DUDLEY TAFT CHARITABLE FDN: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DUDLEY TAFT CHARITABLE FDN (EIN 31-1532283)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202301249349101815
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T19:00:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311532283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAFT | BusinessNameControlTxt |
| Phone | 5135345310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630858 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452630858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUDLEY S TAFT | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5135345310 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOAK A PFAFF | PreparerPersonNm |
| PTIN | P00878518 | PTIN |
| Phone | 6142327288 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,660,187 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $47,638 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $311,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $637,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,062,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $637,503 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $996,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $944,249 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $688 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,675 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $888 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $446,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $446,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $521,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $446,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $474,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $884,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $222,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,866 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $7,050,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,581,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,510,320 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,273,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,731,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,660,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,273,457 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,731,280 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,273,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,731,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,273,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,731,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,273,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $474,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,009 | OtherIncreasesAmt |
| Subtotal | $7,753,344 | SubtotalAmt |
| Other Decreases | $22,064 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,731,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (194 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 416. VERIZON COMMUNICATIONS | 2020-03-16 | 2022-01-10 | $22,401 | $21,786 | $615 | $615 | |
| 395. HONEYWELL INTL INC | 2017-01-06 | 2022-01-21 | $81,814 | $44,807 | $37,007 | $37,007 | |
| 337. TEXAS INSTRS INC COM | 2016-06-06 | 2022-01-21 | $58,916 | $20,622 | $38,294 | $38,294 | |
| 413. VERIZON COMMUNICATIONS | 2020-03-16 | 2022-01-21 | $22,101 | $21,629 | $472 | $472 | |
| 566. VERIZON COMMUNICATIONS | 2020-03-24 | 2022-01-21 | $30,289 | $28,038 | $2,251 | $2,251 | |
| 91. VERIZON COMMUNICATIONS | 2020-05-12 | 2022-01-21 | $4,870 | $5,104 | -$234 | -$234 | |
| 405. VERIZON COMMUNICATIONS | 2020-03-19 | 2022-01-21 | $21,673 | $22,000 | -$327 | -$327 | |
| 165. HOME DEPOT INC | 2015-02-25 | 2022-02-02 | $60,986 | $19,257 | $41,729 | $41,729 | |
| 125. TEXAS INSTRS INC COM | 2016-06-06 | 2022-02-02 | $22,892 | $7,649 | $15,243 | $15,243 | |
| 108. AUTOMATIC DATA PROCESSING INC COM | 2019-11-15 | 2022-02-11 | $22,147 | $18,470 | $3,677 | $3,677 | |
| 5. AUTOMATIC DATA PROCESSING INC COM | 2019-12-18 | 2022-02-11 | $1,025 | $846 | $179 | $179 | |
| 241. TEXAS INSTRS INC COM | 2016-06-06 | 2022-02-11 | $39,654 | $14,747 | $24,907 | $24,907 | |
| 103. PAYCHEX COM | 2014-08-01 | 2022-02-16 | $12,364 | $4,238 | $8,126 | $8,126 | |
| 246. LILLY ELI & CO COM | 2019-11-15 | 2022-04-07 | $75,921 | $27,869 | $48,052 | $48,052 | |
| 185. TEXAS INSTRS INC COM | 2016-06-06 | 2022-04-07 | $32,917 | $11,320 | $21,597 | $21,597 | |
| 887. J P MORGAN CHASE & CO | 2014-11-03 | 2022-04-27 | $107,753 | $53,822 | $53,931 | $53,931 | |
| 447. J P MORGAN CHASE & CO | 2014-11-03 | 2022-05-05 | $54,988 | $27,123 | $27,865 | $27,865 | |
| 210. J P MORGAN CHASE & CO | 2014-12-15 | 2022-05-05 | $25,833 | $12,737 | $13,096 | $13,096 | |
| 305. J P MORGAN CHASE & CO | 2014-11-19 | 2022-05-05 | $37,520 | $18,400 | $19,120 | $19,120 | |
| 189. PAYCHEX COM | 2014-08-01 | 2022-05-12 | $22,112 | $7,776 | $14,336 | $14,336 | |
| 9. PAYCHEX COM | 2014-04-21 | 2022-05-12 | $1,053 | $368 | $685 | $685 | |
| 103. AUTOMATIC DATA PROCESSING INC COM | 2019-12-18 | 2022-05-27 | $22,940 | $17,431 | $5,509 | $5,509 | |
| 14. AUTOMATIC DATA PROCESSING INC COM | 2019-10-15 | 2022-05-27 | $3,118 | $2,296 | $822 | $822 | |
| 302. MICROSOFT CORP | 2013-01-17 | 2022-05-27 | $81,935 | $8,246 | $73,689 | $73,689 | |
| 1. PAYCHEX COM | 2014-04-21 | 2022-06-07 | $126 | $41 | $85 | $85 | |
| 123. PAYCHEX COM | 2013-08-01 | 2022-06-07 | $15,539 | $4,950 | $10,589 | $10,589 | |
| 231. MICROSOFT CORP | 2013-01-17 | 2022-06-15 | $58,238 | $6,308 | $51,930 | $51,930 | |
| 180. NEXTERA ENERGY INC | 2014-11-19 | 2022-06-21 | $13,106 | $4,651 | $8,455 | $8,455 | |
| 360. NEXTERA ENERGY INC | 2015-10-19 | 2022-06-21 | $26,213 | $9,269 | $16,944 | $16,944 | |
| 378. NEXTERA ENERGY INC | 2014-12-15 | 2022-06-21 | $27,524 | $9,582 | $17,942 | $17,942 | |
| 130. PAYCHEX COM | 2013-08-01 | 2022-06-21 | $15,101 | $5,232 | $9,869 | $9,869 | |
| 215. J P MORGAN CHASE & CO | 2014-11-19 | 2022-07-26 | $24,345 | $12,971 | $11,374 | $11,374 | |
| 653. J P MORGAN CHASE & CO | 2015-02-20 | 2022-07-26 | $73,940 | $38,448 | $35,492 | $35,492 | |
| 112. J P MORGAN CHASE & CO | 2015-02-20 | 2022-08-01 | $12,792 | $6,594 | $6,198 | $6,198 | |
| 310. J P MORGAN CHASE & CO | 2021-12-10 | 2022-08-01 | $35,407 | $49,557 | -$14,150 | -$14,150 | |
| 56. J P MORGAN CHASE & CO | 2021-02-22 | 2022-08-01 | $6,396 | $8,361 | -$1,965 | -$1,965 | |
| 434. CISCO SYS INC | 2013-03-14 | 2022-08-11 | $19,888 | $9,477 | $10,411 | $10,411 | |
| 806. CISCO SYS INC | 2012-12-12 | 2022-08-11 | $36,935 | $15,994 | $20,941 | $20,941 | |
| 1047. COMCAST CORP CL A | 2019-02-07 | 2022-08-18 | $40,612 | $39,123 | $1,489 | $1,489 | |
| 91. COMCAST CORP CL A | 2019-01-29 | 2022-08-18 | $3,530 | $3,248 | $282 | $282 | |
| 497. CISCO SYS INC | 2012-12-12 | 2022-08-26 | $23,248 | $9,863 | $13,385 | $13,385 | |
| 1004. COMCAST CORP CL A | 2019-01-29 | 2022-08-26 | $37,360 | $35,833 | $1,527 | $1,527 | |
| 258. COMCAST CORP CL A | 2019-04-16 | 2022-08-26 | $9,600 | $10,833 | -$1,233 | -$1,233 | |
| 361. COMCAST CORP CL A | 2019-06-13 | 2022-08-26 | $13,433 | $15,028 | -$1,595 | -$1,595 | |
| 456. BEST BUY INC COM | 2021-04-06 | 2022-09-27 | $30,409 | $55,008 | -$24,599 | -$24,599 | |
| 176. MICROSOFT CORP | 2013-01-17 | 2022-09-27 | $42,320 | $4,806 | $37,514 | $37,514 | |
| 1. BEST BUY INC COM | 2021-04-06 | 2022-10-10 | $63 | $121 | -$58 | -$58 | |
| 220. BEST BUY INC COM | 2021-04-19 | 2022-10-10 | $13,956 | $26,196 | -$12,240 | -$12,240 | |
| 111. BEST BUY INC COM | 2021-03-19 | 2022-10-10 | $7,042 | $13,073 | -$6,031 | -$6,031 | |
| 344. BEST BUY INC COM | 2021-03-19 | 2022-10-24 | $21,990 | $40,513 | -$18,523 | -$18,523 | |
| 187. BEST BUY INC COM | 2021-05-25 | 2022-10-24 | $11,954 | $21,458 | -$9,504 | -$9,504 | |
| 48. BEST BUY INC COM | 2021-07-14 | 2022-10-24 | $3,068 | $5,278 | -$2,210 | -$2,210 | |
| 124. BEST BUY INC COM | 2021-07-14 | 2022-10-31 | $8,518 | $13,636 | -$5,118 | -$5,118 | |
| 314. BEST BUY INC COM | 2022-02-11 | 2022-10-31 | $21,570 | $31,405 | -$9,835 | -$9,835 | |
| 119. AMERICAN TOWER CORPORATION | 2021-05-19 | 2022-11-16 | $26,150 | $29,160 | -$3,010 | -$3,010 | |
| 136. AMERICAN TOWER CORPORATION | 2021-02-22 | 2022-11-16 | $29,886 | $30,775 | -$889 | -$889 | |
| 536. FIDELITY NATL INFORMATION | 2022-05-27 | 2022-11-16 | $33,385 | $56,332 | -$22,947 | -$22,947 | |
| 80. MICROSOFT CORP | 2013-01-17 | 2022-11-16 | $19,301 | $2,184 | $17,117 | $17,117 | |
| 200. MEDTRONIC PLC SEDOL BTN1Y11 [QDI] | 2017-11-01 | 2022-11-16 | $16,593 | $16,160 | $433 | $433 | |
| 215. MEDTRONIC PLC SEDOL BTN1Y11 [QDI] | 2017-12-08 | 2022-11-16 | $17,838 | $17,355 | $483 | $483 | |
| 56. MEDTRONIC PLC SEDOL BTN1Y11 [QDI] | 2016-04-05 | 2022-11-16 | $4,646 | $4,227 | $419 | $419 | |
| 29. ABBVIE INC. | 2022-10-10 | 2022-11-21 | $4,567 | $4,013 | $554 | $554 | |
| 148. AIR PRODUCTS & CHEMICALS INC COM | 2021-12-10 | 2022-11-21 | $43,895 | $43,718 | $177 | $177 | |
| 14. AUTOMATIC DATA PROCESSING INC COM | 2019-10-15 | 2022-11-21 | $3,608 | $2,296 | $1,312 | $1,312 | |
| 10. BLACKROCK INC | 2019-06-06 | 2022-11-21 | $7,202 | $4,383 | $2,819 | $2,819 | |
| 22. BROADCOM INC | 2021-01-22 | 2022-11-21 | $11,448 | $10,254 | $1,194 | $1,194 | |
| 26. CHEVRONTEXACO CORP | 2022-08-26 | 2022-11-21 | $4,693 | $4,285 | $408 | $408 | |
| 72. CISCO SYS INC | 2012-12-12 | 2022-11-21 | $3,434 | $1,429 | $2,005 | $2,005 | |
| 76. CORNING INC COM | 2021-08-03 | 2022-11-21 | $2,555 | $3,170 | -$615 | -$615 | |
| 134. CROWN CASTLE INTL CORP NEW | 2015-12-07 | 2022-11-21 | $18,565 | $10,369 | $8,196 | $8,196 | |
| 2. HOME DEPOT INC | 2015-02-25 | 2022-11-21 | $634 | $233 | $401 | $401 | |
| 38. HOME DEPOT INC | 2015-04-08 | 2022-11-21 | $12,054 | $4,366 | $7,688 | $7,688 | |
| 139. KEURIG DR PEPPER INC | 2022-04-07 | 2022-11-21 | $5,269 | $5,242 | $27 | $27 | |
| 5. LOCKHEED MARTIN CORP | 2013-08-20 | 2022-11-21 | $2,405 | $618 | $1,787 | $1,787 | |
| 141. MARSH & MCLENNAN COS INC | 2022-05-12 | 2022-11-21 | $23,882 | $21,886 | $1,996 | $1,996 | |
| 5. MARSH & MCLENNAN COS INC | 2017-12-08 | 2022-11-21 | $847 | $420 | $427 | $427 | |
| 86. MCDONALDS CORP | 2022-05-12 | 2022-11-21 | $23,617 | $20,936 | $2,681 | $2,681 | |
| 3. MCDONALDS CORP | 2020-11-02 | 2022-11-21 | $824 | $641 | $183 | $183 | |
| 238. MERCK & CO INC | 2020-09-03 | 2022-11-21 | $25,139 | $19,357 | $5,782 | $5,782 | |
| 12. MICROSOFT CORP | 2013-01-17 | 2022-11-21 | $2,909 | $328 | $2,581 | $2,581 | |
| 398. MONDELEZ INTL INC CL A | 2022-05-12 | 2022-11-21 | $26,164 | $26,040 | $124 | $124 | |
| 22. MONDELEZ INTL INC CL A | 2021-05-28 | 2022-11-21 | $1,446 | $1,402 | $44 | $44 | |
| 88. NEXTERA ENERGY INC | 2014-12-15 | 2022-11-21 | $7,336 | $2,231 | $5,105 | $5,105 | |
| 44. PAYCHEX COM | 2013-08-01 | 2022-11-21 | $5,342 | $1,771 | $3,571 | $3,571 | |
| 251. PEPSICO INC | 2021-12-10 | 2022-11-21 | $46,308 | $42,422 | $3,886 | $3,886 | |
| 6. PEPSICO INC | 2019-10-22 | 2022-11-21 | $1,107 | $822 | $285 | $285 | |
| 88. PROCTER & GAMBLE CO COM | 2021-10-13 | 2022-11-21 | $12,725 | $12,505 | $220 | $220 | |
| 135. SEMPRA ENERGY | 2022-05-12 | 2022-11-21 | $21,381 | $21,286 | $95 | $95 | |
| 5. SEMPRA ENERGY | 2021-02-22 | 2022-11-21 | $792 | $615 | $177 | $177 | |
| 60. TEXAS INSTRS INC COM | 2016-06-06 | 2022-11-21 | $10,371 | $3,672 | $6,699 | $6,699 | |
| 50. US BANCORP | 2018-11-16 | 2022-11-21 | $2,163 | $3,103 | -$940 | -$940 | |
| 42. US BANCORP | 2018-11-16 | 2022-11-21 | $1,817 | $2,300 | -$483 | -$483 | |
| 38. UNITED PARCEL SERVICE-CL B | 2020-12-02 | 2022-11-21 | $6,840 | $6,361 | $479 | $479 | |
| 92. AMERICAN TOWER CORPORATION | 2021-01-22 | 2022-12-12 | $19,837 | $20,621 | -$784 | -$784 | |
| 40. AMERICAN TOWER CORPORATION | 2020-12-08 | 2022-12-12 | $8,625 | $8,945 | -$320 | -$320 | |
| 276. FIDELITY NATL INFORMATION | 2022-05-27 | 2022-12-12 | $19,615 | $29,007 | -$9,392 | -$9,392 | |
| 48. FIDELITY NATL INFORMATION | 2022-07-26 | 2022-12-12 | $3,411 | $4,663 | -$1,252 | -$1,252 | |
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P | |||||
| CAPITAL GAIN DIVIDENDS | $773 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $637,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,382 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,382 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,093 | OverpaymentAmt |
| Applied To ES Tax | $2,093 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFTH THIRD BANK NAAGENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135347001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 FOUNTAIN SQUARE PLAZA MD 1090VD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45263 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DUDLEY S TAFT | ||||||
| 312 WALNUT STREET | CINCINNATI | OH | 45202 | PRESIDENT | 1 | $0 |
| LEE A CARTER CO FIFTH THIRD BANK | ||||||
| P O BOX 630858 | CINCINNATI | OH | 45263 | TREASURER | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,260,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,559,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,559,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,386,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,289 | TotalTaxAmt |
| Distributable Before Adj | $557,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $562,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $562,015 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $446,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $446,888 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,379 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $446,888 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $446,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,379 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,379 | 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 | $111,748 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DUDLEY TAFT CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT ST | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132418880 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFER TO LIMIT GRANTS TO THE GREATER CINCINNATI AREA AND THE FIELD OF EDUCATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 266 WOODS HOLE RD MS-40 | WOODS HOLE | MA | 02543 | NONE | PC | CONTRIBUTION | $10,000 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | ||||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 019231443 | NONE | PC | PROJECT/PROGRAM SUPPORT | $10,000 | |
| CINCINNATI MUSEUM OF ATHLETICS | ||||||||
| 111 SHILLITO PL | CINCINNATI | OH | 45202 | NONE | PC | CONTRIBUTION | $5,000 | |
| CINCINNATI INSTITUTE OF FINE ARTS | ||||||||
| 316 PIKE ST | CINCINNATI | OH | 452024214 | NONE | PC | CONTRIBUTION | $50,000 | TAFT MUSEUM |
| AOPA FOUNDATION | ||||||||
| 421 AVIATION WAY | FREDERICK | MD | 217014756 | NONE | PC | PROJECT/PROGRAM SUPPORT | $10,000 | |
| THE SEVEN HILLS SCHOOLS | ||||||||
| 5400 RED BANK RD | CINCINNATI | OH | 452271198 | NONE | PC | CONTRIBUTION | $10,000 | |
| PLANNED PARENTHOOD OF SW | ||||||||
| 2314 AUBURN AVE | CINCINNATI | OH | 452192802 | NONE | PC | CONTRIBUTION | $20,000 | OHIO REGION |
| BOYS AND GIRLS CLUB OF | ||||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | NONE | PC | CONTRIBUTION | $120,000 | GREATER CINCINNATI |
| ARTSWAVE | ||||||||
| 20 E CENTRAL PKWY SUITE 200 | CINCINNATI | OH | 45202 | NONE | PC | CONTRIBUTION | $10,000 | |
| UNITED WAY OF GREATER | ||||||||
| 2400 READING RD | CINCINNATI | OH | 45202 | NONE | PC | CONTRIBUTION | $10,000 | CINCINNATI |
| CINCINNATI PLAYHOUSE IN THE PARK | ||||||||
| 962 MOUNT ADAMS CIRCLE | CINCINNATI | OH | 452026023 | NONE | PC | PROJECT/PROGRAM SUPPORT | $50,000 | |
| ENSEMBLE THEATRE OF | ||||||||
| 1127 VINE ST | CINCINNATI | OH | 45202 | NONE | PC | CONTRIBUTION | $10,000 | CINCINNATI |
| CINCINNATI ARTS ASSOCIATION | ||||||||
| 650 WALNUT ST | CINCINNATI | OH | 452022517 | NONE | PC | CONTRIBUTIONS | $20,000 | |
| SOCIETY FOR THE PRESERVATION | ||||||||
| 1241 ELM ST | CINCINNATI | OH | 45202 | NONE | PC | PROJECT/PROGRAM SUPPORT | $1,000 | OF MUSIC HALL |
| CINCINNATI NATURE CENTER | ||||||||
| 4949 TEALTOWN RD | MILFORD | OH | 45150 | NONE | PC | CONTRIBUTION | $25,000 | ASSOCIATION |
| UNIVERSITY OF VIRGINIA LAW | ||||||||
| 580 MASSIE RD | CHARLOTTESVILLE | VA | 229031738 | NONE | PC | CONTRIBUTION | $25,000 | SCHOOL FOUNDATION |
| BOYS AND GIRLS CLUB OF LOWCOUNTRY INC | ||||||||
| PO BOX 22267 | HILTON HEAD | SC | 29925 | NONE | PC | CONTRIBUTION | $10,000 | |
| WAVE FOUNDATION INC | ||||||||
| ONE AQUARIUM WAY | NEWPORT | KY | 41071 | NONE | PC | CONTRIBUTION | $20,000 | |
| CINCINNATI ATHLETIC CLUB PRESERVATION | ||||||||
| 111 SHILLITO PLACE | CINCINNATI | OH | 452022346 | NONE | PC | ANNUAL FUND | $5,000 | FOUNDATION |
| FRIENDS OF CEELI INSTITUTE | ||||||||
| 900 16TH ST | WASHINGTON | DC | 20036 | NONE | PC | ANNUAL FUND | $25,000 | C/O HOMER E MOYER JR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $446,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $637,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $948,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $948,627 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | DUDLEY S TAFT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SPOOKY HOLLOW ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $47,638 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5000 SHARES FISERV INC | NoncashPropertyDesc |
| Fair Market Value | $499,300 | FairMarketValueAmt |
| Received | 2022-11-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,375 | Amt |
| Net Investment Income | $688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $688 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORP PLC SHS | $168,361 | $224,595 |
| MEDTRONIC PLC MEDTRONIC PLC IS | $212,151 | $181,010 |
| ABBOTT LABS | $74,820 | $198,391 |
| ABBVIE INC | $239,714 | $441,034 |
| AIR PRODS & CHEMS INC | $203,842 | $387,175 |
| AMERICAN TOWER CORP | $75,363 | $71,609 |
| AUTOMATIC DATA PROCESSING INC | $104,322 | $243,637 |
| BLACKROCK, INC | $121,101 | $291,956 |
| BROADCOM INC | $258,254 | $439,476 |
| CHEVRON CORPORATION | $336,562 | $470,084 |
| CISCO SYSTEMS INC | $91,638 | $189,321 |
| COMCAST CORP CL A | ||
| CROWN CASTLE INTL CORP NEW | $131,608 | $212,277 |
| EVERSOURCE ENERGY | $101,473 | $108,908 |
| HOME DEPOT INC | $135,618 | $283,011 |
| HONEYWELL INTL INC | ||
| ILLINOIS TOOL WKS INC | $87,377 | $162,361 |
| JPMORGAN CHASE & CO | ||
| LILLY (ELI) & CO | $87,490 | $293,038 |
| LOCKHEED MARTIN CORP | $61,630 | $245,677 |
| MARSH & MCLENNAN COS INC | $130,026 | $274,862 |
| MCDONALDS CORP | $158,243 | $260,631 |
| MERCK & CO INC | $333,913 | $490,399 |
| MICROSOFT CORP | $73,624 | $209,123 |
| MONDELEZ INTL INC CL A | $293,626 | $371,440 |
| NEXTERA ENERGY INC | $100,389 | $360,065 |
| PNC FINANCIAL SERVICES GROUP | $333,886 | $343,046 |
| PAYCHEX INC | $54,855 | $157,508 |
| PEPSICO INC | $252,647 | $428,345 |
| PHILLIPS 66 COM | $102,631 | $101,270 |
| PROCTER & GAMBLE CO | $329,459 | $381,780 |
| PROLOGIS INC | $196,908 | $237,973 |
| QUALCOMM INC | $207,666 | $188,877 |
| REALTY INCOME CORP | $238,410 | $245,474 |
| SEMPRA ENERGY | $179,497 | $242,937 |
| STARBUCKS CORP | $234,689 | $356,326 |
| TEXAS INSTRS INC | $140,041 | $284,178 |
| TRUIST FINL CORP | $296,303 | $313,431 |
| US BANCORP DEL | $254,065 | $221,495 |
| UNITED PARCEL SVC INC | $286,537 | $252,937 |
| VERIZON COMMUNICATIONS INC | ||
| WEC ENERGY GROUP INC | $66,702 | $141,671 |
| BEST BUY INC | ||
| CORNING INC | $173,116 | $143,379 |
| FIDELITY NATL INFORMATION | $143,269 | $102,046 |
| FISERV INC | $47,638 | $505,350 |
| KEURIG DR PEPPER INC | $195,471 | $184,541 |
| KINDER MORGAN INC DEL | $67,486 | $68,722 |
| WILLIAMS COS INC | $141,577 | $140,319 |
| RAYTHEON TECHNOLOGIES CORP | $57,415 | $58,635 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL | $12,457 |
| 2022 TRANSACTION POSTED IN 2023 | $880 |
| 2021 TRANSACTION POSTED IN 2022 | $8,524 |
| COST BASIS ADJUSTMENT | $203 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF PRIOR YEAR GRANT | $5,000 |
| ROUNDING | $9 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $56,755 | Amt |
| Net Investment Income | $56,755 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUDLEY S TAFT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SPOOKY HOLLOW ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,675 | $2,675 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $14,382 | $0 | $0 |
Comments