CINCINNATI FOUNDATION FOR THE AGED: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI FOUNDATION FOR THE AGED (EIN 31-0536971)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-06-10
- IRS object ID
- 201411619349100806
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-10T13:12:54-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 ELM STREET - SUITE 1250 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CINCINNATI FOUNDATION FOR THE AGED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CINC | BusinessNameControlTxt |
| Phone | 5133816859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 FOURTH AND VINE TOWER | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C PORTER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133816859 | PhoneNum |
| Signature | 2014-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A DEYHLE | PreparerPersonNm |
| PTIN | P00341594 | PTIN |
| Phone | 5132412940 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,291,265 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $184,347 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $958,496 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $958,496 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,283,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,323,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,283,378 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,379 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,431,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,242,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,575 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,575 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,496 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,496 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $45,287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $549 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $549 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,956 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,955 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,079 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,276,521 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,276,521 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,375,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,296,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,056,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,209,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $203,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,191 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,978 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $8,897,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,857,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,812,241 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $147,814 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $329,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $329,833 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21 | OtherAssetsBOYAmt |
| Other Assets EOY | $21 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,250,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,336,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,291,265 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,226 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,913 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,913 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,248,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,305,162 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,248,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,305,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,250,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,336,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,248,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,056,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,305,162 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,305,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| COCA COLA CO | P | $113,477 | $2,273 | $111,204 | $111,204 |
| HANCOCK, JOHN PATRIOT PREMIUM DIVIDEND FUND II | P | $6,049 | $6,049 | $6,049 | |
| PROCTER & GAMBLE CO | P | $1,174,425 | $6,138 | $1,168,287 | $1,168,287 |
| ROYCE VALUE TRUST INC | P | $29,891 | $32,053 | -$2,162 | -$2,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,283,378 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,137,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,771,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047842 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,013,194 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,752,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $864,093 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,076,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $953,074 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,063,985 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052761 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,137,303 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,817,989 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057387 | DistributionYr5Rt |
| Total Distribution | 0.247608 | TotalDistributionRt |
| Average Distribution | 0.049522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,387,099 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,306,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,095 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,328,837 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,296,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,268 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,268 | TotalPaymentsAndCreditsAmt |
| Tax Due | $28,921 | TaxDueAmt |
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 | CINTIFOUNDATION4AGED.COM | WebsiteAddressTxt |
| Individual With Books | HEATHER JANSEN | IndividualWithBooksNm |
| Phone | 5133816859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 FOURTH VINE TOWER | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| 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 (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT C PORTER JR | ||||||||
| 2100 FOURTH VINE TOWER | CINCINNATI | OH | 45202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| THOMAS L FINN | ||||||||
| 7 ANNWOOD LANE | CINCINNATI | OH | 45206 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| GENE WEBER | ||||||||
| 36 WINDING WAY | CRESTVIEW HILLS | KY | 41017 | 2ND VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| RICHARD HOEFINGHOFF | ||||||||
| 2943 AMELIA DRIVE | EDGEWOOD | KY | 41017 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| HEATHER JANSEN | ||||||||
| 1032 RIVERVIEW FARMS PL | VILLA HILLS | KY | 41017 | SECRETARY/TREASURER | 8.00 | $23,150 | $0 | $0 |
| WILLIAM H STRIETMANN | ||||||||
| 8360 RIDGEVIEW DRIVE | CINCINNATI | OH | 45015 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ROBERT PORTER III | ||||||||
| 2100 FOURTH VINE TOWER | CINCINNATI | OH | 45202 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SISTER JEAN MARIE HOFFMAN | ||||||||
| 132 LOUISE DRIVE | FT MITCHELL | KY | 41017 | 1ST VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| BOYD COLGLAZIER | ||||||||
| 760 MAIDSTONE CT | CINCINNATI | OH | 45230 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JON BLOHM | ||||||||
| 1985 RUSTIC WOOD LANE | CINCINNATI | OH | 45255 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| VINCE HOPKINS | ||||||||
| 3354 PADDOCK LANE | MASON | OH | 45040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JAMES KEMP | ||||||||
| 5765 SIDNEY ROAD | CINCINNATI | OH | 45233 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,523,912 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,788,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,788,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $401,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,387,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,319,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,319,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,189 | TotalTaxAmt |
| Distributable Before Adj | $1,275,166 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,275,166 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,275,166 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,296,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,296,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,296,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,275,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $11,044 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $11,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,296,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,275,166 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,478 | 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 | $32,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,044 | ExcessFromYear4Amt |
| Excess From Current Year | $21,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CINCINNATI FOUNDATION FOR THE A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 FOURTH VINE TOWER - 5 WEST | AddressLine1 |
| Address Line2 | FOURTH STREET | AddressLine2 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133816859 | RecipientPhoneNum |
| Form And Info And Materials | N/A; THE CINCINNATI FOUNDATION FOR THE AGED DOES NOT ACCEPT APPLICATIONS; | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GREATER CINCINNATI AREA - CHARITABLE NURSING FACILITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BAPTIST LIFE COMMUNITIES | |||||
| 3000 RIGGS AVENUE | ERLANGER | KY | 41018 | TO PAY FOR THE COST OF NURSING HOME CARE | $39,171 |
| BAYLEY PLACE | |||||
| 990 BALEY PLACE DRIVE | CINCINNATI | OH | 45233 | TO PAY FOR THE COST OF NURSING HOME CARE | $48,000 |
| COVINGTON LADIES HOME | |||||
| 702 GARRARD STREET | COVINGTON | KY | 41011 | TO PAY FOR THE COST OF NURSING HOME CARE | $4,500 |
| CARMEL MANOR | |||||
| 100 CARMEL MANOR ROAD | FT THOMAS | KY | 41075 | TO PAY FOR THE COST OF NURSING HOME CARE | $94,599 |
| CEDAR VILLAGE | |||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | TO PAY FOR THE COST OF NURSING HOME CARE | $209,512 |
| COTTINGHAM RETIREMENT CENTER | |||||
| 3995 COTTINGHAM DRIVE | CINCINNATI | OH | 45241 | TO PAY FOR THE COST OF NURSING HOME CARE | $129,533 |
| EPISCOPAL RETIREMENT CENTER | |||||
| 3870 VIRGINIA AVENUE | CINCINNATI | OH | 45227 | TO PAY FOR THE COST OF NURSING HOME CARE | $24,000 |
| GREATER CINCINNATI FOUNDATION | |||||
| 200 WEST FOURTH STREET | CINCINNATI | OH | 45202 | DONATION | $450,000 |
| JUDSON VILLAGE | |||||
| 2373 HARRISON AVENUE | CINCINNATI | OH | 45211 | TO PAY FOR THE COST OF NURSING HOME CARE | $22,800 |
| MADONNA MANOR | |||||
| 2344 AMSTERDAM ROAD | VILLA HILLS | KY | 41017 | TO PAY FOR THE COST OF NURSING HOME CARE | $24,000 |
| MASON CHRISTIAN VILLAGE | |||||
| 411 WESTERN ROW ROAD | MASON | OH | 45040 | REIMBURSMENT FOR AMOUNTS PREVIOUSLY PAID FOR THE COST OF NURING HOME CARE | -$1,892 |
| EPIC HOUSE | |||||
| 910 YORK STREET | CINCINNATI | OH | 45214 | TO PAY FOR THE COST OF NURSING HOME CARE | $1,500 |
| MT HEALTHY CHRISTIAN | |||||
| 8097 HAMILTON AVENUE | CINCINNATI | OH | 45231 | TO PAY FOR THE COST OF NURSING HOME CARE | $112,358 |
| SCARLET OAKS RETIREMENT COMMUNITY | |||||
| 440 LAFAYETTE AVE | CINCINNATI | OH | 45220 | TO PAY FOR THE COST OF NURSING HOME CARE | $1,700 |
| ST CHARLES CARE CENTER VILLAGE AND LODGE | |||||
| 500 FARRELL DRIVE | COVINGTON | KY | 41011 | TO PAY FOR THE COST OF NURSING HOME CARE | $100,740 |
| ST MARGARET HALL | |||||
| 1960 MADISON ROAD | CINCINNATI | OH | 45208 | TO PAY FOR THE COST OF NURSING HOME CARE | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,276,521 | 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 | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $958,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,283,378 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| SECURITIES LITIGATION | 14 | $50 | |
| MISCELLANOUS | 14 | $5,329 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,329 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,242,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,247,359 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TRUST UW OSCAR COHRS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 KINDSLEY DRIVE MD 1M0820 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45263 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $184,347 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,496 | Amt |
| Net Investment Income | $12,496 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A T & T INC | $465,685 | $557,613 |
| BLACKROCK CORE BOND TR | $292,569 | $268,800 |
| BRISTOL-MYERS SQUIBB COMPANY | $123,128 | $467,550 |
| CHEVRON TEXACO CORPORATION | $45,974 | $594,550 |
| COCA COLA COMPANY | $15,912 | $811,860 |
| DNP SELECT INCOME FUND IN | $623,362 | $568,400 |
| EXXON MOBILE CORP. | $83,699 | $1,953,600 |
| FIFTH THIRD BANCORP | $7,249 | $459,100 |
| BLACKROCK CREDIT ALLOCATION INCOME TR | $193,894 | $108,160 |
| GABELLI EQUITY TRUST INC. | $111,186 | $112,230 |
| GENERAL ELECTRIC COMPANY | $545,747 | $440,130 |
| GREAT PLAINS ENERGY INC. | $338,276 | $351,520 |
| PFIZER, INC. | $41,749 | $578,160 |
| PROCTER AND GAMBLE COMPANY | $59,340 | $11,687,000 |
| US BANCORP DEL NEW | $531,566 | $942,920 |
| WELLS FARGO & COMPANY | $13,935 | $497,400 |
| EATON VANCE LTD DURATION | $198,458 | $152,500 |
| HANCOCK, JOHN PATRIOT | $200,429 | $232,595 |
| BANK OF AMERICA | $711,890 | $309,600 |
| CONSOLIDATED EDISON INC | $442,947 | $536,500 |
| REGIONS FINANCIAL | $234,649 | $88,880 |
| ASSURED GUARANTY MUNI | $200,005 | $202,400 |
| INTEGRYS ENERGY GROUP, INC. | $497,341 | $596,500 |
| ROYCE VALUE TRUST | $551,116 | $393,250 |
| SOUTHERN COMPANY | $719,001 | $878,800 |
| DUKE ENERGY CORP. | $807,756 | $1,100,278 |
| PNC FINANCIAL SERVICES | $165,522 | $20,445 |
| TRI CONTINENTAL | $260,920 | $200,800 |
| CINCINNATI FINANCIAL CORPORATION | $438,051 | $729,900 |
| VERIZON COMMUNICATIONS | $353,983 | $380,560 |
| AMERICAN ELECTRIC POWER COMPANY INC | $197,572 | $202,640 |
| KRAFT FOOD GROUP INC | $223,352 | $224,400 |
| LEGGETT & PLATT INC | $160,767 | $163,200 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKROCK MONEY MARKET | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $329,833 | BookValueAmt |
| EOYFMV | $329,833 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEPOSIT | $20 | $20 |
| CEMETARY PLOT | $1 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,237 | $1,119 | $1,118 |
| TELEPHONE | $1,664 | $832 | $832 |
| OFFICE | $3,559 | $905 | $905 |
| RENT | $10,200 | $5,100 | $5,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LITIGATION | $50 | $50 | $50 |
| MISCELLANOUS | $5,329 | $5,329 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES WITHHELD | $2,226 | $1,992 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $28,921 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $44,189 | $0 | $0 |
| FICA/UNEMPLOYMENT | $1,098 | $549 | $549 |
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