2024-04-29T14:01:13-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990 2023-01-01 316019731 TR UW OTTO LUEDEKING LUED 5135345310 PO BOX 630858 CINCINNATI OH 452630858 MATTHEW CAROTHERS Trustee 5135345310 2024-04-26 true true DOAK A PFAFF P00878518 6142327288 2024-04-26 2023 2023-04-26 12:10:37Z FIFTH THIRD BANK NA PO BOX 630858 CINCINNATI OH 45263 4495784 false X N/A X 1940 OH TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT. 1 0 0 0 0 0 0 501982 588239 0 501982 588239 748770 673404 0 129218 123334 0 0 16247 10619 894235 807357 -392253 -219118 11799796 11573393 0 0 11799796 11573393 X TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT. false false 350763 341384 DEUTSCHES ROTES KREUZ (RED CROSS) 58459 56896 MAPLE KNOLL COMMUNITIES 38973 37931 THE SALVATION ARMY 243709 237193 243709 237193 691904 true false false false false false false false false false false false false false false false false false false false true true false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true true true true false false false false false OH X FIFTH THIRD BANK NA 5135347001 38 FOUNTAIN SQUARE PLAZA MD1090VD CINCINNATI OH 45202 FIFTH THIRD BANK N A TRUSTEE 1.0 X 123334 0 0 123334 0 0 1 false false false 308199 308199 4187585 3907545 280040 280040 280040 588239 588239 332020 332020 341384 341384 123334 18500 104834 1410 1410 FOREIGN TAXES 7829 7829 OHIO CHARITABLE REGISTRATION FEE 200 200 ADR FEES 1180 1180 807357 691904 115453 0 4 5 553107 742964 11246685 10830424 11799796 11573393 0 0 X 11799796 11573393 11799796 11573393 11799796 11573393 X -219118 -7285 X false false false X X X 14 BEECHWOOD HOME 310537069 3 true 18966 0 THE SALVATION ARMY 135562351 7 true 37931 0 BEECH ACRES PARENTING CENTER 310536663 2 true 37931 0 FAMILIES FORWARD 310536684 7 true 9491 0 THE CHILDRENS HOME OF CINCINNATI 310536969 2 true 18982 0 CINCINNATI FDTN FOR THE AGED 310536971 4 true 18982 0 EMANUEL COMMUNITY CENTER DBA CINCINNATI SQUASH ACADEMY 310537060 7 true 18982 0 CINCINNATI CHILDREN'S HOSPITAL 310833936 3 true 18982 0 YWCA OF GREATER CINCINNATI 310537518 7 true 18982 0 MAPLE KNOLL COMMUNITIES 310544277 7 true 56896 0 CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED 310584310 7 true 18982 0 GREATER CINCINNATI FOUNDATION 310669700 7 true 9491 0 UNIVERSITY OF CINCINNATI 310896555 5 true 37931 0 ST JOHNS UNITARIAN CHURCH 344462499 1 true 9491 0 14 332020 0 true false false false false true false false false false false false false false false true false 0 0 0 0 0 0 SCH A PART IV SEC A LINE 6 BY COURT ORDER, THE TRUST ANNUALLY DISTRIBUTE TO THE DEUTSCHES ROTES KREUZ (GERMAN RED CROSS) IN ACCORDANCE WITH THE TRUST DOCUMENT. true Europe GRANT MAKING 341384 341384 341384 EUROPE GENERAL SUPPORT 0 0 0 GENERAL OPERATING 0 0 0 PROJECT/PROGRAM SUPPORT 0 0 0 GENERAL OPERATING 0 0 0 PROJECT/PROGRAM SUPPORT 0 0 0 GENERAL OPERATING/SUPPORT 0 0 0 GENERAL OPERATING 0 0 0 GENERAL OPERATING 0 0 0 GENERAL OPERATING 0 0 0 PROJECT/PROGRAM SUPPORT 0 0 0 GENERAL OPERATING 0 0 0 GENERAL OPERATING 0 0 0 PROJECT/PROGRAM SUPPORT 0 0 0 ANNUAL FUND 0 0 0 GENERAL OPERATING 0 0 0 341384 CHECK FMV 0 0 false false false false false false EXPLANATION FOR SCHEDULE F, PART 1, LINE 2 GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST true BEECHWOOD HOME 2140 POGUE AVE CINCINNATI OH 45208 310537069 501 (c) (3) 18966 Book Value GENERAL OPERATING THE SALVATION ARMY 440 W NYACK RD WEST NYACK NY 109941739 135562351 501 (c) (3) 37931 Book Value PROJECT/PROGRAM SUPPORT BEECH ACRES PARENTING CENTER 6881 BEECHMONT AVE CINCINNATI OH 45230 310536663 501 (c) (3) 37931 Book Value GENERAL OPERATING OHIO HUMANE SOCIETY FAMILIES FORWARD 1301 E MCMILLAN ST CINCINNATI OH 45206 310536684 501 (c) (3) 9491 Book Value PROJECT/PROGRAM SUPPORT THE CHILDRENS HOME OF CINCINNATI OHIO INC 5050 MADISON RD CINCINNATI OH 452271491 310536969 501 (c) (3) 18982 Book Value GENERAL OPERATING/SUPPORT CINCINNATI FDTN FOR THE AGED 30 GARFIELD PL STE 600 CINCINNATI OH 45202 310536971 501 (c) (3) 18982 Book Value GENERAL OPERATING EMANUEL COMMUNITY CENTER 1308 RACE ST CINCINNATI OH 452027359 310537060 501 (c) (3) 18982 Book Value GENERAL OPERATING CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE MLC9002 CINCINNATI OH 45229 310833936 501 (c) (3) 18982 GENERAL OPERATING YWCA OF GREATER CINCINNATI 898 WALNUT STREET CINCINNATI OH 45202 310537518 501 (c) (3) 18982 PROJECT/PROGRAM SUPPORT MAPLE KNOLL COMMUNITIES 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310544277 501 (c) (3) 56896 GENERAL OPERATING CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED 7000 HAMILTON AVE CINCINNATI OH 45231 310584310 501 (c) (3) 18982 GENERAL OPERATING GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY STE 120 CINCINNATI OH 452022775 310669700 501 (c) (3) 9491 PROJECT/PROGRAM SUPPORT UNIVERSITY OF CINCINNATI FNDN PO BOX 19970 CINCINNATI OH 452190970 310896555 501 (c) (3) 37931 ANNUAL FUND ST JOHNS UNITARIAN CHURCH 320 RESOR AVE CINCINNATI OH 45220 344462499 501 (c) (3) 9491 GENERAL OPERATING EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST INSTRUMENT. NO UNSOLICITED REQUEST FOR FUNDS ARE ACCEPTED EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d BEECH ACRES, OHIO HUMANE SOCIETY FAMILIES FORWARD, THE CHILDRENS HOME OF CINCINNATI, CINCINNATI FDTN FOR THE AGED, EMANUEL COMMUNITY CENTER DBA CINCINNATI SQUASH ACADEMY, THE BEECHWOOD HOME, YWCA OF GREATER CINCINNATI, THE CLOVERNOOK CENTER, GREATER CINCINNATI FDN, CINCINNATI CHILDRENS HOSPITAL MEDICAL CENTER, UNIVERSITY OF CINCINNATI FNDN AND ST. JOHNS UNITARIAN CHURCH FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON WRITTEN REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 TRANSACTIONS POSTED IN 2023 OF $1,795, 2023 TRANSACTIONS POSTED IN 2024 OF ($3,129), MUTUAL FUND EARNINGS OF $183, COST BASIS ADJUSTMENTS OF $33, PY ACCRUED INTEREST CARRYOVER OF $1,213, CY ACCRUED INTEREST OF ($474), RETURN OF CAPITAL ADJUSTMENTS OF ($172), 2023 SALES POSTED IN 2024 OF ($6,777), AND ROUNDING OF $43. BEECHWOOD HOME 2140 POGUE AVE CINCINNATI OH 45208 310537069 NURSING HOME OH 501(c)(3) 3 NA false THE SALVATION ARMY 440 W NYACK RD WEST NYACK NY 109941739 135562351 HUMAN SERVICES NY 501(c)(3) 7 NA false BEECH ACRES PARENTING CENTER 6881 BEECHMONT AVE CINCINNATI OH 45230 310536663 FAMILY SERVICES OH 501(c)(3) 2 NA false OHIO HUMANE SOCIETY FAMILIES FORWARD 1301 E MCMILLAN ST CINCINNATI OH 45206 310536684 WELFARE SERVICES OH 501(c)(3) 7 NA false THE CHILDRENS HOME OF CINCINNATI 5050 MADISON RD CINCINNATI OH 452271491 310536969 CHILDREN & YOUTH SERVICES OH 501(c)(3) 2 NA false CINCINNATI FDTN FOR THE AGED 30 GARFIELD PL STE 600 CINCINNATI OH 45202 310536971 GERIATRICS OH 501(c)(3) 4 NA false EMANUEL COMMUNITY CENTER 1308 RACE ST CINCINNATI OH 452027359 310537060 HUMAN SERVICES OH 501 (c) (3) 7 NA false CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE MLC9002 CINCINNATI OH 45229 310833936 HOSPITAL OH 501 (c) (3) 3 NA false YWCA OF GREATER CINCINNATI 898 WALNUT ST CINCINNATI OH 45202 310537518 HUMAN SERVICES OH 501(c)(3) 7 NA false MAPLE KNOLL COMMUNITIES 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310544277 SENIOR SERVICES OH 501(c)(3) 7 NA false CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED 7000 HAMILTON AVE CINCINNATI OH 45231 310584310 HUMAN SUPPORT OH 501(C)(3) 7 na false GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY STE 120 CINCINNATI OH 452022775 310669700 PUBLIC AFFAIRS OH 501(c)(3) 7 NA false UNIVERSITY OF CINCINNATI PO BOX 19970 CINCINNATI OH 452190970 310896555 UNIVERSITY OH 501(c)(3) 5 NA false ST JOHNS UNITARIAN CHURCH 320 RESOR AVE CINCINNATI OH 45220 344462499 CHURCH OH 501(c)(3) 1 NA false false true false false false false false false false false false false false false false false false false false BEECHWOOD HOME b 18966 CASH THE SALVATION ARMY b 37931 CASH BEECH ACRES PARENTING CENTER b 37931 CASH FAMILIES FORWARD b 9491 CASH THE CHILDRENS HOME OF CINCINNATI b 18982 CASH CINCINNATI FDTN FOR THE AGED b 18982 CASH EMANUEL COMMUNITY CENTER b 18982 CASH CINCINNATI CHILDREN'S HOSPITAL b 18982 CASH YWCA OF GREATER CINCINNATI b 18982 CASH MAPLE KNOLL COMMUNITIES b 56896 CASH CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED b 18982 CASH GREATER CINCINNATI FOUNDATION b 9491 CASH UNIVERSITY OF CINCINNATI b 37931 CASH ST JOHNS UNITARIAN CHURCH b 9491 CASH DEUTCHES ROTES KREUZ (GERMAN RED CROSS) b 341384 CASH