2022-07-05T07:25:48-05:00 2022-03-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990PF 2021-04-01 310536971 THE CINCINNATI FOUNDATION FOR THE AGED CINC 5133816859 30 GARFIELD PLACE 600 CINCINNATI OH 452024365 ROBERT C PORTER III PRESIDENT 5133816859 2022-06-08 1 ROBERT PORTER III 999009999 GREGORY A DEYHLE P00341594 5132412940 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 41485657 X 382279 32 32 1031444 1031444 312015 4951761 312015 8836 8836 1734606 1352327 26300 13150 13150 27629 499 499 80817 80817 0 21798 1037 1037 11400 5700 5700 4997 1452 1452 172941 102655 21838 1465606 1465606 1638547 102655 1487444 96059 1249672 1896196 1111039 1111039 2449 2857 2857 28529921 29077291 36405048 4021884 4074743 3960862 21 5851 5851 34450471 34271781 41485657 304382 3761 304382 3761 X 34146089 34268020 0 0 0 0 34146089 34268020 34450471 34271781 34146089 96059 25872 34268020 0 34268020 LM KOHN ST P 753403 894246 -140843 -140843 LM KOHN LT P 970875 1051743 -80868 -80868 US BANK ST P 2442413 2130830 311583 311583 US BANK LT P 763018 417931 345087 345087 LM KOHN - COST BASIS ADJUSTMENTS P 144996 -144996 -144996 PARTNERSHIPS P 22052 22052 22052 312015 17370 0 17370 0 17370 23200 0 0 0 23200 X 0 5830 5830 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 1 0 0 0 0 1 CINTIFOUNDATION4AGED.COM HEATHER JANSEN 5133816859 30 GARFIELD PLACE NO 600 CINCINNATI OH 45202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS L FINN 7 ANNWOOD LANE CINCINNATI OH 45206 TRUSTEE 0.50 0 0 0 HEATHER JANSEN 1032 RIVERVIEW FARMS PL VILLA HILLS KY 41017 SECRETARY/TREASURER 8.00 26300 0 0 ROBERT PORTER III 2100 FOURTH VINE TOWER CINCINNATI OH 45202 PRESIDENT 0.50 0 0 0 SISTER JEAN HOFFMAN 132 LOUISE DRIVE FT MITCHELL KY 41017 TRUSTEE 0.50 0 0 0 SHANNON CRUTCHFIELD 9321 MONTGOMERY RD STE C CINCINNATI OH 45242 TRUSTEE 0.50 0 0 0 JON BLOHM 1985 RUSTICWOOD LANE CINCINNATI OH 45255 TRUSTEE 0.50 0 0 0 VINCE HOPKINS 3354 PADDOCK LANE MASON OH 45040 TRUSTEE 0.50 0 0 0 RICHARD KREHBIEL 7709 CHUMANI LANE CINCINNATI OH 45243 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 THE PURPOSE OF THE FOUNDATION IS TO GIVE FINANCIAL ASSISTANCE TO INDIGENT AND ELDERLY INDIVIDUALS, ENABLING THEM TO GAIN ACCEPTANCE AND TO MAINTAIN THEMSELVES IN QUALIFIED CARE FACILITIES 1439734 GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IT IS TO EXTEND AID TO THE AGED AND ELDERLY. 0 0 40189180 863791 0 41052971 0 0 41052971 615795 40437176 2021859 2021859 17370 2397 19767 2002092 25872 2027964 0 2027964 1487444 0 1487444 2027964 0 0 14459 36232 145432 65181 202384 463688 1487444 0 0 0 1487444 0 463688 463688 0 0 0 0 0 76832 0 0 0 THE CINCINNATI FOUNDATION FOR THE A 30 GARFIELD PLACE SUITE 600 CINCINNATI OH 45202 5133816859 N/A; THE CINCINNATI FOUNDATION FOR THE AGED DOES NOT ACCEPT APPLICATIONS; NONE GREATER CINCINNATI AREA - CHARITABLE NURSING FACILITIES BAPTIST LIFE COMMUNITIES 3000 RIGGS AVENUE ERLANGER KY 41018 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 80900 BAYLEY PLACE 990 BAYLEY PLACE DRIVE CINCINNATI OH 45233 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 83426 CEDAR VILLAGE 5467 CEDAR VILLAGE DRIVE MASON OH 45040 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 340933 COTTINGHAM RETIREMENT CENTER 3995 COTTINGHAM DRIVE CINCINNATI OH 45241 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 56903 COVINGTON LADIES HOME 702 GARRARD STREET COVINGTON KY 41011 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 63150 EPIC HOUSE 910 YORK STREET CINCINNATI OH 45214 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 72400 IVY KNOLL 800 HIGHLAND AVE COVINGTON KY 41011 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 24000 LITTLE SISTERS OF THE POOR 476 RIDDLE RD CINCINNATI OH 45220 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 6600 MADONNA MANOR 2344 AMSTERDAM ROAD VILLA HILLS KY 41017 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 142067 MERCY FRANCISCAN AT WEST PARK 2950 WEST PARK DRIVE CINCINNATI OH 45238 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 15750 MT HEALTHY CHRISTIAN HOME 8097 HAMILTON AVENUE CINCINNATI OH 45231 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 4000 OTTERBEIN 580 OH-741 LEBANON OH 45036 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 410463 ST CHARLES CARE CENTER VILLAGE AND LODGE 500 FARRELL DRIVE COVINGTON KY 41011 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 154814 ST MARGARET HALL 1960 MADISON ROAD CINCINNATI OH 45208 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 3000 THE MIDWEST MANOR AND MISSIONS 3636 SEMLOH AVE CINCINNATI OH 45247 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 7200 1465606 0 14 32 14 1031444 900003 8586 14 250 18 312015 8586 1343741 0 1352327 7 OTHER REVENUE 0 0 0 0 0 0 0 0 0 0 X X 1 TRUST UW OSCAR COHRS 5050 KINDSLEY DRIVE MD 1M0820 CINCINNATI OH 45263 364000 X 2 TRUST UW LUEDEKING 5050 KINDSLEY DRIVE MD 1M0820 CINCINNATI OH 45263 18204 X ACCOUNTING FEES 27629 499 499 PART V11-A LINE 12 THE DISTRIBUTIONS TO THE DONOR ADVISED FUND ARE BEING TREATED AS QUALIFYING DISTRIBUTIONS. GRANTS ARE MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IS TO EXTEND AID TO THE AGED AND/OR INDIGENT INDIVIDUALS. STOCKS 17801506 23984298 EQUITY FUNDS 8248631 9332753 TAXABLE FIXED INCOME 2078287 1923447 MIXED ASSETS 948867 1164550 CASH AT COST 273600 273610 INVESTMENT IN PARTNERSHIPS AT COST 3801143 3687252 DEPOSIT 20 20 20 CEMETERY PLOT 1 1 1 PREPAID EXCISE TAX 0 5830 5830 INSURANCE 2092 0 0 OFFICE 1173 586 586 TELEPHONE 1732 866 866 SECURITIES LITIGATION 250 250 250 PARTNERSHIP INCOME 8586 8586 8586 RECOVERY OF PRIOR YEAR GRANTS 25872 PAYROLL TAXES WITHHELD 1302 1364 EXCISE TAX PAYABLE 303080 0 UNRELATED BUSINESS INCOME TAX PAYABLE 0 2397 INVESTMENT FEES 80817 80817 0 FEDERAL EXCISE TAX 17326 0 0 FICA/UNEMPLOYMENT 2075 1037 1037 UNRELATED BUSINESS INCOME TAX 2397 0 0