Civic Intelligence

Marge & Charles J Schott Foundation

990PF • Fiscal year 2016 • EIN 31-6063407

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
5084 Wooster Road No 100Cincinnati, OH 45226

(513) 721-8400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

14th percentile

$95,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

36th percentile

0.0%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-2.8%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$91,956,958

Up $7,948 (+0.0%) from 2015

Net Assets

Up

$91,949,298

Up $7,830 (+0.0%) from 2015

Liabilities

Up

$7,660

Up $118 (+1.6%) from 2015

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin38th percentile

Revenue

Down

$6,242,686

Down $180,783 (-2.8%) from 2015

Expenses

Up

$6,234,856

Up $68,974 (+1.1%) from 2015

Net Income

Down

$7,830

Down $249,757 (-97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $101,445,751Liabilities 2010: $7,012Net Assets 2010: $101,438,7392010Assets 2011: $101,009,294Liabilities 2011: $7,542Net Assets 2011: $101,001,7522011Assets 2012: $92,613,853Liabilities 2012: $7,542Net Assets 2012: $92,606,3112012Assets 2013: $91,803,121Liabilities 2013: $7,542Net Assets 2013: $91,795,5792013Assets 2014: $91,691,423Liabilities 2014: $7,542Net Assets 2014: $91,683,8812014Assets 2015: $91,949,010Liabilities 2015: $7,542Net Assets 2015: $91,941,4682015Assets 2016: $91,956,958Liabilities 2016: $7,660Net Assets 2016: $91,949,2982016Assets 2017: $92,507,520Liabilities 2017: $7,542Net Assets 2017: $92,499,9782017Assets 2018: $91,919,987Liabilities 2018: $7,542Net Assets 2018: $91,912,4452018Assets 2019: $92,663,131Liabilities 2019: $0Net Assets 2019: $92,663,1312019Assets 2020: $93,254,946Liabilities 2020: $0Net Assets 2020: $93,254,9462020Assets 2021: $96,968,868Liabilities 2021: $0Net Assets 2021: $96,968,8682021Assets 2022: $96,801,543Liabilities 2022: $0Net Assets 2022: $96,801,5432022

Highlighted filing

2016

Assets$91,956,958
Liabilities$7,660
Net Assets$91,949,298
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,606,3432010Expenses 2011: $5,717,7412011Expenses 2012: $5,765,2312012Revenue 2013: $4,900,776Expenses 2013: $5,711,508Net Income 2013: -$810,7322013Revenue 2014: $5,130,232Expenses 2014: $5,241,930Net Income 2014: -$111,6982014Revenue 2015: $6,423,469Expenses 2015: $6,165,882Net Income 2015: $257,5872015Revenue 2016: $6,242,686Expenses 2016: $6,234,856Net Income 2016: $7,8302016Revenue 2017: $6,777,824Expenses 2017: $6,227,144Net Income 2017: $550,6802017Revenue 2018: $6,210,615Expenses 2018: $6,798,148Net Income 2018: -$587,5332018Revenue 2019: $7,236,249Expenses 2019: $6,485,563Net Income 2019: $750,6862019Revenue 2020: $7,551,462Expenses 2020: $8,219,647Net Income 2020: -$668,1852020Revenue 2021: $11,169,832Expenses 2021: $8,455,910Net Income 2021: $2,713,9222021Revenue 2022: $6,709,850Expenses 2022: $6,877,175Net Income 2022: -$167,3252022

Highlighted filing

2016

Revenue$6,242,686
Expenses$6,234,856
Net Income$7,830
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK CRANE IIIPresidentPT$95,000-$95,000
CARLOTTA C WIDERVice PresidentPT$95,000-$95,000
MARY ELIZABETH UNNEWEHRAsst. SecretaryPT$95,000-$95,000
TRACEY C DUDATrusteePT$95,000-$95,000
JOHN R VERKAMPTreasurerPT$95,000-$95,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCINCINNATI ZOOGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$505,000
Paid GrantCINCINNATI CHILDRENS HOSPITALGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$205,000
Paid GrantCHRIST THE KING CHURCHGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$200,000
Paid GrantST XAVIER HIGH SCHOOLGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$200,000
Paid GrantWALNUT HILLS HIGH SCHOOLGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$200,000
Paid GrantUNIVERSITY OF CINCINNATIGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$180,000
Paid GrantCHRIST HOSPITALGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$150,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$143,334
Paid GrantCINCINNATI STATEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$125,000
Paid GrantBOYS & GIRLS CLUBGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantBOYS HOPEGIRLS HOPEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantCINCINNATI YOUTH COLLABORATIVEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantCISE FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantFINDLAY MARKETGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantKAREN CARNS FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-MASON, OH, US$100,000
Paid GrantMUSIC HALL REVITALIZATION COMPANYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantPROKIDSGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantSOCIETY OF THE SACRED HEARTGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-ST LOUIS, MO, US$100,000
Paid GrantST MARY'S CHURCHGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$100,000
Paid GrantPUBLIC LIBRARY OF CINCINNATI FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$90,000
Paid GrantCINCINNATI SYMPHONYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$75,000
Paid GrantCAMPING & EDUCATION FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$65,000
Paid GrantRONALD MCDONALD HOUSEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$65,000
Paid GrantCORNERSTONEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$51,875
Paid GrantCINCINNATI EVANS SCHOLARSHIP COMMITTEEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-GOLF, IL, US$50,000
Paid GrantCINCINNATI OPERAGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantCOUNCIL ON CHILD ABUSEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantEMANUEL SQUASHGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantLEADERSHIP SCHOLARS INCGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantLIGHTHOUSE YOUTH SERVICESGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantMCAULEY HIGH SCHOOLGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantOUR DAILY BREADGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantST JOSEPH HOMEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantST RITA'S SCHOOL FOR THE DEAFGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantSTARFIREGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantTHE CINCI CHILDREN'S HOME OF CINCIGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantUNITED CEREBRAL PALSY OF GREATER CINCYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantURSALINE ACADEMYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$50,000
Paid GrantSTEPPING STONES CENTERGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$30,000
Paid GrantCINCINNATI EYE INSTITUTE FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$25,000
Paid GrantMAKE-A-WISH FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$25,000
Paid GrantSAINT MARGARET HALLGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$25,000
Paid GrantTHE ASPEN INSTITUTEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-WASHINTON, DC, US$25,000
Paid GrantTHE CHILDREN'S THEATRE OF CINCINNATIGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$25,000
Paid GrantSPECIAL OLYMPICSGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$21,500
Paid GrantCINCINNATI PUBLIC RADIOGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$20,000
Paid GrantCINCINNATI UNION BETHELGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$20,000
Paid GrantNAMIGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$20,000
Paid GrantPANCREATIC CANCER ACTION NETWORKGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-MANHATTAN BEACH, CA, US$20,000
Paid GrantBETHANY HOUSE SERVICESGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$16,667
Paid GrantEAST END ADULT EDUCATION CENTERGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$15,000
Paid GrantKILGOUR ELEMENTARY SCHOOL PTAGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$15,000
Paid GrantLITTLE SISTERS OF THE POORGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$15,000
Paid GrantNATIONAL MULTIPLE SCLEROSISGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$15,000
Paid GrantSHELTER HOUSEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$13,500
Paid GrantPREGNANCY CENTER EASTGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,800
Paid GrantAMERICAN DIABETES ASSOCIATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-BLUE ASH, OH, US$10,000
Paid GrantAMERICAN RED CROSSGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantBEECH ACRESGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantBIG BROTHERS BIG SISTERSGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantCENTER FOR CHILDREN & FAMILIESGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-FT MITCHELL, KY, US$10,000
Paid GrantCINCINNATI GOLDEN GLOVESGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantGIRL SCOUTS OF WESTERN OHIOGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantHCESC HEAD START AND EARLY HEAD STARTGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantHEARING SPEECH AND DEAF CENTERGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantKAREN WELLINGTON FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantLADDGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantMOUNT ST JOSEPH UNIVERSITYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantSETON FAMILY CENTERGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantST XTRAVAGANZAGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantTENDER MERCIESGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantTHE SALVATION ARMYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$10,000
Paid GrantBRIGHTON CENTERS HOMEWARD BOUNDGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CONVIGNTON, KY, US$6,667
Paid GrantWELCOME HOUSE OF NORTHERN KYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-COVINGTON, KY, US$6,667
Paid GrantAMERICAN HEART ASSOCIATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantBIRTHRIGHT OF GREATER CINCINNATIGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantBLUEGRASS FOR BABIES INCGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantCHILDREN INCGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-COVINGTON, KY, US$5,000
Paid GrantCILOGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantCINCINNATI BALLETGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantCOVINGTON LADIES HOMEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-COVINGTON, KY, US$5,000
Paid GrantCREATIVE AGINGGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantDRESS FOR SUCCESSGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantGATEWAY HOUSEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantGREATER CINCINNATI BEHAVIORAL HEALTHGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantMT HEALTHY ALLIANCE INCGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantOVER THE RHINE KITCHENGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantST BERNARD FOOD PANTRYGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-DAYTON, KY, US$5,000
Paid GrantTHE BEECHWOOD HOMEGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantUSO TRIBUTE CINCINNATIGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantWEST COLLEGE HILL NEIGHBORHOOD SVCGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantWORKING IN NEIGHBORHOODSGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$5,000
Paid GrantWARRIOR RUNGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$3,750
Paid GrantTHE PINK RIBBONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$3,000
Paid Grant4C FOR CHILDRENGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$2,500
Paid GrantMT AIRY SCHOOLGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$2,000
Paid GrantNOTRE DAME URBAN EDUCATION CENTERGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-COVINGTON, KY, US$1,800
Paid GrantCINCINNATI CHAMBER ORCHESTRAGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$1,000
Paid GrantIMPACT AUTISM FOUNDATIONGIVEN TO THE CHARITY'S GENERAL FUND TO BE USED AS THEY SEE FIT-CINCINNATI, OH, US$1,000
Filing and Contact Details

Filer

Filer Name
Marge & Charles J Schott Foundation
EIN
31-6063407
Phone
5137218400
Address
5084 WOOSTER ROAD NO 100, CINCINNATI, OH 45226

Signing Officer

Name
Frank J Crane Iii
Title
President
Phone
5137218400
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
3601 RIGBY ROAD SUITE 400, DAYTON, OH 45342
Preparer
Thomas J Gmeiner CPA
Phone
9372235247
Raw XML AppendixShowing 400 of 1,282 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt091439
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01988-07-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt11988-07-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22009-09-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32009-09-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42009-09-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52012-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62012-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72012-11-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0VAR
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BUILDINGS - COMMERCIAL RENTAL PROPERTY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LAND - COMMERCIAL RENTAL PROPERTY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2LAND - OFFICE CONDO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BUILDING - OFFICE CONDO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FURNITURE & FIXTURES - OFFICE CONDO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5PHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6CONFERENCE ROOM CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7COMPUTERS - CYNTHIA & BACK OFFICE
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DE MINIMIS SAFE HARBOR ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONMARGE & CHARLES J. SCHOTT FOUNDATION5084 WOOSTER ROAD, SUITE 100CINCINNATI, OH 45226EMPLOYER IDENTIFICATION NUMBER: 31-6063407FOR THE YEAR ENDING DECEMBER 31, 2016MARGE & CHARLES J. SCHOTT FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBORELECTION UNDER REG. SEC. 1.263(A)-1(F).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS & GOVERNMENT SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt016022770
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt016016067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt070051659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt082251131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES & OTHER INVESTMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0649392
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0455933
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt129525
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDINGS - COMMERCIAL RENTAL PROPERTY
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND - COMMERCIAL RENTAL PROPERTY
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01105325
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt129525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0297796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0297796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01882735
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03103027
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0905576
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt0-19851
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-43673
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0250453
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06098118
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-19851
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06078267
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08626
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt091439
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0100065
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03103027
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0446500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0475000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04591060
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04591060
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt025330
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt029706
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01882735
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01882735
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07830
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0120746
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0120746
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt034460973
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0902747
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0905576
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt036334
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt036334
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03103027
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05186236
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-43673
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt020673
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt06891
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt027564
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0159544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0159544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0230602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0230602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0656919
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0656919
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt048664
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0158664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05066859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01053621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06234856
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06239857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06242686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0475799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01053621
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01643796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0125157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131232789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0206713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12896314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0206713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12896314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0331870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134129103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PARK LAYNE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03103027
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07830
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt091949298
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt091941468
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt091949298
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04973570
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04973570
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04973570
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05025432
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051862
IRS990PF/DistributableAmountGrp/TotalTaxAmt051862
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt078883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0130745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051862
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt078883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051862
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051862
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0130745
IRS990PF/FMVAssetsEOYAmt0104472502
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0926434
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0439183
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0439183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt016324597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt016022770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt016016067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt071305513
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt070051659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt082251131
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0649392
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01134850
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt037634
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0211767
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0510788
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0485458
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0830000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0178509
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0174133
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0152366
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0193056
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0297796
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0297796
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07542
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07660
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt091941468
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt091949298
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02510113
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04485959
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04485959
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt091949010
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt091956958
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0104472502
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07542
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt091949010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt091956958
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt091941468
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt091949298
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0102039232
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05959549
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt094951887
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01530588
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01127796
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05025432
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0100508644
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0102039232
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0UBS FINANCIAL SERVICES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1FIFTH THIRD PRIVATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2BRADY WARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0480744
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1111970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2100265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt363898
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0FINANCIAL ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1FINANCIAL ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING FIRM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3FINANCIAL ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0312 WALNUT STREET SUITE 3300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt138 FOUNTAIN SQUARE PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt23601 RIGBY ROAD SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3255 E 5TH ST SUITE 1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2DAYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd145263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd245342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd345202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt095000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt195000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt295000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt395000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt495000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK CRANE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CARLOTTA C WIDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY ELIZABETH UNNEWEHR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TRACEY C DUDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN R VERKAMP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST. SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05084 WOOSTER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15084 WOOSTER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25084 WOOSTER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35084 WOOSTER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45084 WOOSTER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CINCINNATI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd445226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04512637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04564499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04960618
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038592
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt051862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0100508644
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05066859
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANK CRANE III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05137218400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,956,958
Liabilities
$7,660
Net assets
$91,949,298
Revenue
$6,242,686
Expenses
$6,234,856
Net income
$7,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$96.8$0.00$96.8$6.71$6.88$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.0$0.00$97.0$11.2$8.46$2.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.3$0.00$93.3$7.55$8.22$0.67
2019Detailed filing. Detailed filing data is available for this year.$92.7$0.00$92.7$7.24$6.49$0.75
2018Detailed filing. Detailed filing data is available for this year.$91.9$0.01$91.9$6.21$6.80$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.5$0.01$92.5$6.78$6.23$0.55
2016Detailed filing. Detailed filing data is available for this year.$92.0$0.01$91.9$6.24$6.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$91.9$0.01$91.9$6.42$6.17$0.26
2014Detailed filing. Detailed filing data is available for this year.$91.7$0.01$91.7$5.13$5.24$0.11
2013Detailed filing. Detailed filing data is available for this year.$91.8$0.01$91.8$4.90$5.71$0.81
2012Detailed filing. Detailed filing data is available for this year.$92.6$0.01$92.6$5.77
2011Detailed filing. Detailed filing data is available for this year.$101$0.01$101$5.72
2010Detailed filing. Detailed filing data is available for this year.$101$0.01$101$6.61
Peer Organizations

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