Nonprofit · EIN 31-0536971
CINCINNATI FOUNDATION FOR THE AGED
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $2,695,872 | $2,418,903 | $276,969 | $37,022,644 | $0 | $37,022,644 |
| March 31, 2025 | 990-PF | $5,063,038 | $2,269,579 | $2,793,459 | $36,787,984 | $42,309 | $36,745,675 |
| March 31, 2024 | 990-PF | $1,959,845 | $2,010,972 | -$51,127 | $33,957,043 | $4,827 | $33,952,216 |
| March 31, 2023 | 990-PF | $1,805,761 | $2,070,438 | -$264,677 | $34,013,701 | $10,358 | $34,003,343 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $384,156
- Dividends
- $1,181,739
- Net gain from sales of assets
- $1,129,977
Expenses
- Grants and similar amounts paid
- $2,224,549
- Compensation of officers, directors and key employees
- $28,800
- Disbursements for charitable purposes
- $2,250,549
- Excise tax on investment income
- $30,677
Balance sheet and other
- Total assets, start of year
- $36,787,984
- Total assets, end of year
- $37,022,644
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,022,644
- Fair market value of assets
- $47,648,587
- Qualifying distributions
- $2,250,549
- Net investment income
- $2,311,716
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER JANSEN 1032 RIVERVIEW FARMS PL, VILLA HILLS, KY 41017 | SECRETARY/TREASURER | 8 | $28,800 |
| THOMAS L FINN 7 ANNWOOD LANE, CINCINNATI, OH 45206 | VICE PRESIDENT | 0.5 | $0 |
| ROBERT PORTER III 125 EAST COURT STREET SUITE 1000, CINCINNATI, OH 45202 | PRESIDENT | 0.5 | $0 |
| SISTER JEAN HOFFMAN 7 LOCUST AVENUE APT 1, LAKESIDE PARK, KY 41017 | TRUSTEE | 0.5 | $0 |
| SHANNON CRUTCHFIELD 9321 MONTGOMERY RD STE C, CINCINNATI, OH 45242 | TRUSTEE | 0.5 | $0 |
| JON BLOHM 1985 RUSTICWOOD LANE, CINCINNATI, OH 45255 | TRUSTEE | 0.5 | $0 |
| RICHARD KREHBIEL 7709 CHUMANI LANE, CINCINNATI, OH 45243 | TRUSTEE | 0.5 | $0 |
| WILLIAM H STRIETMANN 2826 BROADVIEW DRIVE, CINCINNATI, OH 45208 | TRUSTEE | 0.5 | $0 |
| MEGAN ERBAUGH 303 BROADWAY STE 1200, CINCINNATI, OH 45202 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended March 31, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER JANSEN 1032 RIVERVIEW FARMS PL, VILLA HILLS, KY 41017 | SECRETARY/TREASURER | 8 | $27,500 |
| THOMAS L FINN 7 ANNWOOD LANE, CINCINNATI, OH 45206 | TRUSTEE | 0.5 | $0 |
| ROBERT PORTER III 125 EAST COURT STREET SUITE 1000, CINCINNATI, OH 45202 | PRESIDENT | 0.5 | $0 |
| SISTER JEAN HOFFMAN 7 LOCUST AVENUE APT 1, LAKESIDE PARK, KY 41017 | TRUSTEE | 0.5 | $0 |
| SHANNON CRUTCHFIELD 9321 MONTGOMERY RD STE C, CINCINNATI, OH 45242 | TRUSTEE | 0.5 | $0 |
| JON BLOHM 1985 RUSTICWOOD LANE, CINCINNATI, OH 45255 | TRUSTEE | 0.5 | $0 |
| RICHARD KREHBIEL 7709 CHUMANI LANE, CINCINNATI, OH 45243 | TRUSTEE | 0.5 | $0 |
| WILLIAM H STRIETMANN 2826 BROADVIEW DRIVE, CINCINNATI, OH 45208 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER JANSEN 1032 RIVERVIEW FARMS PL, VILLA HILLS, KY 41017 | SECRETARY/TREASURER | 8 | $27,590 |
| THOMAS L FINN 7 ANNWOOD LANE, CINCINNATI, OH 45206 | TRUSTEE | 0.5 | $0 |
| ROBERT PORTER III 125 EAST COURT STREET SUITE 1000, CINCINNATI, OH 45202 | PRESIDENT | 0.5 | $0 |
| SISTER JEAN HOFFMAN 7 LOCUST AVENUE APT 1, LAKESIDE PARK, KY 41017 | TRUSTEE | 0.5 | $0 |
| SHANNON CRUTCHFIELD 9321 MONTGOMERY RD STE C, CINCINNATI, OH 45242 | TRUSTEE | 0.5 | $0 |
| JON BLOHM 1985 RUSTICWOOD LANE, CINCINNATI, OH 45255 | TRUSTEE | 0.5 | $0 |
| VINCE HOPKINS 3354 PADDOCK LANE, MASON, OH 45040 | TRUSTEE | 0.5 | $0 |
| RICHARD KREHBIEL 7709 CHUMANI LANE, CINCINNATI, OH 45243 | TRUSTEE | 0.5 | $0 |
| WILLIAM H STRIETMANN 2826 BROADVIEW DRIVE, CINCINNATI, OH 45208 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended March 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER JANSEN 1032 RIVERVIEW FARMS PL, VILLA HILLS, KY 41017 | SECRETARY/TREASURER | 8 | $27,610 |
| THOMAS L FINN 7 ANNWOOD LANE, CINCINNATI, OH 45206 | TRUSTEE | 0.5 | $0 |
| ROBERT PORTER III 125 EAST COURT STREET SUITE 1000, CINCINNATI, OH 45202 | PRESIDENT | 0.5 | $0 |
| SISTER JEAN HOFFMAN 7 LOCUST AVENUE APT 1, LAKESIDE PARK, KY 41017 | TRUSTEE | 0.5 | $0 |
| SHANNON CRUTCHFIELD 9321 MONTGOMERY RD STE C, CINCINNATI, OH 45242 | TRUSTEE | 0.5 | $0 |
| JON BLOHM 1985 RUSTICWOOD LANE, CINCINNATI, OH 45255 | TRUSTEE | 0.5 | $0 |
| VINCE HOPKINS 3354 PADDOCK LANE, MASON, OH 45040 | TRUSTEE | 0.5 | $0 |
| RICHARD KREHBIEL 7709 CHUMANI LANE, CINCINNATI, OH 45243 | TRUSTEE | 0.5 | $0 |
| WILLIAM H STRIETMANN 2826 BROADVIEW DRIVE, CINCINNATI, OH 45208 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 125 E COURT ST STE 1000, CINCINNATI, OH 45202-1227
- Signed the 990-PF
- ROBERT C PORTER III, PRESIDENT
- Phone
- (513) 381-6859
- Website
- CINTIFOUNDATION4AGED.COM
- Return prepared by
- MELLOTT ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-0536971
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1941
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $37,022,644
- Income (IRS master file)
- $10,479,307
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $2,695,872 | $2,418,903 | $37,022,644 | XML |
| 990-PF | March 2025 | $5,063,038 | $2,269,579 | $36,787,984 | XML |
| 990-PF | March 2024 | $1,959,845 | $2,010,972 | $33,957,043 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990-PF | March 2023 | $1,805,761 | $2,070,438 | $34,013,701 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0536971).
Questions about CINCINNATI FOUNDATION FOR THE AGED
- What is the EIN of CINCINNATI FOUNDATION FOR THE AGED?
- The employer identification number (EIN) of CINCINNATI FOUNDATION FOR THE AGED is 31-0536971.
- Is CINCINNATI FOUNDATION FOR THE AGED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to CINCINNATI FOUNDATION FOR THE AGED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CINCINNATI FOUNDATION FOR THE AGED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CINCINNATI FOUNDATION FOR THE AGED due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CINCINNATI FOUNDATION FOR THE AGED last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of CINCINNATI FOUNDATION FOR THE AGED?
- The 990-PF for the year ended March 31, 2026 lists 9 people; 1 received compensation from the organization, the highest $28,800 (HEATHER JANSEN, SECRETARY/TREASURER).
- How much revenue does CINCINNATI FOUNDATION FOR THE AGED have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $2,695,872, expenses of $2,418,903 and total assets of $37,022,644 at year end.
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