CHARLES H DATER FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H DATER FOUNDATION INC (EIN 31-1150951)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-04-18
- IRS object ID
- 201711089349100116
- Schema version
- 2015v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T10:19:19-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | 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 | 2015-09-01 | 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 | 2017-03-03 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,199,595 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,036,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,036,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,835,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,463,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,835,628 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,872,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,872,065 | 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 |
| Legal Fees Rev And Expnss | $1,570 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $157 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,413 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,633 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,170 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,788 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,262 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,535 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,410 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,410 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,602 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $533,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $346,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,946,746 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,946,746 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,480,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,293,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,391,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,767,657 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,274,115 | CashBOYAmt |
| Cash EOY | $927,824 | CashEOYAmt |
| Cash EOYFMV | $927,824 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,916,190 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $37,973,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,565,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,271,771 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $970,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $43,134,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,493,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,199,595 | 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 | $43,134,329 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,493,547 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,134,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,493,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,134,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,493,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,134,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,391,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,525,673 | SubtotalAmt |
| Other Decreases | $32,126 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,493,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Various Securties | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $60,463,417 | GrossSalesPriceAmt |
| Cost Or Other Basis | $55,627,789 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,835,628 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,835,628 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,835,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,204,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,302,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044717 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,024,417 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,861,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,893,762 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,183,130 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,911,794 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,035,467 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,010,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,525,864 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049599 | DistributionYr5Rt |
| Total Distribution | 0.228577 | TotalDistributionRt |
| Average Distribution | 0.045715 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,110,702 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,107,951 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,165,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,293,238 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $57,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,737 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $73,737 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $15,996 | OverpaymentAmt |
| Applied To ES Tax | $15,996 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 2/2/15 | 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 | $45,139,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,673,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,812,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,812,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $702,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,110,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,305,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,305,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,677 | TotalTaxAmt |
| Distributable Before Adj | $2,247,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,927 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,251,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,251,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,293,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,293,238 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $57,677 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,235,561 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,251,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,953,201 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,293,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,953,201 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $340,037 | 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 | $1,911,748 | 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 (122 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 | $15,000 | |
| Alliance for Catholic Urban Education | ||||||||
| 1125 Madison Avenue | Covington | KY | 41011 | None | 501(c)(3) | ST Math supplemental math instructions for ACUE students | $10,000 | |
| American Diabetes Association | ||||||||
| 1701 N Beauregard St | Alexandria | VA | 22311 | None | 501(c)(3) | Camp Korelitz for children with diabetes | $10,000 | |
| American National Red Cross | ||||||||
| 2111 Dana Ave | Cincinnati | OH | 45207 | none | 501(c)(3) | Leadership Development Camp | $10,000 | |
| Artworks | ||||||||
| 20 E Central Parkway | Cincinnati | OH | 45202 | None | 501(c)(3) | Room by Room in Partnership with Ronald McDonald Hou | $15,000 | |
| Assistance League of Greater Cincinnati | ||||||||
| 1057 Meta Drive Suite A | Cincinnati | OH | 45237 | None | 501(c)(3) | Operation School Bell | $30,000 | |
| Bethany House Services | ||||||||
| 1833 Fairmount Avenue | Cincinnati | OH | 45214 | None | 501(c)(3) | Nutrition health and safety program | $15,000 | |
| Bi-Okoto Cultural Institute | ||||||||
| 5601 Montgomery Road | Cincinnati | OH | 45212 | None | 501(c)(3) | E Sin Mi D'Afrika (Come Follow Me to Africa) | $10,000 | |
| Big Brothers & Big Sisters of Greater Cincinnati | ||||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | None | 501(c)(3) | Adopt a School | $10,000 | |
| 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 | |
| Breakthrough Cincinnati | ||||||||
| 6905 Given Road | Cincinnati | OH | 45243 | None | 501(c)(3) | Breakthrough Cincinnati 2011 Summer Session | $20,000 | |
| Camp Joy Foundation | ||||||||
| 10117 Old 3c Highway PO Box 157 | Clarksville | OH | 45113 | None | 501(c)(3) | Camp Joy program for underserved youth | $10,000 | |
| Cancer Family Care | ||||||||
| 2421 Auburn Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Treehouse Children's Services | $10,000 | |
| Cancer Support Community (formerly the Wellness Community) | ||||||||
| 4918 Cooper Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Walking the Dinosaur | $10,000 | |
| Carnegie Arts Center | ||||||||
| 1028 Scott Boulevard | Covington | KY | 41011 | None | 501(c)(3) | Art Integration Workshops | $10,000 | |
| Catholic Inner-City Schools Education Fund | ||||||||
| 100 E Eighth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | CISE/Friar's After School Sports Program | $40,000 | |
| CET - Public Media Connect | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45214 | None | 501(c)(3) | New Kid on the CET Block: Daniel Tiger's Neighborhood | $25,000 | |
| Chatfield College | ||||||||
| 20918 State Route 251 | Fayetteville | OH | 45118 | None | 501(c)(3) | Learning to Live | $10,000 | |
| 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. | $15,000 | Fairhead |
| Children's Home of Cincinnati Inc | ||||||||
| 5050 Madison Road | Cincinnati | OH | 45227 | None | 501(c)(3) | Camp-I-Can | $10,000 | |
| Children's Theatre | ||||||||
| 2106 Florence Avenue | Cincinnati | OH | 45206 | None | 501(c)(3) | Mainstage Season Sponsor | $40,000 | |
| Children Inc | ||||||||
| 3333 Madison Avenue Second Floor | Covington | KY | 41011 | None | 501(c)(3) | Children, Inc. Service Learning Initiative | $15,000 | |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Drive | Cincinnati | OH | 45202 | None | 501(c)(3) | Family Learning at the Museum | $20,000 | |
| Cincinnati Arts Association | ||||||||
| 650 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | CAA Ticket & Transportation & Artists on Tour Subsid | $10,000 | |
| 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 | $15,000 | |
| Cincinnati Boy Choir | ||||||||
| 4501 Allison Street | Norwood | OH | 45212 | None | 501(c)(3) | Cincinnati Sings! | $10,000 | |
| 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) | Duke Energy Children's Center | $20,000 | |
| Cincinnati Nature Center | ||||||||
| 4949 Tealtown Road | Milford | OH | 45150 | None | 501(c)(3) | School Program | $50,000 | |
| Cincinnati Observatory Center | ||||||||
| 3489 Observatory Place | Cincinnati | OH | 45208 | None | 501(c)(3) | Expanding Science Education | $10,000 | |
| Cincinnati Opera Association | ||||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | 2013 Opera Programs for Youth | $20,000 | |
| 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 | $10,000 | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45207 | None | 501(c)(3) | Classics for Kids | $60,000 | |
| Cincinnati Recreation Commission | ||||||||
| 805 Central Avenue Suite 800 | Cincinnati | OH | 45202 | None | 501(c)(3) | RiverTrek 2011 | $10,000 | |
| 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 | $15,000 | |
| Cincinnati Symphony Orchestra | ||||||||
| 1241 Elm Street | Cincinnati | OH | 45210 | None | 501(c)(3) | Sound Discoveries | $20,000 | |
| Cincinnati Therapeutic Riding & Horsemanship | ||||||||
| 1342 State Route 50 | Milford | OH | 45150 | None | 501(c)(3) | 2013 Fall-Winter Riderships so Everyone Can Ride | $10,000 | |
| Cincinnati Works | ||||||||
| 27 West Seventh Street | Cincinnati | OH | 45202 | None | 501(c)(3) | The Phoenix Program | $10,000 | |
| Cincinnati Youth Collaborative | ||||||||
| 301 Oak Street | Cincinnati | OH | 45219 | None | 501(c)(3) | AmeriCorps Project REACH | $10,000 | |
| Cincinnati Zoo and Botanical Garden | ||||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | None | 501(c)(3) | Cheetah Encounter | $75,000 | |
| City Cure | ||||||||
| 1947 Auburn Ave | Cincinnati | OH | 45219 | None | 501(c)(3) | Whiz Kids Tutoring and Mentoring | $10,000 | |
| Civic Garden Center | ||||||||
| 2715 Reading Road | Cincinnati | OH | 45206 | None | 501(c)(3) | Youth Education Program | $15,000 | |
| Clifton Cultural Arts Center | ||||||||
| 3711 Clifton Avenue | Cincinnati | OH | 45220 | None | 501(c)(3) | Second Sunday Family Showtime Season Four | $10,000 | |
| Community Meal Center | ||||||||
| 23 South Front Street | Hamilton | OH | 45011 | None | 501(c)(3) | General Operating Support | $10,000 | |
| Contemporary Arts Center | ||||||||
| 44 East Sixth Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Family and Teacher Programming | $15,000 | |
| Crayons to Computers | ||||||||
| 1350 Tennessee Avenue | Cincinnati | OH | 45229 | None | 501(c)(3) | Sponsor of the Month Program (March 2013) | $20,000 | |
| DePaul Cristo Rey High School | ||||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | None | 501(c)(3) | Corporate work study program | $15,000 | |
| Down Syndrome Association | ||||||||
| 644 Linn Street Suite 408 | Cincinnati | OH | 45203 | None | 501(c)(3) | Healthcare Connections | $15,000 | |
| Dramakinetics of Cincinnati | ||||||||
| 4222 Hamilton Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Dramakinetics Creative Classroom | $7,500 | |
| East End Adult Education | ||||||||
| 4015 Eastern Avenue | Cincinnati | OH | 45226 | None | 501(c)(3) | Education and job training for young adults | $10,000 | |
| Economics Center for Education and Research | ||||||||
| One Edwards Center Suite 3130 | Cincinnati | OH | 45221 | None | 501(c)(3) | StEP Implementation | $15,000 | |
| Elder High School | ||||||||
| 3900 Vincent Avenue | Cincinnati | OH | 45205 | None | 501(c)(3) | Tech-Reach Programs | $6,000 | |
| Elementz | ||||||||
| 1100 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | After-School Program for Inner City Teens | $10,000 | |
| Ensemble Theatre of Cincinnati | ||||||||
| 1127 Vine Street | Cincinnati | OH | 45210 | None | 501(c)(3) | Educational Outreach Programs | $35,000 | |
| Epilepsy Foundtion of Greater Cincinnati | ||||||||
| 895 Central Avenue Ste 550 | Cincinnati | OH | 45202 | None | 501(c)(3) | Camp Flame Catcher | $10,000 | |
| Faces without Places | ||||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Play, Eat, Be Smart - Summer Program 2012 | $15,000 | |
| Fernside Center | ||||||||
| 4380 Malsbary Road Suite 300 | Cincinnati | OH | 45242 | None | 501(c)(3) | Fernside's Camp Erin | $10,000 | |
| First Baptist Church of Cumminsville | ||||||||
| 3640 Roll Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Day of Hope 2016 | $5,000 | |
| Foundation Center | ||||||||
| 79 Fifth Avenue/16th Street | New York | NY | 10003 | None | 501(c)(3) | Strong Nonprofits = Thriving Communities | $1,500 | |
| Freestore-Foodbank Inc | ||||||||
| 1141 Central Parkway | Cincinnati | OH | 45219 | None | 501(c)(3) | Power Pack Expansion | $15,000 | |
| Friends of Sunrock Farms | ||||||||
| 103 Gibson Lane | Wilder | KY | 41076 | None | 501(c)(3) | Scholarship Fund for At-Risk, Low-Income Children & | $10,000 | |
| 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 | $10,000 | |
| Gilbert A Dater High School | ||||||||
| 2146 Ferguson Road | Cincinnati | OH | 45238 | None | 501(c)(3) | Daater Renovatio- Office and Courtyard | $14,000 | |
| Girl Scouts of Western Ohio | ||||||||
| 4930 Cornell Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Girl Scouts Leadership Experience - Educational Outr | $10,000 | |
| Girls on the Run of Cincinnati | ||||||||
| 3330 Erie Ave 8 | Cincinnati | OH | 45208 | none | 501(c)(3) | Fall Scholarships | $10,000 | |
| Hamilton County Parks Foundation | ||||||||
| 10245 Winton Road | Cincinnati | OH | 45231 | None | 501(c)(3) | David Rogers' Big Bugs Programming | $10,000 | |
| Hearing Speech & Deaf Center of Greater Cincinnati | ||||||||
| 2825 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Pediatric Speech Outreach to Underserved Children | $15,000 | |
| Historic Southwest Ohio | ||||||||
| PO Box 62475 | Cincinnati | OH | 45262 | None | 501(c)(3) | Education Salary and Supply Enhancement | $10,000 | |
| Inner City Youth Opportunities | ||||||||
| 1821 Summit Road Suite 210 | Cincinnati | OH | 45237 | None | 501(c)(3) | Struggling student to successful students | $30,000 | |
| Inter Parish Ministry | ||||||||
| 3509 Debolt Road | Cincinnati | OH | 45244 | None | 501(c)(3) | Mobile Food Pantry Program | $20,000 | |
| 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) | $15,000 | |
| iSpace Inc | ||||||||
| 3254 E Kemper Rd | Cincinnati | OH | 45241 | none | 501(c)(3) | iSPACE STEM Program | $10,000 | |
| Josh Cares Inc | ||||||||
| PO Box 43295 | Cincinnati | OH | 45243 | None | 501(c)(3) | Fellowship Program | $30,000 | |
| Junior Achievement of Oki Partners | ||||||||
| 644 Linn Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Junior Achievement Programming: providing the tools for career Success | $10,000 | |
| Keep Cincinnati Beautiful Inc | ||||||||
| 801 Plum Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Wartville Wizard | $13,000 | |
| Kennedy Heights Arts Center | ||||||||
| 6546 Montgomery Road | Cincinnati | OH | 45213 | None | 501(c)(3) | Arts Outreach Program | $10,000 | |
| Kenton County Public Library Foundation | ||||||||
| 1992 Walton Nicholson RD | Independence | KY | 41051 | none | 501(c)(3) | The Penguin Project | $7,000 | |
| Kentucky Symphony Orchestra | ||||||||
| PO Box 72810 540 Linden Avenue | Newport | KY | 41072 | None | 501(c)(3) | 2012-2013 Free Education Outreach Series | $12,500 | |
| King Studios | ||||||||
| 3800 Victory Pkwy | Cincinnati | OH | 45207 | None | 501(c)(3) | Traveling Suitcase Project | $10,000 | |
| Leadership Scholars Inc | ||||||||
| 1602 Madison Road | Cincinnati | OH | 45206 | None | 501(c)(3) | Middle School Mindset for College Success | $10,000 | |
| Linton Music | ||||||||
| 1241 Elm Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Peanut Butter & Jam Sessions | $12,000 | |
| Literacy Network of Greater Cincinnati | ||||||||
| 635 W Seventh Street | Cincinnati | OH | 45203 | None | 501(c)(3) | Children's Basic Reading Program | $10,000 | |
| Madcap Productions | ||||||||
| 3316 Glenmore Avenue | Cincinnati | OH | 45211 | None | 501(c)(3) | Hats Off Series and Local School Performances | $15,000 | |
| Magnified Giving | ||||||||
| 209 W Benson Street | Cincinnati | OH | 45215 | None | 501(c)(3) | Student Philanthropy Program | $20,000 | |
| Mayerson Academy | ||||||||
| 2650 Highland Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | Practicum Course for Teachers in Multisensory Structured Language Instruction | $20,000 | |
| Middletown Symphony Orchestra | ||||||||
| 130 N Verity Pkwy | Middletown | OH | 45042 | None | 501(c)(3) | The Middletown Youth Symphony 2013-2014 Free Concert Series | $5,000 | |
| Milestones Inc | ||||||||
| 12372 Riggs Rd | Independence | KY | 41051 | None | 501(c)(3) | Therepeutic Horseback Riding Program | $10,000 | |
| Muscular Dystrophy Orchestra | ||||||||
| 1080 Nimitzview Drive | Cincinnati | OH | 45230 | None | 501(c)(3) | MDA Summer Camp | $10,000 | |
| Music Resource Center - Cincinnati | ||||||||
| PO Box 44253 | Cincinnati | OH | 45244 | None | 501(c)(3) | Music Resources Center - Cincinnati | $10,000 | |
| Notre Dame Urban Education Center | ||||||||
| 14 East 8th Street | Covington | KY | 41011 | None | 501(c)(3) | Notre Dame Urban Education Center | $10,000 | |
| Ohio River Foundation | ||||||||
| 4480 Classic Drive | Cincinnati | OH | 45241 | None | 501(c)(3) | River Explorer and School Rain Gardens Project | $10,000 | |
| Ohio Valley Voices | ||||||||
| 6642 Branch-Hill Guinea Pike | Loveland | OH | 45140 | None | 501(c)(3) | The Family Center Program | $10,000 | |
| One Way Farm of Fairfield Inc | ||||||||
| 6131 River Road | Fairfield | OH | 45014 | None | 501(c)(3) | Animal Education & Therapy Program | $10,000 | |
| Our Daily Bread | ||||||||
| 1730 Race Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Kids Club Program | $10,000 | |
| People Working Cooperatively | ||||||||
| 4612 Paddock Rd | Cincinnati | OH | 45229 | none | 501(c)(3) | Summer Student Service Group Project | $10,000 | |
| Philanthropy Ohio | ||||||||
| 37 West Broad Street Suite 800 | Cincinnati | OH | 43215 | None | 501(c)(3) | Annual support | $3,246 | |
| Price Hill Will | ||||||||
| 3208 Warsaw Avenue | Cincinnati | OH | 45205 | None | 501(c)(3) | Take a Closer Look as...the History, Nature and Wild | $15,000 | |
| ProKIDS | ||||||||
| 2605 Burnet Avenue | Cincinnati | OH | 45219 | None | 501(c)(3) | CASA University | $15,000 | |
| Ronald McDonald House Charities | ||||||||
| 229 Erckenbrecher | Cincinnati | OH | 45229 | None | 501(c)(3) | Family Performance and Activities Series | $12,000 | |
| Roundabout Opera For Kids Cincinnati Inc | ||||||||
| 715 Bakewell St | Covington | KY | 41011 | None | 501(c)(3) | ROKCincy | $12,500 | |
| Salvation Army | ||||||||
| PO Box 596 | Cincinnati | OH | 45201 | None | 501(c)(3) | West Side Corps Community Youth Development | $10,000 | |
| Santa Maria Community Services | ||||||||
| 2918 Price Avenue | Cincinnati | OH | 45204 | None | 501(c)(3) | Dater-4-Kids | $20,000 | |
| School House Symphony | ||||||||
| PO Box 36494 | Cincinnati | OH | 45236 | None | 501(c)(3) | Teaching Tomorrows Audience Today | $20,000 | |
| Sisters of Notre Dame de Namur | ||||||||
| 701 East Columbia Avenue | Cincinnati | OH | 45215 | None | 501(c)(3) | Coryville Catholic Elementary School | $17,000 | |
| 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 | $10,000 | |
| St Xavier High School | ||||||||
| 600 W North Bend Rd | Cincinnati | OH | 45224 | None | 501(c)(3) | Companion Scholars Summer Program | $10,000 | |
| Starfire Council of Greater Cincinnati Inc | ||||||||
| 5030 Oaklawn Drive | Cincinnati | OH | 45227 | None | 501(c)(3) | Community building for inclusion | $30,000 | |
| Stepping Stones Center for Handicapped | ||||||||
| 5650 Given Road | Cincinnati | OH | 45242 | None | 501(c)(3) | Saturday Kids Club | $15,000 | |
| 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 | $30,000 | |
| The Greater Cincinnati Foundation | ||||||||
| 200 W 4th Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Learning Links 2016 | $40,000 | |
| The Loveland Initiative | ||||||||
| 405 Loveland Madeira Road | Loveland | OH | 45140 | None | 501(c)(3) | Back to School Backpack Drive | $10,000 | |
| 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 | $11,000 | |
| Urban Health Project | ||||||||
| 619 Oak Street 7th Floor | Cincinnati | OH | 45206 | None | 501(c)(3) | Urban Health Project | $10,000 | |
| Valley Interfaith Food & Clothing Center | ||||||||
| 4208 W Wyoming Avenue | Cincinnati | OH | 45215 | None | 501(c)(3) | Back to School Program | $20,000 | |
| WAVE Foundation | ||||||||
| One Aquarium Way | Newport | KY | 41071 | None | 501(c)(3) | Finstitute Youth Education Program | $15,000 | |
| Word Play | ||||||||
| 4041 Hamilton Ave | Cincinnati | OH | 45223 | None | 501(c)(3) | Wordplay Scholars | $10,000 | |
| Xavier University | ||||||||
| 1507 Dana Avenue | Cincinnati | OH | 45207 | None | 501(c)(3) | Summer Service Internship Program | $20,000 | |
| YMCA - Great Miami Valley Branch | ||||||||
| 105 North 2nd Street | Hamilton | OH | 45011 | None | 501(c)(3) | Joe Nuxhall Miracle League Fields | $2,500 | |
| YWCA of Greater Cincinnati | ||||||||
| 898 Walnut Street | Cincinnati | OH | 45202 | None | 501(c)(3) | Girls, Inc. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,946,746 | 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 | $1,036,437 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,835,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,872,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,872,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $24,633 | Amt |
| Net Investment Income | $2,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,170 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Merrill Lynch | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Russell 1000 Growth | $9,208,012 | $9,506,096 |
| Ishares Russell 1000 Value | $9,058,633 | $9,609,554 |
| Vanguard Small Cap Value ETF | $2,655,607 | $2,869,502 |
| Vanguard Small Gap Growth ETF | $2,220,486 | $2,385,764 |
| Vanguard Value ETF | $2,730,723 | $2,881,018 |
| Vanguard Growth ETF | $2,245,954 | $2,377,640 |
| Vanguard FTSE Emerging Markets ETF | $2,600,923 | $2,860,856 |
| Ishares MBS ETF | $953,984 | $962,423 |
| Vanguard FTSE DEveloped Markets ETF | $8,689,740 | $8,531,590 |
| SPDR Barclays High Yield Bond ETF | $466,830 | $480,124 |
| Vanguard Short-term Corporate Bond | $1,896,026 | $1,922,376 |
| SPDR Barclays Short Term Treasury | $2,382,200 | $2,404,137 |
| Vanguard Total International Bond ETF | $456,605 | $480,691 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney Fees | CategoryTxt |
| Legal Fees | $1,570 | LegalFeesAmt |
| Net Investment Income | $157 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,413 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost basis adjustment | Desc |
| Amt | $32,126 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Memberships and Subscription | $11,493 | $0 | $11,493 |
| Office Supplies | $991 | $198 | $793 |
| Payroll Processing Fees | $962 | $48 | $914 |
| Internet Service | $17,013 | $3,403 | $13,610 |
| Postage and Printing | $4,433 | $887 | $3,546 |
| Other Expenses | $307 | $61 | $246 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $82,426 | $82,426 | $0 |
| Public Relations | $362 | $0 | $362 |
| Administrative Fees | $42,000 | $2,100 | $39,900 |
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 | $83,075 | $0 | $0 |