DUDLEY TAFT CHARITABLE FDN: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DUDLEY TAFT CHARITABLE FDN (EIN 31-1532283)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-06
- IRS object ID
- 202211579349101501
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-06T12:00:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOAK A PFAFF | PreparerPersonNm |
| PTIN | P00878518 | PTIN |
| Phone | 6142327288 | PhoneNum |
| Preparation | 2022-06-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,712,156 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $488,716 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $275,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,015,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,902,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,015,187 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $626 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,779,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,277,659 | 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 | $46,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,782 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,973 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,973 | 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 | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $913 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,333,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,228,216 | 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 | $175,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,463 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $6,215,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,050,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,489,692 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,391,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,273,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,712,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,391,284 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,273,457 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,391,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,273,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,391,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,273,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,391,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,333,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $7,724,531 | SubtotalAmt |
| Other Decreases | $451,074 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,273,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (192 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 150. NEXTERA ENERGY INC | 2020-11-02 | 2021-01-22 | $12,642 | $11,253 | $1,389 | $1,389 | |
| 170. NEXTERA ENERGY INC | 2015-04-20 | 2021-01-22 | $14,327 | $4,464 | $9,863 | $9,863 | |
| 128. NEXTERA ENERGY INC | 2014-11-19 | 2021-01-22 | $10,788 | $3,307 | $7,481 | $7,481 | |
| 235. LYONDELLBASELL INDUSTRIES NV [QDI] | 2014-01-09 | 2021-01-22 | $21,487 | $18,862 | $2,625 | $2,625 | |
| 110. LYONDELLBASELL INDUSTRIES NV [QDI] | 2014-12-15 | 2021-01-22 | $10,058 | $7,924 | $2,134 | $2,134 | |
| 25. LYONDELLBASELL INDUSTRIES NV [QDI] | 2020-11-02 | 2021-01-22 | $2,286 | $1,773 | $513 | $513 | |
| 522. NEXTERA ENERGY INC | 2014-11-19 | 2021-02-22 | $40,087 | $13,487 | $26,600 | $26,600 | |
| 272. WEC ENERGY GROUP INC | 2013-11-15 | 2021-02-22 | $22,372 | $11,465 | $10,907 | $10,907 | |
| 1193. COCA COLA CO | 2019-02-04 | 2021-03-08 | $62,341 | $58,259 | $4,082 | $4,082 | |
| 50. COCA COLA CO | 2020-11-02 | 2021-03-08 | $2,613 | $2,439 | $174 | $174 | |
| 392. COCA COLA CO | 2020-03-09 | 2021-03-08 | $20,484 | $20,810 | -$326 | -$326 | |
| 85. HONEYWELL INTERNATIONAL INC | 2017-07-13 | 2021-03-17 | $18,081 | $11,033 | $7,048 | $7,048 | |
| 35. HONEYWELL INTERNATIONAL INC | 2017-01-06 | 2021-03-17 | $7,445 | $3,970 | $3,475 | $3,475 | |
| 387. JOHNSON & JOHNSON | 2012-06-25 | 2021-03-19 | $62,035 | $25,704 | $36,331 | $36,331 | |
| 50. HOME DEPOT INC | 2020-11-02 | 2021-04-06 | $15,683 | $13,624 | $2,059 | $2,059 | |
| 25. HOME DEPOT INC | 2017-12-08 | 2021-04-06 | $7,842 | $4,561 | $3,281 | $3,281 | |
| 274. HOME DEPOT INC | 2015-02-25 | 2021-04-06 | $85,945 | $31,979 | $53,966 | $53,966 | |
| 312. STARBUCKS CORP | 2018-08-24 | 2021-04-19 | $36,844 | $16,433 | $20,411 | $20,411 | |
| 250. HONEYWELL INTERNATIONAL INC | 2017-01-06 | 2021-04-29 | $55,887 | $28,359 | $27,528 | $27,528 | |
| 74. LOCKHEED MARTIN CORP | 2019-05-02 | 2021-04-29 | $28,159 | $24,523 | $3,636 | $3,636 | |
| 35. LOCKHEED MARTIN CORP | 2017-06-08 | 2021-04-29 | $13,318 | $9,727 | $3,591 | $3,591 | |
| 47. LOCKHEED MARTIN CORP | 2013-08-20 | 2021-04-29 | $17,885 | $5,808 | $12,077 | $12,077 | |
| 254. CROWN CASTLE INTL CORP NEW | 2015-12-07 | 2021-05-19 | $45,985 | $20,469 | $25,516 | $25,516 | |
| 454. VERIZON COMMUNICATIONS COM | 2020-05-12 | 2021-05-25 | $25,692 | $25,465 | $227 | $227 | |
| 45.3 ORGANON & CO | 2020-09-03 | 2021-06-10 | $1,380 | $1,845 | -$465 | -$465 | |
| 23.4 ORGANON & CO | 2020-04-17 | 2021-06-10 | $713 | $928 | -$215 | -$215 | |
| 35.9 ORGANON & CO | 2020-12-02 | 2021-06-10 | $1,094 | $1,406 | -$312 | -$312 | |
| 84.7 ORGANON & CO | 2020-02-27 | 2021-06-10 | $2,580 | $3,278 | -$698 | -$698 | |
| 74. ORGANON & CO | 2020-03-09 | 2021-06-10 | $2,254 | $2,806 | -$552 | -$552 | |
| 85.4 ORGANON & CO | 2020-05-12 | 2021-06-10 | $2,601 | $3,195 | -$594 | -$594 | |
| 10. ORGANON & CO | 2020-11-02 | 2021-06-10 | $305 | $362 | -$57 | -$57 | |
| 13. ORGANON & CO | 2020-03-12 | 2021-06-10 | $396 | $466 | -$70 | -$70 | |
| 32.3 ORGANON & CO | 2020-03-19 | 2021-06-10 | $984 | $1,085 | -$101 | -$101 | |
| .7 ORGANON & CO | 2020-03-19 | 2021-06-14 | $21 | $24 | -$3 | -$3 | |
| 25. BLACKROCK INC | 2020-11-02 | 2021-06-18 | $21,186 | $15,406 | $5,780 | $5,780 | |
| 54. BLACKROCK INC | 2019-07-09 | 2021-06-18 | $45,762 | $25,493 | $20,269 | $20,269 | |
| 4. BLACKROCK INC | 2019-06-06 | 2021-06-18 | $3,390 | $1,753 | $1,637 | $1,637 | |
| 595. VERIZON COMMUNICATIONS COM | 2020-03-19 | 2021-06-18 | $33,252 | $32,321 | $931 | $931 | |
| 730. NEXTERA ENERGY INC | 2014-11-19 | 2021-07-09 | $54,613 | $18,861 | $35,752 | $35,752 | |
| 74. HOME DEPOT INC | 2015-02-25 | 2021-07-14 | $23,616 | $8,637 | $14,979 | $14,979 | |
| 250. PAYCHEX INC | 2014-08-01 | 2021-07-23 | $28,059 | $10,285 | $17,774 | $17,774 | |
| 221. WEC ENERGY GROUP INC | 2013-11-15 | 2021-08-03 | $21,164 | $9,316 | $11,848 | $11,848 | |
| 60. HOME DEPOT INC | 2015-02-25 | 2021-08-18 | $19,431 | $7,003 | $12,428 | $12,428 | |
| 151. PAYCHEX INC | 2014-08-01 | 2021-08-24 | $17,389 | $6,212 | $11,177 | $11,177 | |
| 98. PAYCHEX INC | 2014-08-01 | 2021-09-10 | $10,868 | $4,032 | $6,836 | $6,836 | |
| 109. PAYCHEX INC | 2014-08-01 | 2021-09-15 | $11,971 | $4,484 | $7,487 | $7,487 | |
| 131. AMGEN INC | 2017-10-17 | 2021-10-13 | $26,599 | $23,938 | $2,661 | $2,661 | |
| 317. AMGEN INC | 2016-08-26 | 2021-10-13 | $64,365 | $54,490 | $9,875 | $9,875 | |
| 25. AMGEN INC | 2020-11-02 | 2021-10-13 | $5,076 | $5,494 | -$418 | -$418 | |
| 108. LOCKHEED MARTIN CORP | 2013-08-20 | 2021-11-08 | $36,544 | $13,346 | $23,198 | $23,198 | |
| 270. ORION OFFICE REIT INC | 2021-11-15 | 2021-11-22 | $4,997 | $7,340 | -$2,343 | -$2,343 | |
| 33. ABBOTT LABS | 2016-07-07 | 2021-11-29 | $4,228 | $1,366 | $2,862 | $2,862 | |
| 119. ABBVIE INC. | 2020-11-19 | 2021-11-29 | $13,961 | $11,874 | $2,087 | $2,087 | |
| 1. AMERICAN TOWER CORPORATION | 2021-05-19 | 2021-11-29 | $268 | $245 | $23 | $23 | |
| 63. AUTOMATIC DATA PROCESSING INC | 2019-11-15 | 2021-11-29 | $14,852 | $10,774 | $4,078 | $4,078 | |
| 25. BEST BUY INC COM | 2021-07-14 | 2021-11-29 | $2,772 | $2,749 | $23 | $23 | |
| 7. BLACKROCK INC | 2019-06-06 | 2021-11-29 | $6,389 | $3,068 | $3,321 | $3,321 | |
| 18. BROADCOM INC | 2021-01-22 | 2021-11-29 | $10,116 | $8,390 | $1,726 | $1,726 | |
| 38. CHEVRONTEXACO CORP | 2018-03-09 | 2021-11-29 | $4,377 | $4,356 | $21 | $21 | |
| 52. CISCO SYS INC | 2013-03-14 | 2021-11-29 | $2,873 | $1,136 | $1,737 | $1,737 | |
| 96. COMCAST CORP CL A | 2019-04-16 | 2021-11-29 | $4,886 | $4,031 | $855 | $855 | |
| 2. CORNING INC | 2021-08-03 | 2021-11-29 | $76 | $83 | -$7 | -$7 | |
| 65. HOME DEPOT INC | 2015-02-25 | 2021-11-29 | $26,595 | $7,586 | $19,009 | $19,009 | |
| 11. HONEYWELL INTERNATIONAL INC | 2017-01-06 | 2021-11-29 | $2,285 | $1,248 | $1,037 | $1,037 | |
| 60. ILLINOIS TOOL WKS INC | 2017-12-08 | 2021-11-29 | $14,208 | $10,019 | $4,189 | $4,189 | |
| 88. ILLINOIS TOOL WKS INC | 2017-09-07 | 2021-11-29 | $20,839 | $12,126 | $8,713 | $8,713 | |
| 25. J P MORGAN CHASE & CO | 2021-02-22 | 2021-11-29 | $4,012 | $3,732 | $280 | $280 | |
| 14. LILLY ELI & CO | 2019-11-15 | 2021-11-29 | $3,642 | $1,586 | $2,056 | $2,056 | |
| 94. MARSH & MCLENNAN COS INC | 2017-12-08 | 2021-11-29 | $15,725 | $7,894 | $7,831 | $7,831 | |
| 16. MCDONALDS CORP | 2020-11-02 | 2021-11-29 | $4,010 | $3,416 | $594 | $594 | |
| 18. MICROSOFT CORP | 2013-01-17 | 2021-11-29 | $6,077 | $492 | $5,585 | $5,585 | |
| 24. PNC BANK CORP | 2020-01-09 | 2021-11-29 | $4,810 | $3,854 | $956 | $956 | |
| 27. PAYCHEX INC | 2014-08-01 | 2021-11-29 | $3,355 | $1,111 | $2,244 | $2,244 | |
| 116. PEPSICO INC | 2020-11-19 | 2021-11-29 | $18,983 | $16,634 | $2,349 | $2,349 | |
| 23. PEPSICO INC | 2019-10-22 | 2021-11-29 | $3,764 | $3,151 | $613 | $613 | |
| 45. QUALCOMM INC | 2020-10-15 | 2021-11-29 | $8,192 | $5,787 | $2,405 | $2,405 | |
| 22. SEMPRA ENERGY | 2021-02-22 | 2021-11-29 | $2,734 | $2,708 | $26 | $26 | |
| 50. STARBUCKS CORP | 2018-08-24 | 2021-11-29 | $5,537 | $2,633 | $2,904 | $2,904 | |
| 155. TEXAS INSTRUMENTS INC | 2017-01-24 | 2021-11-29 | $29,870 | $11,877 | $17,993 | $17,993 | |
| 20. TEXAS INSTRUMENTS INC | 2016-06-06 | 2021-11-29 | $3,854 | $1,224 | $2,630 | $2,630 | |
| 455. TRUIST FINL CORP | 2017-06-08 | 2021-11-29 | $27,552 | $19,376 | $8,176 | $8,176 | |
| 137. TRUIST FINL CORP | 2015-07-20 | 2021-11-29 | $8,296 | $5,634 | $2,662 | $2,662 | |
| 149. US BANCORP DEL COM NEW | 2018-11-16 | 2021-11-29 | $8,521 | $8,159 | $362 | $362 | |
| 10. UNITED PARCEL SERVICE-CL B | 2021-04-29 | 2021-11-29 | $2,044 | $2,039 | $5 | $5 | |
| 44. VERIZON COMMUNICATIONS COM | 2020-03-24 | 2021-11-29 | $2,265 | $2,180 | $85 | $85 | |
| 52. WEC ENERGY GROUP INC | 2013-11-15 | 2021-11-29 | $4,680 | $2,192 | $2,488 | $2,488 | |
| 27. EATON CORP PLC SHS [QDI] | 2021-04-29 | 2021-11-29 | $4,486 | $3,914 | $572 | $572 | |
| 149. HONEYWELL INTERNATIONAL INC | 2017-01-06 | 2021-12-06 | $30,685 | $16,902 | $13,783 | $13,783 | |
| 247.44 ENBRIDGE INC SEDOL 2466149 [QDI] | 2004-11-15 | 2021-12-10 | $9,341 | $2,730 | $6,611 | $6,611 | |
| 1151.28 ENBRIDGE INC SEDOL 2466149 [QDI] | 1985-09-18 | 2021-12-10 | $43,461 | $7,314 | $36,147 | $36,147 | |
| 1151.28 ENBRIDGE INC SEDOL 2466149 [QDI] | 1985-01-18 | 2021-12-10 | $43,461 | $6,044 | $37,417 | $37,417 | |
| 1549. FIFTH THIRD BANCORP | 1989-01-20 | 2021-12-10 | $67,722 | $6,461 | $61,261 | $61,261 | |
| 1915. FIFTH THIRD BANCORP | 1981-02-26 | 2021-12-10 | $83,723 | $1,107 | $82,616 | $82,616 | |
| 638. FIFTH THIRD BANCORP | 1911-11-11 | 2021-12-10 | $27,893 | $1 | $27,892 | $27,892 | |
| 448. FIFTH THIRD BANCORP | 1911-11-11 | 2021-12-10 | $19,586 | $1 | $19,585 | $19,585 | |
| 1150. NIKE INC CL B | 2008-03-20 | 2021-12-10 | $194,372 | $18,882 | $175,490 | $175,490 | |
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,015,187 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,540 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,072 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | 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 | 5135344397 | 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 | $10,910,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,164,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,164,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,997,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,072 | TotalTaxAmt |
| Distributable Before Adj | $532,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $532,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $532,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,913 | 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 | $396,913 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $532,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $171,823 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $175,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,913 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,913 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $135,872 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $135,872 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,330 | 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 | $35,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,379 | 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 |
|---|---|---|---|---|---|---|---|---|
| CINCINNATI MUSEUM OF ATHLETICS | ||||||||
| 111 SHILLITO PLACE | CINCINNATI | OH | 452022346 | NONE | PC | PROJECT/PROGRAM SUPPORT | $5,000 | |
| AOPA FOUNDATION | ||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | NONE | PC | PROJECT/PROGRAM SUPPORT | $10,000 | |
| SEVEN HILLS SCHOOLS | ||||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 452271198 | NONE | PC | ANNUAL FUND | $10,000 | |
| PLANNED PARENTHOOD OF SW OHIO | ||||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 452192802 | NONE | PC | ANNUAL FUND | $20,000 | OHIO REGION |
| BOYS AND GIRLS CLUB OF | ||||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | NONE | PC | ANNUAL FUND | $20,000 | GREATER CINCINNATI |
| ARTSWAVE | ||||||||
| 20 E CENTRAL PKWY SUITE 200 | CINCINNATI | OH | 45202 | NONE | PC | ANNUAL FUND | $20,000 | |
| UNITED WAY OF GREATER | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | NONE | PC | ANNUAL FUND | $10,000 | CINCINNATI |
| CINCINNATI PLAYHOUSE | ||||||||
| 962 MOUNT ADAMS CIR | CINCINNATI | OH | 45202 | NONE | PC | ANNUAL FUND | $50,000 | |
| ENSEMBLE THEATRE OF | ||||||||
| 1127 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | ANNUAL FUND | $10,000 | CINCINNATI |
| CINCINNATI ARTS ASSOCIATION | ||||||||
| 650 WALNUT ST | CINCINNATI | OH | 45202 | NONE | PC | ANNUAL FUND | $20,000 | |
| SOCIETY FOR THE PRESERVATION | ||||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | PROJECT/PROGRAM SUPPORT | $1,000 | OF MUSIC HALL |
| CINCINNATI NATURE CENTER | ||||||||
| 4949 TEALTOWN ROAD | MILFORD | OH | 45150 | NONE | PC | ANNUAL FUND | $25,000 | ASSOCIATION |
| MUSIC RESOURCE CENTER-CINCINNATI | ||||||||
| 3032 WOODBURN AVENUE | CINCINNATI | OH | 45206 | NONE | PC | PROJECT/ PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF VIRGINIA - LAW SCHOOL | ||||||||
| 580 MASSIE RD | CHARLOTTESVILLE | VA | 229031738 | NONE | CHARITABLE | PROGRAM / SUPPORT | $25,000 | |
| BOYS AND GIRLS CLUB OF LOWCOUNTY INC | ||||||||
| 10 PINCKNEY COLONY ROAD SUITE 103 | BLUFTON | SC | 29909 | NONE | PC | ANNUAL FUND | $10,000 | |
| WAVE FOUNDATION | ||||||||
| ONE AQUARIUM WAY | NEWPORT | KY | 41071 | NONE | PC | ANNUAL FUND | $20,000 | |
| CINCINNATI INSTITUTE OF FINE ARTS (TAFT | ||||||||
| PO BOX 631419 | Cincinnati | OH | 45263 | NONE | PC | ANNUAL FUND | $60,000 | MUSEUM) |
| ESSEX COUNTY COMMUNITY FOUNDATION | ||||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 019231443 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| THE TAFT SCHOOL CORPORATION | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 067952100 | NONE | PC | ANNUAL FUND | $50,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 86 WATER STREET | WOODS HOLE | MA | 02543 | NONE | PC | ANNUAL FUND | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,000 | 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 | $275,068 | 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 | $1,015,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,290,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,290,881 | 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 HILLOW ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $488,716 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ENBRIDGE INC SEDOL SHARES FIFTH THIRD BANCORP SHARES NIKE INC CL B SHARES | NoncashPropertyDesc |
| Fair Market Value | $488,716 | FairMarketValueAmt |
| Received | 2021-12-09 | 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 (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORP PLC SHS | $118,379 | $189,756 |
| MEDTRONIC PLC MEDTRONIC PLC IS | $224,282 | $263,280 |
| LYONDELLBASELL INDUSTRIES SEDO | ||
| ABBOTT LABS | $74,820 | $254,317 |
| ABBVIE INC | $198,040 | $327,668 |
| AIR PRODS & CHEMS INC | $247,560 | $427,181 |
| AMERICAN TOWER CORP | $164,864 | $212,063 |
| AMGEN INC | ||
| AUTOMATIC DATA PROCESSING INC | $145,660 | $311,677 |
| BLACKROCK, INC | $125,484 | $386,366 |
| BROADCOM INC | $268,508 | $537,651 |
| CHEVRON CORPORATION | $216,916 | $225,077 |
| CISCO SYSTEMS INC | $106,615 | $337,699 |
| COCA COLA CO | ||
| COMCAST CORP CL A | $104,065 | $138,961 |
| CROWN CASTLE INTL CORP NEW | $122,776 | $326,887 |
| EVERSOURCE ENERGY | $78,909 | $92,345 |
| HOME DEPOT INC | $159,474 | $456,926 |
| HONEYWELL INTL INC | $44,807 | $82,361 |
| ILLINOIS TOOL WKS INC | $87,377 | $181,892 |
| JPMORGAN CHASE & CO | $228,012 | $505,928 |
| JOHNSON & JOHNSON | ||
| LILLY (ELI) & CO | $115,359 | $289,202 |
| LOCKHEED MARTIN CORP | $62,248 | $181,259 |
| MARSH & MCLENNAN COS INC | $130,446 | $289,584 |
| MCDONALDS CORP | $158,884 | $265,925 |
| MERCK & CO INC | $353,270 | $356,989 |
| MICROSOFT CORP | $95,495 | $562,663 |
| MONDELEZ INTL INC CL A | $295,028 | $371,004 |
| NEXTERA ENERGY INC | $126,121 | $496,022 |
| PNC FINANCIAL SERVICES GROUP | $175,803 | $245,838 |
| PAYCHEX INC | $79,230 | $267,813 |
| PEPSICO INC | $261,308 | $423,852 |
| PHILLIPS 66 COM | $102,631 | $70,504 |
| PROCTER & GAMBLE CO | $341,964 | $426,453 |
| PROLOGIS INC | $140,088 | $271,396 |
| QUALCOMM INC | $207,666 | $314,171 |
| REALTY INCOME CORP | $165,290 | $193,293 |
| SEMPRA ENERGY | $180,113 | $208,606 |
| STARBUCKS CORP | $121,055 | $276,283 |
| TEXAS INSTRS INC | $198,051 | $502,838 |
| TRUIST FINL CORP | $206,779 | $320,444 |
| US BANCORP DEL | $146,496 | $156,827 |
| UNITED PARCEL SVC INC | $217,007 | $239,846 |
| VERIZON COMMUNICATIONS INC | $98,557 | $98,256 |
| WEC ENERGY GROUP INC | $66,702 | $146,673 |
| BEST BUY INC | $175,283 | $151,486 |
| CORNING INC | $113,571 | $104,430 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $3,742 |
| 2021 TRANSACTION POSTED IN 2022 | $1,016 |
| SALES ROC | $139 |
| ADJUSTMENTS ON RECEIPT OF ASSET | $446,177 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC. EXPENSES | Desc |
| Revenue And Expenses Per Books | $225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $225 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $626 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANSACTION POSTED IN 2021 | $2 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $46,782 | Amt |
| Net Investment Income | $46,782 | 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 HILLOW ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,973 | Amt |
| Net Investment Income | $1,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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