MARGE & CHARLES J SCHOTT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARGE & CHARLES J SCHOTT FOUNDATION (EIN 31-6063407)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349100306
- 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
- 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 | 2014-11-14T07:47:11-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MAIN STREET SUITE 600 | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 454022088 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45226 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK J CRANE III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5137218400 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J GMEINER | PreparerPersonNm |
| PTIN | P00197565 | PTIN |
| Phone | 9372235247 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| 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 | $108,443,791 | 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 | $279,253 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $748,358 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $742,804 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,523,169 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,523,169 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $129,400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $129,400 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $32,370 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,182,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,586,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,182,322 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,274 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,324 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,900,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,604,019 | 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 | $29,418 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $128,238 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $128,238 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $102,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $95,103 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,752 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $611,140 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $611,140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $167,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92,513 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $31,905 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $31,905 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $89,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,084 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,635,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,076,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $454,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,075,951 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,075,951 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,711,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,076,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,530,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$810,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,527,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $543,642 | CashBOYAmt |
| Cash EOY | $805,236 | CashEOYAmt |
| Cash EOYFMV | $805,236 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,720,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,094,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,094,763 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $56,791,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,607,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,889,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,286,774 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,371,166 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,756,783 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,134,850 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $572,580 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $589,311 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $562,270 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $830,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $6,489,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,174,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,877,396 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $211,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,693 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $192,938 | LandBOYAmt |
| Land EOY | $188,074 | LandEOYAmt |
| Land EOYFMV | $190,000 | LandEOYFMVAmt |
| Total Assets BOY | $92,613,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,803,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,443,791 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,542 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,542 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,542 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,542 | 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 | $92,606,311 | RetainedEarningBOYAmt |
| Retained Earning EOY | $91,795,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,606,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,795,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,613,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,803,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,606,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$810,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,795,579 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,795,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $31,788,029 | $28,105,968 | $3,682,061 | $3,682,061 | ||
| AMBLESIDE LOT 1 | P | $784,811 | $1,174,030 | -$389,219 | -$389,219 | 2006-09-11 | 2013-04-05 |
| AMBLESIDE LOT 4 | P | $600,846 | $914,382 | -$313,536 | -$313,536 | 2006-09-11 | 2013-02-19 |
| AMBLESIDE LOT 5 | P | $642,704 | $978,084 | -$335,380 | -$335,380 | 2006-09-11 | 2013-02-19 |
| AMBLESIDE LOT 9 | P | $649,951 | $981,279 | -$331,328 | -$331,328 | 2006-09-11 | 2013-02-08 |
| FORT WASHINGTON | P | $120,127 | $250,403 | -$130,276 | -$130,276 | 2006-07-01 | 2013-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,182,322 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,576,578 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $97,080,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,672,991 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $99,055,739 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,951,429 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $95,559,239 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051815 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,601,642 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $96,253,252 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,415,063 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $100,861,849 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063602 | DistributionYr5Rt |
| Total Distribution | 0.257542 | TotalDistributionRt |
| Average Distribution | 0.051508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $102,287,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,268,619 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,275 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,303,894 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,530,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,011 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $130,011 | TotalPaymentsAndCreditsAmt |
| Overpayment | $59,460 | OverpaymentAmt |
| Applied To ES Tax | $59,460 | 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 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45226 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| ROBERT MARTIN | ||||||||
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 312 WALNUT STREET SUITE 3300 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $460,120 |
| DONNELLON DONNELLON & MILLER | |||||
| 9079 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | ATTORNEY | $126,738 |
| BRADY WARE | |||||
| 1 SOUTH MAIN STREET SUITE 600 | DAYTON | OH | 45402 | ACCOUNTING FIRM | $102,855 |
| FIFTH THIRD PRIVATE BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | FINANCIAL ADVISOR | $99,671 |
| WELLS FARGO | |||||
| 255 E 5TH ST SUITE 1400 | CINCINNATI | OH | 45202 | FINANCIAL ADVISOR | $50,951 |
| 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 | $87,538,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,408,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,897,396 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,845,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,845,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,557,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,287,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,114,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,114,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,551 | TotalTaxAmt |
| Distributable Before Adj | $5,043,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,043,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,043,818 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,530,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,530,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,530,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,043,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,370,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,651 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $195,076 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,781,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,530,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,530,203 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $513,615 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $513,615 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,267,642 | 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 | $1,267,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $856,915 | ExcessFromYear4Amt |
| Excess From Year3 | $215,651 | ExcessFromYear3Amt |
| Excess From Year2 | $195,076 | ExcessFromYear2Amt |
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 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45226 | ZIPCode |
| 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 4C FOR CHILDREN | |||||
| 1924 DANA AVE | CINCINNATI | OH | 45207 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| ALL SAINTS CHURCH | |||||
| 8939 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| AMERICAN RED CROSS | |||||
| 3567 SOLUTIONS CENTER | CHICAGO | IL | 60677 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| BARBARA CASSADY FREY LIBRARY | |||||
| 2121 MADISON ROAD | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| BIG BROTHERS BIG SISTERS | |||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,600 |
| BIRTHRIGHT PREGNANCY CENTER | |||||
| 2115 BEECHMONT AVE | CINCINNATI | OH | 45230 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| BOY SCOUTS OF AMERICA | |||||
| 10078 READING ROAD | CINCINNATI | OH | 45241 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $440,000 |
| BOYS HOPEGIRLS HOPE | |||||
| 4225 MALSBARY ROAD SUITE 208 | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CISE | |||||
| 100 EAST 8TH STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| CAMP JOY | |||||
| 10117 OLD 3 C HWY | CLARKSVILLE | OH | 45113 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $54,000 |
| CAMPING & EDUCATION FOUNDATION | |||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CANCER SUPPORT COMMNITY | |||||
| 4801 HEMPSTEAD STATION DR | KETTERING | OH | 45429 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,500 |
| CET | |||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| CHILDREN'S THEATRE OF CINCINNATI | |||||
| 5020 OALWAN DRIVE SUITE 2000 | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CINCINNATI ASSOC FOR BLIND & V IMPAIRED | |||||
| 2045 GILBERT AVENUE | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| CINCINNATI CHAMBER ORCHESTRA | |||||
| 105 WEST 4TH STREET SUITE 81 | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| CINCINNATI OPERA | |||||
| 1243 ELM STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $150,000 |
| CINCINNATI SYMPHONY | |||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $135,000 |
| CINCINNATI WALDORF SCHOOL | |||||
| 6743 CHESTNUT ST | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| CINCINNATI WORKS | |||||
| 37 W SEVENTH ST | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| CINCINNATI ZOO | |||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $500,000 |
| COUNCIL ON CHILD ABUSE | |||||
| 4155 CROSSGATE SQUARE | CINCINNATI | OH | 45236 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| CREATIVE AGING | |||||
| 7970 BEECHMONT AVE | CINCINNATI | OH | 45255 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| DEPAUL CRISTO REY | |||||
| 1133 CLIFTON HILLS AVENUE | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| DIOCESAN CATHOLIC CHILDREN'S HOME | |||||
| 75 ORPHANAGE ROAD PO BOX 17007 | FORT MITCHELL | KY | 41017 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| DRESS FOR SUCCESS | |||||
| 135 WEST 4TH STREET | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| EPILEPSY FOUNDATION | |||||
| 895 CENTRAL AVENUE SUITE 550 | CINCINNATI | OH | 43016 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 |
| FREE STORE FOOD BANK | |||||
| 1250 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $20,000 |
| FRIARS CLUB | |||||
| 2316 HARRYWOOD COURT | CINCINNATI | OH | 45239 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| GREATER CINCINNATI BEHAVIORAL HEALTH | |||||
| 1322 E MCMILLAN STREET | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $250,000 |
| HAMILTON CTY PARK DIST SPECIAL OLYMPICS | |||||
| 4777 RED BANK EXPWY | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| HEARING SPEECH AND DEAF CENTER | |||||
| 2825 BURNET AVE | CINCINNATI | OH | 45219 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| HONOR FLIGHT TRI-STATE | |||||
| 8627 CALUMET WAY | CINCINNATI | OH | 45249 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| 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 | $75,000 |
| KAREN WELLINGTON FOUNDATION | |||||
| PO BOX 6464 | CINCINNATI | OH | 45201 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $4,000 |
| LEADERSHIP SCHOLARS INC | |||||
| 1602 MADISON ROAD | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| LEUKEMIA & LYMPHOMA | |||||
| 2300 WALL STREET | CINCINNATI | OH | 45212 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $33,334 |
| 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 RD | CINCINNATI | OH | 45220 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| LIVING HOPE TRANSITIONAL HOME | |||||
| 3765 EBENEZER ROAD | CINCINNATI | OH | 45248 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| MADELEINE GORDON GIFT OF LIFE FOUNDATION | |||||
| PO BOX 6945 | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $12,000 |
| MARDI GRAS | |||||
| PO BOX 2112 | COVINGTON | KY | 41012 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| MATTHEW 25 | |||||
| 11060 KENWOOD RD | BLUE ASH | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $100,000 |
| MCAULEY HIGH SCHOOL | |||||
| 6000 OAKWOOD AVENUE | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| MOUNT ZION BAPTIST CHURCH | |||||
| 1000 YANKEE RD | MIDDLETOWN | OH | 45044 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $500 |
| NAMI | |||||
| 3805 EDWARDS ROAD SUITE 130 | CINCINNATI | OH | 45209 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| NEWPORT CENTRAL CATHOLIC HIGH SCHOOL | |||||
| 13 CAROTHERS ROAD | NEWPORT | KY | 41071 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| OHIO VALLEY VOICES | |||||
| 6642 BRANCH-HILL GUINEA PIKE | LOVELAND | OH | 45140 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| OUR DAILY BREAD | |||||
| PO BOX 14862 | CINCINNATI | OH | 45250 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $30,000 |
| OUR LADY OF THE HOLY SPIRIT | |||||
| 5440 MOELLER AVENUE | NORWOOD | OH | 45212 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| OUR LORD CHRIST THE KING | |||||
| 3223 LINWOOD AVE | CINCINNATI | OH | 45226 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| 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 CNCER ACTON NETWORK | |||||
| 2808 READING RD | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| PREGNANCY CENTER EAST | |||||
| 3944 EDWARDS ROAD | CINCINNATI | OH | 45209 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| PREVENT BLINDNESS OHIO | |||||
| 615 ELSINOR PL | CINCINNATI | OH | 45202 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| PROKIDS | |||||
| 2320 KEMPER LN | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| RONALD MCDONALD HOUSE | |||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $51,750 |
| SANTA MARIA COMMUNITY SERVICES | |||||
| 2918 PRICE AVENUE | CINCINNATI | OH | 45204 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SETON HIGH SCHOOL | |||||
| 3901 GLENWAY AVENUE | CINCINNATI | OH | 45205 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SEVEN HILLS NEIGHBORHOOD HOUSES | |||||
| 901 FINDLEY ST | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| SOCIETY OF THE SACRED HEART | |||||
| 4289 WEST PINE BLVD | ST LOUIS | MO | 63108 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST ALOYSIUS | |||||
| 4721 READING RD | CINCINNATI | OH | 45237 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $75,000 |
| ST MARGARET HALL | |||||
| 1960 MADISON RD | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $50,000 |
| ST PETER CLAVER SCHOOL | |||||
| PO BOX 14686 | CINCINNATI | OH | 45250 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| ST XAVIER CHURCH | |||||
| 600 W NORTHBEND RD | CINCINNATI | OH | 45224 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $200,000 |
| STARSHINE HOSPICE GOLF CLASSIC | |||||
| 3940 OLYMPIC BOULEVARD SUITE 400 | ERLANGER | KY | 41018 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| STEPPING STONES CENTER | |||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| SYCAMORE SENIOR CENTER | |||||
| 4455 CARVER WOODS DR | CINCINNATI | OH | 45242 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $5,000 |
| THE PINK RIBBON | |||||
| 4850 RED BANK RD | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,000 |
| THOMAS MORE COLLEGE | |||||
| 333 THOMAS MORE PKWY | CRESTVIEW HILLS | KY | 41017 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $25,000 |
| TOM GEIGER GUEST HOUSE | |||||
| 2634 MELROSE AVE | CINCINNATI | OH | 45206 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $10,000 |
| THE CAMPING & EDUCATION FOUNDATION | |||||
| 3515 MICHIGAN AVENUE | CINCINNATI | OH | 45208 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| VILLAGE OF MOSCOW | |||||
| 30 WELLS ST | MOSCOW | OH | 45153 | 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 |
| WARBIRD | |||||
| 4021 BORMAN DR | BATAVIA | OH | 45103 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $1,000 |
| WARRIOR RUN | |||||
| 6715 HAMMERSTONE WAY | CINCINNATI | OH | 45227 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $3,000 |
| WGUC | |||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $15,000 |
| 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 |
| BEAVERCREEK CHRISTIAN CHURCH | |||||
| 3009 SHAKERTOWN RD | BEAVERCREEK | OH | 45434 | GIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT | $2,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,075,951 | 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 | $748,358 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,523,169 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $32,370 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,950 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,182,322 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,950 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,512,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,524,493 | 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 | C PADDOCK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630858 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452630858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $279,253 | 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 | $102,855 | Amt |
| Net Investment Income | $95,103 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,752 | 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 | $545,539 | VAR | 0.000000000000 | $27,041 | $27,041 | |
| 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 | $13,019 | SL | $3,955 | $0 | 39.000000000000 | |
| FURNITURE & FIXTURES - OFFICE CONDO | 2009-09-15 | $8,420 | $5,789 | 200DB | $752 | $0 | 7.000000000000 | |
| PHONE SYSTEM | 2012-11-01 | $44 | $2 | 200DB | $17 | $0 | 5.000000000000 | |
| CONFERENCE ROOM CHAIRS | 2012-11-01 | $59 | $3 | 200DB | $22 | $0 | 5.000000000000 | |
| COMPUTERS - CYNTHIA & BACK OFFICE | 2012-11-01 | $312 | $16 | 200DB | $118 | $0 | 5.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION UNDER CODE SECTION 171 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE TAXPAYER IS HEREBY ELECTING TO AMORTIZE THE BOND PREMIUM FOR ALL TAXABLE BONDS UNDER REGS. ??1.1714. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & GOVERNMENT SECURITIES | BondNm |
| EOY Book Value | $20,371,166 | EOYBookValueAmt |
| EOYFMV | $20,756,783 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & OTHER INVESTMENTS | StockNm |
| EOY Book Value | $58,607,563 | EOYBookValueAmt |
| EOYFMV | $74,889,613 | 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 | $572,580 | $532,745 |
| LAND - COMMERCIAL RENTAL PROPERTY | $29,525 | $0 | $29,525 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VENTURE FUND | FMV | $0 | $0 |
| REAL ESTATE INVESTMENTS | FMV | $1,876,253 | $1,579,600 |
| NOTE RECEIVABLE - SPORTS SENSORS | AT COST | $297,796 | $297,796 |
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 | $16,974 | $137,272 |
| FURNITURE & FIXTURES - OFFICE CONDO | $8,420 | $6,541 | $1,879 |
| PHONE SYSTEM | $44 | $19 | $25 |
| CONFERENCE ROOM CHAIRS | $59 | $25 | $34 |
| COMPUTERS - CYNTHIA & BACK OFFICE | $312 | $134 | $178 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $117,738 | $117,738 | $0 |
| LEGAL | $10,500 | $10,500 | $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 | $1,573 | $1,573 | $0 |
| INVESTMENT EXPENSES-BLOME RD | $11,303 | $11,303 | $0 |
| UTILITIES EXPENSE | $4,926 | $4,926 | $0 |
| ASSOCIATION FEES-WOOSTER PROPERTY | $2,340 | $2,340 | $0 |
| INSURANCE EXPENSE | $21,824 | $21,824 | $0 |
| MISCELLANEOUS EXPENSE | $11,099 | $11,099 | $0 |
| FILING FEES EXPENSE | $200 | $200 | $0 |
| PASS THROUGH EXPENSES | $404 | $0 | $0 |
| REPAIRS & MAINTENANCE | $25,969 | $25,969 | $0 |
| UTILITIES | $9,840 | $9,840 | $0 |
| MISCELLANEOUS EXPENSE | $10 | $10 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FORT WASHINGTON INV. INC. | -$927 | -$927 | -$927 |
| PARK LAYNE INV. INC. | $17,399 | $0 | $17,399 |
| OTHER INCOME 5677-5124 | -$5,515 | -$5,515 | -$5,515 |
| OTHER INCOME | $22,329 | $22,329 | $22,329 |
| SLSC HOLDINGS | $10,198 | $10,198 | $10,198 |
| PARTNERSHIP LOSSES | -$5,449 | $0 | -$5,449 |
| PARTNERSHIP CAPITAL GAIN | $239 | $239 | $239 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| BOY Book Value | $7,542 | BOYBookValueAmt |
| EOY Book Value | $7,542 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $611,140 | Amt |
| Net Investment Income | $611,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $25,325 | $25,325 | $0 |
| REAL ESTATE TAXES | $43,518 | $43,518 | $0 |
| FEDERAL TAXES | $75,000 | $0 | $0 |
| REAL ESTATE TAXES | $23,670 | $23,670 | $0 |
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