CINCINNATI FOUNDATION FOR THE AGED: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI FOUNDATION FOR THE AGED (EIN 31-0536971)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-07-27
- IRS object ID
- 202002099349100110
- Schema version
- 2019v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-27T12:29:50-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CINCINNATI FOUNDATION FOR THE AGED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CINC | BusinessNameControlTxt |
| Phone | 5133816859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GARFIELD PLACE NO 600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C PORTER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133816859 | PhoneNum |
| Signature | 2020-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A DEYHLE | PreparerPersonNm |
| PTIN | P00341594 | PTIN |
| Phone | 5132412940 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $30,437,925 | 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 | $281,590 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,233,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,233,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $262,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,338 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $328 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $328 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,527,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,246,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,661 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $503 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $503 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,009 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,009 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,700 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,700 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,360 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,762,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,762,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,840,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,784,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$312,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,223,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $505,526 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $533,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $533,287 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,565 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,565 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,565 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,895 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,041 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,041 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,767,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,517,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,502,552 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $495,894 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $391,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $391,459 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21 | OtherAssetsBOYAmt |
| Other Assets EOY | $21 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,771,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,453,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,437,925 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,244 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,302 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,244 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,302 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,764,809 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,451,974 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,764,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,451,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,771,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,453,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,764,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$312,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,451,974 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,451,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GENERAL MILLS INC | P | $260,861 | $228,045 | $32,816 | $32,816 |
| B & G FOODS INC | P | $14,056 | -$14,056 | -$14,056 | |
| BLACKROCK CORE BOND TR | P | $173 | -$173 | -$173 | |
| DNP SELECT INCOME FUND INC. | P | $6,967 | -$6,967 | -$6,967 | |
| GABELLI EQUITY TRUST INC | P | $578 | -$578 | -$578 | |
| ASSURED GUARANTY MUNI | P | $5 | $5 | $5 | |
| HANCOCK, JOHN PATRIOT PREMIUM DIVIDEND FUND | P | $1,291 | $1,291 | $1,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,338 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,615,126 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,214,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,533,182 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,561,767 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050167 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,487,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,971,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,315,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,825,183 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049022 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,347,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,632,110 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048759 | DistributionYr5Rt |
| Total Distribution | 0.251051 | TotalDistributionRt |
| Average Distribution | 0.050210 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,635,452 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,739,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,751,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,784,719 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,565 | OverpaymentAmt |
| Applied To ES Tax | $8,565 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CINTIFOUNDATION4AGED.COM | WebsiteAddressTxt |
| Individual With Books | HEATHER JANSEN | IndividualWithBooksNm |
| Phone | 5133816859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GARFIELD PLACE NO 600 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS L FINN | ||||||||
| 7 ANNWOOD LANE | CINCINNATI | OH | 45206 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RICHARD HOEFINGHOFF | ||||||||
| 2943 AMELIA DRIVE | EDGEWOOD | KY | 41017 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| HEATHER JANSEN | ||||||||
| 1032 RIVERVIEW FARMS PL | VILLA HILLS | KY | 41017 | SECRETARY/TREASURER | 8.00 | $26,000 | $0 | $0 |
| WILLIAM H STRIETMANN | ||||||||
| 8360 RIDGEVIEW DRIVE | CINCINNATI | OH | 45015 | TRUSTEE | 0.50 | $0 | $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 |
| JAMES D KEMP | ||||||||
| 5765 SIDNEY ROAD | CINCINNATI | OH | 45233 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| RICHARD KREHBIEL | ||||||||
| 10816 MILLINGTON COURT STE 11 | CINCINNATI | OH | 45242 | TRUSTEE | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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 | Description1Txt |
| Expenses1 | $1,537,047 | Expenses1Amt |
| Description2 | GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IT IS TO EXTEND AID TO THE AGED AND ELDERLY. | Description2Txt |
| Expenses2 | $225,100 | Expenses2Amt |
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 | $34,725,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $437,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,162,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,162,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $527,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,635,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,731,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,731,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,235 | TotalTaxAmt |
| Distributable Before Adj | $1,719,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,719,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,719,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,784,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,784,719 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,235 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,772,484 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,719,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $14,459 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,232 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $196,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,784,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,719,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,181 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $261,304 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $261,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,459 | ExcessFromYear3Amt |
| Excess From Year2 | $36,232 | ExcessFromYear2Amt |
| Excess From Year1 | $145,432 | ExcessFromYear1Amt |
| Excess From Current Year | $65,181 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CINCINNATI FOUNDATION FOR THE A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GARFIELD PLACE SUITE 600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133816859 | RecipientPhoneNum |
| Form And Info And Materials | N/A; THE CINCINNATI FOUNDATION FOR THE AGED DOES NOT ACCEPT APPLICATIONS; | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GREATER CINCINNATI AREA - CHARITABLE NURSING FACILITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAPTIST LIFE COMMUNITIES | ||||||
| 3000 RIGGS AVENUE | ERLANGER | KY | 41018 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $90,079 |
| BAYLEY PLACE | ||||||
| 990 BAYLEY PLACE DRIVE | CINCINNATI | OH | 45233 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $125,252 |
| CARMEL MANOR | ||||||
| 100 CARMEL MANOR RD | FORT THOMAS | KY | 41075 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $33,000 |
| CEDAR VILLAGE | ||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $192,050 |
| COTTINGHAM RETIREMENT CENTER | ||||||
| 3995 COTTINGHAM DRIVE | CINCINNATI | OH | 45241 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $165,500 |
| COVINGTON LADIES HOME | ||||||
| 702 GARRARD STREET | COVINGTON | KY | 41011 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $19,706 |
| EPIC HOUSE | ||||||
| 910 YORK STREET | CINCINNATI | OH | 45214 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $62,200 |
| IVY KNOLL | ||||||
| 800 HIGHLAND AVE | COVINGTON | KY | 41011 | NON-EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $39,600 |
| LITTLE SISTERS OF THE POOR | ||||||
| 476 RIDDLE RD | CINCINNATI | OH | 45220 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $9,600 |
| MADONNA MANOR | ||||||
| 2344 AMSTERDAM ROAD | VILLA HILLS | KY | 41017 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $236,750 |
| MERCY FRANCISCAN AT WEST PARK | ||||||
| 2950 WEST PARK DRIVE | CINCINNATI | OH | 45238 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $40,800 |
| MT HEALTHY CHRISTIAN HOME | ||||||
| 8097 HAMILTON AVENUE | CINCINNATI | OH | 45231 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $24,000 |
| OTTERBEIN | ||||||
| 580 OH-741 | LEBANON | OH | 45036 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $309,600 |
| OUR LADY OF THE WOODS | ||||||
| 3636 SEMLOH AVENUE | CINCINNATI | OH | 45247 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $10,050 |
| SCARLET OAKS RETIREMENT COMMUNITY | ||||||
| 440 LAFAYETTE AVENUE | CINCINNATI | OH | 45220 | NON-EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $19,250 |
| ST CHARLES CARE CENTER VILLAGE AND LODGE | ||||||
| 500 FARRELL DRIVE | COVINGTON | KY | 41011 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $87,610 |
| ST MARGARET HALL | ||||||
| 1960 MADISON ROAD | CINCINNATI | OH | 45208 | EXEMPT | TO PAY FOR THE COST OF NURSING HOME CARE | $72,000 |
| GREATER CINCINNATI FOUNDATION | ||||||
| 720 E PETE ROSE WAY 120 | CINCINNATI | OH | 45202 | EXEMPT | GENERAL CHARITABLE PURPOSES | $225,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,762,147 | 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 | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,233,418 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,246,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,246,111 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | OTHER REVENUE | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TRUST UW OSCAR COHRS | ||||||
| 1 | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | $263,374 | Yes (X) |
| TRUST UW LUEDEKING | ||||||
| 2 | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | $18,216 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,661 | Amt |
| Net Investment Income | $503 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $503 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V11-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $1,347,231 | $1,166,000 |
| BLACKROCK CORE BOND TR | $292,396 | $264,600 |
| BRISTOL-MYERS SQUIBB COMPANY | $60,823 | $156,072 |
| CHEVRON TEXACO CORPORATION | $45,974 | $362,300 |
| COCA COLA COMPANY | $15,911 | $929,250 |
| DNP SELECT INCOME FUND IN | $603,199 | $567,820 |
| EXXON MOBILE CORP. | $166,202 | $797,370 |
| FIFTH THIRD BANCORP | $7,249 | $297,000 |
| GABELLI EQUITY TRUST INC. | $110,022 | $63,075 |
| EVERGY INC | $338,263 | $428,014 |
| PFIZER, INC. | $41,749 | $587,520 |
| PROCTER & GAMBLE COMPANY | $47,062 | $12,650,000 |
| US BANCORP DE NEW | $486,044 | $689,000 |
| WELLS FARGO & COMPANY | $13,935 | $287,000 |
| EATON VANCE LTD DURATION | $196,622 | $105,700 |
| HANCOCK, JOHN PATRIOT | $484,822 | $462,745 |
| CONSOLIDATED EDISON INC | $442,946 | $780,000 |
| ASSURED GUARANTY MUNI | $200,005 | $200,240 |
| WEC ENERGY GROUP, INC. | $484,052 | $994,106 |
| SOUTHERN COMPANY | $1,201,464 | $1,624,200 |
| DUKE ENERGY CORP. | $807,756 | $1,249,515 |
| CINCINNATI FINANCIAL CORPORATION | $793,553 | $1,584,450 |
| VERIZON COMMUNICATIONS | $1,073,670 | $1,235,790 |
| AMERICAN ELECTRIC POWER COMPANY INC | $214,715 | $343,914 |
| KRAFT HEINZ CO | $371,338 | $155,862 |
| PPL CORPORATION | $556,954 | $419,560 |
| ENBRIDGE INC | $89,698 | $85,874 |
| ABBVIE INC | $594,441 | $761,900 |
| B & G FOODS | $267,469 | $144,720 |
| INTERNATIONAL PAPER CO | $162,338 | $108,955 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MARKET | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $391,459 | BookValueAmt |
| EOYFMV | $391,459 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT | $20 | $20 | $20 |
| CEMETARY PLOT | $1 | $1 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,353 | $0 | $0 |
| OFFICE | $3,103 | $1,551 | $1,551 |
| TELEPHONE | $1,619 | $810 | $809 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION | Desc |
| Revenue And Expenses Per Books | $328 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $328 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES WITHHELD | $1,307 | $1,302 |
| EXCISE TAX PAYABLE | $4,937 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $12,235 | $0 | $0 |
| FICA/UNEMPLOYMENT | $2,018 | $1,009 | $1,009 |
Comments