CINCINNATI FOUNDATION FOR THE AGED: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI FOUNDATION FOR THE AGED (EIN 31-0536971)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-06-05
- IRS object ID
- 201241579349100409
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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) |
|---|---|---|
| Timestamp | 2012-06-05T14:14:59-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316063298 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536971 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CINCINNATI FOUNDATION FOR THE AGED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CINC | NameControl |
| Phone | 5133816859 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT C PORTER III | Name |
| Title | PRESIDENT | Title |
| Phone | 5133816859 | Phone |
| Date Signed | 2012-05-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY A DEYHLE | Name |
| PTIN | P00341594 | PTIN |
| Phone | 5132412940 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 23324600 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 359615 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 58 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 58 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 811054 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 811054 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5865 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4715 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 684 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 225 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1165546 | TotalRevenueAndExpenses |
| Total Net Investment Income | 811337 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 19900 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9950 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 9950 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12165 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12165 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 17425 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 787 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 788 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15626 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6940 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6939 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 65116 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29842 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 17677 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 995517 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 995517 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1060633 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29842 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1013194 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 104913 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 781495 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 233201 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 253871 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 253871 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 5480 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3546 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3546 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 8794121 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8878211 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 22821330 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 249754 | InvestmentsOtherBOY |
| Investments Other EOY | 245853 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 245853 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 21 | OtherAssetsBOY |
| Other Assets EOY | 21 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 9282577 | TotalAssetsBOY |
| Total Assets EOY | 9381502 | TotalAssetsEOY |
| Total Assets EOYFMV | 23324600 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 8347 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2359 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 8347 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2359 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 9274230 | CapitalStockBOY |
| Capital Stock EOY | 9379143 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 9274230 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9379143 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9282577 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9381502 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9274230 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 104913 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9379143 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9379143 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| GABELLI HEALTHCARE WELLNESS TRUST | P | 225 | 6090 | -5865 | -5865 |
| ROYCE VALUE TRUST INC | P | 4490 | 4490 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5865 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 864093 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20076259 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043041 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 953074 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18063985 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052761 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1137303 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19817989 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057387 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1153388 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 23912032 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048235 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1088470 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 22936759 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047455 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248879 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049776 | AverageDistributionRatio |
| Net Noncharitable Assets | 21752896 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1082772 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7815 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1090587 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1013194 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 15630 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 15630 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 15630 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14184 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14184 | TotalCreditsAndPayments |
| Tax Due | 1446 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HEATHER JANSEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5133816859 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT C PORTER JR | |||||||||
| 2100 FOURTH VINE TOWER - 5 WEST | FOURTH | 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 | 19900 | 0 | 0 | |
| WILLIAM H STRIETMANN | |||||||||
| 8360 RIDGEVIEW DRIVE | CINCINNATI | OH | 45015 | TRUSTEE | 0.50 | 0 | 0 | 0 | |
| ROBERT PORTER III | |||||||||
| 2100 FOURTH VINE TOWER - 5 WEST | FOURT | 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 | |
| JACK GREER | |||||||||
| BOX 545 | COLLEGE CORNER | OH | 450030545 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 21832511 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 251626 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 21 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 22084158 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 22084158 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 331262 | CashDeemedCharitable |
| Net Noncharitable Assets | 21752896 | NetNoncharitableAssets |
| Minimum Investment Return | 1087645 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1087645 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15630 | TaxBasedOnInvestmentIncome |
| Total Tax | 15630 | TotalTax |
| Distributable Amount Before Adj | 1072015 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1072015 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1072015 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1013194 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1013194 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1013194 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1072015 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 42974 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 62929 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 105903 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1013194 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1013194 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 58821 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 58821 | ExcessDistriCyovAppliedCY |
| Total Corpus | 47082 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 47082 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 47082 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE CINCINNATI FOUNDATION FOR THE A | RecipientName |
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 Number | 5133816859 | RecipientPhoneNumber |
| Form And Info And Materials | PREPARED FOUNDATION FORM INFORMATION AS PRESCRIBED BY FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GREATER CINCINNATI AREA - CHARITABLE NURSING FACILITIES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| BAYLEY PLACE | |||||
| 990 BALEY PLACE DRIVE | CINCINNATI | OH | 45233 | TO PAY FOR THE COST OF NURSING HOME CARE | $48,000 |
| BRIDGEWAY POINTE | |||||
| 165 W GALBRAITH RD | CINCINNATI | OH | 45216 | TO PAY FOR THE COST OF NURSING HOME CARE | $17,693 |
| CARMEL MANOR | |||||
| 100 CARMEL MANOR ROAD | FT THOMAS | KY | 41075 | TO PAY FOR THE COST OF NURSING HOME CARE | $166,435 |
| CEDAR VILLAGE | |||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | TO PAY FOR THE COST OF NURSING HOME CARE | $189,801 |
| COTTINGHAM RETIREMENT CENTER | |||||
| 3995 COTTINGHAM DRIVE | CINCINNATI | OH | 45241 | TO PAY FOR THE COST OF NURSING HOME CARE | $17,850 |
| EPISCOPAL RETIREMENT CENTER | |||||
| 3870 VIRGINIA AVENUE | CINCINNATI | OH | 45227 | TO PAY FOR THE COST OF NURSING HOME CARE | $24,000 |
| 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 | $21,600 |
| MASON CHRISTIAN VILLAGE | |||||
| 411 WESTERN ROW ROAD | MASON | OH | 45040 | TO PAY FOR THE COST OF NURSING HOME CARE | $53,406 |
| MERCY FRANCISCAN WEST PARK | |||||
| 2950 WEST PARK DRIVE | CINCINNATI | OH | 45238 | TO PAY FOR THE COST OF NURSING HOME CARE | $19,200 |
| MT HEALTHY CHRISTIAN | |||||
| 8097 HAMILTON AVENUE | CINCINNATI | OH | 45231 | TO PAY FOR THE COST OF NURSING HOME CARE | $192,850 |
| OUR LADY OF THE WOODS | |||||
| 3636 SEMLOH AVE | CINCINNATI | OH | 45247 | TO PAY FOR THE COST OF NURSING HOME CARE | $6,000 |
| ST CHARLES CARE CENTER VILLAGE AND LODGE | |||||
| 500 FARRELL DRIVE | COVINGTON | KY | 41011 | TO PAY FOR THE COST OF NURSING HOME CARE | $77,082 |
| ST MARGARET HALL | |||||
| 1960 MADISON ROAD | CINCINNATI | OH | 45208 | TO PAY FOR THE COST OF NURSING HOME CARE | $38,800 |
| GREATER CINCINNATI FOUNDATION | |||||
| 200 WEST FOURTH STREET | CINCINNATI | OH | 45202 | DONATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 995517 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $811,054 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$5,865 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| SECURITIES LITIGATION | 14 | $225 |
| MISCELLANOUS | 14 | $459 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $805,931 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 805931 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | TRUST UW O LUEDEKING | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | 16769 | X |
| 2 | TRUST UW OSCAR COHRS | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | 342846 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $12,165 | Amount |
| Net Investment Income | 12165 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| A T & T INC | 433132 | 468450 |
| BLACKROCK CORE BOND TR | 292569 | 275400 |
| BRISTOL-MYERS SQUIBB COMPANY | 123128 | 303750 |
| CHEVRON TEXACO CORPORATION | 45974 | 536050 |
| COCA COLA COMPANY | 18184 | 888120 |
| DNP SELECT INCOME FUND IN | 650091 | 585800 |
| EXXON MOBILE CORP. | 83699 | 1734600 |
| FIFTH THIRD BANCORP | 7249 | 280900 |
| FINANCIAL SECURITY ASSURANCE HLD | 200005 | 197840 |
| GABELLI EQUITY TRUST INC. | 142688 | 83375 |
| GENERAL ELECTRIC COMPANY | 376165 | 200700 |
| GREAT PLAINS ENERGY INC. | 338276 | 263510 |
| PFIZER, INC. | 41749 | 407610 |
| PROCTER AND GAMBLE COMPANY | 65478 | 10753600 |
| US BANCORP DEL NEW | 531566 | 696960 |
| WELLS FARGO & COMPANY | 13935 | 341400 |
| EATON VANCE LTD DURATION | 200000 | 160500 |
| HANCOCK, JOHN PATRIOT | 200429 | 241935 |
| BANK OF AMERICA | 686861 | 143550 |
| CONSOLIDATED EDISON INC | 442947 | 584200 |
| REGIONS FINANCIAL | 234649 | 52720 |
| BLACKROCK PREFERRED & EQUITY TRUST | 200007 | 104560 |
| INTEGRYS ENERGY GROUP, INC. | 497341 | 529900 |
| PROGRESS ENERGY INC. | 539515 | 637320 |
| ROYCE VALUE TRUST | 565960 | 347250 |
| SOUTHERN COMPANY | 719001 | 898600 |
| DUKE ENERGY CORP. | 268290 | 315150 |
| PNC FINANCIAL SERVICES | 165522 | 15155 |
| TRI CONTINENTAL | 261080 | 159200 |
| GABELLI HEALTHCARE & WELLNESS TRUST | 0 | 0 |
| CINCINNATI FINANCIAL CORPORATION | 438051 | 517650 |
| VERIZON COMMUNICATIONS | 94670 | 95575 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKROCK MONEY MARKET | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 245853 | BookValue |
| EOYFMV | 245853 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DEPOSIT | 20 | 20 |
| CEMETARY PLOT | 1 | 1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 2574 | 1287 | 1287 |
| TELEPHONE | 1655 | 828 | 827 |
| OFFICE | 2397 | 325 | 325 |
| RENT | 9000 | 4500 | 4500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| SECURITIES LITIGATION | 225 | 225 | 225 |
| MISCELLANOUS | 459 | 459 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| PAYROLL TAXES WITHHELD | 693 | 913 |
| FEDERAL EXCISE TAX PAYABLE | 7654 | 1446 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $15,850 | 0 | 0 |
| FICA/UNEMPLOYMENT | $1,575 | 787 | 788 |
Comments