2025-06-24T07:37:35-05:00 2025-03-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990PF 2024-04-01 310536971 THE CINCINNATI FOUNDATION FOR THE AGED CINC 5133816859 125 EAST COURT STREET 1000 CINCINNATI OH 45202 ROBERT C PORTER III PRESIDENT 5133816859 2025-06-12 1 0 GREGORY A DEYHLE P00341594 5132412940 2024 2025-03-06 01:10:19Z X 42758149 X 361437 1229015 1229015 3469366 16650001 3469366 3220 300 5063038 4698681 27500 13750 13750 31118 2381 2381 112570 112570 0 65995 1094 1094 11400 5700 5700 6486 868 868 255069 136363 23793 2014510 2014510 2269579 136363 2038303 2793459 4562318 726064 726064 497098 29194890 31793682 37979999 4265034 4268217 4052065 21 21 21 33957043 36787984 42758149 4827 42309 4827 42309 X 33952216 36745675 0 0 0 0 33952216 36745675 33957043 36787984 33952216 2793459 0 36745675 0 36745675 LM KOHN P 748222 761114 -12892 -12892 LM KOHN P 2643802 2514462 129340 129340 US BANK P 2205126 2204974 152 152 US BANK P 11052851 7678724 3374127 3374127 PARTNERSHIPS P 21361 -21361 -21361 3469366 63416 0 63416 0 63416 21107 0 0 0 21107 X 2506 44815 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 CINTIFOUNDATION4AGED.COM HEATHER JANSEN 5133816859 125 EAST COURT STREET NO 1000 CINCINNATI OH 45202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS L FINN 7 ANNWOOD LANE CINCINNATI OH 45206 TRUSTEE 0.50 0 0 0 HEATHER JANSEN 1032 RIVERVIEW FARMS PL VILLA HILLS KY 41017 SECRETARY/TREASURER 8.00 27500 0 0 ROBERT PORTER III 125 EAST COURT STREET SUITE 1000 CINCINNATI OH 45202 PRESIDENT 0.50 0 0 0 SISTER JEAN HOFFMAN 7 LOCUST AVENUE APT 1 LAKESIDE PARK KY 41017 TRUSTEE 0.50 0 0 0 SHANNON CRUTCHFIELD 9321 MONTGOMERY RD STE C CINCINNATI OH 45242 TRUSTEE 0.50 0 0 0 JON BLOHM 1985 RUSTICWOOD LANE CINCINNATI OH 45255 TRUSTEE 0.50 0 0 0 RICHARD KREHBIEL 7709 CHUMANI LANE CINCINNATI OH 45243 TRUSTEE 0.50 0 0 0 WILLIAM H STRIETMANN 2826 BROADVIEW DRIVE CINCINNATI OH 45208 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 THE PURPOSE OF THE FOUNDATION IS TO GIVE FINANCIAL ASSISTANCE TO INDIGENT AND ELDERLY INDIVIDUALS, ENABLING THEM TO GAIN ACCEPTANCE AND TO MAINTAIN THEMSELVES IN QUALIFIED CARE FACILITIES 1704510 GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IT IS TO EXTEND AID TO THE AGED AND ELDERLY. 310000 0 40927655 737528 0 41665183 0 0 41665183 624978 41040205 2052010 2052010 63416 63416 1988594 0 1988594 0 1988594 2038303 0 2038303 1988594 0 0 35256 35256 2038303 0 0 0 1988594 49709 0 0 84965 0 0 0 0 0 0 0 84965 35256 49709 THE CINCINNATI FOUNDATION FOR THE A 125 EAST COURT STREET SUITE 1000 CINCINNATI OH 45202 5133816859 N/A; THE CINCINNATI FOUNDATION FOR THE AGED DOES NOT ACCEPT APPLICATIONS; NONE GREATER CINCINNATI AREA - CHARITABLE NURSING FACILITIES BAPTIST LIFE COMMUNITIES 3000 RIGGS AVENUE ERLANGER KY 41018 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 238184 BAYLEY SENIOR CARE 990 BAYLEY PLACE DRIVE CINCINNATI OH 45233 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 36000 CEDAR VILLAGE 5467 CEDAR VILLAGE DRIVE MASON OH 45040 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 228614 COTTINGHAM RETIREMENT CENTER 3995 COTTINGHAM DRIVE CINCINNATI OH 45241 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 30000 COVINGTON LADIES HOME 702 GARRARD STREET COVINGTON KY 41011 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 226254 EPIC HOUSE 910 YORK STREET CINCINNATI OH 45214 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 84550 GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY 120 CINCINNATI OH 45202 EXEMPT GENERAL CHARITABLE PURPOSES 310000 IVY KNOLL 800 HIGHLAND AVE COVINGTON KY 41011 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 24000 MADONNA MANOR 2344 AMSTERDAM ROAD VILLA HILLS KY 41017 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 122866 MERCY FRANCISCAN AT WEST PARK 2950 WEST PARK DRIVE CINCINNATI OH 45238 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 22200 OTTERBEIN SENIOR LIFESTYLE CHOICES 580 OH-741 LEBANON OH 45036 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 368950 ST CHARLES CARE CENTER VILLAGE AND LODGE 500 FARRELL DRIVE COVINGTON KY 41011 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 209745 ST MARGARET HALL 1960 MADISON ROAD CINCINNATI OH 45208 NON-EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 14147 MIDWEST MANOR 3636 SEMLOH AVE CINCINNATI OH 45247 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 72000 ROSEDALE GREEN 4250 GLENN AVE COVINGTON KY 41015 EXEMPT TO PAY FOR THE COST OF NURSING HOME CARE 27000 2014510 0 14 1229015 41 3220 18 3469366 0 4701601 0 4701601 7 OTHER REVENUE 0 0 0 0 0 0 0 0 0 0 X X 1 TRUST UW OSCAR COHRS 5050 KINDSLEY DRIVE MD 1M0820 CINCINNATI OH 45263 342930 X 2 TRUST UW LUEDEKING 5050 KINDSLEY DRIVE MD 1M0820 CINCINNATI OH 45263 18507 X ACCOUNTING FEES 31118 2381 2381 PART V11-A LINE 12 THE DISTRIBUTIONS TO THE DONOR ADVISED FUND ARE BEING TREATED AS QUALIFYING DISTRIBUTIONS. GRANTS ARE MADE TO CHARITABLE ORGANIZATIONS WHOSE PURPOSE IS TO EXTEND AID TO THE AGED AND/OR INDIGENT INDIVIDUALS. STOCKS 28185254 34735838 TAXABLE FIXED INCOME 2663346 2300011 MIXED ASSETS 400767 392400 REAL ASSETS 544315 551750 CASH AT COST 485091 485091 INVESTMENT IN PARTNERSHIPS AT COST 3783126 3566974 DEPOSIT 20 20 20 CEMETERY PLOT 1 1 1 INSURANCE 4750 0 0 OFFICE 1700 850 850 TELEPHONE 36 18 18 SECURITIES LITIGATION 300 300 300 UBIT OVER ACCRUAL 2920 0 2920 EXCISE TAX PAYABLE 1907 42309 UBIT PAYABLE 2920 0 INVESTMENT FEES 112570 112570 0 FEDERAL EXCISE TAX 63807 0 0 PAYROLL TAXES 2188 1094 1094