BAHL & GAYNOR FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAHL & GAYNOR FOUNDATION (EIN 83-0442736)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-07-30
- IRS object ID
- 201402119349100700
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-30T10:14:38-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 ELM STREET - SUITE 1250 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830442736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAHL & GAYNOR FOUNDATION CO C PETTENGILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAHL | BusinessNameControlTxt |
| Phone | 5132876100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST THIRD ST NO 200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452025500 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES PETTENGILL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5132876133 | PhoneNum |
| Signature | 2014-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P MELLOTT | PreparerPersonNm |
| PTIN | P00083918 | PTIN |
| Phone | 5132412940 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $455,416 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,474 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $106 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $151 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,447 | CashBOYAmt |
| Cash EOY | $17,687 | CashEOYAmt |
| Cash EOYFMV | $17,687 | CashEOYFMVAmt |
| Corporate Stock BOY | $276,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $437,729 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $280,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $455,416 | 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 | $280,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | $358,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $280,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $358,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $280,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $358,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $280,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $358,657 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $358,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CASH IN LIEU ONEOK INC | P | 2014-02-10 | $24 | $17 | $7 | $7 |
| MERRILL LYNCH | P | $108,183 | $74,762 | $33,421 | $33,421 | |
| MERRILL LYNCH | P | $13,383 | $12,805 | $578 | $578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,006 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $329,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039648 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $243,613 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036546 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,896 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $202,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,436 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $180,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046838 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,430 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $178,335 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064093 | DistributionYr5Rt |
| Total Distribution | 0.240854 | TotalDistributionRt |
| Average Distribution | 0.048171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $376,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $442 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,561 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,380 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $885 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $885 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $885 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $285 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BAHL GAYNOR INC | IndividualWithBooksNm |
| Phone | 5132876100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST THIRD STREET SUITE 200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452025500 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES PETTENGILL | ||||||||
| 212 EAST THIRD STREET SUITE 200 | CINCINNATI | OH | 452025500 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE STRIETMANN | ||||||||
| 212 EAST THIRD STREET SUITE 200 | CINCINNATI | OH | 452025500 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $381,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $381,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $376,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $885 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $885 | TotalTaxAmt |
| Distributable Before Adj | $17,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,380 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,102 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,102 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,278 | 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 | $15,644 | 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 | CHARLES PETTENGILL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 E THIRD ST SUITE 200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132876100 | RecipientPhoneNum |
| Recipient Email Address | CPETTENGILL@BAHL-GAYNOR.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS MUST SUBMIT A PRELIMINARY APPLICATION FOR CONTRIBUTIONS WHICH CAN BE OBTAINED BY CONTACTING C. PETTENGILL. ONLY INVITED ORGANIZATIONS WILL BE ASKED TO SUBMIT A FULL PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE GREATER CINCINNATI AREA IS THE FOCUS OF ANY GRANTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEECHWOOD HOME | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE GIFT | GrantOrContributionPurposeTxt |
| Amt | $14,380 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,380 | 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 | $11,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,963 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BAHL GAYNOR INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST THIRD STREET SUITE 200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,965 | Amt |
| Net Investment Income | $1,474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $6,686 | $10,275 |
| EMERSON ELECTRIC CO | $7,632 | $11,945 |
| PROCTER & GAMBLE CO | $8,325 | $9,431 |
| REALTY INCM CRP | $1,763 | $3,109 |
| AUTOMATIC DATA PROC | $3,789 | $4,757 |
| GLAXOSMITHKLINE PLC | $7,136 | $8,557 |
| MCDONALDS CORP | $7,435 | $11,081 |
| PHILIP MORRIS INTL INC | $7,528 | $10,117 |
| HCP INC | $5,345 | $5,173 |
| HEALTH CARE REIT INC COM | $7,139 | $9,714 |
| NOVARTIS ADR | $6,589 | $11,316 |
| KIMBERLY CLARK | $7,940 | $13,346 |
| GENUINE PARTS CO | $3,037 | $5,268 |
| INTEL CORP | $4,900 | $6,180 |
| NEXTERA ENERGY INC SHS | $4,558 | $7,174 |
| BCE INC | $5,868 | $7,031 |
| ONEOK INC | $4,751 | $10,552 |
| BLACKROCK INC | $10,042 | $12,784 |
| MERCK AND CO INC | $8,647 | $11,281 |
| WILLIAMS COMPANIES DEL | $6,077 | $10,769 |
| ANALOG DEVICES INC | $8,695 | $10,544 |
| CHEVRON CORP | $12,219 | $14,360 |
| COCA COLA COM | $10,412 | $11,437 |
| JOHNSON AND JOHNSON COM | $11,230 | $16,216 |
| ABBVIE INC SHS | $9,387 | $13,546 |
| BAXTER INTERNTL INC | $10,637 | $11,929 |
| CISCO SYSTEMS INC COM | $10,369 | $12,301 |
| GALLAGHER ARTHUR J & CO | $5,795 | $7,456 |
| GENERAL ELECTRIC | $11,700 | $13,666 |
| KRAFT FOODS GROUP INC | $10,647 | $13,189 |
| MICROSOFT CORP | $8,177 | $11,676 |
| QUALCOMM INC | $9,897 | $11,880 |
| US BANCORP | $10,689 | $12,779 |
| VENTAS INC | $4,071 | $3,205 |
| TUPPERWARE BRANDS CORP | $3,502 | $3,767 |
| APPLE INC | $5,052 | $7,806 |
| CULLEN FRST BKRS PV | $5,673 | $5,956 |
| LOCKHEED MARTIN CORP | $8,644 | $11,251 |
| LYONDELLBASELL INDUST. | $8,568 | $10,253 |
| MARSH & MCLENNAN COS | $4,414 | $4,405 |
| MAXIM INTEGRATED PRODS | $4,424 | $4,226 |
| PAYCHEX INC | $5,251 | $5,403 |
| PEPSICO INC | $4,494 | $4,467 |
| SPECTRA ENERGY CORP | $10,941 | $13,381 |
| WISCONSIN ENERGY CORP | $7,685 | $8,446 |
| 3M CORP | $13,210 | $14,324 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $151 | $151 | $0 |
| FILING FEES | $100 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAHL & GAYNOR INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST THIRD ST SUITE 200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $106 | $106 | $0 |
| FEDERAL TAXES | $1,188 | $0 | $0 |