Harold Waller Charitable Foundation

990PF • Fiscal year 2018 • EIN 47-4665388

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization Profile

600 Vine Street Suite 2650Cincinnati, OH 45202

(513) 381-9222

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

-81%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

-6.6%

Faster asset growth than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

44%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$197,645

Down $39,117 (-17%) from 2016

Net Assets

Down

$197,645

Down $39,117 (-17%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin7th percentile

Revenue

Down

$17,134

Down $60,552 (-78%) from 2016

Expenses

$31,044

Up $9,201 (+42%) from 2016

Net Income

Down

-$13,910

Down $69,753 (-125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2018

Assets$197,645

Liabilities$0

Net Assets$197,645

Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

Highlighted filing

2018

Revenue$17,134

Expenses$31,044

Net Income-$13,910

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Apr 29, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PAUL F WENKER	Trustee	-	$0	-	-
CYNTHIA CHIARO	Trustee	-	$0	-	-
SHARON FELTON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Harold Waller Charitable Foundation
EIN: 47-4665388
Phone: 5133819222
Address: 600 VINE STREET SUITE 2650, CINCINNATI, OH 45202

Signing Officer

Name: Paul F Wenker
Title: Trustee
Phone: 5133819222
Signed: 2019-04-29
Discuss with paid preparer: Yes

Preparer

Firm: Midwest CPA LLC
Address: 4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer: Jeffrey Tate
Phone: 5135882830

Raw XML Appendix343 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
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	450
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CONSTELLATION BRANDS INC 3.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	KROGER CO 3.4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	NUCOR CORP 4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	DOLLAR GENERAL 3.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	10110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	9778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	2	9745
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	3	10083
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	10077
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	9411
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	2	10080
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	3	9716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	19877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	11053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	12240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	9595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	34009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	14658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	21366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	18505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	12233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	CLEARBRIDGE LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	DOUBLELINE CORE FIXED INCOME I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	HOMESTEAD SMALL CO STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	ISHARE CORE MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	OPPENHEIMER DEVELOPING MKTS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	PRIMECAP ODYSSEY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	PRINCIPAL MIDCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	SCHWAB FUNDAMENTAL US LARGE CO INDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	VIRTUS KAR SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	WASATCH INTERNATIONAL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	22614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	10935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	10725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	11794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	43147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	16160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	22610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	17883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	10308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	2469
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	13217
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	1448
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	17134
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	17134
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	1350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	13217
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	25000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	25000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	2469
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	2469
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-13910
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	63585
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	1448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1448
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	427
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	1280
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	1706
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	13217
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	12082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	2356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	2356
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	66
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	82
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	25877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	5052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	31044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	17134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	17134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	877
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	5052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	6044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	4104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	46264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	73
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	6896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	73
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	6896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	4177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	53160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	CHARLES SCHWAB ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CHARLES SCHWAB LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	13217
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	73
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-13910
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	116
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	197761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	211671
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	197645
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	12237
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	12237
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	12237
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	12358
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	121
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	121
IRS990PF/FMVAssetsEOYAmt	0	209853
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	211671
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	197645
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3768
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	4393
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	4393
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	40131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	39716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	39284
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	167772
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	153536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	166176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	211671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	197645
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	209853
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	211671
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	197645
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	211671
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	197645
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	250933
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5187
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	245746
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3764
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	12358
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	247169
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	250933
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	PAUL F WENKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CYNTHIA CHIARO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	SHARON FELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	600 VINE STREET SUITE 2650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	600 VINE STREET SUITE 2650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	600 VINE STREET SUITE 2650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	45202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	45202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	45202
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	20840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	20961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	27317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	12403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.084316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.107305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.061326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	247169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	254573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	202246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	14716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	25877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.168631
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	25756
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	25877
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	121
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	25877
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	PAUL F WENKER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	600 VINE STREET SUITE 2650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	452022474
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5133819222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	PAUL F WENKER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5133819200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	600 VINE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt	0	SUITE 2650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	45202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	GREATER CINCINNATI AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	OCTOBER 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UNIVERSITY OF CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 19970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	452190970
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	25000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	12237
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	14620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	29822
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	13640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	14620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	25877
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	13640
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	29822
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	16182
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	RFDK
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	427
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1706
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1280
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BOND PREMIUM CHANGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	TREAS ST OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2356
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MONEY MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2356
TaxesSchedule/TaxesDetail/Amt	0	16
TaxesSchedule/TaxesDetail/Amt	1	66
TaxesSchedule/TaxesDetail/CategoryTxt	0	US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt	1	FORIEGN PAID TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	66
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL F WENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5133819222
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HAROLD WALLER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HARO
ReturnHeader/Filer/EIN	0	474665388
ReturnHeader/Filer/PhoneNum	0	5133819222
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	600 VINE STREET SUITE 2650
ReturnHeader/Filer/USAddress/CityNm	0	CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	105765E572DEB4DC3E7ACB4146B0BE8786E2D991
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	809B74AE8DEA3E834F081DCB3170EB269EBEFB14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	16:12:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	452423760
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5135882830
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY TATE
ReturnHeader/ReturnTs	0	2019-05-13T16:12:08-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $197,645
Liabilities: $0
Net assets: $197,645
Revenue: $17,134
Expenses: $31,044
Net income: -$13,910

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$4.01	$0.00		$0.12	$0.18	$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.07	$0.00	$4.07	$0.01	$0.24	$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.29	$0.00	$4.29	$2.43	$0.17	$2.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.03	$0.00	$2.03	$0.26	$0.15	$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.93	$0.00	$1.93	$0.23	$0.27	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98	$0.17	$0.31	$0.14
2016Detailed filing. Detailed filing data is available for this year.	$2.37	$0.00	$2.37	$0.78	$0.22	$0.56
2015Summary only. Only limited summary data is available for this year.	$1.81	$0.00		$1.81	$0.00	$1.81