ROBERT H AND SUSAN F CASTELLINI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H AND SUSAN F CASTELLINI FOUNDATION (EIN 31-6429763)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-07
- IRS object ID
- 202002209349100500
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-07T08:16:32-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316429763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTELLINI FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHRISTOPHER L FISTER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAST | 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 | 2020-08-07 | SignatureDt |
| 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 | $4,418,632 | 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 | $602,679 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $695,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $729,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $695,232 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,128 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,461 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,342,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $716,917 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,619 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,133 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $486 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $243 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,400 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,766 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,648,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,648,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,674,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,648,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$332,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $698,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $552,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $565,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $565,701 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $9,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,000 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $131,434 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Other Assets BOY | $3,801,695 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,579,553 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,843,931 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,485,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,154,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,418,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,469,406 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,485,317 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$984,090 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$331,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,485,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,154,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,485,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,154,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,485,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$332,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,564 | OtherIncreasesAmt |
| Subtotal | $4,154,560 | SubtotalAmt |
| Other Decreases | $306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,154,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 906 SHARES AVALARA INC. | D | 2011-04-15 | 2019-07-08 | $72,201 | $1,993 | $70,208 | $70,208 |
| 906 SHARES AVALARA INC. | D | 2011-04-15 | 2019-07-12 | $75,380 | $1,993 | $73,387 | $73,387 |
| 405 SHARES AVALARA INC. | D | 2011-08-30 | 2019-07-08 | $32,275 | $891 | $31,384 | $31,384 |
| 405 SHARES AVALARA INC. | D | 2011-08-30 | 2019-07-12 | $33,696 | $891 | $32,805 | $32,805 |
| 887 SHARES AVALARA INC. | D | 2013-11-12 | 2019-07-08 | $70,686 | $5,889 | $64,797 | $64,797 |
| 887 SHARES AVALARA INC. | D | 2013-11-12 | 2019-07-12 | $73,799 | $5,890 | $67,909 | $67,909 |
| 843 SHARES AVALARA INC. | D | 2011-08-30 | 2019-10-21 | $56,394 | $1,855 | $54,539 | $54,539 |
| 50 SHARES AVALARA INC. | D | 2012-12-13 | 2019-10-21 | $3,345 | $225 | $3,120 | $3,120 |
| 603 SHARES AVALARA INC. | D | 2014-02-12 | 2019-10-21 | $40,339 | $6,332 | $34,007 | $34,007 |
| 843 SHARES AVALARA INC. | D | 2011-08-30 | 2019-10-21 | $56,394 | $1,855 | $54,539 | $54,539 |
| 50 SHARES AVALARA INC. | D | 2012-12-13 | 2019-10-21 | $3,345 | $225 | $3,120 | $3,120 |
| 603 SHARES AVALARA INC. | D | 2014-02-12 | 2019-10-21 | $40,339 | $6,331 | $34,008 | $34,008 |
| FIFTH THIRD 5015 STOCK LITIGATION | P | 2019-12-31 | 2019-12-31 | $15 | $15 | $15 | |
| FIFTH THIRD 5023 STOCK LITIGATION | P | 2019-12-31 | 2019-12-31 | $49 | $49 | $49 | |
| CNMF EXCESS DISTRIBUTIONS | P | 2019-12-31 | 2019-12-31 | $5,469 | $5,469 | $5,469 | |
| OTHER INVESTMENTS | P | 2019-12-31 | 2019-12-31 | $8,960 | $8,960 | $8,960 | |
| OTHER INVESTMENTS | P | 2019-12-31 | 2019-12-31 | $156,916 | $156,916 | $156,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $695,232 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,119,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,735,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.369572 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,112,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,689,218 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.371237 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,784,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,410,593 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.278415 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,956,811 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,177,897 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.239280 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,155,264 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,302,220 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.295152 | DistributionYr5Rt |
| Total Distribution | 1.553656 | TotalDistributionRt |
| Average Distribution | 0.310731 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,392,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,364,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,986 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,371,794 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,648,684 | 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 | $6,986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,042 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,042 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $6,043 | OverpaymentAmt |
| Applied To ES Tax | $6,043 | 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 | $1,619 | $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 | $455,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,003,511 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,459,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,459,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,392,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,986 | TotalTaxAmt |
| Distributable Before Adj | $212,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $212,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $212,626 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,648,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,648,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,986 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,641,698 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,812,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,562,550 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,485,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,852,982 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,853,592 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,567,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,648,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $212,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,436,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,003,417 | 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 | $1,812,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,190,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,562,550 | ExcessFromYear4Amt |
| Excess From Year3 | $1,485,255 | ExcessFromYear3Amt |
| Excess From Year2 | $1,852,982 | ExcessFromYear2Amt |
| Excess From Year1 | $1,853,592 | ExcessFromYear1Amt |
| Excess From Current Year | $1,436,058 | 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 (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVENTURE CREW - PADDLEFEST | |||||||
| 2692 MADISON RD SUITE N1-414 | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW SUITE 400 | ATLANTA | GA | 30303 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| AMERICAN HUEY 369 INC | |||||||
| 209 S BROADWAY | PERU | IN | 46970 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| ARCHITECTURAL FOUNDATION OF CINCINNATI | |||||||
| 659 VAN METER ST SUITE 540 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $26,000 | |
| BABSON COLLEGE | |||||||
| 231 FOREST ST | BABSON PARK | MA | 02457 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| BEAVER CREEK RELIGIOUS FOUNDATION | |||||||
| 33 ELK TRACK RD | AVON | CO | 81620 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| BOYS AND GIRLS CLUB OF HENDERSON COUNTY | |||||||
| 1304 ASHE STREET | HENDERSONVILLE | NC | 28792 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CARING RESPONSE MADAGASCAR FOUNDATION | |||||||
| 1193 BALMORAL DRIVE | CINCINNATI | OH | 45233 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| CASHIERS HISTORICAL SOCIETY | |||||||
| 1940 HWY 107 S | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CASHIERS HISTORICAL SOCIETY | |||||||
| 1940 HWY 107 S | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CATHOLIC COMMUNITY FOUNDATION FOR THE ARCHDIOCESE OF CINCINNATI | |||||||
| 100 EAST EIGHTH STREET SECOND FLOOR | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CATHOLIC INNER CITY SCHOOLS EDUCATION FUND | |||||||
| 100 EAST EIGHTH STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 4720 FIFTH AVENUE | PITTSBURGH | PA | 15213 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| 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 ASSOCIATION | |||||||
| 350 WALNUT STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| 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 MUSEUM CENTER | |||||||
| 1301 WESTERN AVENUE SUITE 2253 | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| CINCINNATI PLAYHOUSE IN THE PARK | |||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI SQUASH ACADEMY | |||||||
| 1308 RACE ST | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI SQUASH RACQUETS ASSOCIATION INC | |||||||
| 220 W 3RD STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,400 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 E 4TH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 E 4TH ST 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 | $19,900 | |
| CINCINNATI ZOO AND BOTANICAL GARDEN | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| CIVIC GARDEN CENTER OF GREATER CINCINNATI | |||||||
| 2715 READING RD | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| COASTAL GEORGIA COUNCIL BSA | |||||||
| 127 F STREET SUITE 222 | BRUNSWICK | GA | 31520 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200 | |
| 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 | $500 | |
| DENISON UNIVERSITY | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $15,000 | |
| DIOCESE OF COVINGTON | |||||||
| 1125 MADISON AVE | COVINGTON | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| FAIRVIEW-CLIFTON GERMAN LANGUAGE SCHOOL | |||||||
| 3689 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| FIRST PRESBYTERIAN CHURCH OF ATLANTA | |||||||
| 1328 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $16,656 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $16,656 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $16,656 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $16,657 | |
| GLENVILLE-CASHIERS RESCUE SQUAD INC | |||||||
| 79 N NORTON RD | GLENVILLE | NC | 28736 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $30,000 | |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| HOPE EMERGENCY PROGRAM | |||||||
| 5333 KERNAN RD | LYNCHBURG | OH | 45142 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| HOSPICE OF CINCINNATI | |||||||
| 4360 COOPER ROAD | CINCINNATI | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| INDIAN HILL CHURCH | |||||||
| 6000 DRAKE RD | CINCINNATI | OH | 45243 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| INTERNATIONAL FOUNDATION FOR CDKL5 RESEARCH | |||||||
| 2276 QUARRY TOP DR | WADSWORTH | OH | 44281 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| IRISH HERITAGE CENTER OF GREATER CINCINNATI | |||||||
| 3905 EASTERN AVE | CINCINNATI | OH | 45226 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $64,289 | |
| ITALIAN AMERICAN BASEBALL FOUNDATION | |||||||
| 549 OAK GROVE RD | FRENCHTOWN | NJ | 08825 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| JEWISH NATIONAL FUND | |||||||
| 9918 CARVER ROAD SUITE 102 | BLUE ASH | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 644 LINN ST SUITE 1024 | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,500 | |
| LEGAL AID SOCIETY OF GREATER CINCINNATI | |||||||
| 215 EAST NINTH STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| LEXINGTON CATHOLIC HIGH SCHOOL | |||||||
| 2250 CLAYS MILL ROAD | LEXINGTON | KY | 40503 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| MATTHEW 25 MINISTRIES | |||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| MEDICAL MISSION SISTERS | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| MELANOMA RESEARCH SOCIETY | |||||||
| 1411 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| MERCY MONTESSORI SCHOOL | |||||||
| 2335 GRANDVIEW AVE | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,000 | |
| MUSIC HALL REVITALIZATION COMPANY | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| MUSIC RESOURCE CENTER | |||||||
| 3032 WOODBURN AVE | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION | |||||||
| 809 WEST MAIN ST | LOUISVILLE | KY | 40202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| NEXTSTEP FITNESS INC | |||||||
| 4447 REDONDO BEACH BLVD | LAWNDALE | CA | 90260 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| NORTHMINSTER PRESBYTERIAN CHURCH | |||||||
| 703 COMPTON RD | CINCINNATI | OH | 45231 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ONESOURCE | |||||||
| 3610 PARK 42 DRIVE | CINCINNATI | OH | 45241 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| OPTIM-ALL SERVICES | |||||||
| 5154 MICHAEL ANTHONY LN | CINCINNATI | OH | 45247 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| ORDER OF MALTA AMERICAN ASSOCIATION | |||||||
| 1011 FIRST AVENUE SUITE 1350 | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,300 | |
| ORDER OF MALTA PILGRIMAGE FOUNDATION | |||||||
| 1011 FIRST AVENUE SUITE 1350 L | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| ORDER OF MALTA CINCINNATI CHAPTER | |||||||
| 1011 FIRST AVENUE SUITE 1350 L | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $400 | |
| 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 | |
| PREGNANCY CENTER EAST | |||||||
| 3944 EDWARDS RD | CINCINNATI | OH | 45209 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| PREVENT BLINDNESS OHIO | |||||||
| 1500 W THIRD AVENUE SUITE 200 | COLUMBUS | OH | 43212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| ROCKHURST HIGH SCHOOL | |||||||
| 9301 STATE LINE RD | KANSAS CITY | MO | 64114 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| RUAH WOODS | |||||||
| 6675 WESSELMAN RD | CINCINNATI | OH | 45248 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| ST ELIZABETH FOUNDATION | |||||||
| 1 MEDICAL VILLAGE DR | EDGEWOOD | KY | 41017 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ST JOSEPH HOME OF CINCINNATI | |||||||
| 10722 WYSCARVER RD | CINCINNATI | OH | 45241 | 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 SIMONS PRESBYTERIAN CHURCH | |||||||
| 205 KINGS WAY | ST SIMONS ISLAND | GA | 31522 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ST URSULA ACADEMY | |||||||
| 1339 E MCMILLAN ST | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $37,500 | |
| ST WILLIAM CATHOLIC CHURCH | |||||||
| 2300 FREDERICA RD | ST SIMONS ISLAND | GA | 31522 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN ROAD | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| 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 | $2,500 | |
| TAFT MUSEUM OF ART | |||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| 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 DR SUITE 331 | TIBURON | CA | 94920 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| THE KELLY-CAROL FOUNDATION FOR CHILDREN WITH CANCER | |||||||
| 301 EAST FOURTH ST SUITE 3300 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 4370 GLENDALE MILFORD RD | CINCINNATI | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| THE NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER | |||||||
| 50 EAST FREEDOM WAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| TRI DELTA FOUNDATION | |||||||
| 14951 NORTH DALLAS PARKWAY STE 500 | DALLAS | TX | 75254 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| TURNER FARM PRESERVATION FOUNDATION | |||||||
| 201 E FIFTH STREET SUITE 900 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| UNITED WAY OF COASTAL GEORGIA | |||||||
| 3400 PARKWOOD DR SUITE A 2ND FLOOR | BRUNSWICK | GA | 31521 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| UNIVERSITY OF CINCINNATI ECONOMICS CENTER FOR EDUCATION AND RESEARCH | |||||||
| 225 CALHOUN STREET SUITE 370 | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $924 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN ST | CINCINNATI | OH | 45221 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN ST | CINCINNATI | OH | 45221 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| URSULINE ACADEMY | |||||||
| 5535 PFEIFFER RD | CINCINNATI | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 STATE ROUTE 251 | ST MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 STATE ROUTE 251 | ST MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 STATE ROUTE 251 | ST MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,000 | |
| USSGA MEMORIAL FUND | |||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| VANDERBILT SCHOOL OF NURSING | |||||||
| 461 21ST AVENUE SOUTH | NASHVILLE | TN | 37240 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| VELOSANO | |||||||
| 9500 EUCLID AVENUE DVB-103 | CLEVELAND | OH | 44195 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| VILAR PERFORMING ARTS CENTER | |||||||
| 68 AVONDALE LANE | BEAVER CREEK | CO | 81620 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| 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 | $45,710 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,648,198 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,224 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $695,232 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ORDINARY INCOME - OTHER INVESTMENTS | 900099 | $22,747 |
| RENTAL INCOME - OTHER INVESTMENTS | 900099 | -$793 |
| NET SECTION 1231 GAIN | 900099 | $718 |
| CANCELLATION OF DEBT - OTHER INVESTMENTS | 900099 | $0 |
| SECTION 179 | 900099 | -$5 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $22,667 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $716,917 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $739,584 | 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 (6 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 | $8,774 | Yes (X) | Yes (X) |
| CASTELLINI MANAGEMENT COMPANY | |||||||
| 2 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $8,774 | Yes (X) | Yes (X) |
| ROBERT H CASTELLINI | |||||||
| 3 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $150,000 | Yes (X) | |
| CINCINNATI REDS | |||||||
| 4 | 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | $418,309 | Yes (X) | |
| ROBERT H CASTELLINI | |||||||
| 5 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $8,411 | Yes (X) | Yes (X) |
| CASTELLINI MANAGEMENT COMPANY | |||||||
| 6 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $8,411 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,198 SHARES OF AVALARA STOCK | $182,258 | 2019-07-11 |
| 2 | 2,198 SHARES OF AVALARA STOCK | $182,258 | 2019-07-11 |
| 5 | 1,496 SHARES OF AVALARA STOCK | $99,753 | 2019-10-21 |
| 6 | 1,496 SHARES OF AVALARA STOCK | $99,753 | 2019-10-21 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $3,801,695 | BOYBookValueAmt |
| EOY Book Value | $3,579,553 | EOYBookValueAmt |
| EOYFMV | $3,843,931 | 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 | $306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEE | $200 | $140 | $0 |
| MISCELLANEOUS EXPENSES | $79 | $55 | $0 |
| OTHER DEDUCTIONS - OTHER INVESTMENTS | $12,244 | $8,571 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - OTHER INVESTMENTS | $8,025 | $8,025 | $8,025 |
| ADJUSTMENT FOR IRC SEC. 1202 GAIN FROM CINCYTECH FUND I, LLC | -$1,564 | -$1,564 | -$1,564 |
| ORDINARY INCOME - OTHER INVESTMENTS | $22,747 | $22,747 | |
| RENTAL INCOME - OTHER INVESTMENTS | -$793 | -$793 | |
| NET SECTION 1231 GAIN | $718 | $718 | |
| SECTION 179 | -$5 | -$5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF IRC SEC.1202 GAIN FROM SALE SHOWN ON K-1 FROM CINCYTECH FUND I | Desc |
| Amt | $1,564 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $8,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments