH 45237 None 501(c)(3) Operation School Bell 30000 Big Brothers & Big Sisters of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 None 501(c)(3) Adopt a School 10000 Camp Joy Foundation 10117 Old 3c Highway PO Box 157 Clarksville OH 45113 None 501(c)(3) Camp Joy program for underserved youth 15000 Cancer Family Care 2421 Auburn Avenue Cincinnati OH 45219 None 501(c)(3) Treehouse Children's Services 10000 Cancer Support Community (formerly the Wellness Community) 4918 Cooper Road Cincinnati OH 45242 None 501(c)(3) Walking the Dinosaur 10000 Carnegie Arts Center 1028 Scott Boulevard Covington KY 41011 None 501(c)(3) Art Integration Workshops 10000 Catholic Inner-City Schools Education Fund 100 E Eighth Street Cincinnati OH 45202 None 501(c)(3) CISE/Friar's After School Sports Program 40000 CET - Public Media Connect 1223 Central Parkway Cincinnati OH 45214 None 501(c)(3) New Kid on the CET Block: Daniel Tiger's Neighborhood 30000 Chatfield College 20918 State Route 251 Fayetteville OH 45118 None 501(c)(3) Learning to Live 15000 Childhood Food Solutions 9209 Steeplechase Drive Tony Fairhead Cincinnati OH 45242 None 501(c)(3) Year-Round Supplementary Food Support for Food-Insecure Elementary School Student in Cincinnati. 15000 Children's Home of Cincinnati Inc 5050 Madison Road Cincinnati OH 45227 None 501(c)(3) Camp-I-Can 10000 Children's International Summer Village 119 Sutton Road Cincinnati OH 45230 None 501(c)(3) 60th Anniversary Village 10000 Children's Theatre 2106 Florence Avenue Cincinnati OH 45206 None 501(c)(3) Mainstage Season Sponsor 40000 Cincinnati Art Museum 953 Eden Park Drive Cincinnati OH 45202 None 501(c)(3) Family Learning at the Museum 20000 Cincinnati Arts Association 650 Walnut Street Cincinnati OH 45202 None 501(c)(3) Families Create! and Docentitos 10000 Cincinnati Association for the Blind 2045 Gilbert Avenue Cincinnati OH 45202 None 501(c)(3) Early Childhood & Youth Services Music Programs 25000 Cincinnati Ballet 1555 Central Parkway Cincinnati OH 45214 None 501(c)(3) CincyDance! Education & Outreach Program 15000 Cincinnati Boy Choir 4501 Allison Street Norwood OH 45212 None 501(c)(3) Cincinnati Sings! 10000 Cincinnati Chamber Orchestra 105 West Fourth Street Suite 810 Cincinnati OH 45202 None 501(c)(3) Footnotes 10000 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 50000 Cincinnati Landmark Production PO Box 5255 Cincinnati OH 45205 None 501(c)(3) Youg peoples theatre 10000 Cincinnati Museum Center 1301 Western Avenue Cincinnati OH 45203 None 501(c)(3) A Day in Pompeii: Family and Youth Educational Programming 20000 Cincinnati Nature Center 4949 Tealtown Road Milford OH 45150 None 501(c)(3) School Program 50000 Cincinnati Observatory Center 3489 Observatory Place Cincinnati OH 45208 None 501(c)(3) Expanding Science Education 15000 Cincinnati Opera Association 1243 Elm Street Cincinnati OH 45202 None 501(c)(3) 2013 Opera Programs for Youth 20000 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 10000 Cincinnati Public Radio 1223 Central Parkway Cincinnati OH 45207 None 501(c)(3) Supporting Children's Programming 20000 Cincinnati Public Radio 1223 Central Parkway Cincinnati OH 45207 None 501(c)(3) Classics for Kids 20000 Cincinnati Public Radio 1223 Central Parkway Cincinnati OH 45207 None 501(c)(3) Democracy and Me 20000 Cincinnati Public Schools 2651 Burnet Avenue Cincinnati OH 45219 None 501(c)(3) Dater High School Summer Transition Programs 17000 Cincinnati Recreation Commission 805 Central Avenue Suite 800 Cincinnati OH 45202 None 501(c)(3) RiverTrek 2011 10000 Cincinnati Scholarship Foundation 652 Main Street Third Floor Cincinnati OH 45202 None 501(c)(3) High School Stipend Program for the Benefit of Students at Gilbert A. Dater 50000 Cincinnati Shakespeare Company 719 Race Street Cincinnati OH 45203 None 501(c)(3) CSC Education Program 20000 Cincinnati Symphony Orchestra 1241 Elm Street Cincinnati OH 45210 None 501(c)(3) Sound Discoveries 20000 Cincinnati Therapeutic Riding & Horsemanship 1342 State Route 50 Milford OH 45150 None 501(c)(3) 2013 Fall-Winter Riderships so Everyone Can Ride 10000 Cincinnati Works 27 West Seventh Street Cincinnati OH 45202 None 501(c)(3) The Phoenix Program 15000 Cincinnati Youth Collaborative 301 Oak Street Cincinnati OH 45219 None 501(c)(3) AmeriCorps Project REACH 15000 City Gospel Mission 1805 Dalton Ave Cincinnati OH 45214 None 501(c)(3) Religious Organization 10000 Civic Garden Center 2715 Reading Road Cincinnati OH 45206 None 501(c)(3) Youth Education Program 20000 Community Meal Center 23 South Front Street Hamilton OH 45011 None 501(c)(3) General Operating Support 10000 Contemporary Arts Center 44 East Sixth Street Cincinnati OH 45202 None 501(c)(3) Family and Teacher Programming 20000 Council on Child Abuse 4440 Lake Forest Dr 118 Blu Ash OH 45242 None 501(c)(3) Child abuse prevention 10000 DCCH Center for Children and Families 75 Orphange Rd Fort Mitchell KY 41017 None 501(c)(3) Therapy, counseling, treatment, foster care and adoption 10000 DePaul Cristo Rey High School 1133 Clifton Hills Ave Cincinnati OH 45220 None 501(c)(3) Corporate work study program 15000 Down Syndrome Association 644 Linn Street Suite 408 Cincinnati OH 45203 None 501(c)(3) Healthcare Connections 15000 East End Adult Education 4015 Eastern Avenue Cincinnati OH 45226 None 501(c)(3) Education and job training for young adults 10000 Economics Center for Education and Research One Edwards Center Suite 3130 Cincinnati OH 45221 None 501(c)(3) StEP Implementation 15000 Elder High School 3900 Vincent Avenue Cincinnati OH 45205 None 501(c)(3) Tech-Reach Programs 10000 Elementz 1100 Race Street Cincinnati OH 45202 None 501(c)(3) After-School Program for Inner City Teens 15000 Ensemble Theatre of Cincinnati 1127 Vine Street Cincinnati OH 45210 None 501(c)(3) Educational Outreach Programs 35000 Epilepsy Foundtion of Greater Cincinnati 895 Central Avenue Ste 550 Cincinnati OH 45202 None 501(c)(3) Camp Flame Catcher 10000 Exponent Philanthropy 1730 N St NW Washington DC 20036 None 501(c)(3) General Operating Support 2000 Family Nurturing Center 801 W 8th Street Cincinnati OH 45203 None 501(c)(3) Kids on The Block 15000 Fernside Center 4380 Malsbary Road Suite 300 Cincinnati OH 45242 None 501(c)(3) Fernside's Camp Erin 10000 First Baptist Church of Cumminsville 3640 Roll Ave Cincinnati OH 45223 None 501(c)(3) Day of Hope 2016 7000 Foundation Center 79 Fifth Avenue/16th Street New York NY 10003 None 501(c)(3) Strong Nonprofits = Thriving Communities 1500 Freestore-Foodbank Inc 1141 Central Parkway Cincinnati OH 45219 None 501(c)(3) Power Pack Expansion 20000 Friends of Sunrock Farms 103 Gibson Lane Wilder KY 41076 None 501(c)(3) Scholarship Fund for At-Risk, Low-Income Children & 10000 Friends of the Public Library of Cincinnati & Hamilton Cty 800 Vine Street Cincinnati OH 45202 None 501(c)(3) Join Team READ! Summer Reading Program 10000 Girl Scouts of Western Ohio 4930 Cornell Road Cincinnati OH 45242 None 501(c)(3) Girl Scouts Leadership Experience - Educational Outr 10000 Girls on the Run of Cincinnati 3330 Erie Ave 8 Cincinnati OH 45208 None 501(c)(3) Fall Scholarships 10000 Greater Cincinnati Foundation 200 W 4th St Cincinnati OH 45202 None 501(c)(3) Summer time kids 70000 Hearing Speech & Deaf Center of Greater Cincinnati 2825 Burnet Avenue Cincinnati OH 45219 None 501(c)(3) Pediatric Speech Outreach to Underserved Children 15000 Historic Southwest Ohio PO Box 62475 Cincinnati OH 45262 None 501(c)(3) Education Salary and Supply Enhancement 10000 Inner City Youth Opportunities 1821 Summit Road Suite 210 Cincinnati OH 45237 None 501(c)(3) Struggling student to successful students 25000 Inter Parish Ministry 3509 Debolt Road Cincinnati OH 45244 None 501(c)(3) Mobile Food Pantry Program 20000 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) 15000 iSpace Inc 3254 E Kemper Rd Cincinnati OH 45241 None 501(c)(3) iSPACE STEM Program 15000 Josh Cares Inc PO Box 43295 Cincinnati OH 45243 None 501(c)(3) Fellowship Program 30000 Junior Achievement of Oki Partners 644 Linn Street Cincinnati OH 45203 None 501(c)(3) Junior Achievement Programming: providing the tools for career Success 10000 Keep Cincinnati Beautiful Inc 801 Plum Street Cincinnati OH 45202 None 501(c)(3) Wartville Wizard 15000 Kennedy Heights Arts Center 6546 Montgomery Road Cincinnati OH 45213 None 501(c)(3) Arts Outreach Program 15000 Kenton County Public Library Foundation 1992 Walton Nicholson RD Independence KY 41051 None 501(c)(3) The Penguin Project 10000 Kentucky Symphony Orchestra PO Box 72810 540 Linden Avenue Newport KY 41072 None 501(c)(3) 2012-2013 Free Education Outreach Series 15000 Know Theatre Tribe 1120 Jackson St Cincinnati OH 45202 None 501(c)(3) Produces contemporary and collaborative theatre 10000 Life Center Memorial 2925 Vernon Place Suite 300 Cincinnati OH 45219 None 501(c)(3) Celebrate Life Calendar Project 10000 Linton Music 1241 Elm Street Cincinnati OH 45202 None 501(c)(3) Peanut Butter & Jam Sessions 15000 Madcap Productions 3316 Glenmore Avenue Cincinnati OH 45211 None 501(c)(3) Hats Off Series and Local School Performances 20000 Magnified Giving 209 W Benson Street Cincinnati OH 45215 None 501(c)(3) Student Philanthropy Program 20000 Mayerson Academy 2650 Highland Avenue Cincinnati OH 45219 None 501(c)(3) Practicum Course for Teachers in Multisensory Structured Language Instruction 25000 Milestones Inc 12372 Riggs Rd Independence KY 41051 None 501(c)(3) Therepeutic Horseback Riding Program 10000 Music Resource Center - Cincinnati PO Box 44253 Cincinnati OH 45244 None 501(c)(3) Music Resources Center - Cincinnati 15000 National Council of the United States Scociety of St Vincet De Pau 3333 Burnet Ave Cincinnati OH 45229 None 501(c)(3) Sweet Dreams Bed Program for Children/Youth 10000 National Voice of America Museum of Broadcasting 8070 Tylersville Rd West Chester Township OH 45069 None 501(c)(3) VOA Museum 10000 Ohio River Foundation 4480 Classic Drive Cincinnati OH 45241 None 501(c)(3) River Explorer and School Rain Gardens Project 10000 Ohio Valley Voices 6642 Branch-Hill Guinea Pike Loveland OH 45140 None 501(c)(3) The Family Center Program 10000 One Way Farm of Fairfield Inc 6131 River Road Fairfield OH 45014 None 501(c)(3) Animal Education & Therapy Program 10000 Outdoor Adventure Clubs of Greater Cincinnati 2692 Madison Road Cincinnati OH 45208 None 501(c)(3) To get more urban teens out into nature 10000 Parachute Special Advocates for Children of Butler Clothing 284 N Fair Avenue Hamilton OH 45011 None 501(c)(3) Be a Child's Voice 10000 PEAK Grantmaking 1666 K Street NW Suite 440 Washington DC 20006 None 501(c)(3) Annual General Operating Grant 1500 People Working Cooperatively 4612 Paddock Rd Cincinnati OH 45229 None 501(c)(3) Summer Student Service Group Project 10000 Philanthropy Ohio 37 West Broad Street Suite 800 Cincinnati OH 43215 None 501(c)(3) Annual support 3642 Price Hill Will 3208 Warsaw Avenue Cincinnati OH 45205 None 501(c)(3) Take a Closer Look as...the History, Nature and Wild 15000 ProKIDS 2605 Burnet Avenue Cincinnati OH 45219 None 501(c)(3) CASA University 20000 Ronald McDonald House Charities 229 Erckenbrecher Cincinnati OH 45229 None 501(c)(3) Family Performance and Activities Series 12000 Roundabout Opera For Kids Cincinnati Inc 715 Bakewell St Covington KY 41011 None 501(c)(3) ROKCincy 15000 Salvation Army PO Box 596 Cincinnati OH 45201 None 501(c)(3) West Side Corps Community Youth Development 10000 Santa Maria Community Services 2918 Price Avenue Cincinnati OH 45204 None 501(c)(3) Dater-4-Kids 20000 School House Symphony PO Box 36494 Cincinnati OH 45236 None 501(c)(3) Teaching Tomorrows Audience Today 20000 Special Olympics Hamilton County 4790 Red Bank Expressway 206 cincinnati OH 45227 None 501(c)(3) Special Olympics Summer Games at the Ohio State University 10000 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 15000 St Xavier High School 600 W North Bend Rd Cincinnati OH 45224 None 501(c)(3) Companion Scholars Summer Program 10000 Starfire Council of Greater Cincinnati Inc 5030 Oaklawn Drive Cincinnati OH 45227 None 501(c)(3) Community building for inclusion 30000 Sweet Cheeks Diaper Bank 1615 Republic St Cincinnati OH 45202 None 501(c)(3) Provides diapers to low-income families while raising awareness 10000 Taft Museum 316 Pike Street Cincinnati OH 45202 None 501(c)(3) Education Outreach Programming Support 40000 The Literacy Network of Greater Cincinnati 635 West 7th Street 300 19 Broadcast Plaza Cincinnati OH 45203 None 501(c)(3) Children's Basic Reading Program 25000 The Underground 1140 Smiley Ave Cincinnati OH 45240 None 501(c)(3) Christian-affiliated concert venue 10000 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 11000 University of Cincinnati PO Box 670667 Cincinnati OH 45267 None 501(c)(3) Gardner Family Center Advancement 10000 UpSpring PO Box 23300 Cincinnati OH 45223 None 501(c)(3) Helping kids thrive 15000 Valley Interfaith Food & Clothing Center 4208 W Wyoming Avenue Cincinnati OH 45215 None 501(c)(3) Back to School Program 20000 Visionaries and Voices 3841 Spring Grove Ave Cincinnati OH 45223 None 501(c)(3) Teaching Artist Program 10000 WAVE Foundation One Aquarium Way Newport KY 41071 None 501(c)(3) Finstitute Youth Education Program 15000 Xavier University 1507 Dana Avenue Cincinnati OH 45207 None 501(c)(3) Summer Service Internship Program 20000 YMCA - Clippard Family Branch 8920 Cheviot Road Cincinnati OH 45251 None 501(c)(3) Autism Summer Learning Program 10000 YMCA - Great Miami Valley Branch 105 North 2nd Street Hamilton OH 45011 None 501(c)(3) Joe Nuxhall Miracle League Fields 5000 1965642 0 14 1032781 18 533057 0 1565838 0 1565838 0 0 0 0 0 0 0 0 0 0 Accounting Fees 21519 2152 19367 Ishares Russell 1000 Growth 7640055 9365776 Ishares Russell 1000 Value 8877364 10197810 Vanguard Small Cap Value ETF 2139113 2522598 Vanguard Small Gap Growth ETF 1689366 2034781 Vanguard Value ETF 5087128 5649485 Vanguard FTSE Emerging Markets ETF 4265003 5329769 Ishares MBS ETF 1045188 1034667 Vanguard FTSE DEveloped Markets ETF 10102307 11401141 Vanguard Short-term Corporate Bond 2553001 2577193 Vanguard Malvern FDS Short Term FD 1027385 1031333 Memberships and Subscription 1025 0 1025 Office Supplies 513 103 410 Payroll Processing Fees 995 50 945 Internet Service 16372 3274 13098 Postage and Printing 12459 2492 9967 Training 2700 540 2160 Other Expenses 190 38 152 Investment Management Fees 58792 58792 0 Public Relations 137 0 137 Administrative Fees 55266 2763 52503 Payroll Tax 15300 765 14535 Tax Payments 100000 0 0