MARGE & CHARLES J SCHOTT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARGE & CHARLES J SCHOTT FOUNDATION (EIN 31-6063407)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349101603
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T12:02:25-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316063407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGE & CHARLES J SCHOTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 5137218400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER ROAD 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK J CRANE III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5137218400 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | CRANE III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | KRISTIN M KRABACHER CPA | PreparerPersonNm |
| PTIN | P01447939 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
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 | $109,423,878 | 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 | $477,459 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $452,479 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,425,266 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,425,266 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,794,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,845,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,794,871 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,709,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,672,616 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $463,125 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,906 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $435,219 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $35,084 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,771 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,313 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,423 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $37,423 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $140,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $112,867 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,383 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $812,601 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $812,601 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $210,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,092 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $220 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,955 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $57,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,363 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $972 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,760,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,095,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $490,107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,116,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,116,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,877,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,095,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,606,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,577,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $574,565 | CashBOYAmt |
| Cash EOY | $449,198 | CashEOYAmt |
| Cash EOYFMV | $449,198 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,021,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,634,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,634,206 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $172,346 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $77,126,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,867,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,629,293 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,621,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,402,528 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,223,385 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $297,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $297,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,796 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $211,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,404 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $154,318 | LandBOYAmt |
| Land EOY | $150,363 | LandEOYAmt |
| Land EOYFMV | $190,000 | LandEOYFMVAmt |
| Total Assets BOY | $96,968,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,801,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,423,878 | 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 | $96,968,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $96,801,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,968,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,801,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,968,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,801,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,968,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,325 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $96,801,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,801,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $34,845,896 | GrossSalesPriceAmt |
| Cost Or Other Basis | $31,051,025 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,794,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,794,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,794,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $138,800 | 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 | $138,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,271 | OverpaymentAmt |
| Applied To ES Tax | $3,000 | AppliedToESTaxAmt |
| Refund | $58,271 | 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 | FRANK CRANE III | IndividualWithBooksNm |
| Phone | 5137218400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 (6 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 RD | CINCINNATI | OH | 45226 | PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| CARLOTTA C WIDER | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| MARY ELIZABETH UNNEWEHR | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | ASST. SECRETARY | 10.00 | $95,000 | $0 | $0 |
| TRACEY C DUDA | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TRUSTEE | 10.00 | $11,875 | $0 | $0 |
| JOHN R VERKAMP | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TREASURER | 10.00 | $95,000 | $0 | $0 |
| GRETTCHEN MCGOFF | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TRUSTEE | 10.00 | $71,250 | $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 | $553,772 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $155,699 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $140,250 |
| WELLS FARGO | |||||
| 255 E 5TH ST SUITE 1400 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $78,601 |
| 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 | $111,388,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,858,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $297,796 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,544,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,544,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,763,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,780,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,789,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,789,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,529 | TotalTaxAmt |
| Distributable Before Adj | $5,711,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,711,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,711,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,606,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,606,607 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,711,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $158,090 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $158,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,606,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,606,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $104,909 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $104,909 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,181 | 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 | $53,181 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $53,181 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK CRANE III | 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 (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 55 NORTH | ||||||
| 3975 ERIE AVE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $35,000 |
| 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 | $200,000 |
| 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 | $30,000 |
| 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 |
| AMERICAN RED CROSS | ||||||
| 2111 DANA AVENUE | CINCINNATI | OH | 45207 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| ARUNA PROJECT | ||||||
| 316 W 4TH ST 3RD FLOOR | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| AUBREY ROSE FOUNDATION | ||||||
| 3862 RACE RD | CINCINNATI | OH | 45211 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BETHANY HOUSE SERVICES | ||||||
| 1841 FAIRMONT AVENUE | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $13,334 |
| 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 | $12,000 |
| BOYS & GIRLS CLUB | ||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| BOYS HOPEGIRLS HOPE | ||||||
| 1725 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $40,000 |
| BRIGHTON CENTERS HOMEWARD BOUND | ||||||
| 13 E 20TH ST | COVINGTON | KY | 41014 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,333 |
| CAMP JOY | ||||||
| 10117 OLD 3 C HWY | CLARKSVILLE | OH | 45113 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CAMPING & EDUCATION FOUNDATION | ||||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | 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 | $50,000 |
| 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 | $30,000 |
| CET | ||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CHILDREN'S HOME OF CINCINNATI | ||||||
| 5050 MADISON ROAD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| 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 | $15,000 |
| CINCINNATI ASSOC FOR BLIND & V IMPAIRED | ||||||
| 2045 GILBERT AVENUE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI BALLET | ||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | 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 | $275,000 |
| CINCINNATI CHAMBER ORCHESTRA | ||||||
| 650 WALNUT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| 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 PARKS FOUNDATION | ||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CINCINNATI SQUASH ACADEMY | ||||||
| 1308 RACE ST 104 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CINCINNATI STATE | ||||||
| 3520 CENTRAL PARKWAY | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $364,000 |
| CINCINNATI ZOO | ||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $525,000 |
| CISE FOUNDATION | ||||||
| 100 EAST 8TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $33,000 |
| CLIFTON CULTURAL ARTS CENTER | ||||||
| 2728 SHORT VINE ST | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CLOVERNOOK CENTER | ||||||
| 7000 HAMILTON AVE | CINCINNATI | OH | 45231 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CRAYONS TO COMPUTERS | ||||||
| 1350 TENNESSEE AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CREATIVE AGING | ||||||
| PO BOX 428638 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| DAMASCUS | ||||||
| 1832 FREEMAN AVE | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| 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 | $30,000 |
| DEPAUL CRISTO REY | ||||||
| 1133 CLIFTON HILLS AVENUE | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| EAST END ADULT EDUCATION CENTER | ||||||
| 5721 DRAGON WAY SUITE 401 | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| EASTERSEALS | ||||||
| 2901 GILBERT AVE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ELIZABETH'S NEW LIFE CENTER | ||||||
| 2201 N MAIN ST | DAYTON | OH | 45405 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| 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 | $10,000 |
| EVANS SCHOLARS FOUNDATION | ||||||
| ONE BRIAR ROAD | GOLF | IN | 60029 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| 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 |
| FRIARS CLUB | ||||||
| 4300 VINE ST | CINCINNATI | OH | 45217 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| FRIENDS OF HARRIET BEECHER STOWE HOUSE | ||||||
| 2950 GILBERT AVE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| GLAD HOUSE | ||||||
| 1994 MADISON RD | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| GREATER CINCINNATI BEHAVIORAL HEALTH | ||||||
| 1501 MADISON ROAD | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| GUIDING LIGHT MENTORING | ||||||
| 4141 HAMILTON AVE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| HOSEA HOUSE | ||||||
| 901 YORK ST | NEWPORT | KY | 41071 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $11,000 |
| IN5 | ||||||
| 3975 ERIE AVE | CINCINNATI | OH | 45208 | 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 | $50,000 |
| JUNIOR DIABETES RESEARCH FOUNDATION | ||||||
| 8050 HOSBROOK ROAD SUITE 314 | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| KEN ANDERSON ALLIANCE | ||||||
| 6940 PLAINFIELD RD | CINCINNATI | OH | 45236 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| KENTUCKY SYMPHONY ORCHESTRA | ||||||
| PO BOX 72810 | NEWPORT | KY | 41072 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| KENZIE'S CLOSET | ||||||
| 2010 MADISON ROAD LOWER LEVEL | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| 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 | $25,000 |
| 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 | $15,000 |
| LEARNING GROVE | ||||||
| 333 MADISON AVENUE | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| LIGHTHOUSE YOUTH SERVICES | ||||||
| 401 E MCMILLAN | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| LINCOLN HEIGHTS OUTREACH INC | ||||||
| 9913 WAYNE AVE | CINCINNATI | OH | 45215 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| LIVE LIKE MAYA FOUNDATION | ||||||
| 4801 APPALOOSA TRAIL | MASON | OH | 45040 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| MADELEINE GORDON GIFT OF LIFE FOUNDATION | ||||||
| PO BOX 6945 | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| MAY WE HELP | ||||||
| 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| MCNICHOLAS HIGH SCHOOL | ||||||
| 6536 BEECHMONT AVE | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| MINORITY BUSINESS ACCEL | ||||||
| 3 E 4TH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 |
| MUSIC HALL REVITALIZATION COMPANY | ||||||
| 650 WALNUT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| NAMI | ||||||
| 4055 EXECUTIVE PARK DR 450 | CINCINNATI | OH | 45241 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| OHIO RIVER FOUNDATION | ||||||
| 4480 CLASSIC DR | BLUE ASH | OH | 45241 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| 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 |
| OPTIMALL | ||||||
| 809 BRADFORD CT | CINCINNATI | OH | 45233 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| OVER THE RHINE COMMUNITY HOUSING | ||||||
| 114 W 14TH ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| 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 | $10,000 |
| PREGNANCY CENTER EAST | ||||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | 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 |
| PROKIDS | ||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $125,000 |
| PROSPECT HOUSE | ||||||
| 682 HAWTHORNE AVE | CINCINNATI | OH | 45205 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| PUBLIC LIBRARY OF CINCINNATI FOUNDATION | ||||||
| 800 VINE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| QUEEN CITY BOOK BANK | ||||||
| 1200 GEST ST | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| REDWOOD | ||||||
| 71 ORPHANAGE ROAD | FT MITCHELL | KY | 41014 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| RONALD MCDONALD HOUSE | ||||||
| 341 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| 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 | $25,000 |
| ROTARY FOUNDATION OF CINCINNATI | ||||||
| CAREW TOWER 441 VINE ST 4192 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| 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 |
| 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 |
| SEM VILLA RETIREMENT IN MILFORD OHIO | ||||||
| 201 MOUND AVE | MILFORD | OH | 45150 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| 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 |
| SPCA CINCINNATI | ||||||
| 11900 CONREY RD | CINCINNATI | OH | 45249 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SPRINGER SCHOOL & CENTER | ||||||
| 2121 MADISON ROAD | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| ST FRANCIS SERAPH MINISTRIES | ||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| 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 | $100,000 |
| ST RITA'S SCHOOL FOR THE DEAF | ||||||
| 1720 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45215 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| ST XAVIER HIGH SCHOOL | ||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 45224 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $401,000 |
| 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 |
| SWEET CHEEKS DIAPER BANK | ||||||
| 1400 STATE AVE | CINCINNATI | OH | 45204 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| TALBERT HOUSE | ||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| TENDER MERCIES | ||||||
| 27 WEST 12TH STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| THE DRAGONFLY FOUNDATION | ||||||
| 506 OAK ST | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| THE GOOD SHEPARD CATHOLIC MONTESSORI | ||||||
| 4460 BERWICK ST | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| THE KILGOUR FOUNDATION | ||||||
| 1339 HERSCHEL AVE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| THE PINK RIBBON | ||||||
| 5400 KENNEDY AVENUE | CINCINNATI | OH | 45213 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| THE SALVATION ARMY | ||||||
| 114 E CENTRAL PARKWAY PO BOX 596 | CINCINNATI | OH | 45201 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| 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 | $15,000 |
| USO TRIBUTE CINCINNATI | ||||||
| PO BOX 8057 | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| 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 | $130,000 |
| WELCOME HOME INC | ||||||
| 1623 DALTON AVE | CINCINNATI | OH | 45250 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,333 |
| WHHS ALUMNI FOUNDATION | ||||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| WOMEN HELPING WOMEN | ||||||
| 215 E 9TH ST 7 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $150,000 |
| WORKING IN NEIGHBORHOODS | ||||||
| 1814 DREMAN AVE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| YMCA | ||||||
| 898 WALNUT ST | CINCINNATI | OH | 45202 | 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 | $5,116,500 | 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 | $477,459 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,425,266 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,794,871 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,709,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,709,850 | 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 | $140,250 | Amt |
| Net Investment Income | $112,867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,383 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND - OFFICE CONDO | 2009-09-15 | $48,686 | L | $0 | $0 | ||
| BUILDING - OFFICE CONDO | 2009-09-15 | $154,246 | SL | $3,955 | $0 | $48,614 | 39.000000000000 |
| FURNITURE & FIXTURES - OFFICE CONDO | 2009-09-15 | $8,420 | 200DB | $0 | $0 | $8,420 | 7.000000000000 |
| PHONE SYSTEM | 2012-11-01 | $44 | 200DB | $0 | $0 | $44 | 5.000000000000 |
| CONFERENCE ROOM CHAIRS | 2012-11-01 | $59 | 200DB | $0 | $0 | $59 | 5.000000000000 |
| COMPUTERS - CYNTHIA & BACK OFFICE | 2012-11-01 | $312 | 200DB | $0 | $0 | $312 | 5.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $15,402,528 | EOYBookValueAmt |
| EOYFMV | $14,223,385 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $73,867,452 | EOYBookValueAmt |
| EOYFMV | $87,629,293 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $297,796 | BookValueAmt |
| EOYFMV | $297,796 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND - OFFICE CONDO | $48,686 | $0 | $48,686 |
| BUILDING - OFFICE CONDO | $154,246 | $52,569 | $101,677 |
| FURNITURE & FIXTURES - OFFICE CONDO | $8,420 | $8,420 | $0 |
| PHONE SYSTEM | $44 | $44 | $0 |
| CONFERENCE ROOM CHAIRS | $59 | $59 | $0 |
| COMPUTERS - CYNTHIA & BACK OFFICE | $312 | $312 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $37,423 | LegalFeesAmt |
| Net Investment Income | $37,423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIR & MAINTENANCE EXPENSES - REAL ESTATE | $967 | $870 | $97 |
| UTILITIES EXPENSE | $4,707 | $4,236 | $471 |
| ASSOCIATION FEES-WOOSTER PROPERTY | $4,040 | $3,636 | $404 |
| INSURANCE EXPENSE | $31,627 | $31,627 | $0 |
| MISCELLANEOUS EXPENSE - INVESTMENT MANAGERS | $8,663 | $8,663 | $0 |
| POSTAGE | $257 | $257 | $0 |
| TRAVEL | $4,848 | $4,848 | $0 |
| OFFICE SUPPLIES | $1,780 | $1,780 | $0 |
| MEALS AND ENTERTAINMENT | $446 | $446 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $12,254 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12,254 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $812,601 | Amt |
| Net Investment Income | $812,601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $36,913 | $36,913 | $0 |
| REAL ESTATE TAXES | $2,199 | $1,979 | $220 |
| OH FILING FEE | $200 | $200 | $0 |
| FEDERAL TAXES PAID | $171,590 | $0 | $0 |
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