2021-08-12T07:09:32-05:00 2021-03-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990PF 2020-04-01 310536971 THE CINCINNATI FOUNDATION FOR THE AGED CINC 5133816859 30 GARFIELD PLACE NO 600 CINCINNATI OH 45202 ROBERT C PORTER III PRESIDENT 5133816859 2021-07-26 1 ROBERT PORTER III 999009999 GREGORY A DEYHLE P00341594 5132412940 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 39133703 X 607683 40 40 1286451 1286451 21776041 37906032 21776041 754 754 23670969 23063286 24000 12000 12000 19383 593 593 3163 3163 0 322152 936 936 11400 5700 5700 6596 2306 2306 386694 24698 21535 1590160 1590160 1976854 24698 1611695 21694115 23038588 533287 1896196 1896196 8565 2041 2449 2449 11517903 28529921 33256169 391459 4021884 3978868 21 21 21 12453276 34450471 39133703 1302 304382 1302 304382 X 12451974 34146089 0 0 0 0 12451974 34146089 12453276 34450471 12451974 21694115 0 34146089 0 34146089 LM KOHN ST P 500000 513826 -13826 -13826 LM KOHN LT P 14345098 41742 14303356 14303356 US BANK ST P 4545009 4500029 44980 44980 US BANK LT P 18378605 11037001 7341604 7341604 BAIRD - COST BASIS ADJUSTMENTS P 5630 5630 5630 LM KOHN - COST BASIS ADJUSTMENTS P 116378 116378 116378 PFIZER INC - COST BASIS ADJUSTMENTS P 37393 -37393 -37393 PARTNERSHIPS P 15312 15312 15312 21776041 320236 0 320236 0 320236 17200 0 0 0 17200 0 303036 0 0 0 0 0 0 0 0 0 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 24000 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 1340160 GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IT IS TO EXTEND AID TO THE AGED AND ELDERLY. 250000 0 34024316 1093393 0 35117709 0 0 35117709 526766 34590943 1729547 1729547 320236 320236 1409311 0 1409311 0 1409311 1611695 0 1611695 0 1611695 1409311 0 0 14459 36232 145432 65181 261304 1611695 0 0 0 1409311 202384 0 0 463688 0 0 0 0 0 0 0 463688 14459 36232 145432 65181 202384 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 111321 BAYLEY PLACE 990 BAYLEY PLACE DRIVE CINCINNATI OH 45233 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 81000 CARMEL MANOR 100 CARMEL MANOR RD FORT THOMAS KY 41075 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 6000 CEDAR VILLAGE 5467 CEDAR VILLAGE DRIVE MASON OH 45040 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 201950 COTTINGHAM RETIREMENT CENTER 3995 COTTINGHAM DRIVE CINCINNATI OH 45241 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 79935 COVINGTON LADIES HOME 702 GARRARD STREET COVINGTON KY 41011 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 20550 EPIC HOUSE 910 YORK STREET CINCINNATI OH 45214 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 66900 GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY 120 CINCINNATI OH 45202 EXEMPT GENERAL CHARITABLE PURPOSES 250000 IVY KNOLL 800 HIGHLAND AVE COVINGTON KY 41011 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 34400 LITTLE SISTERS OF THE POOR 476 RIDDLE RD CINCINNATI OH 45220 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 7850 MADONNA MANOR 2344 AMSTERDAM ROAD VILLA HILLS KY 41017 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 250200 MERCY FRANCISCAN AT WEST PARK 2950 WEST PARK DRIVE CINCINNATI OH 45238 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 2300 MT HEALTHY CHRISTIAN HOME 8097 HAMILTON AVENUE CINCINNATI OH 45231 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 24000 OTTERBEIN 580 OH-741 LEBANON OH 45036 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 339304 SCARLET OAKS RETIREMENT COMMUNITY 440 LAFAYETTE AVENUE CINCINNATI OH 45220 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 5250 ST CHARLES CARE CENTER VILLAGE AND LODGE 500 FARRELL DRIVE COVINGTON KY 41011 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 76200 ST MARGARET HALL 1960 MADISON ROAD CINCINNATI OH 45208 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 33000 1590160 0 14 40 14 1286451 900099 349 14 405 18 21776041 349 23062937 0 23063286 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 589070 X 2 TRUST UW LUEDEKING 5050 KINDSLEY DRIVE MD 1M0820 CINCINNATI OH 45263 18613 X ACCOUNTING FEES 19383 593 593 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 16610951 20495309 EQUITY FUNDS 8329279 9083770 TAXABLE FIXED INCOME 3045375 3067340 MIXED ASSETS 544316 609750 CASH AT COST 319832 319832 INVESTMENT IN PARTNERSHIPS AT COST 3702052 3659036 DEPOSIT 20 20 20 CEMETERY PLOT 1 1 1 INSURANCE 1984 0 0 OFFICE 2686 1343 1343 TELEPHONE 1926 963 963 SECURITIES LITIGATION 405 405 405 PARTNERSHIP INCOME 349 349 349 PAYROLL TAXES WITHHELD 1302 1302 EXCISE TAX PAYABLE 0 303080 INVESTMENT FEES 3163 3163 0 FEDERAL EXCISE TAX 320280 0 0 FICA/UNEMPLOYMENT 1872 936 936