DOROTHY B FRANCIS CHARITABLE FOUNDA TION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY B FRANCIS CHARITABLE FOUNDA TION (EIN 35-2235189)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202503199349100905
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T06:51:24-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311710612 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alex & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 Montgomery Rd 420 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352235189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOROTHY B FRANCIS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 5137941900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD 420 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J ALEX | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Alex CPA | PreparerPersonNm |
| PTIN | P00009212 | PTIN |
| Phone | 5137941900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,969,000 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,735 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,735 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17,735 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $262,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,746 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $262,746 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $377,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,012 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $311,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $280,481 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,108 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,486 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,580 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $67,182 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $102,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $348,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $348,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $450,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $348,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $280,481 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,750 | CashBOYAmt |
| Cash EOY | $5,166 | CashEOYAmt |
| Cash EOYFMV | $5,166 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $126,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $169,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $169,346 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $368,671 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,993,029 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,085,306 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,794,488 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $47,185 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $3,554,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,259,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,969,000 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,554,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,259,818 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,554,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,259,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,554,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,259,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,554,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,863 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,415,689 | SubtotalAmt |
| Other Decreases | $155,871 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,259,818 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM - BASIS REPORTED | P | 2020-01-01 | 2024-12-31 | $315,354 | $346,756 | -$31,402 | -$31,402 |
| Capital Gain Dividends | $62,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,012 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,330 | SubtotalAmt |
| Tax Based On Investment Income | $4,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,692 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,692 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,362 | OverpaymentAmt |
| Applied To ES Tax | $3,362 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEX & COMPANY CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137941900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD 420 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE LAZARUS | ||||||
| 8044 MONTGOMERY RD STE 420 | CINCINNATI | OH | 45236 | Vice President | 1.00 | $0 |
| CAROLYN McCLINTOCK | ||||||
| 8044 MONTGOMERY RD STE 420 | CINCINNATI | OH | 45236 | Executive Dir. | 20.00 | $31,108 |
| DAVID J ALEX | ||||||
| 8044 MONTGOMERY RD STE 420 | CINCINNATI | OH | 45236 | President | 1.00 | $0 |
| DONALD W MALLORY | ||||||
| 8044 MONTGOMERY RD STE 420 | CINCINNATI | OH | 45236 | Vice President | 1.00 | $0 |
| VIRGINIA CLARK | ||||||
| 8044 MONTGOMERY RD STE 420 | CINCINNATI | OH | 45236 | TREASURER/SECTY | 1.00 | $0 |
| TAMMY PATTON | ||||||
| 8044 MONTGOMERY RD STE 420 | CINCINNATI | OH | 45236 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,674,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,898,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,898,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,795,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,330 | TotalTaxAmt |
| Distributable Before Adj | $335,432 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $335,432 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $335,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $348,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $348,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,812 | UndistributedIncomePYAmt |
| Qualifying Distributions | $348,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,812 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,756 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,756 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,756 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,756 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DOROTHY B FRANCIS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD STE 420 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137941900 | RecipientPhoneNum |
| Form And Info And Materials | ANY FORM IS ACCEPTABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MILESTONES INC | ||||||
| 12372 RIGGS RD | INDEPENDENCE | KY | 41051 | NONE | GENERAL CHARITABLE | $10,000 |
| ARC OF APPALACHIA | ||||||
| 7660 CAVE ROAD | BAINBRIDGE | OH | 45612 | NONE | GENERAL CHARITABLE | $10,000 |
| ELEMENTZ | ||||||
| 1100 RACE STREET | CINCINNATI | OH | 45202 | NONE | GENERAL CHARITABLE | $15,000 |
| WESTERN WILDLIFE CORRIDOR | ||||||
| PO BOX 389077 | CINCINNATI | OH | 45238 | NONE | GENERAL CHARITABLE | $10,000 |
| CHILDHOOD FOOD SOLUTIONS | ||||||
| 2573 ST LEO PLACE | CINCINNATI | OH | 45225 | NONE | GENERAL CHARITABLE | $30,000 |
| LOVELAND SUSTAINABILITY COUNCIL | ||||||
| 312 CAPRICE COURT | LOVELAND | OH | 45140 | NONE | GENERAL CHARITABLE | $5,000 |
| BRICK GARDENS | ||||||
| 4721 READING RD | CINCINNATI | OH | 45237 | NONE | GENERAL CHARITABLE | $18,000 |
| UCAN | ||||||
| 2830 COLERAIN AVE | CINCINNATI | OH | 45225 | NONE | GENERAL CHARITABLE | $15,000 |
| OAR | ||||||
| 5619 ORLANDO PL | CINCINNATI | OH | 45227 | NONE | GENERAL CHARITABLE | $15,000 |
| MILL CREEK ALLIANCE | ||||||
| 1662 BLUE ROCK STREET | CINCINNATI | OH | 45223 | NONE | GENERAL CHARITABLE | $15,000 |
| CRAZY CATS RESCUE | ||||||
| PO BOX 8845 | CINCINNATI | OH | 45208 | NONE | GENERAL CHARITABLE | $5,000 |
| HIS HANDS EXTENDED SANCTUARY | ||||||
| 1560 DIALTON RD | SAINT PARIS | OH | 43072 | NONE | GENERAL CHARITABLE | $10,000 |
| KLICWOW | ||||||
| 4355 FERGUSON DRIVE SUITE 150 | CINCINNATI | OH | 45245 | NONE | GENERAL CHARITABLE | $5,000 |
| LEAGUE OF ANIMAL WELFARE | ||||||
| 4193 TAYLOR RD | BATAVIA | OH | 45103 | NONE | GENERAL CHARITABLE | $15,000 |
| ANIMAL RESCUE FUND | ||||||
| 85 LUCY RUN RD | AMELIA | OH | 45102 | NONE | GENERAL CHARITABLE | $10,000 |
| BROWN COUNTY HUMANE SOCIETY | ||||||
| 128 S STATE ROAD 135 | NASHVILLE | IN | 47448 | NONE | GENERAL CHARITABLE | $20,000 |
| CINTI RECYCLE REUSE HUB | ||||||
| 911 EVANS ST | CINCINNATI | OH | 45204 | NONE | GENERAL CHARITABLE | $15,000 |
| OAK HERITAGE CONSERVANCY | ||||||
| OAK HERITAGE CONSERVANCY | HANOVER | IN | 47243 | NONE | GENERAL CHARITABLE | $5,000 |
| FOUND VILLAGE | ||||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | NONE | GENERAL CHARITABLE | $15,000 |
| JUMPSTART | ||||||
| 4805 MONTGOMERY ROAD SUITE 400 | CINCINNATI | OH | 45212 | NONE | GENERAL CHARITABLE | $15,000 |
| ALL DOGS GO HEAVEN | ||||||
| 1894 E OHIO PIKE | AMELIA | OH | 45102 | NONE | GENERAL CHARITABLE | $15,000 |
| SCRATCHING POST | ||||||
| 6948 PLAINFIELD RD | CINCINNATI | OH | 45236 | NONE | GENERAL CHARITABLE | $5,000 |
| COMMUNITY MATTERS | ||||||
| 2104 SAINT MICHAEL ST | CINCINNATI | OH | 45204 | NONE | GENERAL CHARITABLE | $5,000 |
| YOUR STORE QUEEN CITY | ||||||
| 734 STATE AVE | CINCINATTI | OH | 45204 | NONE | GENERAL CHARITABLE | $15,000 |
| COMMON ORCHARD PROJECT | ||||||
| PO BOX 14270 | CINCINNATI | OH | 45250 | NONE | GENERAL CHARITABLE | $5,000 |
| KNOW THEATRE | ||||||
| 1120 JACKSON ST | CINCINNATI | OH | 45202 | NONE | GENERAL CHARITABLE | $10,000 |
| LADIES OF LEADERSHIP | ||||||
| 4439 READING RD SUITE 201 C | CINCINNATI | OH | 45229 | NONE | GENERAL CHARITABLE | $15,000 |
| TRANSFORM CINCY | ||||||
| 6839 ONTGOMERY RD | CINCINNATI | OH | 45236 | NONE | GENERAL CHARITABLE | $5,000 |
| BEN JACKSON MEMORIAL FUND | ||||||
| PO BOX 818 | NEW GLARUS | WI | 53574 | NONE | GENERAL CHARITABLE | $5,000 |
| FRIENDS COWEN LAKE | ||||||
| 1750 OSBORN RD | WILMINGTON | OH | 45177 | NONE | GENERAL CHARITABLE | $5,000 |
| CINTI COMPUTER REUSE | ||||||
| 49 NOVNER DR | CINCINNATI | OH | 45215 | NONE | GENERAL CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $348,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,735 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,012 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $280,481 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,012 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,493 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH - EQUITIES | $1,471,094 | $4,888,857 |
| MERRILL LYNCH - MUTUAL FUNDS | $1,614,212 | $1,905,631 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $1,486 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BOARD MEETING EXPENSES | $196 |
| EMPLOYEE BENEFITS | $8,406 |
| INSURANCE EXPENSES | $3,990 |
| INVESTMENT ACCOUNT FEE | $54,590 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL TAXES | $2,380 |
| STATE OF OHIO FILING FEE | $200 |
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