UNNEWEHR FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNNEWEHR FAMILY FOUNDATION (EIN 87-4782817)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349100209
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T09:03:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351476702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 RIGBY ROAD SUITE 400 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | 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 | 874782817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNNEWEHR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNNE | BusinessNameControlTxt |
| Phone | 5137218400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R VERKAMP | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5137218400 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDALL K DOMIGAN CPA | PreparerPersonNm |
| PTIN | P00197564 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| 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 | $66,617,338 | 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 | $496,427 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $482,148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,104,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,104,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,351,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,604,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,351,238 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,876 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,876 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,957,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,943,687 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $451,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $49,344 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,306 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $373,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $373,644 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,729 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,072,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $481,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $464,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,892,508 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,892,508 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,965,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $481,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,357,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,992,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,462,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $313,877 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,635,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,775,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,775,847 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,703,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,090,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,241,633 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,531,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,301,557 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,363,929 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $227,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $235,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $235,929 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,410,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,403,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,617,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $52,410,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $55,403,458 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,410,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,403,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,410,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,403,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,410,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,992,804 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $55,403,458 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,403,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,604,393 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,253,155 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,351,238 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,351,238 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,351,238 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $89,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $89,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,885 | 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 | $100,885 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,055 | OverpaymentAmt |
| Applied To ES Tax | $11,055 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN R VERKAMP | IndividualWithBooksNm |
| Phone | 5137218400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY ELIZABETH UNNEWEHR | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| JOHN R VERKAMP | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | TREASURER | 10.00 | $95,000 | $0 | $0 |
| CHARLES VERKAMP | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| GEORGE VERKAMP | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| STEPHANIE MIDKIFF | ||||||||
| 5084 WOOSTER ROAD | CINCINNATI | OH | 45226 | SECRETARY | 10.00 | $95,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 312 WALNUT STREET SUITE 3300 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $188,874 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $79,716 |
| CHARLES SCHWAB | |||||
| 9675 MONTGOMERY RD STE 201 | CINCINNATI | OH | 45242 | FINANCIAL ADVISOR | $64,735 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $62,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $62,126,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,833,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $235,929 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,195,069 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,195,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $977,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,217,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,210,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,210,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89,830 | TotalTaxAmt |
| Distributable Before Adj | $3,121,027 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,121,027 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,121,027 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,357,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,357,064 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,121,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $43,469 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,357,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,121,027 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $306,096 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $306,096 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,590 | ExcessFromYear4Amt |
| Excess From Year1 | $43,469 | ExcessFromYear1Amt |
| Excess From Current Year | $236,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN R VERKAMP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER RD UNIT 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137218400 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH A BRIEF DESCRIPTION OF THE CHARITY AND ITS REQUESTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 1N5 | ||||||||||
| 3975 ERIE AVE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| ACCELERATE GREAT SCHOOLS | ||||||||||
| 30 GARFIELD PLACE STE 700 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 | ||||
| AMERICAN RED CROSS | ||||||||||
| 2111 DANA AVE | CINCINNATI | OH | 45207 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 | ||||
| ART WORKS | ||||||||||
| 2460 GILBERT AVE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 | ||||
| BE CONCERNED | ||||||||||
| 1100 PIKE ST | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| BEECH ACRES PARENTING CENTER | ||||||||||
| 615 ELSINORE PI | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| BEST POINT | ||||||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $37,500 | ||||
| BETHANY HOUSE SERVICES | ||||||||||
| 1841 FAIRMONT AVENUE | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $16,667 | ||||
| BIG BROTHERS BIG SISTERS | ||||||||||
| 2400 READING ROAD SUITE 148 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $6,000 | ||||
| BOYS & GIRLS CLUB | ||||||||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 | ||||
| BREAKTHROUGH CINCI | ||||||||||
| 6905 GIVEN RD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| BRIGHTON CENTER'S HOMEWARD BOUND | ||||||||||
| 601 WASHINGTON AVE STE 140 | NEWPORT | KY | 41071 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,667 | ||||
| CAIN | ||||||||||
| 4230 HAMILTON AVE | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | ||||
| CAMP JOY FOUNDATION | ||||||||||
| 10117 OLD 3 C | CLARKSVILLE | OH | 45113 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| CATHOLIC CHARITIES SOUTHWESTERN OHIO | ||||||||||
| 7162 READING RD STE 600 | CINCINNATI | OH | 45237 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 | ||||
| CENTER FOR ADDICTION TREATMENT | ||||||||||
| 830 EZZARD CHARLES DR | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| CENTER FOR RESPITE CARE | ||||||||||
| 1615 REPUBLIC STREET | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 | ||||
| CET | ||||||||||
| 1223 CENTRAL PKWY | CINCINNATI | OH | 45214 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| CINCI MUSEUM CENTER AT UNION TERMINAL | ||||||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| CINCI WORKS | ||||||||||
| 708 WALNUT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| CINCINNATI BALLET | ||||||||||
| 1801 GILBERT AVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| CINCINNATI BOYCHOIR | ||||||||||
| 650 WALNUT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| CINCINNATI CANCER FOUNDATION | ||||||||||
| 3645 KROGER AVE | CINCINNATI | OH | 45226 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 | ||||
| CINCINNATI FIRE MUSEUM | ||||||||||
| 315 W COURT ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| CINCINNATI PARKS FOUNDATION | ||||||||||
| 421 OAK STREET | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $12,500 | ||||
| CINCINNATI SQUASH ACADEMY | ||||||||||
| 1308 RACE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| CINCINNATI THERAPEUTIC RIDING | ||||||||||
| 1342 US-50 | MILFORD | OH | 45150 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| CINCINNATI YOUTH COLLABORATIVE | ||||||||||
| 301 OAK ST | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 | ||||
| CINCINNATI ZOO | ||||||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $275,000 | ||||
| CIRCLE TAIL | ||||||||||
| 8834 LN | PLEASANT PLAIN | OH | 45162 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| CLOVERNOOK CENTER FOR THE BLIND | ||||||||||
| 7000 HAMILTON AVE | CINCINNATI | OH | 45231 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| COMBONI MISSIONARIES | ||||||||||
| 1318 NAGEL RD | CINCINNATI | OH | 45255 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $8,000 | ||||
| CORNERSTONE RENTER EQUITY | ||||||||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $37,500 | ||||
| CRAYONS TO COMPUTERS | ||||||||||
| 1350 TENNESSEE AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $12,500 | ||||
| CREATIVE AGING CINCY | ||||||||||
| 7970 BEECHMONT AVE | CINCINNATI | OH | 45255 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| DEPAUL CRISTO REY HS | ||||||||||
| 1133 CLIFTON HILLS AVE | CINCINNATI | OH | 45220 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| DOWN SYNDROME ACCOC | ||||||||||
| 10467 WHTIE GRANITE DR STE 320 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| DRESS FOR SUCCESS | ||||||||||
| 205 W 4TH ST STE 900 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| EAST END ADULT EDUCATION CENTER | ||||||||||
| 5721 DRAGON WAY STE 401 | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 | ||||
| EPILEPSY ALLIANCE OHIO | ||||||||||
| 895 CENTRAL AVE 550 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | ||||
| EVANS SCHOLARS FOUNDATION | ||||||||||
| ONE BRIAR ROAD | GOLF | IN | 60029 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| FAITH COMMUNITY PHARMACY | ||||||||||
| 601 WASHINGTON AVE STE 100 | NEWPORT | KY | 41071 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| FAMILY NURTURING CENTER | ||||||||||
| 7162 READING ROAD | CINCINNATI | OH | 45237 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| FINDLEY MARKET | ||||||||||
| 1801 RACE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| FIRST STEP HOME | ||||||||||
| 2203 FULTON AVE | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | ||||
| FOCUS ON YOUTH | ||||||||||
| 8904 BROOKSIDE CT | WEST CHESTER TOWNSHIP | OH | 45069 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | ||||
| FOREVER KINGS INC | ||||||||||
| 1055 LAIDLAW AVE | CINCINNATI | OH | 45237 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| FOUND VILLAGE | ||||||||||
| 1215 WILLIAM HOWARD TAFT RD | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| FREESTORE FOODBANK | ||||||||||
| 1141 CENTRAL PKWY | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| GIVE LIKE A MOTHER | ||||||||||
| 4601 EASTGATE BLVD STE F824 | CINCINNATI | OH | 45245 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| GIVING VOICE FOUNDATION | ||||||||||
| PO BOX 27050 | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 | ||||
| GLAD HOUSE | ||||||||||
| 1994 MADISON RD | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | ||||
| GUIDING LIGHT MENTORING | ||||||||||
| 4141 HAMILTON AVE STE 1 | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| HEARING SPEECH & DEAF CENTER | ||||||||||
| 2825 BURNET AVE STE 330 | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| HENRY HOSEA HOUSE | ||||||||||
| 901 YORK ST | NEWPORT | KY | 41071 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| HUDE PARK CADDIE SCHOLARSHIP FUND | ||||||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| IMPACT AUTISM | ||||||||||
| 7795 5 MILE RD | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| IPM FOOD PANTRY | ||||||||||
| 3509 DEBOLT RD | CINCINNATI | OH | 45244 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| JESUIT SPIRITUAL CENTER | ||||||||||
| 5361 S MILFORD RD | MILFORD | OH | 45150 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| JEWISH FAMILY SERVICE OF CINCINNATI AREA | ||||||||||
| 9395 KENWOOD RD | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| JOSEPH HOUSE FOR VETERANS | ||||||||||
| 1526 REPUBLIC ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| KEEP GOING 25 | ||||||||||
| 7765 REMINGTON ROAD | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| KILGOUR FOUNDATION | ||||||||||
| 1339 HERSCHEL AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| LA SOUPE INC | ||||||||||
| 915 E MCMILLAN ST | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 | ||||
| LAST MILE FOOD RESCUE | ||||||||||
| 1775 MENTOR AVE SUITE 405 | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 | ||||
| LITTLE MIAMI CONSERVANCY | ||||||||||
| 209 RAILROAD AVE | LOVELAND | OH | 45140 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| LYDIA'S HOUSE | ||||||||||
| 2005 MILLS AVE | CINCINNATI | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| MADELEINE GORDON GIFT OF LIFE | ||||||||||
| PO BOX 6945 | CINCINNATI | OH | 45206 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $12,000 | ||||
| MAKE A WISH | ||||||||||
| 4500 COOPER RD STE 304 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| MANNA FOOD BANK | ||||||||||
| 931 MCPHERSON AVENUE | CINCINNATI | OH | 45205 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 | ||||
| MAY WE HELP | ||||||||||
| 7501 WOOSTER PIKE | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| MCNICHOLAS HIGH SCHOOL | ||||||||||
| 6536 BEECHMONT AVE | CINCINNATI | OH | 45230 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| MEAC | ||||||||||
| 4600 ERIE AVE | CINCINNATI | OH | 45227 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| NEAUROFIT GYM | ||||||||||
| 4155 TONYA TRL | HAMILTON | OH | 45011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| NEW LIFE FURNITURE BANK | ||||||||||
| 11335 REED HARTMAN HWY UNIT 134 | CINCINNATI | OH | 45241 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 | ||||
| NORWOOD TOGETHER | ||||||||||
| 1845 HOPKINS AVE | NORWOOD | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| NOTRE DAME URBAN EDUCATION CENTER | ||||||||||
| 14 E 8TH ST | COVINGTON | KY | 41011 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| OPTIMALL | ||||||||||
| 809 BRADFORD CT | CINCINNATI | OH | 45233 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| OUR DAILY BREAD | ||||||||||
| 1730 RACE ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 | ||||
| OUR LADY OF THE HOLY SPIRIT CENTER | ||||||||||
| 5440 MOELLER AVE | NORWOOD | OH | 45212 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| PEASLEE NEIGHBORHOOD HOUSING | ||||||||||
| 215 E 14TH ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| PREVENT BLINDNESS OHIO | ||||||||||
| 2045 GILBERT AVENUE STE 204 | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,500 | ||||
| PROKIDS | ||||||||||
| 222 W 7TH ST | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| RETT SYNDROME FOUNDATION | ||||||||||
| 4500 COOPER RD STE 204 | CINCINNATI | OH | 45242 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| ROGER BACON HIGH SCHOOL | ||||||||||
| 4320 VINE ST | CINCINNATI | OH | 45217 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| RONALD MCDONALD HOUSE | ||||||||||
| 341 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| ROSEMARY'S BABIES COMPANY | ||||||||||
| 4439 READING RD 107 | CINCINNATI | OH | 45229 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 | ||||
| ROTHENBERG ROOFTOP GARDEN | ||||||||||
| 241 E CLIFTON AVE | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| SAFE HAVEN FARMS | ||||||||||
| 5970 NO MANS RD | MIDDLETOWN | OH | 45042 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| SAM HUBBARD FOUNDATION | ||||||||||
| 555 DELTA TER | CINCINNATI | OH | 45226 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| SCPA | ||||||||||
| 108 W CENTRAL PKWY | CINCINNATI | OH | 45202 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| SHELTERHOUSE | ||||||||||
| 411 GEST ST | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| SISTERS OF NOTRE DAM DE NAMUR | ||||||||||
| 701 E COLUMBIA AVE | CINCINNATI | OH | 45215 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| ST MARY'S CHURCH | ||||||||||
| 2853 ERIE AVENUE | CINCINNATI | OH | 45208 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| ST VINCENT DEPAUL N KY | ||||||||||
| 518 BARKLEY ST | FALMOUTH | KY | 41040 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 | ||||
| ST XAVIER HIGH SCHOOL | ||||||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 45224 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 | ||||
| STEPPING STONES CENTER | ||||||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $70,000 | ||||
| SWEET CHECKS DIAPER BANK | ||||||||||
| 1400 STATE AVE | CINCINNATI | OH | 45204 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| TENDER MERCIES | ||||||||||
| 635 W 7TH ST | CINCINNATI | OH | 45203 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 | ||||
| THE CHRIST HOSPITAL | ||||||||||
| 2139 AUBURN AVE | CINCINNATI | OH | 45219 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 | ||||
| UPSPRING | ||||||||||
| PO BOX 23300 | CINCINNATI | OH | 45223 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 | ||||
| WASHINGTON UNIVERSITY (ST LOUIS) | ||||||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $65,000 | ||||
| WELCOME HOUSE INC | ||||||||||
| 802 SHARON DR STE A | WESTLAKE | OH | 44145 | PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,667 | ||||
| PLAN CANADA | ||||||||||
| PC | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $7 | 245 EGLINTON AVE EAST SUITE 300 | TORONTO | ONTARIO | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,892,508 | 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 | $496,427 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,104,425 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,351,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,957,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,957,966 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $62,650 | Amt |
| Net Investment Income | $49,344 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,306 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $14,301,557 | EOYBookValueAmt |
| EOYFMV | $14,363,929 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $38,090,125 | EOYBookValueAmt |
| EOYFMV | $49,241,633 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARCHAR PROPERTIES INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $235,929 | BookValueAmt |
| EOYFMV | $235,929 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $14,637 | $14,637 | $0 |
| OFFICE SUPPLIES | $253 | $253 | $0 |
| POSTAGE | $45 | $45 | $0 |
| TRAVEL | $7,604 | $7,604 | $0 |
| MARCHAR EXPENSES | $92 | $92 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MARCHAR PROPERTIES INCOME | $5,146 | $5,146 | $5,146 |
| MISCELLANEOUS INCOME | $730 | $730 | $730 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $333,644 | $333,644 | $0 |
| MARCHAR PROPERTIES MANAGEMENT FEES | $40,000 | $40,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $11,729 | $11,729 | $0 |
| FEDERAL TAXES PAID | $127,000 | $0 | $0 |
Comments