BAHL & GAYNOR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BAHL & GAYNOR FOUNDATION (EIN 83-0442736)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-13
- IRS object ID
- 202323179349102347
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T14:17:25-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830442736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAHL & GAYNOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KEVIN T GADE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAHL | BusinessNameControlTxt |
| Phone | 5132876100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH STREET 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024728 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN T GADE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5132876100 | PhoneNum |
| Signature | 2023-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | GADE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELSEY R BAKER | PreparerPersonNm |
| PTIN | P02160087 | PTIN |
| Phone | 5132412940 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,746,742 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,174 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,321 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,318 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $309 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,318 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,318 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,815 | CashBOYAmt |
| Cash EOY | $187,956 | CashEOYAmt |
| Cash EOYFMV | $187,956 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,112,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,014,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,501,719 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $85,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,394 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,067 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,231,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,253,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,746,742 | 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 | $1,231,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,253,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,231,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,253,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,231,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,253,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,231,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,253,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,253,552 | 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 | $141,645 | $156,231 | -$14,586 | -$14,586 |
| PUBLICLY TRADED SECURITIES | P | $366,945 | $305,185 | $61,760 | $61,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,174 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | 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 | $1,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $232 | OverpaymentAmt |
| Applied To ES Tax | $232 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAHL GAYNOR INC | IndividualWithBooksNm |
| Phone | 5132876100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH ST STE 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024728 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN T GADE | ||||||||
| 255 E 5TH ST STE 2700 | CINCINNATI | OH | 452024728 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER J HEEKIN | ||||||||
| 255 E 5TH ST STE 2700 | CINCINNATI | OH | 452024728 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES A PETTENGILL | ||||||||
| 255 E 5TH ST STE 2700 | CINCINNATI | OH | 452024728 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,603,289 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,698,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,698,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,672,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,168 | TotalTaxAmt |
| Distributable Before Adj | $82,473 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,473 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,320 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,320 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $57,488 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1N5 | |||||||
| 3975 ERIE AVE | CINCINNATI | OH | 45208 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $1,350 |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $85,320 |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MT ADAMS CIR | CINCINNATI | OH | 45202 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $8,000 |
| COUNCIL ON CHILD ABUSE | |||||||
| 4531 READING RD | CINCINNATI | OH | 45229 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $246 |
| DEPAUL CRISTO REY HIGH SCHOOL | |||||||
| 3440 CENTRAL PARKWAY | CINCINNATI | OH | 45225 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $630 |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $3,000 |
| LIGHTHOUSE YOUTH & FAMILY SERVICES | |||||||
| 401 E MCMILLAN ST | CINCINNATI | OH | 45206 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $2,250 |
| MOUNT ST MARY'S SEMINARY & SCHOOL OF THEOLOGY | |||||||
| 6616 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| THE BEECHWOOD HOME | |||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $5,000 |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PUBLIC CHARITY | CHARITABLE GIFT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,796 | 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 | $39,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,174 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,321 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAHL & GAYNOR INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH ST STE 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,090 | Amt |
| Net Investment Income | $2,318 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $309 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $10,845 | $28,343 |
| ABBVIE INC | $24,481 | $41,093 |
| ACCENTURE PLC | $23,361 | $33,944 |
| AGILENT TECHNOLOGIES | $18,798 | $16,595 |
| AIR PROD & CHEMICALS | $28,287 | $53,316 |
| APPLE INC | $6,211 | $13,384 |
| AVERY DENNISON CORP | $16,452 | $21,647 |
| BOOZ ALLEN HAMILTON | $41,852 | $56,023 |
| BROADCOM INC | $30,501 | $74,599 |
| BROADRIDGE FINL SOLU | $38,354 | $47,701 |
| C M S ENERGY CORP | $19,194 | $18,448 |
| CDW CORP | $10,597 | $15,965 |
| CINTAS CORP | $26,718 | $33,801 |
| CISCO SYSTEMS INC | $9,591 | $23,956 |
| EATON CORP PLC | $34,788 | $61,134 |
| EVERSOURCE ENERGY | $17,704 | $14,397 |
| HARTFORD FINL SVC GP | $33,809 | $31,473 |
| HERSHEY CO | $8,978 | $17,479 |
| HOME DEPOT INC | $14,549 | $39,141 |
| ILLINOIS TOOL WORKS | $22,579 | $40,276 |
| KEURIG DR PEPPER INC | $14,393 | $12,164 |
| KINDER MORGAN INC | $11,056 | $10,797 |
| KLA CORP | $21,158 | $33,466 |
| LILLY ELI & CO | $7,664 | $33,298 |
| MARSH & MC LENNAN CO | $28,636 | $60,374 |
| MERCK & CO. INC. | $34,952 | $54,233 |
| MICROSOFT CORP | $796 | $9,876 |
| MONDELEZ INTL | $28,182 | $40,263 |
| MOTOROLA SOLUTIONS | $22,154 | $36,953 |
| NEXTERA ENERGY INC | $12,339 | $43,259 |
| NIKE INC | $8,640 | $9,933 |
| OLD DOMINION FREIGHT | $14,290 | $19,967 |
| PEPSICO INC | $29,101 | $50,380 |
| PNC FINL SERVICES | $48,313 | $42,193 |
| PROCTER & GAMBLE | $20,340 | $25,037 |
| QUALCOMM INC | $29,975 | $29,165 |
| REGIONS FINL CO | $47,004 | $41,930 |
| SEMPRA | $13,081 | $16,743 |
| STARBUCKS CORP | $16,598 | $31,897 |
| TEXAS INSTRUMENTS | $11,443 | $33,484 |
| TJX COMPANIES INC | $29,560 | $36,121 |
| TRUIST FINL CORP | $27,542 | $16,146 |
| UNION PACIFIC CORP | $8,064 | $10,026 |
| UNITEDHEALTH GRP INC | $29,207 | $40,854 |
| WASTE MANAGEMENT INC | $27,686 | $43,182 |
| WILLIAMS COS INC | $21,334 | $21,764 |
| ZOETIS INC | $13,045 | $15,499 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CROWN CASTLE INC | AT COST | $12,427 | $8,204 |
| PROLOGIS INC. | AT COST | $26,714 | $36,666 |
| REALTY INCOME CORP | AT COST | $12,253 | $12,197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAHL & GAYNOR INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH ST STE 2700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024728 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,095 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |