2022-09-01T07:42:05-05:00 2021-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2021-01-01 461628439 DAN & KRIS NEYER FAMILY FOUNDATION DAN& 5135637555 2135 DANA AVENUE 200 CINCINNATI OH 45207 DAN NEYER PRESIDENT 5135637555 2022-08-18 1 DAN NEYER 999009999 PATRICK M SEMANCIK P00058765 5132413111 2022-08-18 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 4666415 X 575090 X 18 18 72787 72787 -105722 529690 9112 91292 89675 633465 171592 0 0 0 10334 10334 0 2451 941 0 43 43 0 12828 11318 0 283000 283000 295828 11318 283000 337637 160274 632 689 689 70905 19363 19363 3394478 4646363 4646363 2719 -3540 0 3468734 4662875 4666415 0 0 X 0 0 0 0 3468734 4662875 3468734 4662875 3468734 4662875 3468734 337637 856504 4662875 0 4662875 WELLS FARGO - ST 2021-03-24 2021-12-31 23 13 10 10 WELLS FARGO - LT 2013-06-04 2021-12-31 198872 267532 -68660 -68660 CINCINNATI FINANCIAL CORP 2019-07-19 2021-01-06 174503 46740 127763 127763 MICROSOFT CORPORATION 2021-04-23 2021-12-13 87190 10878 76312 76312 SALE OF ENERGY TRANSFER LP 2019-02-13 2021-01-06 65178 195415 -130237 -130237 CAPITAL GAINS DIVIDENDS P 3924 3924 3924 9112 2228 0 2228 0 2228 2328 0 0 0 2328 0 100 100 0 0 0 0 0 0 0 0 0 1 1 0 0 1 KY 1 0 0 0 0 1 N/A DAN NEYER 5135637555 2135 DANA AVENUE CINCINNATI OH 45207 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMANDA NEYER 4002 BALLARD ROAD CINCINNATI OH 45226 DIRECTOR 0.10 0 0 0 DAN NEYER 3018 GOLDEN AVENUE CINCINNATI OH 45226 PRESIDENT, TREASURER, DIRE 0.10 0 0 0 KRIS NEYER 3018 GOLDEN AVENUE CINCINNATI OH 45209 SECRETARY, DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 4063479 140499 0 4203978 0 0 4203978 63060 4140918 207046 207046 2228 2228 204818 0 204818 0 204818 283000 0 283000 204818 0 0 40844 40844 283000 0 0 0 204818 78182 0 0 119026 0 0 0 0 0 0 0 119026 40844 78182 X DAN NEYER 537 E PETE ROSE WAY CINCINNATI OH 45202 5135637555 THE FOUNDATION ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2), OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION. NONE IN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCES TO ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS. ACUE 1125 MADISON AVENUE COVINGTON KY 41011 NONE PC UNRESTRICTED CONTRIBUTION 1000 CHRIST HOSPITAL FOUNDATION 2123 AUBURN AVENUE SUITE 528 CINCINNATI OH 45219 NONE PC UNRESTRICTED CONTRIBUTION 50000 DEPAUL DECRISTO REY HIGH SCHOOL 1133 CLIFTON HILLS AVENUE CINCINNATI OH 45220 NONE PC SCHOLARSHIPS 20000 FREESTORE FOODBANK 1141 CENTRAL PARKWAY CINCINNATI OH 45202 NONE PC UNRESTRICTED CONTRIBUTION 5000 GOOD SAMARITAN HOSPITAL FOUNDATION 375 DIXMYTH AVENUE CINCINNATI OH 45220 NONE PC UNRESTRICTED CONTRIBUTION 5000 MOELLER HIGH SCHOOL 9001 MONTGOMERY ROAD CINCINNATI OH 45242 NONE PC SCHOLARSHIPS 95000 SETON HIGH SCHOOL 3901 GLENWAY AVENUE CINCINNATI OH 45205 NONE PC SCHOLARSHIPS 5000 ST VINCENT DE PAUL 1125 BANK ST CINCINNATI OH 45214 NONE PC UNRESTRICTED CONTRIBUTION 20000 UC FOUNDATION PO BOX 19970 CINCINNATI OH 45219 NONE PC UNRESTRICTED CONTRIBUTION 44500 UNITED WAY 2400 READING ROAD CINCINNATI OH 45202 NONE PC UNRESTRICTED CONTRIBUTION 2500 UC REAL ESTATE PROGRAM PO BOX 210020 CINCINNATI OH 45221 NONE PC UNRESTRICTED CONTRIBUTION 10000 GREEN UMBRELLA PO BOX 14270 CINCINNATI OH 45250 NONE PC UNRESTRICTED CONTRIBUTION 25000 283000 0 14 18 14 72787 18 89740 18 -105722 ENTERPRISE PRODUCTS K-1 -437 14 -64 ENERGY TRANSFER, LP K-1 2040 14 -1 ENERGY TRANSFER OPERATING K-1 14 USA COMPRESSION K-1 -27 14 SUNOCO LP 41 14 1617 56758 0 58375 0 0 0 0 0 0 0 0 0 0 WELLS FARGO 4646363 4646363 INVESTMENT INCOME IN TRANSIT 2719 -3540 OTHER PASSTHROUGH EXPENSES 43 43 0 ORDINARY GAIN-ENERGY TRANSFER PARTNERS 89740 89740 89740 ENTERPRISE PRODUCTS K-1 -501 -64 -501 ENERGY TRANSFER, LP K-1 2039 -1 2039 USA COMPRESSION K-1 -27 0 -27 SUNOCO LP 41 0 41 UNREALIZED GAIN/LOSS ON INVESTMENTS & PARTNERSHIPS 856504 INVESTMENT FEES 10334 10334 0 FOREIGN TAX 941 941 0 FEDERAL EXCISE TAX 1510 0 0