ROBERT H AND SUSAN F CASTELLINI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H AND SUSAN F CASTELLINI FOUNDATION (EIN 31-6429763)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-09-09
- IRS object ID
- 202532529349101103
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-09T12:15:01-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | 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 MARCUS A HANNA 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 2600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS A HANNA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5136519400 | PhoneNum |
| Signature | 2025-09-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,784,646 | 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 | $2,954,229 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45,801 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,801 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,843 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,843 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,994 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,172,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $314 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,776 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,908,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,908,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,925,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,908,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,247,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $658,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,879,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,879,758 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $3,365,654 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,392,362 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,904,888 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,024,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,272,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,784,646 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,084,316 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,024,602 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,059,714 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,247,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,024,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,272,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,024,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,272,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,024,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,247,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,272,120 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,272,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| OTHER INVESTMENTS | P | 2024-12-31 | 2024-12-31 | $10,806 | -$10,806 | -$10,806 | |
| AKEBIA THERAPEUTICS, INC | 2007-09-28 | 2024-08-16 | $6,515 | -$3,292 | -$3,292 | $3,223 | |
| 3M COMPANY | 2020-05-08 | 2024-12-17 | $5,113 | $35 | $35 | $5,148 | |
| ABB, LTD | 2020-05-08 | 2024-12-17 | $5,421 | $11,982 | $11,982 | $17,403 | |
| ACCELLERON ADR INDUSTRIES | 2020-05-08 | 2024-12-17 | $191 | $595 | $595 | $786 | |
| ALTRIA GROUP, INC. | 2008-10-13 | 2024-12-17 | $9,153 | $17,869 | $17,869 | $27,022 | |
| ALTRIA GROUP, INC. | 2008-11-11 | 2024-12-17 | $3,581 | $7,228 | $7,228 | $10,809 | |
| AT&T, INC | 2020-05-08 | 2024-12-17 | $6,854 | -$4 | -$4 | $6,850 | |
| BLACKSTONE GROUP, INC CL A | 2020-05-08 | 2024-12-17 | $7,643 | $19,883 | $19,883 | $27,526 | |
| BROADCOM, INC. | 2020-05-08 | 2024-12-17 | $419 | $3,129 | $3,129 | $3,548 | |
| BROADCOM, INC. | 2020-05-08 | 2024-12-17 | $3,769 | $28,161 | $28,161 | $31,930 | |
| CHEVRON CORP | 2020-05-08 | 2024-12-17 | $4,868 | $2,497 | $2,497 | $7,365 | |
| COCA COLA CO. | 2020-05-08 | 2024-12-17 | $9,313 | $3,366 | $3,366 | $12,679 | |
| EXXON MOBIL CORP | 2020-05-08 | 2024-12-17 | $3,513 | $4,537 | $4,537 | $8,050 | |
| HALEON PLC | 2020-05-08 | 2024-12-17 | $1,309 | $678 | $678 | $1,987 | |
| INTERNATIONAL BUSINESS MACHINES CORP | 2020-05-08 | 2024-12-17 | $8,874 | $8,283 | $8,283 | $17,157 | |
| INTERNATIONAL PAPER CO. | 2020-05-08 | 2024-12-17 | $6,574 | $4,492 | $4,492 | $11,066 | |
| KYNDRYL HOLDINGS INC. | 2020-05-08 | 2024-12-17 | $389 | $144 | $144 | $533 | |
| NOVARTIS AG ADR | 2020-05-08 | 2024-12-17 | $6,152 | $1,313 | $1,313 | $7,465 | |
| PNC FINANCIAL SERVICES GROUP | 2020-05-08 | 2024-12-17 | $7,441 | $6,362 | $6,362 | $13,803 | |
| SANDOZ GROUP AZ | 2023-10-04 | 2024-12-17 | $339 | $285 | $285 | $624 | |
| SPDR S&P INTER DVD ETF | 2020-05-08 | 2024-12-17 | $16,029 | $1,738 | $1,738 | $17,767 | |
| SYLVAMO CORP | 2020-05-08 | 2024-12-17 | $367 | $1,208 | $1,208 | $1,575 | |
| SPDR S&P GROWTH ETF | 2013-10-23 | 2024-07-19 | $4,584 | $13,693 | $13,693 | $18,277 | |
| SPDR S&P GROWTH ETF | 2014-01-16 | 2024-07-19 | $1,798 | $4,936 | $4,936 | $6,734 | |
| SPDR S&P GROWTH ETF | 2013-10-24 | 2024-07-19 | $6,288 | $18,723 | $18,723 | $25,011 | |
| WRITE OFF BASIS CCNMF | P | 2020-04-01 | 2024-12-31 | $192 | -$192 | -$192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,843 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,757 | 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 | $4,757 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,197 | OverpaymentAmt |
| Applied To ES Tax | $2,197 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| MARCUS A HANNA | ||||||||
| 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 | $3,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,051,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,044,359 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,099,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,099,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,023,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,560 | TotalTaxAmt |
| Distributable Before Adj | $248,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,908,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,908,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,436,058 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,182,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $893,192 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,087,888 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,274,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,874,815 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,908,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $248,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,660,191 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,535,006 | 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 | $1,436,058 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,098,948 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,182,855 | ExcessFromYear4Amt |
| Excess From Year3 | $893,192 | ExcessFromYear3Amt |
| Excess From Year2 | $1,087,888 | ExcessFromYear2Amt |
| Excess From Year1 | $1,274,822 | ExcessFromYear1Amt |
| Excess From Current Year | $1,660,191 | 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 M HANNA TR | 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 (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICA'S RIVER ROOTS EXPERIENCE | |||||||
| 425 WALNUT ST SUITE 1800 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| AMERICAN HUEY 369 ORGANIZATION | |||||||
| 209 S BROADWAY | PERU | IN | 46970 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| AMERICAN HUEY 369 ORGANIZATION | |||||||
| 209 S BROADWAY | PERU | IN | 46970 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PKWY STE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $31,000 | |
| BABSON COLLEGE | |||||||
| CRUICKSHANK ALUMNI HALL | BABSON PARK | MA | 02457 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| BEECHWOOD HOME | |||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| BLUE RIDGE FREE DENTAL CLINIC | |||||||
| 130 HIGHWAY 64 EAST | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| BOYS & GIRLS CLUB OF HENDERSON COUNTY | |||||||
| 1304 ASHE ST | HENDERSONVILLE | NC | 28792 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| BOYS & GIRLS CLUB OF HENDERSON COUNTY | |||||||
| 1304 ASHE ST | HENDERSONVILLE | NC | 28792 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| BOYS & GIRLS CLUB OF THE PLATEAU | |||||||
| 558 FRANK ALLEN RD | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| BOYS & GIRLS CLUB OF SOUTHEAST GEORGIA | |||||||
| 635 LANIER BLVD | BRUNSWICK | GA | 31520 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| CAMP JOY | |||||||
| 10117 OLD 3C HIGHWAY | CLARKSVILLE | OH | 45113 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| CASHIERS HISTORICAL SOCIETY | |||||||
| 1940 STATE RT 107 | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CATHEDRAL BASILICA OF ST PETER IN CHAINS | |||||||
| 325 WEST 8TH STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200,000 | |
| CATHOLIC CHARITIES OF SOUTHWEST OHIO | |||||||
| 7162 READING ROAD SUITE 600 | CINCINNATI | OH | 45237 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $4,000 | |
| CATHOLIC INNER CITY SCHOOLS EDUCATION FUND | |||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CATHOLIC INNER CITY SCHOOLS EDUCATION FUND | |||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| CATHOLIC LEADERSHIP INSTITUTE | |||||||
| 301 LINDENWOOD DR STE 310 | MALVERN | PA | 19355 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| CET | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| 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 | $5,000 | |
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| CINCINNATI CANCER FOUNDATION | |||||||
| 4805 MONTGOMERY RD SUITE 130 | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| CINCINNATI CANCER FOUNDATION | |||||||
| 4805 MONTGOMERY RD SUITE 130 | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI CENTER CITY DEVELOPMENT CORPORATION | |||||||
| 1203 WALNUT ST 4TH FLOOR | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI MEMORIAL HALL SOCIETY | |||||||
| 1225 ELM ST | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| CINCINNATI PARKS FOUNDATION | |||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | 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 | |||||||
| 926 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $20,000 | |
| CINCINNATI REDS HALL OF FAME AND MUSEUM | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| CINCINNATI SQUASH ACADEMY | |||||||
| 1308 RACE STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| CINCINNATI STATE FOUNDATION | |||||||
| 3520 CENTRAL PKWY | CINCINNATI | OH | 45223 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST 4TH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $12,500 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST 4TH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST 4TH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| CINCINNATI YOUTH COLLABORATIVE | |||||||
| 301 OAK STREET | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| CINCINNATI ZOO AND BOTANICAL GARDENS | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| CINCINNATI ZOO AND BOTANICAL GARDENS | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| COASTAL GEORGIA COUNCIL BSA | |||||||
| 1626 NEWCASTLE ST STE 227 | BRUNSWICK | GA | 31520 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | 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 | |
| CRAYONS TO COMPUTERS | |||||||
| 1350 TENNESSEE AVE | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| DAN BEARD COUNCIL BSA | |||||||
| 10078 READING ROAD | CINCINNATI | OH | 45241 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| ELON UNIVERSITY | |||||||
| 2185 CAMPUS BOX | ELON | NC | 27244 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| EMERGENCY SHELTER OF NORTHERN KENTUCKY | |||||||
| 634 SCOTT ST | COVINGTON | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| EQUASION | |||||||
| 9830 TOLLGATE LN | MONTGOMERY | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 EAST LINCOLN DR | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| GLENVILLE-CASHIERS RESCUE SQUAD | |||||||
| 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 | $1,000 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $20,000 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| HAMILTON CENTRAL YMCA | |||||||
| 105 NORTH SECOND STREET | HAMILTON | OH | 45011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER RD SUITE 225 | PEPPER PIKE | OH | 44124 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| HIGH POINT UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | 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 | |
| HOPE EMERGENCY PROGRAM | |||||||
| 5333 KERNAN RD | LYNCHBURG | OH | 45142 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200 | |
| HOPE EMERGENCY PROGRAM | |||||||
| 5333 KERNAN RD | LYNCHBURG | OH | 45142 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| HORIZON COMMUNITY FUNDS OF NORTHERN KENTUCKY | |||||||
| 50 E RIVERCENTER BLVD SUITE 431 | COVINGTON | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 7770 BEECHMONT AVE | CINCINNATI | OH | 45255 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200 | |
| INDIANAPOLIS MOTOR SPEEDWAY MUSEUM | |||||||
| 4750 WEST 16TH STREET | INDIANAPOLIS | IN | 46222 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| JEWISH NATIONAL FUND | |||||||
| 60 REVERE DR SUITE 725 | NORTHBROOK | IL | 60062 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| JOE NUXHALL MIRACLE LEAGUE FIELDS | |||||||
| 4850 GROH LN | FAIRFIELD | OH | 45014 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 55 WEST 39TH ST SUITE 600 | NEW YORK | NY | 10018 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| JUNIOR ACHIEVEMENT OF OKI PARTNERS INC | |||||||
| 2368 VICTORY PARKWAY SUITE 301 | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| KENZIE'S CLOSET | |||||||
| 2010 MADISON RD | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| LA SOUPE INC | |||||||
| 915 E MCMILLAN ST | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| LADD | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW RD | MASON | OH | 45040 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW RD | MASON | OH | 45040 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200,000 | |
| MADI'S HOUSE | |||||||
| 2360 KIPLING AVE | CINCINNATI | OH | 45239 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| MEDIA RESEARCH CENTER INC | |||||||
| 2340 DULLES CORNER BLVD SUITE 1000 | HERNDON | VA | 20171 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $15,000 | |
| MEDICAL MISSION SISTERS | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| METROPOLITAN CLUB | |||||||
| 50 E RIVERCENTER BLVD SUITE 1900 | COVINGTON | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| NANCY & DAVID WOLF HOLOCAUST & HUMANITY CENTER | |||||||
| 1301 WESTERN AVE SUITE 2101 | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ONESOURCE | |||||||
| 936 DALTON AVE | 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 | $2,000 | |
| ORDER OF MALTA AMERICAN ASSOCIATION | |||||||
| 14 E 51ST ST | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| ORDER OF MALTA CINCINNATI CHAPTER | |||||||
| 14 E 51ST ST | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5440 MOELLER AVE | NORWOOD | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5440 MOELLER AVE | NORWOOD | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5440 MOELLER AVE | NORWOOD | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5440 MOELLER AVE | NORWOOD | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| PREGNANCY CENTER PLUS | |||||||
| 4760 MADISON RD | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| PREGNANCY CENTER PLUS | |||||||
| 4760 MADISON RD | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| PREVENT BLINDNESS OHIO | |||||||
| 585 SOUTH FRONT ST SUITE 220 | COLUMBUS | OH | 43215 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| PROKIDS | |||||||
| 222 SEVENTH ST W | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| RON CLARK ACADEMY | |||||||
| 228 MARGARET ST SE | ATLANTA | GA | 30315 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| RONALD MCDONALD HOUSE CINCINNATI | |||||||
| 341 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| SANTA MARIA COMMUNITY SERVICES | |||||||
| 617 STEINER AVE | CINCINNATI | OH | 45204 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| SHELTERHOUSE | |||||||
| 411 GEST ST | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| SISTERS OF NOTRE DAME DE NAMUR | |||||||
| 701 EAST COLUMBIA AVE | CINCINNATI | OH | 45215 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1125 BANK ST | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| SOUTHEAST GEORGIA HEALTH SYSTEM FOUNDATION | |||||||
| 2415 PARKWOOD DR | BRUNSWICK | GA | 31520 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| SPRINGER SCHOOL AND CENTER | |||||||
| 2121 MADISON RD | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| ST DOMINIC SCHOOL | |||||||
| 4551 DELHI PIKE | CINCINNATI | OH | 45238 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ST FRANCIS XAVIER CHURCH | |||||||
| 611 SYCAMORE ST | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| ST JUDE CATHOLIC CHURCH | |||||||
| 3011 HIGHWAY 64 EASR | SAPPHIRE | NC | 28734 | 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 | $5,000 | |
| TENDER MERCIES | |||||||
| 635 WEST 7TH STREET SUITE 300 | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| THE CHATFIELD EDGE | |||||||
| 20918 STATE RT 251 | ST MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| THE CHILDREN'S THEATRE OF CINCINNATI | |||||||
| 4015 RED BANK RD | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| THE CHRIST HOSPITAL FOUNDATION | |||||||
| 2123 AUBURN AVE SUITE 528 | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200,000 | |
| THE KELLY-CAROL FOUNDATION FOR CHILDREN WITH CANCER | |||||||
| 301 EAST FOURTH STREET 3300 GREAT | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,500 | AMERICAN TOWER |
| THE SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN ROAD | CINCINNATI | OH | 45208 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| THE VILLAGE GREEN | |||||||
| 160 FRANK ALLEN RD | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| TRI-COUNTY ECONOMIC DEVELOPMENT CHARITABLE CORPORATION | |||||||
| 300 BUTTERMILK PIKE SUITE 332 | FT MITCHELL | KY | 41017 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| TRI DELTA DELTA RHO CHAPTER OF UNIVERSITY OF KENTUCKY | |||||||
| 468 ROSE ST | LEXINGTON | KY | 40508 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,500 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| UNITED STATES JUSTICE FOUNDATION | |||||||
| 13421 MALENA DRIVE | NORTH TUSTIN | CA | 92705 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| UNIVERSITY OF CINCINNATI ECONOMICS CENTER FOR EDUCATION AND RESEARCH | |||||||
| 225 CALHOUN ST | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN DR | CINCINNATI | OH | 45221 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $20,000 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 176 WEST MCMILLAN ST | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,500 | |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| 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 RD | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| 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 | $10,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 OH-251 | FAYETTEVILLE | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| USSGA MEMORIAL FUND | |||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| VANDERBILT UNIVERSITY SCHOOL OF NURSING | |||||||
| 461 21ST AVE S | NASHVILLE | TN | 37240 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| VELOSANO | |||||||
| 9500 EUCLID AVENUE DVB | CLEVELAND | OH | 44195 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| WOMEN'S CARE CENTER CINCINNATI | |||||||
| 360N NOTRE DAME AVENUE | SOUTH BEND | IN | 46617 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| XAVIER JESUIT ACADEMY | |||||||
| 1609 CALIFORNIA AVE | CINCINNATI | OH | 45237 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| YWCA OF GREATER CINCINNATI | |||||||
| 898 WALNUT ST | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,908,800 | 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 | $45,801 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,843 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ORDINARY INCOME - OTHER INVESTMENTS | 900003 | $26,053 |
| RENTAL INCOME - OTHER INVESTMENTS | 900003 | -$263 |
| NET SECTION 1231 GAIN | ||
| CANCELLATION OF DEBT - OTHER INVESTMENTS | ||
| SECTION 179 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,790 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,740 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CINCINNATI REDS LLC | |||||||
| 1 | 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | $416,000 | Yes (X) | |
| ROBERT H AND SUSAN F CASTELLINI | |||||||
| 2 | 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 | $2,368,248 | Yes (X) | |
| PHILLIP J CASTELLINI IRREVOCABLE NOTE TRUST DTD JULY 1 2005 | |||||||
| 3 | 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 | $25,000 | Yes (X) | |
| ROBERT S CASTELLINI IRREVOCABLE NOTE TRUST DTD JULY 1 2005 | |||||||
| 4 | 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 | $25,000 | Yes (X) | |
| ELIZABETH C FESPERMAN IRREVOCABLE NOTE TRUST DTD JULY 1 2005 | |||||||
| 5 | 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 | $6,335 | Yes (X) | Yes (X) |
| PATRICIA C HEADLEY IRREVOCABLE NOTE TRUST DTD JULY 1 2005 | |||||||
| 6 | 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 | $6,334 | Yes (X) | Yes (X) |
| ROBERT H AND SUSAN F CASTELLINI | |||||||
| 7 | 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 | $107,312 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 5 | 312 SHARES OF SPDR | $25,011 | 2024-07-18 |
| 6 | 312 SHARES OF SPDR | $25,011 | 2024-07-18 |
| 7 | FAIR MARKET VALUE OF VARIOUS PUBLICLY TRADED STOCKS RECEIVED 12/16/2024. | $225,959 | 2024-12-16 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $3,365,654 | BOYBookValueAmt |
| EOY Book Value | $3,392,362 | EOYBookValueAmt |
| EOYFMV | $3,904,888 | EOYFMVAmt |
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 |
| OTHER DEDUCTIONS - OTHER INVESTMENTS | $12,306 | $8,614 | $0 |
| MISCELLANEOUS EXPENSES - EFILE FEES | $31 | $22 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - OTHER INVESTMENTS | $204 | $204 | $204 |
| ORDINARY INCOME - OTHER INVESTMENTS | $26,053 | $26,053 | |
| RENTAL INCOME - OTHER INVESTMENTS | -$263 | -$263 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CINCINNATI REDS LLC | |||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 |
| ROBERT H CASTELLINI | |||
| 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 |
| PHILLIP J CASTELLINI IRREVOCABLE NO | |||
| 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 |
| ROBERT S CASTELLINI IRREVOCABLE NOT | |||
| 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 |
| ELIZABETH C FESPERMAN IRREVOCABLE N | |||
| 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 |
| PATRICIA C HEADLEY IRREVOCABLE NOTE | |||
| 312 ELM STREET SUITE 2500 | CINCINNATI | OH | 45202 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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