MARGE & CHARLES J SCHOTT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARGE & CHARLES J SCHOTT FOUNDATION (EIN 31-6063407)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349101864
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T14:37:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316063407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGE & CHARLES J SCHOTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 5137218400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5084 WOOSTER ROAD NO 100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK J CRANE III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5137218400 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J GMEINER CPA | PreparerPersonNm |
| PTIN | P00197565 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.141.187.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 16:06:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD070550826FECAB846E6F860671B1FB25988812 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,472,502 | 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 | $905,576 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $902,747 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,882,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,882,735 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $120,746 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $120,746 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$43,673 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,103,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,460,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,103,027 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $230,602 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $230,602 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,242,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,239,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $446,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $27,564 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,891 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,673 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,334 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36,334 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $100,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $91,439 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,626 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $656,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $656,919 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,664 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,664 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,706 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $25,330 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $159,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $159,544 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,643,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,053,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475,799 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,591,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,591,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,234,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,053,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,066,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,186,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $926,434 | CashBOYAmt |
| Cash EOY | $439,183 | CashEOYAmt |
| Cash EOYFMV | $439,183 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,510,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,485,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,485,959 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,305,513 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,051,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,251,131 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,324,597 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,022,770 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,016,067 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,134,850 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $649,392 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $510,788 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $485,458 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $830,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $193,056 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $297,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,796 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $211,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,634 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $178,509 | LandBOYAmt |
| Land EOY | $174,133 | LandEOYAmt |
| Land EOYFMV | $152,366 | LandEOYFMVAmt |
| Total Assets BOY | $91,949,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,956,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,472,502 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,542 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,660 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,542 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,660 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $91,941,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $91,949,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,941,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,949,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,949,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,956,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,941,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,949,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,949,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PARK LAYNE | P | $331,870 | $125,157 | $206,713 | $206,713 |
| PUBLICLY TRADED SECURITIES | P | $34,129,103 | $31,232,789 | $2,896,314 | $2,896,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,103,027 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,960,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $104,896,870 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047290 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,099,283 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $106,220,766 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,530,203 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $102,287,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044289 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,576,578 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $97,080,502 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,672,991 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $99,055,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047175 | DistributionYr5Rt |
| Total Distribution | 0.224488 | TotalDistributionRt |
| Average Distribution | 0.044898 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $100,508,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,512,637 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,862 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,564,499 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,066,859 | 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 | $51,862 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,862 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,862 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,745 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $130,745 | TotalPaymentsAndCreditsAmt |
| Overpayment | $78,883 | OverpaymentAmt |
| Applied To ES Tax | $78,883 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | FRANK CRANE III | IndividualWithBooksNm |
| Phone | 5137218400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| FRANK CRANE III | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| CARLOTTA C WIDER | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | VICE PRESIDENT | 10.00 | $95,000 | $0 | $0 |
| MARY ELIZABETH UNNEWEHR | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | ASST. SECRETARY | 10.00 | $95,000 | $0 | $0 |
| TRACEY C DUDA | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TRUSTEE | 10.00 | $95,000 | $0 | $0 |
| JOHN R VERKAMP | ||||||||
| 5084 WOOSTER RD | CINCINNATI | OH | 45226 | TREASURER | 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 | $480,744 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $111,970 |
| BRADY WARE | |||||
| 3601 RIGBY ROAD SUITE 400 | DAYTON | OH | 45342 | ACCOUNTING FIRM | $100,265 |
| WELLS FARGO | |||||
| 255 E 5TH ST SUITE 1400 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $63,898 |
| 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 | $94,951,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,959,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,127,796 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,039,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,039,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,530,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,508,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,025,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,025,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,862 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,862 | TotalTaxAmt |
| Distributable Before Adj | $4,973,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,973,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,973,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,066,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,066,859 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51,862 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,014,997 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,973,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,613 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,066,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,613 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,973,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,676 | 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 | $51,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $51,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK CRANE III | 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 (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 4C FOR CHILDREN | |||||
| 2100 SHERMAN AVENUE 300 | CINCINNATI | OH | 45212 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| AMERICAN DIABETES ASSOCIATION | |||||
| 4555 LAKE FOREST DR | BLUE ASH | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| AMERICAN RED CROSS | |||||
| 2111 DANA AVENUE | CINCINNATI | OH | 45207 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BEECH ACRES | |||||
| 6881 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BETHANY HOUSE SERVICES | |||||
| 1841 FAIRMONT AVENUE | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $16,667 |
| BIG BROTHERS BIG SISTERS | |||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| BIRTHRIGHT OF GREATER CINCINNATI | |||||
| 2115 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BLUEGRASS FOR BABIES INC | |||||
| 3448 URIGHT PLACE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BOYS & GIRLS CLUB | |||||
| 600 DALTON AVE | CINCINNATI | OH | 45203 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| BOYS HOPEGIRLS HOPE | |||||
| 1725 RIVERSIDE DRIVE | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| BRIGHTON CENTERS HOMEWARD BOUND | |||||
| 13 E 20TH ST | CONVIGNTON | KY | 41014 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $6,667 |
| CAMPING & EDUCATION FOUNDATION | |||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $65,000 |
| CENTER FOR CHILDREN & FAMILIES | |||||
| 75 ORPHANAGE ROAD PO BOX 17007 | FT MITCHELL | KY | 41017 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CHILDREN INC | |||||
| 333 MADISON AVE | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CHRIST HOSPITAL | |||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $150,000 |
| CHRIST THE KING CHURCH | |||||
| 3223 LINWOOD AVENUE | CINCINNATI | OH | 45226 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| CILO | |||||
| 2031 AUBURN AVENUE | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI BALLET | |||||
| 1555 CENTRAL PKWY | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CINCINNATI CHAMBER ORCHESTRA | |||||
| 4046 HAMILTON AVENUE SUITE 200 | CINCINNATI | OH | 45223 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| CINCINNATI CHILDRENS HOSPITAL | |||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $205,000 |
| CINCINNATI EVANS SCHOLARSHIP COMMITTEE | |||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CINCINNATI EYE INSTITUTE FOUNDATION | |||||
| 1945 CEI DRIVE | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CINCINNATI GOLDEN GLOVES | |||||
| 2334 BOUDINOT AVE | CINCINNATI | OH | 45238 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI OPERA | |||||
| 30 GARFIELD PLACE SUITE 800 | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CINCINNATI PUBLIC RADIO | |||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CINCINNATI STATE | |||||
| 3520 CENTRAL PARKWAY | CINCINNATI | OH | 45223 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $125,000 |
| CINCINNATI SYMPHONY | |||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| CINCINNATI UNION BETHEL | |||||
| 2115 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| CINCINNATI YOUTH COLLABORATIVE | |||||
| 301 OAK ST | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CINCINNATI ZOO | |||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $505,000 |
| CISE FOUNDATION | |||||
| 100 EAST 8TH STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CORNERSTONE | |||||
| 1641 VINE ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $51,875 |
| COUNCIL ON CHILD ABUSE | |||||
| 4440 LAKE FOREST DRIVE SUITE 118 | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| COVINGTON LADIES HOME | |||||
| 702 GARRARD STREET | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CREATIVE AGING | |||||
| 7970 BEECHMONT AVE | CINCINNATI | OH | 45255 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| DRESS FOR SUCCESS | |||||
| 205 WEST 4TH STREET SUITE 900 | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| EAST END ADULT EDUCATION CENTER | |||||
| 5271 DRAGON WAY SUITE 401 | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| EMANUEL SQUASH | |||||
| 1995 MADISON ROAD | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| FINDLAY MARKET | |||||
| 600 VINE STREET SUITE 2700 | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| GATEWAY HOUSE | |||||
| 2232 VINE STREET | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| GIRL SCOUTS OF WESTERN OHIO | |||||
| 4930 CORNELL RD | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| GREATER CINCINNATI BEHAVIORAL HEALTH | |||||
| 1501 MADISON ROAD | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| HCESC HEAD START AND EARLY HEAD START | |||||
| 924 WAYCROSS ROAD | CINCINNATI | OH | 45240 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| HEARING SPEECH AND DEAF CENTER | |||||
| 2825 BURNET AVENUE | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| IMPACT AUTISM FOUNDATION | |||||
| 7795 FIVE MILE ROAD | CINCINNATI | OH | 45230 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| KAREN CARNS FOUNDATION | |||||
| 4600 NORTH MASON-MONTGOMERY ROAD | MASON | OH | 45040 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| KAREN WELLINGTON FOUNDATION | |||||
| 5090 BOUCHAINE WAY | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| KILGOUR ELEMENTARY SCHOOL PTA | |||||
| 1339 HERSCHEL AVE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| LADD | |||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| LEADERSHIP SCHOLARS INC | |||||
| 1609 MADISON ROAD SUITE C | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 4370 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $143,334 |
| LIGHTHOUSE YOUTH SERVICES | |||||
| 401 E MCMILLAN STREET | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| LITTLE SISTERS OF THE POOR | |||||
| 476 RIDDLE ROAD | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| MAKE-A-WISH FOUNDATION | |||||
| 10260 ALLIANCE ROAD SUITE 200 | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| MCAULEY HIGH SCHOOL | |||||
| 6000 OAKWOOD AVE | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| MOUNT ST JOSEPH UNIVERSITY | |||||
| 5701 DELHI ROAD | CINCINNATI | OH | 45233 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| MT AIRY SCHOOL | |||||
| 5730 COLERAIN AVE | CINCINNATI | OH | 45239 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,000 |
| MT HEALTHY ALLIANCE INC | |||||
| PO BOX 31028 | CINCINNATI | OH | 45231 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| MUSIC HALL REVITALIZATION COMPANY | |||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| NAMI | |||||
| 3805 EDWARDS ROAD SUITE 130 | CINCINNATI | OH | 45209 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| NATIONAL MULTIPLE SCLEROSIS | |||||
| 4440 LAKE FOREST DRIVE SUITE 120 | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| NOTRE DAME URBAN EDUCATION CENTER | |||||
| 14 EAST EIGTH STREET | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,800 |
| OUR DAILY BREAD | |||||
| 1730 RACE STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| OVER THE RHINE KITCHEN | |||||
| 2631 GILBERT AVE | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| PREGNANCY CENTER EAST | |||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,800 |
| PROKIDS | |||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| PUBLIC LIBRARY OF CINCINNATI FOUNDATION | |||||
| 800 VINE ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $90,000 |
| RONALD MCDONALD HOUSE | |||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $65,000 |
| SAINT MARGARET HALL | |||||
| 1960 MADISON ROAD | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SETON FAMILY CENTER | |||||
| 3316 WERK ROAD | CINCINNATI | OH | 45211 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SHELTER HOUSE | |||||
| 411 GEST STREET SUITE 1 | CINCINNATI | OH | 45203 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $13,500 |
| SOCIETY OF THE SACRED HEART | |||||
| 4120 FOREST PARK AVE | ST LOUIS | MO | 63108 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| SPECIAL OLYMPICS | |||||
| 4790 RED BANK EXPY SUITE 206 | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $21,500 |
| ST XTRAVAGANZA | |||||
| 600 W NORTHBEND RD | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| ST BERNARD FOOD PANTRY | |||||
| 401 BERRY AVENUE | DAYTON | KY | 41074 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| ST JOSEPH HOME | |||||
| 10722 WYSCARVER RD | CINCINNATI | OH | 45241 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST MARY'S CHURCH | |||||
| 2853 ERIE AVENUE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| ST RITA'S SCHOOL FOR THE DEAF | |||||
| 1720 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45215 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST XAVIER HIGH SCHOOL | |||||
| 600 W NORTHBEND RD | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| STARFIRE | |||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| STEPPING STONES CENTER | |||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| TENDER MERCIES | |||||
| 27 W 12TH STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| THE ASPEN INSTITUTE | |||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINTON | DC | 20036 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| THE BEECHWOOD HOME | |||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| THE CHILDREN'S THEATRE OF CINCINNATI | |||||
| 4015 RED BANK ROAD | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| THE CINCI CHILDREN'S HOME OF CINCI | |||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| THE PINK RIBBON | |||||
| 5400 KENNEDY AVENUE | CINCINNATI | OH | 45213 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,000 |
| THE SALVATION ARMY | |||||
| 114 E CENTRAL PARKWAY | CINCINNATI | OH | 45212 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| UNITED CEREBRAL PALSY OF GREATER CINCY | |||||
| 2300 DREX AVE | CINCINNATI | OH | 45212 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| UNIVERSITY OF CINCINNATI | |||||
| 231 ALBERT SABIN WAY SUITE 6109 | CINCINNATI | OH | 45267 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $180,000 |
| URSALINE ACADEMY | |||||
| 5535 PFEIFFER RD | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| USO TRIBUTE CINCINNATI | |||||
| PO BOX 8057 | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| WALNUT HILLS HIGH SCHOOL | |||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| WARRIOR RUN | |||||
| 6715 HAMMERSTONE WAY | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,750 |
| WELCOME HOUSE OF NORTHERN KY | |||||
| 205 W PIKE ST | COVINGTON | KY | 41011 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $6,667 |
| WEST COLLEGE HILL NEIGHBORHOOD SVC | |||||
| 2062 NORTH BEND ROAD | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| WORKING IN NEIGHBORHOODS | |||||
| 1814 DREMAN AVE | CINCINNATI | OH | 45223 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,591,060 | 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 | $905,576 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,882,735 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$19,851 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$43,673 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,103,027 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$19,851 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,098,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,078,267 | 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 | $100,065 | Amt |
| Net Investment Income | $91,439 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,626 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| BUILDINGS - COMMERCIAL RENTAL PROPERTY | 1988-07-20 | $1,105,325 | $624,062 | VAR | 0.000000000000 | $25,330 | $25,330 | |
| LAND - COMMERCIAL RENTAL PROPERTY | 1988-07-20 | $29,525 | L | $0 | $0 | |||
| LAND - OFFICE CONDO | 2009-09-15 | $48,686 | L | $0 | $0 | |||
| BUILDING - OFFICE CONDO | 2009-09-15 | $154,246 | $24,884 | SL | $3,955 | $0 | 39.000000000000 | |
| FURNITURE & FIXTURES - OFFICE CONDO | 2009-09-15 | $8,420 | $8,044 | 200DB | $376 | $0 | 7.000000000000 | |
| PHONE SYSTEM | 2012-11-01 | $44 | $35 | 200DB | $5 | $0 | 5.000000000000 | |
| CONFERENCE ROOM CHAIRS | 2012-11-01 | $59 | $47 | 200DB | $6 | $0 | 5.000000000000 | |
| COMPUTERS - CYNTHIA & BACK OFFICE | 2012-11-01 | $312 | $248 | 200DB | $34 | $0 | 5.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DE MINIMIS SAFE HARBOR ELECTION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONMARGE & CHARLES J. SCHOTT FOUNDATION5084 WOOSTER ROAD, SUITE 100CINCINNATI, OH 45226EMPLOYER IDENTIFICATION NUMBER: 31-6063407FOR THE YEAR ENDING DECEMBER 31, 2016MARGE & CHARLES J. SCHOTT FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBORELECTION UNDER REG. SEC. 1.263(A)-1(F). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $16,022,770 | EOYBookValueAmt |
| EOYFMV | $16,016,067 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $70,051,659 | EOYBookValueAmt |
| EOYFMV | $82,251,131 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDINGS - COMMERCIAL RENTAL PROPERTY | $1,105,325 | $649,392 | $455,933 |
| LAND - COMMERCIAL RENTAL PROPERTY | $29,525 | $0 | $29,525 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $297,796 | BookValueAmt |
| EOYFMV | $297,796 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND - OFFICE CONDO | $48,686 | $0 | $48,686 |
| BUILDING - OFFICE CONDO | $154,246 | $28,839 | $125,407 |
| FURNITURE & FIXTURES - OFFICE CONDO | $8,420 | $8,420 | $0 |
| PHONE SYSTEM | $44 | $40 | $4 |
| CONFERENCE ROOM CHAIRS | $59 | $53 | $6 |
| COMPUTERS - CYNTHIA & BACK OFFICE | $312 | $282 | $30 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $34,346 | $34,346 | $0 |
| LEGAL | $1,988 | $1,988 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORAGE EXPENSE | $1,788 | $1,788 | $0 |
| REPAIR & MAINTENANCE EXPENSES - REAL ESTATE | $2,109 | $2,109 | $0 |
| UTILITIES EXPENSE | $4,269 | $4,269 | $0 |
| ASSOCIATION FEES-WOOSTER PROPERTY | $2,655 | $2,655 | $0 |
| INSURANCE EXPENSE | $23,461 | $23,461 | $0 |
| MISCELLANEOUS EXPENSE - INVESTMENT MANAGERS | $2,466 | $2,466 | $0 |
| FILING FEES EXPENSE | $200 | $200 | $0 |
| POSTAGE | $259 | $259 | $0 |
| TRAVEL | $8,166 | $8,166 | $0 |
| REPAIRS & MAINTENANCE | $105,650 | $105,650 | $0 |
| UTILITIES | $8,521 | $8,521 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SLSC HOLDINGS | $1,384 | $1,384 | $1,384 |
| PARK LAYNE | -$19,851 | -$19,851 | -$19,851 |
| SALE OF PARK LAYNE | $249,069 | $249,069 | $249,069 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| RENT DEPOSITS | $7,542 | $7,542 |
| PAYROLL LIABILITIES | $0 | $118 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $656,919 | Amt |
| Net Investment Income | $656,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $25,734 | $25,734 | $0 |
| FEDERAL TAXES | $110,000 | $0 | $0 |
| REAL ESTATE TAXES | $22,930 | $22,930 | $0 |
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