Civic Intelligence

Vontz Family Foundation

EIN 39-3163532 • Cincinnati, OH

Pub. 78 EligibleNTEE T20
3524 Edwards RoadCincinnati, OH 45208
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

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Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

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Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 11, 2025 to Dec 31, 2025
Signed
Feb 12, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET VONTZPresident-$0--
ALBERT W VONTZ IIIVice President, Secretary-$0--
ALBERT W VONTZ IVTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Vontz Family Foundation
EIN
39-3163532
Phone
5139196285
Address
3524 EDWARDS ROAD, CINCINNATI, OH 45208

Signing Officer

Name
Margaret a Vontz
Title
President
Phone
5139196285
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
9987 CARVER ROAD SUITE 200, CINCINNATI, OH 45242
Preparer
Casse Tate
Phone
5134836699
Raw XML Appendix303 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE MARGARET VONTZ, ALBERT VONTZ III, AND ALBERT VONTZ IV ARE BOARD MEMBERS OF VONTZ FAMILY FOUNDATION, INC. AND ARE THEREFORE DISQUALIFIED PERSONS UNDER IRC SECTION 4946. THEY PROVIDE SERVICES TO THE ORGANIZATION IN THEIR CAPACITY AS DIRECTORS. LINE 1B IS ANSWERED "NO" BECAUSE THEY RECEIVE NO COMPENSATION FOR THESE SERVICES, AND SUCH UNCOMPENSATED DIRECTOR SERVICES ARE EXCEPTED FROM SELF-DEALING UNDER IRC SECTION 4941 AND THE RELATED REGULATIONS.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, SECRETARY
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02897879
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01997879
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,680 SHARES OF NFLX, 903 SHARES OF GE, 347 SHARES OF CEG, 3,129 SHARES OF AVGO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02025-12-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01445110
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV TO BASIS ADJ FOR CONTRIBUTED ASSETS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ALBERT W VONTZ III
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03524 EDWARDS ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CINCINNATI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd045208
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET A VONTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05139196285
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VONTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VONT
ReturnHeader/Filer/EIN0393163532
ReturnHeader/Filer/PhoneNum05139196285
ReturnHeader/Filer/USAddress/AddressLine1Txt03524 EDWARDS ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09987 CARVER ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05134836699
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-20T15:32:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-07-11
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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