ROBERT H AND SUSAN F CASTELLINI FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H AND SUSAN F CASTELLINI FOUNDATION (EIN 31-6429763)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-10-30
- IRS object ID
- 201833039349100408
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- 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 | 2018-10-30T10:47:10-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | 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 | 2018-10-26 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.61.185.70 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-26 | IPDt |
| IP Tm | 13:10:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 124A318BF9D2CD98512C7D04FFBB4EE49200CB3C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 617CA6E84693C01C0CB776340729A0A73CD56E83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,222,925 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,255,961 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,000 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,274,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,184,569 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,274,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$16,457 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,375 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,530,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,304,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $882 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $617 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $265 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,122 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,481 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,469 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,914 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,110,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,110,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,158,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,124,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $371,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,269,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,893 | CashBOYAmt |
| Cash EOY | $122,779 | CashEOYAmt |
| Cash EOYFMV | $122,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $685,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $903,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $903,086 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $70,989 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,430,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $775,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,511,065 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,699,291 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,667,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,685,995 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,936,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,469,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,222,925 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10 | AccountsPayableBOYAmt |
| Loans From Officers BOY | $866,700 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $866,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,580,224 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,069,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$510,874 | RetainedEarningBOYAmt |
| Retained Earning EOY | $400,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,069,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,469,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,936,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,469,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,069,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $371,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,562 | OtherIncreasesAmt |
| Subtotal | $5,472,115 | SubtotalAmt |
| Other Decreases | $2,709 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,469,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9 SHARES AMAZON.COM | D | 2015-01-14 | 2017-06-30 | $8,773 | $2,648 | $6,125 | $6,125 |
| 125 SHARES AMAZON.COM | D | 2014-11-07 | 2017-06-30 | $121,843 | $37,491 | $84,352 | $84,352 |
| 36,565 SHARES ENDOCYTE, INC. | D | 2004-11-23 | 2017-10-05 | $215,148 | $296,818 | -$81,670 | -$81,670 |
| 55,435 SHARES ENDOCYTE, INC. | D | 2009-08-03 | 2017-10-05 | $326,179 | $450,000 | -$123,821 | -$123,821 |
| 6,393 SHARES FCB FINANCIAL HOLDINGS, INC. | D | 2009-11-04 | 2017-08-04 | $304,734 | $128,865 | $175,869 | $175,869 |
| 6,393 SHARES FCB FINANCIAL HOLDINGS, INC. | D | 2009-11-04 | 2017-08-14 | $285,834 | $128,865 | $156,969 | $156,969 |
| 11,993 SHARES FIRST HORIZON NATL CORP | D | 2011-03-15 | 2018-01-11 | $245,550 | $127,187 | $118,363 | $118,363 |
| 2,964 SHARES HOME BANCSHARES, INC. | D | 2010-03-31 | 2017-11-09 | $62,131 | $17,312 | $44,819 | $44,819 |
| 2,964 SHARES HOME BANCSHARES, INC. | D | 2010-03-31 | 2017-11-09 | $62,131 | $17,312 | $44,819 | $44,819 |
| 150 SHARES NETFLIX, INC. | D | 2014-12-09 | 2017-06-30 | $22,328 | $7,374 | $14,954 | $14,954 |
| 306 SHARES NVIDIA CORPORATION | D | 2014-11-07 | 2017-06-30 | $44,483 | $5,841 | $38,642 | $38,642 |
| 184 SHARES NVIDIA CORPORATION | D | 2014-01-14 | 2017-06-30 | $26,748 | $3,514 | $23,234 | $23,234 |
| 2,000 SHARES UNIFI, INC. | D | 2010-08-24 | 2017-04-11 | $54,236 | $25,883 | $28,353 | $28,353 |
| 2,000 SHARES UNIFI, INC. | D | 2010-08-24 | 2017-04-12 | $54,043 | $25,883 | $28,160 | $28,160 |
| 2,000 SHARES UNIFI, INC. | D | 2010-08-24 | 2017-04-24 | $55,916 | $25,883 | $30,033 | $30,033 |
| 2,000 SHARES UNIFI, INC. | D | 2010-08-24 | 2017-04-25 | $55,893 | $25,883 | $30,010 | $30,010 |
| 2,000 SHARES UNIFI, INC. | D | 2010-08-24 | 2017-04-26 | $56,793 | $25,883 | $30,910 | $30,910 |
| 166 SHARES UNIFI, INC. | D | 2010-08-24 | 2017-05-02 | $4,604 | $2,148 | $2,456 | $2,456 |
| 1,734 SHARES UNIFI, INC | D | 2010-08-25 | 2017-05-02 | $48,092 | $22,164 | $25,928 | $25,928 |
| 1,000 SHARES UNIFI, INC. | D | 2010-08-25 | 2017-05-05 | $27,093 | $12,782 | $14,311 | $14,311 |
| 1,000 SHARES UNIFI, INC. | D | 2010-08-25 | 2017-05-15 | $27,783 | $12,782 | $15,001 | $15,001 |
| 2,000 SHARES UNIFI, INC. | D | 2010-08-25 | 2017-05-23 | $55,381 | $25,564 | $29,817 | $29,817 |
| 1,000 SHARES UNIFI, INC. | D | 2010-08-25 | 2017-05-24 | $27,765 | $12,782 | $14,983 | $14,983 |
| 500 SHARES UNIFI, INC. | D | 2010-08-25 | 2017-05-25 | $13,684 | $6,391 | $7,293 | $7,293 |
| 1,755 SHARES UNIFI, INC. | D | 2010-08-25 | 2017-06-02 | $51,075 | $22,432 | $28,643 | $28,643 |
| 1,000 SHARES UNIFI, INC. | D | 2010-08-25 | 2017-06-08 | $29,078 | $12,782 | $16,296 | $16,296 |
| 0.1507 SHARES UNIFI, INC. | D | 2010-08-26 | 2017-04-17 | $2 | -$2 | -$2 | |
| 0.3333 SHARES UNIFI, INC. | D | 2010-08-27 | 2017-04-17 | $4 | -$4 | -$4 | |
| 245 SHARES UNIFI, INC. | D | 2010-08-30 | 2017-06-02 | $7,130 | $3,083 | $4,047 | $4,047 |
| 100 SHARES UNIFI, INC. | D | 2013-06-04 | 2018-02-07 | $3,559 | $2,051 | $1,508 | $1,508 |
| 1,819 SHARES UNIFI, INC. | D | 2013-06-11 | 2018-02-07 | $64,731 | $36,950 | $27,781 | $27,781 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-11 | 2018-02-07 | $35,883 | $20,314 | $15,569 | $15,569 |
| 1,281 SHARES UNIFI, INC. | D | 2013-06-11 | 2018-02-07 | $45,991 | $26,022 | $19,969 | $19,969 |
| 200 SHARES UNIFI, INC. | D | 2013-06-14 | 2018-01-26 | $7,274 | $4,264 | $3,010 | $3,010 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-14 | 2018-01-26 | $36,363 | $21,318 | $15,045 | $15,045 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-14 | 2018-01-26 | $36,466 | $21,318 | $15,148 | $15,148 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-14 | 2018-01-26 | $36,446 | $21,318 | $15,128 | $15,128 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-14 | 2018-01-26 | $36,370 | $21,318 | $15,052 | $15,052 |
| 2,719 SHARES UNIFI, INC. | D | 2013-06-14 | 2018-02-05 | $96,235 | $57,964 | $38,271 | $38,271 |
| 3,081 SHARES UNIFI, INC. | D | 2013-06-14 | 2018-02-07 | $109,640 | $65,681 | $43,959 | $43,959 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-17 | 2018-01-25 | $36,563 | $21,764 | $14,799 | $14,799 |
| 900 SHARES UNIFI, INC. | D | 2013-06-17 | 2018-01-25 | $32,456 | $19,588 | $12,868 | $12,868 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-17 | 2018-01-25 | $36,169 | $21,764 | $14,405 | $14,405 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-17 | 2018-01-25 | $36,415 | $21,764 | $14,651 | $14,651 |
| 1,000 SHARES UNIFI, INC. | D | 2013-06-17 | 2018-01-25 | $36,494 | $21,764 | $14,730 | $14,730 |
| 100 SHARES UNIFI, INC. | D | 2013-06-17 | 2018-01-25 | $3,617 | $2,176 | $1,441 | $1,441 |
| 800 SHARES UNIFI, INC. | D | 2013-06-17 | 2018-01-26 | $29,095 | $17,411 | $11,684 | $11,684 |
| FIFTH THIRD 5023 STOCK LITIGATION PROCEEDS | P | 2017-06-13 | 2017-06-13 | $236 | $236 | $236 | |
| FIFTH THIRD 5023 STOCK LITIGATION PROCEEDS | P | 2017-12-19 | 2017-12-19 | $215 | $215 | $215 | |
| OTHER INVESTMENTS | P | 2017-12-31 | 2017-12-31 | $27,000 | $27,000 | $27,000 | |
| OTHER INVESTMENTS | P | 2017-12-31 | 2017-12-31 | $142,903 | $142,903 | $142,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,274,262 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,784,806 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,410,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.278415 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,956,811 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,177,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.239280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,155,264 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,302,220 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.295152 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,839,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,361,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.249913 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,754,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,457,655 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.393689 | DistributionYr5Rt |
| Total Distribution | 1.456449 | TotalDistributionRt |
| Average Distribution | 0.291290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,689,218 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,657,212 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,698 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,669,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,124,745 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,698 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,698 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $1,366 | OverpaymentAmt |
| Applied To ES Tax | $1,366 | 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 |
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 | $882 | $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 | $1,116,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $864,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,794,233 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,775,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,775,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,689,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,698 | TotalTaxAmt |
| Distributable Before Adj | $271,763 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,763 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,763 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,124,745 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,124,745 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,698 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,112,047 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,763 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,532,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,492,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,812,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,562,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,485,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,885,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,124,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $271,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,852,982 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,738,949 | 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 | $1,532,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,206,470 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,492,703 | ExcessFromYear4Amt |
| Excess From Year3 | $1,812,980 | ExcessFromYear3Amt |
| Excess From Year2 | $1,562,550 | ExcessFromYear2Amt |
| Excess From Year1 | $1,485,255 | ExcessFromYear1Amt |
| Excess From Current Year | $1,852,982 | 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 (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1N5 | |||||||
| 6715 HAMMERSTONE WAY | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ALZHEIMER'S ASSOCIATION GREATER CINCINNATI CHAPTER | |||||||
| 644 LINN STREET SUITE 1026 | CINCINNATI | OH | 45203 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| AMERICAN CANCER SOCIETY | |||||||
| 2808 READING ROAD | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| AMERICAN CANCER SOCIETY | |||||||
| 2808 READING ROAD | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $9,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 205 WEST FOURTH STREET SUITE 1270 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $26,000 | |
| ATHENAEUM OF OHIO | |||||||
| 6616 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| ATHENAEUM OF OHIO | |||||||
| 6616 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| BE CONCERNED AND LIFE LEARNING CENTER | |||||||
| 50 E RIVERCENTER BLVD SUITE 1900 | COVINGTON | KY | 41011 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| BEAVER CREEK RELIGIOUS FOUNDATION | |||||||
| 33 ELK TRACK ROAD | BEAVER CREEK | CO | 81620 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| BENEDICTINE MILITARY SCHOOL | |||||||
| 6502 SEAWRIGHT DRIVE | SAVANNAH | GA | 31406 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| BIG BROTHERS BIG SISTERS OF THE BAY AREA | |||||||
| 65 BATTERY STREET SECOND FLOOR | SAN FRANCISCO | CA | 94111 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| BOYS AND GIRLS CLUB OF GREATER CINCINNATI | |||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI | |||||||
| 1725 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CANTERBURY SCHOOL | |||||||
| 101 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| CANTERBURY SCHOOL | |||||||
| 101 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CANTERBURY SCHOOL | |||||||
| 101 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CASHIERS HISTORICAL SOCIETY | |||||||
| 1940 HIGHWAY 107 SOUTH | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| CATHOLIC COMMUNITY FOUNDATION OF THE ARCHDIOCESE OF CINCINNATI INC | |||||||
| 100 EAST EIGHTH STREET | 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 | |
| CHATFIELD COLLEGE | |||||||
| 20918 STATE ROUTE 251 | ST MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| 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 | $1,000 | |
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $45,000 | |
| CINCINNATI ARTS ASSOCIATION | |||||||
| 650 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 CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI PARKS FOUNDATION | |||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| CINCINNATI REDS HALL OF FAME & MUSEUM | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| CINCINNATI STATE FOUNDATION | |||||||
| 3520 CENTRAL PARKWAY ATLC 337 | CINCINNATI | OH | 45223 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $870 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST FOURTH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST FOURTH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST FOURTH ST SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| CINCINNATI WORKS | |||||||
| 708 WALNUT STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| CINCINNATI ZOO AND BOTANICAL GARDEN | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,980 | |
| CINCINNATI ZOO AND BOTANICAL GARDEN | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $19,900 | |
| CITIZENS FOR COMMUNITY VALUES | |||||||
| 11177 READING ROAD 1ST FLOOR | CINCINNATI | OH | 45241 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| COMMUNITY RESOURCE CENTER INC (DBA RESOURCE) | |||||||
| 3610 PARK 42 DRIVE | SHARONVILLE | OH | 45241 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| CORPUS CHRISTI CHURCH FOOD PANTRY | |||||||
| 2014 SPRINGDALE ROAD | CINCINNATI | OH | 45231 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| CURE STARTS NOW FOUNDATION | |||||||
| 10280 CHESTER RD | CINCINNATI | OH | 45215 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| DAWN REDWOOD CHARITABLE TRUST | |||||||
| ONE BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 94920 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| DENISON UNIVERSITY | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $15,000 | |
| EMANUEL COMMUNITY CENTER | |||||||
| 1308 RACE STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| EPISCOPAL RETIREMENT HOMES FOUNDATION | |||||||
| 3870 VIRGINIA AVENUE | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $250 | |
| FOUNDATION OF TRUSTEES FOR THE FAMILY LEARNING CENTER | |||||||
| 31626 HIGHWAY 6 | EDWARDS | CO | 81632 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 EAST LINCOLN DRIVE | SCOTTSDALE | AZ | 85253 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $20,000 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3300 WHITEHAVEN STREET - HARRIS | WASHINGTON | DC | 20007 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | BLDG |
| GEORGE W BUSH PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| GLENVILLE-CASHIERS RESCUE SQUAD INC | |||||||
| 63 NORTH NORTON ROAD | CASHIERS | NC | 28717 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| GLYNN COUNTY VOLUNTEER FIREFIGHTERS INC | |||||||
| 1804-A FREDERICA ROAD | ST SIMONS ISLAND | GA | 31522 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $30,000 | |
| GREAT PARKS FOUNDATION CONSERVATION FUND | |||||||
| 10245 WINTON RD | CINCINNATI | OH | 45231 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| GREATER CINCINNATI FILM COMMISSION | |||||||
| 602 MAIN STREET SUITE 712 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET NO 230 | CHAGRIN FALLS | OH | 44022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL STANFORD UNIVERSITY | STANFORD | CA | 94305 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100,000 | |
| HOPE EMERGENCY PROGRAM | |||||||
| 5333 KERNAN ROAD | LYNCHBURG | OH | 45142 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| HOPE EMERGENCY PROGRAM | |||||||
| 5333 KERNAN ROAD | LYNCHBURG | OH | 45142 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| HOPE EMERGENCY PROGRAM | |||||||
| 5333 KERNAN ROAD | LYNCHBURG | OH | 45142 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| HOSPICE OF CINCINNATI INC | |||||||
| 4360 COOPER ROAD | CINCINNATI | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 7820 BEECHMONT AVE | CINCINNATI | OH | 45255 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| IRISH HERITAGE CENTER OF GREATER CINCINNATI | |||||||
| 3905 EASTERN AVENUE | CINCINNATI | OH | 45226 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,850 | |
| JDRF | |||||||
| 10401 NORTH MERIDIAN SUITE 150 | INDIANAPOLIS | IN | 46290 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| JDRF | |||||||
| 8050 HOSBROOK ROAD SUITE 314 | CINCINNATI | OH | 45236 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 55 WEST 39TH ST SUITE 600 | NEW YORK | NY | 10018 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| JEWISH NATIONAL FUND | |||||||
| 60 REVERE DRIVE SUITE 725 | NORTHBROOK | IL | 60062 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| LEGAL AID SOCIETY OF GREATER CINCINNATI | |||||||
| 215 E NINTH STREET SUITE 200 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| MEDICAL MISSION SISTERS | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| MERCY MONTESSORI | |||||||
| 2335 GRANDVIEW AVENUE | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| MERCY MONTESSORI | |||||||
| 2335 GRANDVIEW AVENUE | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| MERCY MONTESSORI | |||||||
| 2335 GRANDVIEW AVENUE | CINCINNATI | OH | 45206 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,500 | |
| MUSIC HALL REVITALIZATION COMPANY INC | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50,000 | |
| NAACP CINCINNATI BRANCH | |||||||
| 3494 READING ROAD | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| NAACP CINCINNATI BRANCH | |||||||
| 3494 READING ROAD | CINCINNATI | OH | 45229 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| OHIO CANCER RESEARCH ASSOCIATES | |||||||
| 50 WEST BROAD ST NO 1132 | COLUMBUS | OH | 43215 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ORDER OF MALTA AMERICAN ASSOCIATION | |||||||
| 1011 FIRST AVENUE SUITE 1350 | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $300 | |
| ORDER OF MALTA AMERICAN ASSOCIATION | |||||||
| 1011 FIRST AVENUE SUITE 1350 | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $3,000 | |
| ORDER SONS OF ITALY | |||||||
| 2093 SYLVED LANE | CINCINNATI | OH | 45238 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5440 MOELLER AVENUE | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUR LADY OF LIGHT FOUNDATION | |||||||
| 5440 MOELLER AVENUE | CINCINNATI | OH | 45212 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,250 | |
| OUTDOOR ADVENTURE CLUBS OF GREATER CINCINNATI (OACGC) -PADDLEFEST | |||||||
| 1662 BLUE ROCK ST | CINCINNATI | OH | 45223 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| PREGNANCY CENTER EAST | |||||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| PREGNANCY CENTER EAST | |||||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| REDS COMMUNITY FUND | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| REDS COMMUNITY FUND | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| REDS COMMUNITY FUND | |||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| REDWOOD SCHOOL AND REHABILITATION INC | |||||||
| 71 ORPHANAGE ROAD | FT MITCHELL | KY | 41017 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ROGER BACON HIGH SCHOOL | |||||||
| 4320 VINE STREET | CINCINNATI | OH | 45217 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| RUAH WOODS | |||||||
| 6675 WESSELMAN ROAD | CINCINNATI | OH | 45248 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| SCORE CHAPTER 34 | |||||||
| 525 VINE ST ROOM 1030 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| SHELTON-REID INC | |||||||
| 11715 KEMPERWOODS DRIVE | CINCINNATI | OH | 45249 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| ST ALOYSIUS | |||||||
| 4721 READING ROAD | CINCINNATI | OH | 45237 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| ST FRANCIS SERAPH MINISTRIES | |||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ST FRANCIS SERAPH MINISTRIES | |||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50 | |
| ST ROSE CHURCH | |||||||
| 2501 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| ST URSULA ACADEMY | |||||||
| 4025 INDIAN ROAD | TOLEDO | OH | 43606 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $50 | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 WEST NORTH BEND ROAD | CINCINNATI | OH | 45224 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| 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 | $1,000 | |
| 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 | |
| TEACH FOR AMERICA | |||||||
| 1110 MAIN STREET | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| THE CHILDREN'S THEATRE OF CINCINNATI | |||||||
| 4015 RED BANK ROAD | CINCINNATI | OH | 45227 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| THE CHRIST HOSPITAL FOUNDATION | |||||||
| 2123 AUBURN AVENUE SUITE 528 | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| THE FIRST TEE OF GREATER CINCINNATI AND NORTHERN KENTUCKY | |||||||
| 4747 PLAYFIELD LANE | CINCINNATI | OH | 45226 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| THE KELLY-CAROL FOUNDATION FOR CHILDREN WITH CANCER | |||||||
| 301 EAST FOURTH STREET SUITE 3300 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| THE KELLY-CAROL FOUNDATION FOR CHILDREN WITH CANCER | |||||||
| 301 EAST FOURTH STREET SUITE 3300 | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,000 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 4370 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45242 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $1,500 | |
| THE ORDER OF MALTA PILGRIMAGE FOUNDATION | |||||||
| 1011 FIRST AVENUE SUITE 1350L | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $200 | |
| THE UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN DRIVE | CINCINNATI | OH | 45221 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| THE UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN DRIVE | CINCINNATI | OH | 45221 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $90,000 | |
| TONY LA RUSSAS ANIMAL RESCUE FOUNDATION | |||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| TRISTATE VETERANS COMMUNITY ALLIANCE | |||||||
| 3805 EDWARDS ROAD SUITE 500 | CINCINNATI | OH | 45209 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,750 | |
| TRI DELTA FOUNDATION | |||||||
| 14951 NORTH DALLAS PARKWAY SUITE | DALLAS | TX | 75254 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | 500 |
| TURNING POINT PREGNANCY RESOURCE CENTER | |||||||
| 250 EAST BROADWAY | JACKSON | WY | 83001 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| UNITED WAY OF COASTAL GEORGIA | |||||||
| 3400 PARKWOOD DRIVE SUITE A 2ND | BRUNSWICK | GA | 31520 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | FLOOR |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $150,000 | |
| UNITED WAY OF VENTURA COUNTY | |||||||
| 702 COUNTY SQUARE DRIVE SUITE 100 | VENTURA | CA | 93003 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $100 | |
| UNIVERSITY OF CINCINNATI ECONOMICS CENTER FOR EDUCATION AND RESEARCH | |||||||
| 225 CALHOUN STREET SUITE 370 | CINCINNATI | OH | 45219 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $25,000 | |
| UNIVERSITY OF KENTUCKY COLLEGE OF HEALTH SCIENCES | |||||||
| WILLIAM B STURGILL PHILANTHROPY | LEXINGTON | KY | 40506 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | BUILDING |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 STATE ROUTE 251 | SAINT MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $2,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 STATE ROUTE 251 | SAINT MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $6,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 STATE ROUTE 251 | SAINT MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| URSULINES OF BROWN COUNTY | |||||||
| 20860 STATE ROUTE 251 | SAINT MARTIN | OH | 45118 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $10,000 | |
| USO TRIBUTE CINCINNATI | |||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| USSGA MEMORIAL FUND | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| VANDERBILT UNIVERSITY SCHOOL OF NURSING | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $500 | |
| VILAR PERFORMING ARTS CENTER | |||||||
| 90 BENCHMARK ROAD SUITE 300 | AVON | CO | 81620 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $5,000 | |
| 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 PARKWAY ML 7520 | CINCINNATI | OH | 45207 | PC | CONTRIBUTION TO SUPPORT THEIR ORGANIZATION | $43,085 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,110,085 | 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 | $2,000 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,390 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,274,262 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ORDINARY INCOME - OTHER INVESTMENTS | 900099 | -$24,963 |
| RENTAL INCOME - OTHER INVESTMENTS | 900099 | -$4,866 |
| NET SECTION 1231 GAIN | 900099 | -$3 |
| CANCELLATION OF DEBT - OTHER INVESTMENTS | 900099 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$29,832 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,304,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,274,195 | 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 (10 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 | $128,865 | Yes (X) | Yes (X) |
| CASTELLINI MANAGEMENT COMPANY | |||||||
| 2 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $128,865 | Yes (X) | Yes (X) |
| CINCINNATI REDS | |||||||
| 3 | 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | $9,356 | Yes (X) | Yes (X) |
| CHRISTOPHER L FISTER | |||||||
| 4 | 8225 GIVEN ROAD | CINCINNATI | OH | 45243 | $150 | Yes (X) | |
| CASTELLINI MANAGEMENT COMPANY | |||||||
| 5 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $17,312 | Yes (X) | Yes (X) |
| ROBERT H CASTELLINI | |||||||
| 6 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $127,187 | Yes (X) | Yes (X) |
| ROBERT H CASTELLINI | |||||||
| 7 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $17,312 | Yes (X) | Yes (X) |
| ROBERT H CASTELLINI | |||||||
| 8 | 312 ELM STREET SUITE 2600 | CINCINNATI | OH | 45202 | $779,400 | Yes (X) | Yes (X) |
| CINCINNATI REDS | |||||||
| 9 | 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | $7,374 | Yes (X) | Yes (X) |
| CINCINNATI REDS | |||||||
| 10 | 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | $40,140 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,393 SHARES OF FCB FINANCIAL HOLDINGS, INC. | $300,950 | 2017-08-03 |
| 2 | 6,393 SHARES OF FCB FINANCIAL STOCK | $300,950 | 2017-08-14 |
| 3 | 490 SHARES OF NVIDIA CORP | $74,186 | 2017-06-16 |
| 5 | 2,964 SHARES OF HOME BANCSHARES INC. | $63,341 | 2017-11-09 |
| 6 | 11,993 SHARES OF FIRST HORIZON NATL CORP | $245,976 | 2018-01-11 |
| 7 | 2,964 SHARES OF HOME BANCSHARES INC. | $63,341 | 2017-11-09 |
| 8 | 37,567 SHARES OF UNIFI INC. | $1,226,375 | 2017-09-12 |
| 9 | 203 SHARES OF NETFLIX.COM INC. | $22,908 | 2017-06-16 |
| 10 | 134 SHARES OF AMAZON.COM INC | $131,426 | 2017-06-16 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS | $3,659 | $3,842 |
| DFA INTERNATIONAL VALUE | $4,185 | $4,921 |
| ENDOCYTE, INC. | $398,812 | $841,052 |
| ISHARES RUSSELL 2000 GROWTH INDEX FD | $6,505 | $10,100 |
| ISHARES RUSSELL MIDCAP INDEX FD | $6,662 | $10,322 |
| UNIFI, INC. | $356,068 | $640,828 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $3,699,291 | BOYBookValueAmt |
| EOY Book Value | $3,667,650 | EOYBookValueAmt |
| EOYFMV | $3,685,995 | 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 | $2,709 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEE | $321 | $225 | $96 |
| PORTFOLIO EXPENSES - OTHER INVESTMENTS | $24,967 | $17,477 | $7,490 |
| CHARITABLE CONTRIBUTIONS - OTHER INVESTMENTS | $7 | $5 | $2 |
| LEGAL FEES | $1,088 | $762 | $326 |
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 | $36,771 | $36,771 | $36,771 |
| OTHER PORTFOLIO INCOME - OTHER INVESTMENTS | $8,166 | $8,166 | $8,166 |
| ADJUSTMENT FOR IRC SEC. 1202 GAIN FROM CINCYTECH FUND I, LLC | -$31,562 | -$31,562 | -$31,562 |
| ORDINARY INCOME - OTHER INVESTMENTS | -$24,963 | -$24,963 | |
| RENTAL INCOME - OTHER INVESTMENTS | -$4,866 | -$4,866 | |
| NET SECTION 1231 GAIN | -$3 | -$3 |
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 | $31,562 | 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 | $21,603 | Amt |
| Net Investment Income | $15,122 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,481 | DisbursementsCharitablePrpsAmt |
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