CINCINNATI FOUNDATION FOR THE AGED: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI FOUNDATION FOR THE AGED (EIN 31-0536971)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-13
- IRS object ID
- 202442269349100104
- Schema version
- 2023v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets 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 | 2024-08-13T07:14:29-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CINCINNATI FOUNDATION FOR THE AGED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CINC | BusinessNameControlTxt |
| Phone | 5133816859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST COURT STREET 1000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024365 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C PORTER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133816859 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A DEYHLE | PreparerPersonNm |
| PTIN | P00341594 | PTIN |
| Phone | 5132412940 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,584,183 | 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 | $333,543 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,178,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,178,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $447,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,483,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $447,513 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,959,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,626,302 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,590 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,795 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,795 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,462 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $170 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $170 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,918 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,918 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,371 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,114 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,450 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,225 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,225 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,572 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,572 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,807,443 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,807,443 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,010,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,829,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,518,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $723,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $497,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $497,098 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,309,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,194,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,115,124 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,979,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,265,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,971,940 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,146 | OtherAssetsBOYAmt |
| Other Assets EOY | $21 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,013,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,957,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,584,183 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,827 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,827 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $34,003,343 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,952,216 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,003,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,952,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,013,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,957,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,003,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,952,216 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,952,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LM KOHN ST | P | $1,205,223 | $1,186,795 | $18,428 | $18,428 |
| LM KOHN LT | P | $1,132,128 | $1,117,535 | $14,593 | $14,593 |
| US BANK ST | P | $1,043,057 | $1,038,886 | $4,171 | $4,171 |
| US BANK LT | P | $2,096,620 | $1,565,070 | $531,550 | $531,550 |
| PARTNERSHIPS | P | $6,756 | $127,985 | -$121,229 | -$121,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $447,513 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $313 | EsPenaltyAmt |
| Tax Due | $2,220 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CINTIFOUNDATION4AGED.COM | WebsiteAddressTxt |
| Individual With Books | HEATHER JANSEN | IndividualWithBooksNm |
| Phone | 5133816859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST COURT STREET NO 1000 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS L FINN | ||||||||
| 7 ANNWOOD LANE | CINCINNATI | OH | 45206 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| HEATHER JANSEN | ||||||||
| 1032 RIVERVIEW FARMS PL | VILLA HILLS | KY | 41017 | SECRETARY/TREASURER | 8.00 | $27,590 | $0 | $0 |
| ROBERT PORTER III | ||||||||
| 125 EAST COURT STREET SUITE 1000 | CINCINNATI | OH | 45202 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SISTER JEAN HOFFMAN | ||||||||
| 7 LOCUST AVENUE APT 1 | LAKESIDE PARK | KY | 41017 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SHANNON CRUTCHFIELD | ||||||||
| 9321 MONTGOMERY RD STE C | CINCINNATI | OH | 45242 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JON BLOHM | ||||||||
| 1985 RUSTICWOOD LANE | CINCINNATI | OH | 45255 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| VINCE HOPKINS | ||||||||
| 3354 PADDOCK LANE | MASON | OH | 45040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RICHARD KREHBIEL | ||||||||
| 7709 CHUMANI LANE | CINCINNATI | OH | 45243 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WILLIAM H STRIETMANN | ||||||||
| 2826 BROADVIEW DRIVE | CINCINNATI | OH | 45208 | TRUSTEE | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE FOUNDATION IS TO GIVE FINANCIAL ASSISTANCE TO INDIGENT AND ELDERLY INDIVIDUALS, ENABLING THEM TO GAIN ACCEPTANCE AND TO MAINTAIN THEMSELVES IN QUALIFIED CARE FACILITIES | Description1Txt |
| Expenses1 | $1,757,443 | Expenses1Amt |
| Description2 | GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IT IS TO EXTEND AID TO THE AGED AND ELDERLY. | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
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 | $37,309,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,876,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,876,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $568,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,307,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,865,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,865,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,107 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $786 | IncomeTaxAmt |
| Total Tax | $21,893 | TotalTaxAmt |
| Distributable Before Adj | $1,843,501 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,843,501 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,843,501 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,829,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,829,319 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,843,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $49,438 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,829,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,829,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,182 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,182 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,256 | 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 | $35,256 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $35,256 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CINCINNATI FOUNDATION FOR THE A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST COURT STREET SUITE 1000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133816859 | RecipientPhoneNum |
| Form And Info And Materials | N/A; THE CINCINNATI FOUNDATION FOR THE AGED DOES NOT ACCEPT APPLICATIONS; | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GREATER CINCINNATI AREA - CHARITABLE NURSING FACILITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAPTIST LIFE COMMUNITIES | ||||||
| 3000 RIGGS AVENUE | ERLANGER | KY | 41018 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $227,525 |
| BAYLEY PLACE | ||||||
| 990 BAYLEY PLACE DRIVE | CINCINNATI | OH | 45233 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $36,000 |
| CEDAR VILLAGE | ||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NON-EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $347,400 |
| COTTINGHAM RETIREMENT CENTER | ||||||
| 3995 COTTINGHAM DRIVE | CINCINNATI | OH | 45241 | NON-EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $30,000 |
| COVINGTON LADIES HOME | ||||||
| 702 GARRARD STREET | COVINGTON | KY | 41011 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $150,818 |
| EPIC HOUSE | ||||||
| 910 YORK STREET | CINCINNATI | OH | 45214 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $77,950 |
| GREATER CINCINNATI FOUNDATION | ||||||
| 720 E PETE ROSE WAY 120 | CINCINNATI | OH | 45202 | EXEMPT | GENERAL CHARITABLE PURPOSES | $50,000 |
| IVY KNOLL | ||||||
| 800 HIGHLAND AVE | COVINGTON | KY | 41011 | NON-EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $24,000 |
| LITTLE SISTERS OF THE POOR | ||||||
| 476 RIDDLE RD | CINCINNATI | OH | 45220 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | -$550 |
| MADONNA MANOR | ||||||
| 2344 AMSTERDAM ROAD | VILLA HILLS | KY | 41017 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $132,000 |
| MERCY FRANCISCAN AT WEST PARK | ||||||
| 2950 WEST PARK DRIVE | CINCINNATI | OH | 45238 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $21,400 |
| OTTERBEIN | ||||||
| 580 OH-741 | LEBANON | OH | 45036 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $378,500 |
| ST CHARLES CARE CENTER VILLAGE AND LODGE | ||||||
| 500 FARRELL DRIVE | COVINGTON | KY | 41011 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $224,400 |
| ST MARGARET HALL | ||||||
| 1960 MADISON ROAD | CINCINNATI | OH | 45208 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $36,000 |
| THE MIDWEST MANOR AND MISSIONS | ||||||
| 3636 SEMLOH AVE | CINCINNATI | OH | 45247 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $72,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,807,443 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,178,639 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $447,513 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,626,302 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,626,302 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | OTHER REVENUE | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TRUST UW OSCAR COHRS | ||||||
| 1 | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | $310,710 | Yes (X) |
| TRUST UW LUEDEKING | ||||||
| 2 | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | $18,982 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,462 | Amt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $170 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V11-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE DISTRIBUTIONS TO THE DONOR ADVISED FUND ARE BEING TREATED AS QUALIFYING DISTRIBUTIONS. GRANTS ARE MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IS TO EXTEND AID TO THE AGED AND/OR INDIGENT INDIVIDUALS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $25,661,500 | $33,985,959 |
| TAXABLE FIXED INCOME | $2,588,308 | $2,253,915 |
| MIXED ASSETS | $400,767 | $349,500 |
| REAL ASSETS | $544,315 | $525,750 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH | AT COST | $618,637 | $618,579 |
| INVESTMENT IN PARTNERSHIPS | AT COST | $3,646,397 | $3,353,361 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT | $20 | $20 | $20 |
| CEMETERY PLOT | $1 | $1 | $1 |
| PREPAID UNRELATED BUSINESS INCOME TAX | $1,125 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,593 | $0 | $0 |
| OFFICE | $1,232 | $616 | $616 |
| TELEPHONE | $1,913 | $956 | $956 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES WITHHELD | $1,365 | $0 |
| EXCISE TAX PAYABLE | $8,993 | $1,907 |
| UBIT PAYABLE | $0 | $2,920 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $85,918 | Amt |
| Net Investment Income | $85,918 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $26,391 | $0 | $0 |
| FICA/UNEMPLOYMENT | $2,228 | $1,114 | $1,114 |
| UNRELATED BUSINESS INCOME TAX | $6,752 | $0 | $0 |
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