Civic Intelligence

Jcgf Charitable Trust

990T • Fiscal year 2023 • EIN 82-6612230

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 22, 2024

Organization ProfileN/A
3777 West Fork RoadCincinnati, OH 45247

(513) 661-3100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $100Liabilities 2018: $0Net Assets 2018: $1002018Assets 2019: $1,000,000Liabilities 2019: $0Net Assets 2019: $1,000,0002019Assets 2020: $653,667Liabilities 2020: $0Net Assets 2020: $653,6672020Assets 2021: $1,841,285Liabilities 2021: $0Net Assets 2021: $1,841,2852021Assets 2022: $1,913,406Liabilities 2022: $10,442Net Assets 2022: $1,902,9642022Assets 2023: $7,172,777Liabilities 2023: $0Net Assets 2023: $7,172,7772023Assets 2024: $7,542,401Liabilities 2024: $0Net Assets 2024: $7,542,4012024Assets 2025: $5,793,806Liabilities 2025: $0Net Assets 2025: $5,793,8062025

Latest loaded filing

2025

Assets$5,793,806
Liabilities$0
Net Assets$5,793,806
Open 2025 Filing

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $100Expenses 2018: $0Net Income 2018: $1002018Revenue 2019: $6,492,153Expenses 2019: $5,492,253Net Income 2019: $999,9002019Revenue 2020: $4,947,224Expenses 2020: $5,257,084Net Income 2020: -$309,8602020Revenue 2021: $5,857,978Expenses 2021: $4,670,360Net Income 2021: $1,187,6182021Revenue 2022: $689,260Expenses 2022: $627,581Net Income 2022: $61,6792022Revenue 2023: $7,489,504Expenses 2023: $2,219,691Net Income 2023: $5,269,8132023Revenue 2024: $768,372Expenses 2024: $398,748Net Income 2024: $369,6242024Revenue 2025: $44,662Expenses 2025: $103,283Net Income 2025: -$58,6212025

Latest loaded filing

2025

Revenue$44,662
Expenses$103,283
Net Income-$58,621
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 22, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

The purpose of the organization will be to make gifts and grants to its supported organization, the johnson charitable gift fund, a public charity qualified under the internal revenue code section 501(c)(3). The organization expects to receive contributions from members of the general public.

Filing and Contact Details

Filer

Filer Name
Jcgf Charitable Trust
EIN
82-6612230
Phone
5136613100
Address
3777 WEST FORK ROAD, CINCINNATI, OH 45247

Signing Officer

Name
Johnson Trust Company
Title
Trustee
Phone
5136613100
Signed
2024-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Scrogginsgrear Inc
Address
200 NORTHLAND BLVD, CINCINNATI, OH 45246
Preparer
William a Noe
Phone
5137717070
Raw XML Appendix79 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
IRS4562/BusinessOrActivityTxt05709 HARRISON AVENUE
IRS4562/MACRSDedForAstInSrvcBfrPYAmt05324
IRS4562/MaximumDollarLimitationAmt01080000
IRS4562/ThresholdCostOfSect179PropAmt02700000
IRS4562/TotalDepreciationAmt05324
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHNSON INVESTMENT COUNSE
IRS990T/BooksInCareOfDetail/PhoneNum05136613100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03777 WEST FORK ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd045247
IRS990T/BookValueAssetsEOYAmt07172777
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ExtsnRequestIncomeTaxPaidAmt0100
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt0100
IRS990T/OverpaymentSection/RefundAmt0100
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt06275
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/DepreciationNetAmt05324
IRS990TScheduleA/NetOperatingLossDeductionAmt04310
IRS990TScheduleA/OtherDeductionsAmt032727
IRS990TScheduleA/OtherIncomeAmt044667
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/RepairsAndMaintenanceAmt02306
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt040357
IRS990TScheduleA/TotalDepreciationAmt05324
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt044667
IRS990TScheduleA/TotUnrltTrdBusIncmAmt044667
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc05709 HARRISON AVENUE
IRS990TScheduleA/UBIBeforeNOLDedAmt04310
IRS990T/SpecificDeductionAmt01000
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0100
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNSON TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136613100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JCGF CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JCGF
ReturnHeader/Filer/EIN0826612230
ReturnHeader/Filer/PhoneNum05136613100
ReturnHeader/Filer/USAddress/AddressLine1Txt03777 WEST FORK ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310795487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCROGGINSGREAR INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 NORTHLAND BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045246
ReturnHeader/PreparerPersonGrp/PhoneNum05137717070
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NOE
ReturnHeader/ReturnTs02024-03-22T20:54:04-04:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHNSON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.04$0.10$0.06
2024Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.77$0.40$0.37
2023Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$7.49$2.22$5.27
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$0.69$0.63$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$5.86$4.67$1.19
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$4.95$5.26$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$6.49$5.49$1.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00