ROBERT H AND SUSAN F CASTELLINI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H AND SUSAN F CASTELLINI FOUNDATION (EIN 31-6429763)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-10-20
- IRS object ID
- 202142939349100204
- Schema version
- 2020v4.1
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-20T07:18:35-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316429763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H & SUSAN F CASTELLINI FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHRISTOPHER L FISTER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5136519400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 ELM STREET NO 2600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER L FISTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5136519400 | PhoneNum |
| Signature | 2021-10-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | FISTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2020 | 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 | $4,294,630 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $835,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $401 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $401 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $376,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $586,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376,129 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $738 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,241,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,823 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,180 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $826 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $354 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $410 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,827 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,579 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,379,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,379,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,391,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,379,865 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $565,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,570 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $9,000 | AcctRcvblBOYAmt |
| Other Assets BOY | $3,579,553 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,565,493 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,855,059 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,154,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,003,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,294,630 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,485,317 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,154,254 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$331,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$150,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,154,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,003,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,154,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,003,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,154,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $193 | OtherIncreasesAmt |
| Subtotal | $4,003,871 | SubtotalAmt |
| Other Decreases | $57 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,003,814 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| IES HOLDINGS, INC. | D | 2007-11-30 | 2020-08-14 | $195,897 | $123,492 | $72,405 | $72,405 |
| IES HOLDINGS, INC. | D | 2007-12-17 | 2020-08-14 | $19,522 | $8,810 | $10,712 | $10,712 |
| IES HOLDINGS, INC. | D | 2007-12-17 | 2020-08-17 | $50,131 | $22,865 | $27,266 | $27,266 |
| IES HOLDINGS, INC. | D | 2004-03-04 | 2020-08-17 | $93,262 | $16,119 | $77,143 | $77,143 |
| IES HOLDINGS, INC. | D | 2014-03-04 | 2020-08-18 | $125,636 | $21,585 | $104,051 | $104,051 |
| IES HOLDINGS, INC. | D | 2014-03-04 | 2020-08-19 | $51,691 | $8,910 | $42,781 | $42,781 |
| IES HOLDINGS, INC. | D | 2014-07-29 | 2020-08-19 | $34,597 | $8,364 | $26,233 | $26,233 |
| OTHER INVESTMENTS | P | 2020-12-31 | 2020-12-31 | $15,538 | $15,538 | $15,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376,129 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,043 | 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 | $6,043 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $839 | OverpaymentAmt |
| Applied To ES Tax | $839 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTELLINI MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5136519400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 ELM STREET SUITE 2600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK | ||||||||
| 38 FOUNTAIN SQUARE | CINCINNATI | OH | 45202 | AGENT | 1.00 | $1,180 | $0 | $0 |
| ROBERT H CASTELLINI | ||||||||
| 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | CHAIRMAN/PRESIDENT & TRUST | 0.00 | $0 | $0 | $0 |
| SUSAN F CASTELLINI | ||||||||
| 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER L FISTER | ||||||||
| 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | SECRETARY/TREASURER & TRUS | 0.00 | $0 | $0 | $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 |
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 | $48,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,821,061 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,105,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,105,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,044,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,204 | TotalTaxAmt |
| Distributable Before Adj | $197,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,379,865 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,379,865 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,379,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,562,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,485,255 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,852,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,853,592 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,436,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,190,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,379,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,182,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,373,292 | 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 | $1,562,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,810,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,485,255 | ExcessFromYear4Amt |
| Excess From Year3 | $1,852,982 | ExcessFromYear3Amt |
| Excess From Year2 | $1,853,592 | ExcessFromYear2Amt |
| Excess From Year1 | $1,436,058 | ExcessFromYear1Amt |
| Excess From Current Year | $1,182,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT H CASTELLINI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CASTELLINI FOUNDATION CO C FISTER T | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 ELM STREET SUITE 2600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5136519400 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SHOULD BE LIMITED TO THE GREATER CINCINNATI AREA, MUST BE A TAX-EXEMPT ORGANIZATION AND PREFER NOT TO MAKE GRANTS FOR RELIGIOUS OR POLITICAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1N5 | |||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW SUITE 400 | ATLANTA | GA | 30303 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTES AVENUE NW | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTES AVENUE NW | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTES AVENUE NW | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $26,000 | |
| BEECHWOOD HOME | |||||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| BLUEGRASS CARE NAVIGATORS | |||||||
| 2312 ALEXANDRIA DRIVE | LEXINGTON | KY | 40504 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| BOYS AND GIRLS CLUB OF HENDERSON COUNTY | |||||||
| 1304 ASHE STREET | HENDERSONVILLE | NC | 28792 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| CATHOLIC INNER CITY SCHOOLS EDUCATION FUND | |||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CHATFIELD COLLEGE | |||||||
| 1544 CENTRAL PKWAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $300 | |
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $45,000 | |
| CINCINNATI ARTS AND TECHNOLOGY CENTER | |||||||
| 700 PETE ROSE WAY LOBBY C/D | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CINCINNATI CENTER CITY DEVELOPMENT CORPORATION | |||||||
| 1203 WALNUT STREET 4TH FLOOR | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| CINCINNATI CENTER CITY DEVELOPMENT CORPORATION | |||||||
| 1203 WALNUT STREET 4TH FLOOR | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| CINCINNATI NATURE CENTER | |||||||
| 4949 TEALTOWN ROAD | MILFORD | OH | 45150 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CINCINNATI PARKS FOUNDATION | |||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI REDS HALL OF FAME AND MUSEUM | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| CINCINNATI STATE FOUNDATION | |||||||
| 3520 CENTRAL PARKWAY | CINCINNATI | OH | 45223 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 E 4TH STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 E 4TH STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI ZOO AND BOTANICAL GARDEN | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| CITY GOSPEL MISSION | |||||||
| 1805 DALTON AVENUE | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| COVINGTON CATHOLIC HIGH SCHOOL | |||||||
| 1600 DIXIE HIGHWAY | PARK HILLS | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| COVINGTON LATIN SCHOOL | |||||||
| 21 EAST 11TH STREET | COVINGTON | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| DENISON UNIVERSITY | |||||||
| 100 WEST COLLEGE ST | GRANVILLE | OH | 43023 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $15,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| EPILEPSY ALLIANCE OHIO | |||||||
| 895 CENTRAL AVE 550 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $17,073 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $17,072 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $17,073 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $17,073 | |
| FREESTORE FOODBANK | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| FUTURE FARMERS OF AMERICA | |||||||
| 6060 FFA DRIVE | INDIANAPOLIS | IN | 46278 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| GLENVILLE-CASHIERS RESCUE SQUAD | |||||||
| 79 N NORTON RD | CASHIERS | NC | 28736 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| GLYNN COUNTY VOLUNTEER FIREFIGHTERS INC | |||||||
| 1804-A FREDERICA ROAD | ST SIMONS ISLAND | GA | 31522 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| GREATER CINCINNATI FOUNDATION | |||||||
| 720 E PETE ROSE WAY SUITE 120 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL STANFORD UNIVERSITY | STANFORD | CA | 94305 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| ITALIAN AMERICAN BASEBALL FOUNDATION | |||||||
| 549 OAK GROVE RD | FRENCHTOWN | NJ | 08825 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 55 WEST 39TH STREET SUITE 600 | NEW YORK | NY | 10018 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| LA SOUPE INC | |||||||
| 119 CLEVELAND AVENUE | MILFORD | OH | 45150 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200 | |
| MEDICAL MISSION SISTERS | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| MERCY MONTESSORI SCHOOL | |||||||
| 2335 GRANDVIEW AVE | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $4,000 | |
| MERCY MONTESSORI SCHOOL | |||||||
| 2335 GRANDVIEW AVE | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| MERCY ST VINCENT MEDICAL CENTER | |||||||
| 2213 CHERRY STREET | TOLEDO | OH | 43608 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| MUSIC HALL REVITALIZATION COMPANY INC | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| ONESOURCE | |||||||
| 936 DALTON AVENUE | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| ORDER OF MALTA AMERICAN ASSOCIATION | |||||||
| 1011 FIRST AVENUE SUITE 1350 | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,500 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5418 MOELLER AVE | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5418 MOELLER AVE | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5418 MOELLER AVE | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5418 MOELLER AVE | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF THE HOLY SPIRIT CENTER | |||||||
| 5440 MOELLER AVE | NORWOOD | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $120 | |
| PREGNANCY CENTER EAST | |||||||
| 4760 MADISON ROAD | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ROSIE REDS INC | |||||||
| PO BOX 62558 | CINCINNATI | OH | 45262 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| RUAH WOODS | |||||||
| 6675 WESSELMAN RD | CINCINNATI | OH | 45248 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1125 BANK ST | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1125 BANK ST | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $37,500 | |
| SOUTHEAST GEORGIA HEALTH SYSTEM FOUNDATION | |||||||
| 2415 PARKWOOD DR | BRUNSWICK | GA | 31520 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ST CECILIA CHURCH | |||||||
| 3105 MADISON RD | CINCINNATI | OH | 45209 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ST CLARE OF ASSISI PARISH | |||||||
| 31622 US HIGHWAY 6 | EDWARDS | CO | 81632 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ST JOHN NEUMANN CATHOLIC CHURCH | |||||||
| 12191 MILL RD | CINCINNATI | OH | 45240 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ST ROSE CHURCH | |||||||
| 2501 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| ST ROSE CHURCH | |||||||
| 2501 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND RD | CINCINNATI | OH | 45224 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND RD | CINCINNATI | OH | 45224 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN ROAD | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN ROAD | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN ROAD | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| THE CHRIST HOSPITAL FOUNDATION | |||||||
| 2123 AUBURN AVE SUITE 528 | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| THE DAWN REDWOODS TRUST | |||||||
| 1 BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 94920 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| THE JACKIE ROBINSON FOUNDATION | |||||||
| 75 VARICK STREET 2ND FLOOR | NEW YORK | NY | 10013 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| THE KELLY-CAROL FOUNDATION FOR CHILDREN WITH CANCER | |||||||
| 301 EAST FOURTH STREET 3300 GREAT | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | AMERICAN TOWER |
| THE METROPOLITAN CLUB | |||||||
| 50 E RIVERCENTER BLVD SUITE 1900 | COVINGTON | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| THE SALVATION ARMY | |||||||
| 114 E CENTRAL PKWY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION | |||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| TRI DELTA DELTA RHO CHAPTER | |||||||
| 468 ROSE STREET | LEXINGTON | KY | 40508 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| UNITED WAY OF COASTAL GEORGIA | |||||||
| 3400 PARKWOOD DRIVE SUITE A 2ND | BRUNSWICK | GA | 31520 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | FLOOR |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $75,000 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN DRIVE | CINCINNATI | OH | 45221 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 234 GOODMAN ST | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO | |||||||
| 3458 READING ROAD | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 OH-251 | FAYETTEVILLE | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 OH-251 | FAYETTEVILLE | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 OH-251 | FAYETTEVILLE | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| USSGA MEMORIAL FUND | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| VELOSANO | |||||||
| 9500 EUCLID AVENUE/AC322 | CLEVELAND | OH | 44195 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| XAVIER UNIVERSITY | |||||||
| 113 SMITH HALL - WILLIAMS COLLEGE | CINCINNATI | OH | 45207 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200,000 | OF BUSINESS |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,379,511 | 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 | $401 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,555 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $738 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $376,129 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|
| ORDINARY INCOME - OTHER INVESTMENTS | $26,644 |
| RENTAL INCOME - OTHER INVESTMENTS | -$3,260 |
| NET SECTION 1231 GAIN | |
| CANCELLATION OF DEBT - OTHER INVESTMENTS | |
| SECTION 179 | -$5 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,379 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $382,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,202 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT H CASTELLINI | |||||||
| 1 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $100,000 | Yes (X) | |
| CASTELLINI MANAGEMENT COMPANY | |||||||
| 2 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $210,150 | Yes (X) | Yes (X) |
| ROBERT H CASTELLINI | |||||||
| 3 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $400,000 | Yes (X) | |
| CASTELLINI MANAGEMENT COMPANY | |||||||
| 4 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $125,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 19,538 SHARES OF IES HOLDINGS, INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $581,451 | FairMarketValueAmt |
| Received | 2020-08-13 | ReceivedDt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $3,579,553 | BOYBookValueAmt |
| EOY Book Value | $3,565,493 | EOYBookValueAmt |
| EOYFMV | $3,855,059 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DEDUCTIBLE EXPENSES FROM PASS THROUGH INVESTMENTS | Desc |
| Amt | $57 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEE | $200 | $140 | $0 |
| OTHER DEDUCTIONS - OTHER INVESTMENTS | $10,627 | $7,439 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - OTHER INVESTMENTS | $738 | $738 | $738 |
| ORDINARY INCOME - OTHER INVESTMENTS | $26,644 | $26,644 | |
| RENTAL INCOME - OTHER INVESTMENTS | -$3,260 | -$3,260 | |
| SECTION 179 | -$5 | -$5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TAX EXEMPT INCOME FROM INVESTMENTS | Desc |
| Amt | $193 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H CASTELLINI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 ELM STREET SUITE 2600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Comments