CINCINNATI FOUNDATION FOR THE AGED: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CINCINNATI FOUNDATION FOR THE AGED (EIN 31-0536971)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-08-04
- IRS object ID
- 202632169349100818
- Schema version
- 2025v4.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-04T14:02:58-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 394917009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | 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 | BusinessNameLine1Txt |
| 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 | 125 EAST COURT STREET 1000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C PORTER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133816859 | PhoneNum |
| Signature | 2026-08-04 | 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 | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,648,587 | 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 | $384,156 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,181,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,181,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,129,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,913,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,129,977 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,695,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,311,716 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,513 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,080 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,710 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,088 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,088 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,775 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,388 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,387 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,046 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,224,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,224,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,418,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,250,549 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $276,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,207,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $726,064 | CashBOYAmt |
| Cash EOY | $367,424 | CashEOYAmt |
| Cash EOYFMV | $367,424 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $34,321 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $34,321 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $31,793,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,945,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,758,220 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,268,217 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,674,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,488,601 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21 | OtherAssetsBOYAmt |
| Other Assets EOY | $21 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,787,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,022,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,648,587 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $42,309 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $42,309 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $36,745,675 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,022,644 | 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 | $36,745,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,022,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,787,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,022,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,745,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $276,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,022,644 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,022,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LM KOHN | P | $530,757 | $669,057 | -$138,300 | -$138,300 |
| LM KOHN | P | $1,065,345 | $1,037,522 | $27,823 | $27,823 |
| CETERA | P | $301,007 | $254,622 | $46,385 | $46,385 |
| CETERA | P | $1,255,327 | $965,736 | $289,591 | $289,591 |
| US BANK | P | $2,543,732 | $2,530,913 | $12,819 | $12,819 |
| US BANK | P | $3,203,365 | $2,325,585 | $877,780 | $877,780 |
| PARTNERSHIPS | P | $13,879 | $13,879 | $13,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,129,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,323 | OverpaymentAmt |
| Applied To ES Tax | $34,323 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | 125 EAST COURT STREET NO 1000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS L FINN | ||||||||
| 7 ANNWOOD LANE | CINCINNATI | OH | 45206 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| HEATHER JANSEN | ||||||||
| 1032 RIVERVIEW FARMS PL | VILLA HILLS | KY | 41017 | SECRETARY/TREASURER | 8.00 | $28,800 | $0 | $0 |
| ROBERT PORTER III | ||||||||
| 125 EAST COURT STREET SUITE 1000 | CINCINNATI | OH | 45202 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SISTER JEAN HOFFMAN | ||||||||
| 7 LOCUST AVENUE APT 1 | LAKESIDE PARK | KY | 41017 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SHANNON CRUTCHFIELD | ||||||||
| 9321 MONTGOMERY RD STE C | CINCINNATI | OH | 45242 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JON BLOHM | ||||||||
| 1985 RUSTICWOOD LANE | CINCINNATI | OH | 45255 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RICHARD KREHBIEL | ||||||||
| 7709 CHUMANI LANE | CINCINNATI | OH | 45243 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WILLIAM H STRIETMANN | ||||||||
| 2826 BROADVIEW DRIVE | CINCINNATI | OH | 45208 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MEGAN ERBAUGH | ||||||||
| 303 BROADWAY STE 1200 | CINCINNATI | OH | 45202 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE FOUNDATION IS TO GIVE FINANCIAL ASSISTANCE TO INDIGENT AND ELDERLY INDIVIDUALS, ENABLING THEM TO GAIN ACCEPTANCE AND TO MAINTAIN THEMSELVES IN QUALIFIED CARE FACILITIES | Description1Txt |
| Expenses1 | $1,674,549 | Expenses1Amt |
| Description2 | GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IT IS TO EXTEND AID TO THE AGED AND ELDERLY. | Description2Txt |
| Expenses2 | $550,000 | Expenses2Amt |
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 | $44,848,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,143,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,991,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,991,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $689,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,301,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,265,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,265,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,677 | TotalTaxAmt |
| Distributable Before Adj | $2,234,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,234,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,234,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,250,549 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,250,549 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,234,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $35,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $49,709 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,250,549 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,234,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,145 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $101,110 | 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 | $101,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $35,256 | ExcessFromYear3Amt |
| Excess From Year1 | $49,709 | ExcessFromYear1Amt |
| Excess From Current Year | $16,145 | 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 | 125 EAST COURT STREET SUITE 1000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAPTIST LIFE COMMUNITIES | ||||||
| 3000 RIGGS AVENUE | ERLANGER | KY | 41018 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $232,800 |
| BAYLEY SENIOR CARE | ||||||
| 990 BAYLEY PLACE DRIVE | CINCINNATI | OH | 45233 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $36,000 |
| CEDAR VILLAGE | ||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $208,800 |
| COTTINGHAM RETIREMENT CENTER | ||||||
| 3995 COTTINGHAM DRIVE | CINCINNATI | OH | 45241 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $30,000 |
| COVINGTON LADIES HOME | ||||||
| 702 GARRARD STREET | COVINGTON | KY | 41011 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $227,400 |
| EPIC HOUSE | ||||||
| 910 YORK STREET | CINCINNATI | OH | 45214 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $92,750 |
| GREATER CINCINNATI FOUNDATION | ||||||
| 720 E PETE ROSE WAY 120 | CINCINNATI | OH | 45202 | NC | GENERAL CHARITABLE PURPOSES | $550,000 |
| IVY KNOLL | ||||||
| 800 HIGHLAND AVE | COVINGTON | KY | 41011 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $24,000 |
| MADONNA MANOR | ||||||
| 2344 AMSTERDAM ROAD | VILLA HILLS | KY | 41017 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $130,983 |
| MERCY FRANCISCAN AT WEST PARK | ||||||
| 2950 WEST PARK DRIVE | CINCINNATI | OH | 45238 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $23,600 |
| OTTERBEIN SENIOR LIFESTYLE CHOICES | ||||||
| 580 OH-741 | LEBANON | OH | 45036 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $341,490 |
| ST CHARLES CARE CENTER VILLAGE AND LODGE | ||||||
| 500 FARRELL DRIVE | COVINGTON | KY | 41011 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $252,626 |
| MIDWEST MANOR | ||||||
| 3636 SEMLOH AVE | CINCINNATI | OH | 45247 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $38,100 |
| ROSEDALE GREEN | ||||||
| 4250 GLENN AVE | COVINGTON | KY | 41015 | NC | TO PAY FOR THE COST OF NURSING HOME CARE | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,224,549 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,181,739 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,129,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,311,716 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,311,716 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TRUST UW OSCAR COHRS | ||||||
| 1 | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | $363,952 | Yes (X) |
| TRUST UW LUEDEKING | ||||||
| 2 | 5050 KINDSLEY DRIVE MD 1M0820 | CINCINNATI | OH | 45263 | $20,204 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,513 | Amt |
| Net Investment Income | $3,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,080 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V11-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE DISTRIBUTIONS TO THE DONOR ADVISED FUND ARE BEING TREATED AS QUALIFYING DISTRIBUTIONS. GRANTS ARE MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IS TO EXTEND AID TO THE AGED AND/OR INDIGENT INDIVIDUALS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $29,134,231 | $38,793,951 |
| TAXABLE FIXED INCOME | $1,006,800 | $2,191,388 |
| MIXED ASSETS | $1,804,948 | $1,772,881 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH | AT COST | $703,272 | $703,272 |
| INVESTMENT IN PARTNERSHIPS | AT COST | $3,971,627 | $3,785,329 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT | $20 | $20 | $20 |
| CEMETERY PLOT | $1 | $1 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,147 | $0 | $0 |
| OFFICE | $1,864 | $932 | $932 |
| TELEPHONE | $227 | $114 | $113 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $42,309 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $78,710 | Amt |
| Net Investment Income | $78,710 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $33,142 | $0 | $0 |
| PAYROLL TAXES | $2,176 | $1,088 | $1,088 |
Comments