MARGE & CHARLES J SCHOTT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARGE & CHARLES J SCHOTT FOUNDATION (EIN 31-6063407)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201533099349100423
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T15:46:12-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351476702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 RIGBY ROAD SUITE 400 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316063407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGE & CHARLES J SCHOTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 5137218400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER ROAD NO 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK J CRANE III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5137218400 | PhoneNum |
| Signature | 2015-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J GMEINER CPA | PreparerPersonNm |
| PTIN | P00197565 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2015-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,527,101 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $699,405 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $682,851 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,997,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,997,226 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $136,941 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $136,941 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $40,990 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,289,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,247,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,289,160 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,130,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,113,678 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $446,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $23,295 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,824 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,471 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,993 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $55,993 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $78,581 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,349 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $688,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $688,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,653 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,826 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $30,826 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $134,170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124,978 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,617,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,078,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,623,963 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,623,963 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,241,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,078,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,099,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,035,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $805,236 | CashBOYAmt |
| Cash EOY | $846,618 | CashEOYAmt |
| Cash EOYFMV | $846,618 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,094,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,780,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,780,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $58,607,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,930,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,892,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,371,166 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,209,444 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,690,651 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,134,850 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $598,605 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $562,270 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $536,245 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $830,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,174,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $205,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,796 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $211,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,495 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $188,074 | LandBOYAmt |
| Land EOY | $183,272 | LandEOYAmt |
| Land EOYFMV | $190,000 | LandEOYFMVAmt |
| Total Assets BOY | $91,803,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,691,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,527,101 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,542 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,542 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,542 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,542 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $91,795,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $91,683,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,795,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,683,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,803,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,691,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,795,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,683,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,683,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $33,952,510 | $31,024,960 | $2,927,550 | $2,927,550 | ||
| AMBLESIDE LOT 6 | P | $647,355 | $966,834 | -$319,479 | -$319,479 | 2006-09-11 | 2014-05-15 |
| AMBLESIDE LOT 8 | P | $647,696 | $966,834 | -$319,138 | -$319,138 | 2006-09-11 | 2014-04-29 |
| PARTNERSHIP PASS THROUGH CAPITAL GAINS | P | $227 | $227 | $227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,289,160 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,530,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $102,287,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044289 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,576,578 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $97,080,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047142 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,672,991 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $99,055,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047175 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,951,429 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $95,559,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051815 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,601,642 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $96,253,252 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047808 | DistributionYr5Rt |
| Total Distribution | 0.238229 | TotalDistributionRt |
| Average Distribution | 0.047646 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $106,220,766 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,060,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,101,347 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,099,283 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,460 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $109,460 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,756 | OverpaymentAmt |
| Applied To ES Tax | $28,756 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANK CRANE III | IndividualWithBooksNm |
| Phone | 5137218400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD UNIT 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANK CRANE III | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| CARLOTTA C WIDER | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| MARY ELIZABETH UNNEWEHR | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | ASST. SECRETARY | 10.00 | $95,000 | $0 | $0 |
| ROBERT MARTIN | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TRUSTEE | 10.00 | $95,000 | $0 | $0 |
| JOHN R VERKAMP | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TREASURER | 10.00 | $95,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 312 WALNUT STREET SUITE 3300 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $513,851 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $114,497 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $90,130 |
| WELLS FARGO | |||||
| 255 E 5TH ST SUITE 1400 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $59,418 |
| DONNELLON DONNELLON & MILLER | |||||
| 9079 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | ATTORNEY | $50,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,063,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,456,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,317,796 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,838,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,838,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,617,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,220,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,311,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,311,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,704 | TotalTaxAmt |
| Distributable Before Adj | $5,230,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,230,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,230,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,099,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,099,283 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,099,283 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,230,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $856,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $215,651 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,076 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,267,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,099,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,099,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,131,051 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,131,051 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $136,591 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $136,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $136,591 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK CRANE III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD UNIT 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137218400 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH A BRIEF DESCRIPTION OF THE CHARITY AND ITS REQUESTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 4C FOR CHILDREN | |||||
| 1924 DANA AVE | CINCINNATI | OH | 45207 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| ALL SAINTS CHURCH | |||||
| 8939 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| AMERICAN DIABETES ASSOCIATION | |||||
| 4555 LAKE FOREST DR | BLUE ASH | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BETHANY HOUSE SERVICES | |||||
| 1833 FAIRMOUNT AVE | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| BIG BROTHERS BIG SISTERS | |||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BIRTHRIGHT PREGNANCY CENTER | |||||
| 2115 BEECHMONT AVE | CINCINNATI | OH | 45230 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BLUEGRASS FOR BABIES INC | |||||
| PO BOX 9750 | CINCINNATI | OH | 45209 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BOYS & GIRLS CLUB | |||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| BOYS HOPEGIRLS HOPE | |||||
| 4225 MALSBARY ROAD SUITE 208 | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| BRIGHTON CENTERS HOMEWARD BOUND | |||||
| 13 E 20TH ST | CONVIGNTON | KY | 41014 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| CISE | |||||
| 100 EAST 8TH STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CAMPING & EDUCATION FOUNDATION | |||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $65,000 |
| CANCER SUPPORT COMMNITY | |||||
| 4801 HEMPSTEAD STATION DR | KETTERING | OH | 45429 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| CASA | |||||
| 150 E MOUND ST 210 | COLUMBUS | OH | 43215 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CENTER FOR HOLOCAUST HUMANITY EDUCATION | |||||
| 8401 MONTGOMERY RD | CINCINNATI | OH | 45236 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CENTER FOR RESPITE CARE | |||||
| 3550 WASHINGTON AVE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CHANGING GEARS | |||||
| 1995 CENTRAL AVE | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CHATFIELD COLLEGE | |||||
| 20918 OH-251 | FAYETTEVILLE | OH | 45118 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CHILDREN'S HOME OF CINCINNATI | |||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CILO | |||||
| 525 W 5TH ST 218 | CONVIGNTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI ASSOC FOR BLIND & V IMPAIRED | |||||
| 2045 GILBERT AVENUE | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI CHILDRENS HOSPITAL | |||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI EVANS SCHOLARSHIP COMMITTEE | |||||
| 121 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CINCINNATI GOLDEN GLOVES | |||||
| 1715 REPUBLIC STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI OPERA | |||||
| 1243 ELM STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $135,000 |
| CINCINNATI PUBLIC RADIO | |||||
| 800 VINE ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CINCINNATI SYMPHONY | |||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $67,500 |
| CINCINNATI YOUTH COLLABORATIVE | |||||
| 301 OAK ST | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CINCINNATI ZOO | |||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $500,000 |
| COMMUNITY LEARNING CENTER INSTITUTE | |||||
| 3595 WASHINGTON AVE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,200 |
| CORNERSTONE | |||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $51,875 |
| COUNCIL ON CHILD ABUSE | |||||
| 4155 CROSSGATE SQUARE | CINCINNATI | OH | 45236 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| COVINGTON LADIES HOME | |||||
| 702 GARRARD ST | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CREATIVE AGING | |||||
| 7970 BEECHMONT AVE | CINCINNATI | OH | 45255 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| DEPAUL CRISTO REY | |||||
| 1133 CLIFTON HILLS AVENUE | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| DRESS FOR SUCCESS | |||||
| 135 WEST 4TH STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| DROP INN CENTER | |||||
| 217 W 12TH ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| EAST END ADULT EDUCATION CENTER | |||||
| 4015 EASTERN AVE | CINCINNATI | OH | 45226 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| EMANUEL SQUASH | |||||
| 1308 RACE ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| FACES WITHOUT PLACES | |||||
| PO BOX 23300 | CINCINNATI | OH | 45223 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| FCC FOUNDATION FOR THE CHALLENGED | |||||
| 5970 WILCOX PLACE SUITE E | DUBLIN | OH | 43016 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $8,555 |
| FREE STORE FOOD BANK | |||||
| 1250 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| GOMAN HERITAGE FARM | |||||
| 10052 READING RD | CINCINNATI | OH | 45241 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| HAMILTON CTY PARK DIST SPECIAL OLYMPICS | |||||
| 4777 RED BANK EXPWY | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,500 |
| HONOR FLIGHT TRI-STATE | |||||
| 8627 CALUMET WAY | CINCINNATI | OH | 45249 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| HOSPICE OF CINCINNATI | |||||
| 4310 COOPER RD | BLUE ASH | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| KAREN CARNS FOUNDATION | |||||
| 4600 NORTH MASON-MONTGOMERY ROAD | MASON | OH | 45040 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| KAREN WELLINGTON FOUNDATION | |||||
| PO BOX 6464 | CINCINNATI | OH | 45201 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| KENZIE'S CLOSET | |||||
| 2010 MADISON RD | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| KILGOUR ELEMENTARY SCHOOL PTA | |||||
| 1339 HERSCHEL AVE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| KNIGHTS OF COLUMBUS COUNCIL 13429 | |||||
| 9495 COLUMBIA RD | LOVELAND | OH | 45140 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $6,000 |
| LASALLE HIGH SCHOOL | |||||
| 3091 N BEND RD | CINCINNATI | OH | 45239 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| LAWNLIFE | |||||
| PO BOX 68123 | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,500 |
| LEADERSHIP SCHOLARS INC | |||||
| 1602 MADISON ROAD | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| LEUKEMIA & LYMPHOMA | |||||
| 2300 WALL STREET | CINCINNATI | OH | 45212 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $33,333 |
| LIGHTHOUSE YOUTH SERVICES | |||||
| 401 E MCMILLAN STREET | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| LINDER CENTER OF HOPE | |||||
| 4075 OLD WESTERN ROW RD | MASON | OH | 45040 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $39,000 |
| MCAULEY HIGH SCHOOL | |||||
| 6000 OAKWOOD AVE | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| MERCY FRANCISCAN AT ST JOHNS | |||||
| 1233 MAIN ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| MOUNT NOTRE DAME | |||||
| 711 E COLUMBIA AVE | CINCINNATI | OH | 45215 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| MUSIC RESOURCE CENTER | |||||
| 3032 WOODBURN AVE | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| NOTRE DAME URBAN EDUCATION CENTER | |||||
| E 41011 14 E 8TH ST | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| OUR DAILY BREAD | |||||
| PO BOX 14862 | CINCINNATI | OH | 45250 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| OUR LORD CHRIST THE KING | |||||
| 3223 LINWOOD AVE | CINCINNATI | OH | 45226 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| OVER THE RHINE COMMUNITY HOUSING | |||||
| 114 W 14TH ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| OVER THE RHINE KITCHEN | |||||
| 2631 GILBERT AVE | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| PANCREATIC CNCER ACTON NETWORK | |||||
| 2808 READING RD | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| PATCHWORK KIDS CINCINNATI ART CLUB | |||||
| 6980 CAMBRIDGE AVENUE | MARIEMONT | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| PREGNANCY CENTER EAST | |||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| PREVENT BLINDNESS OHIO | |||||
| 615 ELSINOR PL | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| PROKIDS | |||||
| 2320 KEMPER LN | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| PURCELL MARION HS-REGINA PROGRAM | |||||
| 2935 HACKBERRY ST | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| RONALD MCDONALD HOUSE | |||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $53,000 |
| ST PETER CLAVER LATIN SCHOOL FOR BOYS | |||||
| 123 E 13 ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SAINT MARGARET HALL | |||||
| 1960 MADISON RD | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| SENIOR SERVICES OF NORTHERN KENTUCKY | |||||
| 1032 MADISON AVE | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $8,000 |
| SETON EDUCATION PARTNERS | |||||
| 1562 FIRST AVENUE 205-2219 | NEW YORK | NY | 10028 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SETON HIGH SCHOOL | |||||
| 3901 GLENWAY AVENUE | CINCINNATI | OH | 45205 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SISTERS OF NOTRE DAME DE NAMUR | |||||
| 701 E COLUMBIA AVE | CINCINNATI | OH | 45215 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SOCIETY OF THE SACRED HEART | |||||
| 4289 WEST PINE BLVD | ST LOUIS | MO | 63108 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| SPECIAL OLYMPICS | |||||
| 4790 RED BANK EXPY SUITE 206 | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $22,000 |
| ST ALOYSIUS | |||||
| 4721 READING RD | CINCINNATI | OH | 45237 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST JOSEPH HOME | |||||
| 10722 WYSCARVER RD | CINCINNATI | OH | 45241 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST VINCENT | |||||
| 2351 E 22ND ST | CLEVELAND | OH | 44115 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST XAVIER CHURCH | |||||
| 600 W NORTHBEND RD | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| STEPPING STONES CENTER | |||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| THE BEECHWOOD HOME | |||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| THE CHILDREN'S THEATRE OF CINCINNATI | |||||
| 5020 OAKLAWN DR | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| THE KAREN WELLINGTON FOUNDATION | |||||
| PO BOX 6464 | CINCINNATI | OH | 45201 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| THE PINK RIBBON | |||||
| 4850 RED BANK RD | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,000 |
| UC HEALTH FOUNDATION | |||||
| 3230 EDEN AVENUE | CINCINNATI | OH | 45267 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| UNITED CEREBRAL PALSY OF GREATER CINCY | |||||
| 2300 DREX AVE | CINCINNATI | OH | 45212 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| UNIVERSITY OF CINCINNATI | |||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $180,000 |
| URSALINE ACADEMY | |||||
| 5535 PFEIFFER RD | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| WALNUT HILLS HIGH SCHOOL | |||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| WARRIOR RUN | |||||
| 6715 HAMMERSTONE WAY | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,000 |
| WELCOME HOUSE OF NORTHERN KY | |||||
| 205 W PIKE ST | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| WORLD PIANO COMPETITION | |||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,623,963 | 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 | $699,405 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,997,226 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $40,990 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,289,160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,034,281 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,034,281 | 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 | $89,930 | Amt |
| Net Investment Income | $78,581 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,349 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| BUILDINGS - COMMERCIAL RENTAL PROPERTY | 1988-07-20 | $1,105,325 | $572,580 | VAR | 0.000000000000 | $26,025 | $26,025 | |
| LAND - COMMERCIAL RENTAL PROPERTY | 1988-07-20 | $29,525 | L | $0 | $0 | |||
| LAND - OFFICE CONDO | 2009-09-15 | $48,686 | L | $0 | $0 | |||
| BUILDING - OFFICE CONDO | 2009-09-15 | $154,246 | $16,974 | SL | $3,955 | $0 | 39.000000000000 | |
| FURNITURE & FIXTURES - OFFICE CONDO | 2009-09-15 | $8,420 | $6,541 | 200DB | $752 | $0 | 7.000000000000 | |
| PHONE SYSTEM | 2012-11-01 | $44 | $19 | 200DB | $10 | $0 | 5.000000000000 | |
| CONFERENCE ROOM CHAIRS | 2012-11-01 | $59 | $25 | 200DB | $14 | $0 | 5.000000000000 | |
| COMPUTERS - CYNTHIA & BACK OFFICE | 2012-11-01 | $312 | $134 | 200DB | $71 | $0 | 5.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $17,209,444 | EOYBookValueAmt |
| EOYFMV | $17,690,651 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $68,930,814 | EOYBookValueAmt |
| EOYFMV | $84,892,007 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDINGS - COMMERCIAL RENTAL PROPERTY | $1,105,325 | $598,605 | $506,720 |
| LAND - COMMERCIAL RENTAL PROPERTY | $29,525 | $0 | $29,525 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $205,001 | BookValueAmt |
| EOYFMV | $297,796 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND - OFFICE CONDO | $48,686 | $0 | $48,686 |
| BUILDING - OFFICE CONDO | $154,246 | $20,929 | $133,317 |
| FURNITURE & FIXTURES - OFFICE CONDO | $8,420 | $7,293 | $1,127 |
| PHONE SYSTEM | $44 | $29 | $15 |
| CONFERENCE ROOM CHAIRS | $59 | $39 | $20 |
| COMPUTERS - CYNTHIA & BACK OFFICE | $312 | $205 | $107 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $50,393 | $50,393 | $0 |
| LEGAL | $5,600 | $5,600 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORAGE EXPENSE | $1,742 | $1,742 | $0 |
| INVESTMENT EXPENSES-BLOME RD | $10,450 | $10,450 | $0 |
| UTILITIES EXPENSE | $4,638 | $4,638 | $0 |
| ASSOCIATION FEES-WOOSTER PROPERTY | $2,145 | $2,145 | $0 |
| INSURANCE EXPENSE | $22,991 | $22,991 | $0 |
| MISCELLANEOUS EXPENSE | $13,107 | $13,107 | $0 |
| PASS THROUGH EXPENSES | $204 | $4 | $0 |
| FILING FEES EXPENSE | $200 | $200 | $0 |
| NET LOSS FROM PASS THROUGH INVESTMENTS | $38,164 | $29,172 | $0 |
| REPAIRS & MAINTENANCE | $28,071 | $28,071 | $0 |
| UTILITIES | $12,395 | $12,395 | $0 |
| MISCELLANEOUS EXPENSE | $63 | $63 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,304 | $2,304 | $2,304 |
| SLSC HOLDINGS | $5,196 | $5,196 | $5,196 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| BOY Book Value | $7,542 | BOYBookValueAmt |
| EOY Book Value | $7,542 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $688,100 | Amt |
| Net Investment Income | $688,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $29,756 | $29,756 | $0 |
| REAL ESTATE TAXES | $12,100 | $12,100 | $0 |
| FEDERAL TAXES | $55,000 | $0 | $0 |
| REAL ESTATE TAXES | $23,797 | $23,797 | $0 |