UNNEWEHR FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNNEWEHR FAMILY FOUNDATION (EIN 87-4782817)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349103140
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:47:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874782817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNNEWEHR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNNE | BusinessNameControlTxt |
| Phone | 5137218400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R VERKAMP | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5137218400 | PhoneNum |
| Signature | 2024-11-13 | 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 | RANDALL K DOMIGAN CPA | PreparerPersonNm |
| PTIN | P00197564 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,143,510 | 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 | $333,937 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $326,578 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $940,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $940,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,473,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,907,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,473,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,747,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,740,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $451,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,888 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,888 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50,549 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,001 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $280,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $280,833 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84,834 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $973,491 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $454,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $456,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,342,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,342,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,315,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $454,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,799,408 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,431,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,286,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $313,877 | CashEOYAmt |
| Cash EOYFMV | $313,877 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,635,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,635,118 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,703,307 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,467,049 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,531,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,500,213 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $227,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $227,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,410,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,143,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,410,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,410,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,410,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,431,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,979,183 | OtherIncreasesAmt |
| Subtotal | $52,410,654 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,410,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $33,902,064 | $28,433,887 | $5,468,177 | $5,468,177 |
| CAPITAL GAINS DIVIDENDS | P | $5,114 | $5,114 | $5,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,473,291 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $52,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $114,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,239 | EsPenaltyAmt |
| Overpayment | $25,885 | OverpaymentAmt |
| Applied To ES Tax | $25,885 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN R VERKAMP | IndividualWithBooksNm |
| Phone | 5137218400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD | 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 |
| 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 (7 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 ROAD | CINCINNATI | OH | 45226 | TRUSTEE | 5.00 | $11,875 | $0 | $0 |
| CAROLOTTA C WIDER | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | TRUSTEE | 5.00 | $11,875 | $0 | $0 |
| MARY ELIZABETH UNNEWEHR | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | PRESIDENT | 5.00 | $83,125 | $0 | $0 |
| JOHN R VERKAMP | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | TREASURER | 5.00 | $83,125 | $0 | $0 |
| CHARLES VERKAMP | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| GEORGE VERKAMP | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| STEPHANIE MIDKIFF | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | SECRETARY | 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 (4 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 | $161,290 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $67,922 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $55,550 |
| CHARLES SCHWAB | |||||
| 9675 MONTGOMERY RD STE 201 | CINCINNATI | OH | 45242 | FINANCIAL ADVISOR | $51,400 |
| 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 | $54,351,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,153,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $227,253 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,732,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,732,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $865,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,866,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,843,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,843,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,376 | TotalTaxAmt |
| Distributable Before Adj | $2,755,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,755,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,755,939 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,799,408 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,799,408 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,755,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $26,590 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $26,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,799,408 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,755,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,469 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $70,059 | 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 | $70,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,590 | ExcessFromYear3Amt |
| Excess From Current Year | $43,469 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN R VERKAMP | 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 4C FOR CHILDREN | ||||||
| 2100 SHERMAN AVE 300 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| ACCELERATE GREAT SCHOOLS | ||||||
| 30 GARFIELD PLACE STE 700 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| ACTIVITIES BEYOND THE CLASSROOM | ||||||
| 635 W 7TH ST | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| ADOPT A CLASS | ||||||
| 3805 EDWARDS RD STE 550 | CINCINNATI | OH | 45209 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| AUBREY ROSE FOUNDATION | ||||||
| 3862 RACE RD | CINCINNATI | OH | 45211 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BADIN HIGH SCHOOL | ||||||
| 571 NEW LONDON RD | HAMILTON | OH | 45013 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BEECHWOOD HOME | ||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $35,000 |
| BEST POINT | ||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $37,500 |
| BETHANY HOUSE SERVICES | ||||||
| 1841 FAIRMONT AVENUE | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 2400 READING ROAD SUITE 148 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $6,000 |
| BOYS & GIRLS CLUB | ||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| BREAKTHROUGH CINCI | ||||||
| 6905 GIVEN RD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CABVI | ||||||
| 2045 GILBERT AVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CARE CENTER OF LOVELAND | ||||||
| 11020 S LEBANON RD | LOVELAND | OH | 45140 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CATHOLIC INNER CITY SCHOOL EDUCATION | ||||||
| 100 EAST 8TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CENTER FOR ADDICTION TREATMENT | ||||||
| 830 EZZARD CHARLES DR | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $17,500 |
| CENTER FOR RESPITE CARE | ||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CHILDREN'S HUNGER ALLIANCE | ||||||
| 10945 REED HARTMAN HIGHWAY STE 122 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CHILDRENS THEATER OF CINCINNATI | ||||||
| 4015 RED BANK RD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCI MUSEUM CENTER AT UNION TERMINAL | ||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCI WORKS | ||||||
| 708 WALNUT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI ART MUSEUM | ||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI CANCER ADVISORS | ||||||
| 4805 MONTGOMERY RD SUITE 130 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $130,000 |
| CINCINNATI FIRE MUSEUM | ||||||
| 315 W COURT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI GOLDEN GLOVES | ||||||
| 2334 BOUDINOT AVENUE | CINCINNATI | OH | 45238 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI OPERA | ||||||
| 1243 ELM ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CINCINNATI PARKS FOUNDATION | ||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $12,500 |
| CINCINNATI STATE | ||||||
| 3520 CENTRAL PARKWAY | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CINCINNATI SYMPHONY ORCHESTRA | ||||||
| 1241 ELM ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| CINCINNATI TENNIS FOUNDATION | ||||||
| 11790 SNIDER RD | CINCINNATI | OH | 45249 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $7,000 |
| CINCINNATI URBAN PROMISE | ||||||
| 2420 HARRISON AVE | CINCINNATI | OH | 45211 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI ZOO | ||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $265,000 |
| CINCY THERAPEUTIC | ||||||
| 1342 US-50 | MILFORD | OH | 45150 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| COCA | ||||||
| 4531 READING RD | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CORNERSTONE RENTER EQUITY | ||||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $37,500 |
| DCCH CENTER FOR CHILDREN & FAMILIES | ||||||
| 75 ORPHANAGE ROAD PO BOX 17007 | FT MITCHELL | KY | 41017 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| DRESS FOR SUCCESS | ||||||
| 205 W 4TH ST STE 900 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| DSAGC-BUDDYWALK CINCY | ||||||
| 4623 WESLEY AVE STE A | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| EASTERSEALS | ||||||
| 2901 GILBERT AVE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| EPILEPSY ALLIANCE OHIO | ||||||
| 895 CENTRAL AVE 550 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| EVANS SCHOLARS FOUNDATION | ||||||
| ONE BRIAR ROAD | GOLF | IN | 60029 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| FAITH COMMUNITY PHARMACY | ||||||
| 601 WASHINGTON AVE STE 100 | NEWPORT | KY | 41071 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| FAMILY NURTURING CENTER | ||||||
| 7162 READING ROAD | CINCINNATI | OH | 45237 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| FIRST STEP HOME | ||||||
| 2203 FULTON AVE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| FOCUS ON YOUTH | ||||||
| 8904 BROOKSIDE CT | WEST CHESTER TOWNSHIP | OH | 45069 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| FOREVER KINGS INC | ||||||
| 1055 LAIDLAW AVE | CINCINNATI | OH | 45237 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $40,000 |
| FOUND VILLAGE | ||||||
| 1215 WILLIAM HOWARD TAFT RD | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| IMPACT AUTISM | ||||||
| 7795 5 MILE RD | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| IPM FOOD PANTRY | ||||||
| 3509 DEBOLT RD | CINCINNATI | OH | 45244 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| JESUIT SPIRITUAL CENTER | ||||||
| 5361 S MILFORD RD | MILFORD | OH | 45150 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| JOSEPH HOUSE FOR VETERANS | ||||||
| 1526 REPUBLIC ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| KAREN CARNS FOUNDATION | ||||||
| 4600 N MASON MONTGOMERY RD | MASON | OH | 45040 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| KAREN WELLINGTON FOUNDATION | ||||||
| 3825 EDWARDS RD STE 103 | CINCINNATI | OH | 45209 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| KILGOUR SPORTS BOOSTERS | ||||||
| 1339 HERSCHEL AVE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| LA SOUPE INC | ||||||
| 915 E MCMILLAN ST | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| LAST MILE FOOD RESCUE | ||||||
| 1775 MENTOR AVE SUITE 405 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| LIGHTHOUSE YOUTH SERVICES | ||||||
| 401 E MCMILLAN | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| LUKE 5 ADVENTURES | ||||||
| 406 4TH AVE | MASON | OH | 45040 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $7,500 |
| MAKE A WISH | ||||||
| 4500 COOPER RD STE 304 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| MCNICHOLAS HIGH SCHOOL | ||||||
| 6536 BEECHMONT AVE | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| MUSIC RESOURCE CENTER - CINCINNATI | ||||||
| 3032 WOODBURN AVENUE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| NEW LIFE FURNITURE BANK | ||||||
| 11335 REED HARTMAN HWY UNIT 134 | CINCINNATI | OH | 45241 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| NORTH FAIRMOUNT COMMUNITY CENTER | ||||||
| 1826 BALTIMORE AVE | CINCINNATI | OH | 45225 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| NORWOOD TOGETHER | ||||||
| 1845 HOPKINS AVE | NORWOOD | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| ONE CITY FOR RECOVERY | ||||||
| 990 READING RD | MASON | OH | 45040 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| OUR DAILY BREAD | ||||||
| 1730 RACE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| OUR LADY OF THE HOLY SPIRIT CENTER | ||||||
| 5440 MOELLER AVE | NORWOOD | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| PEASLEE NEIGHBORHOOD HOUSING | ||||||
| 215 E 14TH ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| PREVENT BLINDNESS OHIO | ||||||
| 2045 GILBERT AVENUE STE 204 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,500 |
| PROSPECT HOUSE | ||||||
| 682 HAWTHORNE AVE | CINCINNATI | OH | 45205 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| RONALD MCDONALD HOUSE | ||||||
| 341 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ROSEMARY'S BABIES COMPANY | ||||||
| 4439 READING RD 107 | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| SAFE HAVEN FARMS | ||||||
| 5970 NO MANS RD | MIDDLETOWN | OH | 45042 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SAMARITAN CAR CARE CLINIC | ||||||
| 1428 MADISON AVE | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SANTA MARIA COMMUNITY CHURCH | ||||||
| 617 STEINER AVE | CINCINNATI | OH | 45204 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SHELTERHOUSE | ||||||
| 411 GEST ST | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SOCIETY OF ST VINCENT DE PAUL N KY | ||||||
| 2655 CRESCENT SPRINGS ROAD | CONVINGTON | KY | 41017 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| ST MARY'S CHURCH | ||||||
| 2853 ERIE AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST XAVIER CHURCH | ||||||
| 611 SYCAMORE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| STARFIRE | ||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| STEPPING STONES CENTER | ||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $43,000 |
| THE CHRIST HOSPITAL | ||||||
| 2139 AUBURN AVE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| THE HEALTHCARE CONNECTION | ||||||
| 1401 STEFFEN AVE | CINCINNATI | OH | 45215 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| THE VICTORIAN AT RIVERSIDE | ||||||
| 702 GARRARD ST | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| UPSPRING | ||||||
| PO BOX 23300 | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| USO TRIBUTE CINCINNATI | ||||||
| PO BOX 8057 | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| VALLEY INTERFAITH COMMUNITY | ||||||
| 420 W WYOMING AVE | CINCINNATI | OH | 45215 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| VISIONARIES & VOICES | ||||||
| 3841 SPRING GROVE AVE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| WASHINGTON UNIVERSITY (ST LOUIS) | ||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $65,000 |
| WESTERN WILDLIFE CORRIDOR | ||||||
| 2 E MAIN ST | ADDYSTON | OH | 45001 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,342,500 | 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 | $333,937 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $940,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,473,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,747,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,747,462 | 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 | $55,550 | Amt |
| Net Investment Income | $50,549 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,001 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT ON ASSET TRANSFER UNDER IRC SECTION 507(B)(2) | IdentifierTxt |
| Form And Line Reference | 990-PF, PART III, LINE 3 | FormAndLineReferenceDesc |
| Medium Explanation | STATEMENT REGARDING ASSET TRANSFER UNDER IRC SECTION 507(B)(2)FOR THE TAX YEAR ENDING 20231. TRANSFER DETAILS: DATE OF TRANSFER: JANUARY 2023 TYPE OF TRANSFER: SUBSTANTIAL TRANSFER OF ASSETS FROM ANOTHER PRIVATE FOUNDATION UNDER IRC SECTION 507(B)(2), TREAS. REG. SECTION 1.507-3(A)(9), AND REV. RUL. 2002-28.2. TRANSFEROR FOUNDATION INFORMATION: NAME OF TRANSFEROR FOUNDATION: MARGE & CHARLES J. SCHOTT FOUNDATION EIN OF TRANSFEROR FOUNDATION: 31-6063407 ADDRESS OF TRANSFEROR FOUNDATION: 5084 WOOSTER ROAD STE 100, CINCINNATI, OH 452263. TRANSFEREE FOUNDATION INFORMATION: NAME OF TRANSFEREE FOUNDATION: UNNEWEHR FAMILY FOUNDATION EIN OF TRANSFEREE FOUNDATION: 87-4782817 ADDRESS OF TRANSFEREE FOUNDATION: 5084 WOOSTER ROAD STE 100, CINCINNATI, OH 452264. DESCRIPTION OF ASSETS TRANSFERRED:THE FOLLOWING ASSETS HAVE BEEN TRANSFERRED TO UNNEWEHR FAMILY FOUNDATION AT FMV:CASH: $3,490,374.68COMMON STOCK: $35,200,435.88PREFERRED STOCK: $10,472.48STRUCTURED PRODUCTS: $3,206,200CORPORATE BONDS: $6,750,558.08GOVERNMENT SECURITIES: $4,435,766.27ASSET BACKED SECURITIES: $532,876.12CLOSE END FUNDS: $2,172,511.95ETFS: $383,126.98ALTERNATIVE STRATEGIES: $388,613.53INVESTMENT IN MARCHAR PROPERTIES LLC: $273,550TOTAL: $56,844,485.97THE UNNEWEHR FAMILY FOUNDATION IS ALSO RECEIVING $26,590 OF EXCESS DISTRIBUTIONS CARRYOVER FROM THE YEAR 2020 BASED ON REV. RUL. 78-387, 1978-2 C.B. 270 AND SECTION 1.507-3(A)(9) OF THE REGULATIONS.STATEMENT OF ASSUMED COMPLIANCE OBLIGATIONS: THE UNNEWEHR FAMILY FOUNDATION ACKNOWLEDGES THAT IT ASSUMES ANY ONGOING CHARITABLE PURPOSE AND COMPLIANCE OBLIGATIONS ASSOCIATED WITH THESE TRANSFERRED ASSETS. THIS INCLUDES ANY MINIMUM DISTRIBUTION REQUIREMENTS AND OTHER REGULATORY OBLIGATIONS UNDER IRC SECTION 507 AND SECTION 4942. THE UNNEWEHR FAMILY FOUNDATION CONFIRMS THAT IT WILL COMPLY WITH ALL APPLICABLE PRIVATE FOUNDATION RULES RELATED TO THE TRANSFERRED ASSETS AND RECOGNIZES THAT IT IS RESPONSIBLE FOR ANY OUTSTANDING LIABILITIES OR OBLIGATIONS TIED TO THESE ASSETS, EXCEPT FOR EXCESS DISTRIBUTION CARRYOVERS, WHICH DO NOT TRANSFER.6. CONTACT INFORMATION FOR QUESTIONS:FOR ANY INQUIRIES REGARDING THIS STATEMENT OR THE TRANSFERRED ASSETS, PLEASE CONTACT:O NAME: RANDALL K. DOMIGAN, CPAO TITLE: TAX RETURN SIGNERO PHONE NUMBER: 937-913-2514O EMAIL ADDRESS: RDOMIGAN@BRADYWARE.COM | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $12,531,099 | EOYBookValueAmt |
| EOYFMV | $12,500,213 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $36,703,307 | EOYBookValueAmt |
| EOYFMV | $45,467,049 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARCHAR PROPERTIES INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $227,253 | BookValueAmt |
| EOYFMV | $227,253 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,888 | LegalFeesAmt |
| Net Investment Income | $2,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIR & MAINTENANCE EXPENSES - REAL ESTATE | $6,575 | $5,918 | $657 |
| INSURANCE EXPENSE | $14,551 | $14,551 | $0 |
| MISCELLANEOUS EXPENSE | $375 | $375 | $0 |
| OFFICE SUPPLIES | $10,101 | $10,101 | $0 |
| POSTAGE | $166 | $166 | $0 |
| TRAVEL | $4,135 | $4,135 | $0 |
| MARCHAR PROPERTIES LOSS | $49,476 | $49,476 | $0 |
| MARCHAR EXPENSES | $112 | $112 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 507(B)(2) TRANSFERS | Desc |
| Amt | $48,979,183 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $280,833 | Amt |
| Net Investment Income | $280,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $11,229 | $11,229 | $0 |
| FEDERAL TAXES PAID | $62,500 | $0 | $0 |
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