Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 09-01-2017 , and ending 08-31-2018
Name of foundation
Charles H Dater Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)602 Main Street 302 Gwynne Building
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cincinnati, OH45202
A Employer identification number

31-1150951
B Telephone number (see instructions)

(513) 241-1234
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$114,358,601J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 53,783,026
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,725,693 1,725,693  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,242,836
b Gross sales price for all assets on line 6a 84,746,691
7 Capital gain net income (from Part IV, line 2)... 7,242,836
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 62,751,555 8,968,529  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 200,000 10,000   190,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 38,000 1,900   36,100
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 36,794 3,679   33,115
c Other professional fees (attach schedule).... Click to see attachment 424,929 355,832   69,097
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,700 765   14,535
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 11,229 0   11,229
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 39,382 7,179   32,203
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 774,034 379,355   386,279
25 Contributions, gifts, grants paid....... 3,510,826 3,510,826
26 Total expenses and disbursements. Add lines 24 and 25 4,284,860 379,355   3,897,105
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,466,695
b Net investment income (if negative, enter -0-) 8,589,174
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,126,131 2,829,002 2,829,002
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 44,425,910 Click to see attachment99,447,672 111,529,599
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,552,041 102,276,674 114,358,601
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 45,552,041 102,276,674
29 Total net assets or fund balances (see instructions)..... 45,552,041 102,276,674
30 Total liabilities and net assets/fund balances (see instructions). 45,552,041 102,276,674
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
45,552,041
2
Enter amount from Part I, line 27a .....................
2
58,466,695
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
104,018,736
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,742,062
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
102,276,674
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Sales of Various Securities P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 84,746,691   77,503,855 7,242,836
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       7,242,836
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,242,836
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 2,309,645 49,365,101 0.046787
2017 2,235,561 46,110,702 0.048482
2016 2,204,674 49,302,615 0.044717
2015 2,024,417 48,861,931 0.041431
2014 1,893,762 43,183,130 0.043854
2
Total of line 1, column (d) .....................
2
0.225271
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.045054
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
118,774,269
5
Multiply line 4 by line 3......................
5
5,351,256
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
85,892
7
Add lines 5 and 6........................
7
5,437,148
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,897,105
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 171,783
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 171,783
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 171,783
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 101,166
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 101,166
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,858
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 72,475
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbulletwww.DaterFoundation.org
    14
    The books are in care ofbulletBruce A Krone Secretary Telephone no.bullet (513) 241-1234

    Located atbullet602 Main St Suite 302CincinnatiOH ZIP+4bullet45202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Bruce A Krone President/Secretary/Direct
    15.00     		50,000 9,500 0
    602 Main Street Suite 302
    Cincinnati,OH45202
    Stanley J Frank Jr Treasurer/Director
    15.00     		50,000 9,500 0
    602 Main Street Suite 302
    Cincinnati,OH45202
    Amanda P Lenhart Director/VP
    15.00     		50,000 9,500 0
    602 Main Street Suite 302
    Cincinnati,OH45202
    Roger L Ruhl Director/VP
    15.00     		50,000 9,500 0
    602 Main Street Suite 302
    Cincinnati,OH45202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    117,387,244
    b
    Average of monthly cash balances.......................
    1b
    3,195,770
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    120,583,014
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    120,583,014
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,808,745
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    118,774,269
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,938,713
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,938,713
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    171,783
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    171,783
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,766,930
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,766,930
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,766,930
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,897,105
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,897,105
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,897,105
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 5,766,930
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 2,040,698
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 3,897,105
    a Applied to 2018, but not more than line 2a 2,040,698
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 1,856,407
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		3,910,523
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BRUCE A KRONE SECRETARY CHARLES H D
    602 Main Street 302 Gwynne Building
    Cincinnati,OH45202
    (513) 241-1234
    bThe form in which applications should be submitted and information and materials they should include:
    Applications are submitted electronically www.daterfoundation.org
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Grants are primarily for the benefit of children in the Greater Cincinnati Area.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Adopt A Class Foundation
    2153 W 8th Street
    Cincinnati,OH45204     		None 501(c)(3) Classroom and Field Trip Fund 30,000
    Alliance for Catholic Urban Education
    1125 Madison Avenue
    Covington,KY41011     		None 501(c)(3) ST Math supplemental math instructions for ACUE students 25,000
    American Diabetes Association
    1701 N Beauregard St
    Alexandria,VA22311     		None 501(c)(3) Camp Korelitz for children with diabetes 20,000
    American National Red Cross
    2111 Dana Ave
    Cincinnati,OH45207     		None 501(c)(3) Leadership Development Camp 15,000
    Art Academy of Cincinnati The
    1212 Jackson Street
    Cincinnati,OH45202     		None 501(c)(3) The Art Academy of Cincinnati's Community Education After-School Program 10,000
    Arthritis Foundation Inc
    1355 Peachtree Street
    Atlanta,GA30309     		None 501(c)(3) Kids Get Arthritis Too 20,000
    Artworks
    20 E Central Parkway
    Cincinnati,OH45202     		None 501(c)(3) Room by Room in Partnership with Ronald McDonald Hou 25,000
    Assistance League of Greater Cincinnati
    1057 Meta Drive Suite A
    Cincinnati,OH45237     		None 501(c)(3) Operation School Bell 40,000
    Bethany House Services
    1833 Fairmount Avenue
    Cincinnati,OH45214     		None 501(c)(3) Nutrition health and safety program 25,000
    Big Brothers & Big Sisters of Greater Cincinnati
    2400 Reading Road
    Cincinnati,OH45202     		None 501(c)(3) Adopt a School 20,000
    Bi-Okoto Cultural Institute
    5601 Montgomery Road
    Cincinnati,OH45212     		None 501(c)(3) E Sin Mi D'Afrika (Come Follow Me to Africa) 20,000
    Bloc Ministries Inc
    3952 N Bend Rd
    Cincinnati,OH45211     		None 501(c)(3) Lower Price Hill Arts Program 20,000
    Boy Scouts of America - Council 438 Dan Beard
    10078 Reading Road
    Cincinnati,OH45241     		None 501(c)(3) Catholic Inner City Schools (CISE) & ScoutREACH/Lear 10,000
    Boys & Girls Club of Greater Cincinnati
    600 Dalton Avenue
    Cincinnati,OH45203     		None 501(c)(3) Project Learn 10,000
    Breakthrough Cincinnati
    6905 Given Road
    Cincinnati,OH45243     		None 501(c)(3) Breakthrough Cincinnati 2011 Summer Session 50,000
    Camp Joy Foundation
    10117 Old 3c Highway PO Box 157
    Clarksville,OH45113     		None 501(c)(3) Camp Joy program for underserved youth 20,000
    Cancer Family Care
    2421 Auburn Avenue
    Cincinnati,OH45219     		None 501(c)(3) Treehouse Children's Services 20,000
    Carnegie Arts Center
    1028 Scott Boulevard
    Covington,KY41011     		None 501(c)(3) Art Integration Workshops 15,000
    Center for Independent Living Options Inc
    2031 Auburn Ave
    Cincinnati,OH45219     		None 501(c)(3) Youth Overcoming LIfe Obstacles (YOLO) Summer Program 20,000
    CET - Public Media Connect
    1223 Central Parkway
    Cincinnati,OH45214     		None 501(c)(3) New Kid on the CET Block: Daniel Tiger's Neighborhood 50,000
    Chatfield College
    20918 State Route 251
    Fayetteville,OH45118     		None 501(c)(3) Learning to Live 25,000
    Childhood Food Solutions
    9209 Steeplechase Drive Tony
    Fairhead
    Cincinnati,OH45242     		None 501(c)(3) Year-Round Supplementary Food Support for Food-Insecure Elementary School Student in Cincinnati. 25,000
    Children Inc
    333 Madison Avenue
    Covington,KY41011     		None 501(c)(3) Scaling for Impact Capital Campaign 50,000
    Children Inc
    3333 Madison Avenue Second Floor
    Covington,KY41011     		None 501(c)(3) Children, Inc. Service Learning Initiative 25,000
    Children's Home of Cincinnati Inc
    5050 Madison Road
    Cincinnati,OH45227     		None 501(c)(3) Camp-I-Can 25,000
    Children's Theatre
    2106 Florence Avenue
    Cincinnati,OH45206     		None 501(c)(3) Mainstage Season Sponsor 50,000
    Children's Theatre
    4015 Red Bank Road
    Cincinnati,OH45227     		None 501(c)(3) TCT 2018-2019 MainStage Season 50,000
    Cincinnati Art Museum
    953 Eden Park Drive
    Cincinnati,OH45202     		None 501(c)(3) Family Learning at the Museum 25,000
    Cincinnati Arts and Technology Studios
    700 W Pete Rose Way
    Cincinnati,OH45203     		None 501(c)(3) CATS High School Arts Program 10,000
    Cincinnati Arts Association
    650 Walnut Street
    Cincinnati,OH45202     		None 501(c)(3) Families Create! and Docentitos 20,000
    Cincinnati Association for the Blind
    2045 Gilbert Avenue
    Cincinnati,OH45202     		None 501(c)(3) Early Childhood & Youth Services Music Programs 25,000
    Cincinnati Ballet
    1555 Central Parkway
    Cincinnati,OH45214     		None 501(c)(3) CincyDance! Education & Outreach Program 20,000
    Cincinnati Boy Choir
    4501 Allison Street
    Norwood,OH45212     		None 501(c)(3) Cincinnati Sings! 15,000
    Cincinnati Chamber Orchestra
    105 West Fourth Street Suite 810
    Cincinnati,OH45202     		None 501(c)(3) Footnotes 15,000
    Cincinnati Children's Hospital Medical Center
    3333 Burnet Ave
    Cincinnati,OH45229     		None 501(c)(3) Translation of gene therapy for cancer and inherited blood diseases 50,000
    Cincinnati Museum Center
    1301 Western Avenue
    Cincinnati,OH45203     		None 501(c)(3) A Day in Pompeii: Family and Youth Educational Programming 25,000
    Cincinnati Nature Center
    4949 Tealtown Road
    Milford,OH45150     		None 501(c)(3) School Program 25,000
    Cincinnati Opera Association
    1243 Elm Street
    Cincinnati,OH45202     		None 501(c)(3) 2013 Opera Programs for Youth 25,000
    Cincinnati Playhouse in the Park
    962 Mount Adams Circle
    Cincinnati,OH45202     		None 501(c)(3) Outreach Touring Production of The Short Tree and the Bird that Could Not Sing 45,000
    Cincinnati Public Radio
    1223 Central Parkway
    Cincinnati,OH45207     		None 501(c)(3) Supporting Children's Programming 25,000
    Cincinnati Public Radio
    1223 Central Parkway
    Cincinnati,OH45207     		None 501(c)(3) Classics for Kids 25,000
    Cincinnati Public Radio
    1223 Central Parkway
    Cincinnati,OH45207     		None 501(c)(3) Democracy and Me 25,000
    Cincinnati Public Radio
    1223 Central Parkway
    Cincinnati,OH45214     		None 501(c)(3) Democracy & Me 25,000
    Cincinnati Public Schools
    2651 Burnet Avenue
    Cincinnati,OH45219     		None 501(c)(3) Dater High School Summer Transition Programs 29,000
    Cincinnati Public Schools
    2651 Burnet Avenue
    Cincinnati,OH45219     		None 501(c)(3) Summer Bridge and AP Boot Camp 35,000
    Cincinnati Recreation Commission
    805 Central Avenue Suite 800
    Cincinnati,OH45202     		None 501(c)(3) RiverTrek 2011 12,000
    Cincinnati Scholarship Foundation
    652 Main Street Third Floor
    Cincinnati,OH45202     		None 501(c)(3) College Scholarship for the Benefit of Gilbert A. Dater High School Seniors 50,000
    Cincinnati Shakespeare Company
    719 Race Street
    Cincinnati,OH45203     		None 501(c)(3) CSC Education Program 30,000
    Cincinnati Works
    27 West Seventh Street
    Cincinnati,OH45202     		None 501(c)(3) The Phoenix Program 15,000
    Cincinnati Works
    708 Walnut Street
    Cincinnati,OH45202     		None 501(c)(3) Job Readiness Program 20,000
    CISE
    100 E Eighth Street
    Cincinnati,OH45202     		None 501(c)(3) CISE/Friars Club After School Study and Sports Program 60,000
    City Gospel Mission
    1805 Dalton Ave
    Cincinnati,OH45214     		None 501(c)(3) Religious Organization 25,000
    Civic Garden Center
    2715 Reading Road
    Cincinnati,OH45206     		None 501(c)(3) Youth Education Program 25,000
    Community Meal Center
    23 South Front Street
    Hamilton,OH45011     		None 501(c)(3) General Operating Support 15,000
    Contemporary Arts Center
    44 East Sixth Street
    Cincinnati,OH45202     		None 501(c)(3) Family and Teacher Programming 25,000
    Crayons to Computers
    1350 Tennessee Avenue
    Cincinnati,OH45229     		None 501(c)(3) Sponsor of the Month Program (March 2013) 25,000
    DCCH Center for Children and Families
    75 Orphange Rd
    Fort Mitchell,KY41017     		None 501(c)(3) Therapy, counseling, treatment, foster care and adoption 10,000
    DCCH Center for Children and Families
    75 Orphange Rd
    Fort Mitchell,KY41017     		None 501(c)(3) Support for Equine Therapy Program to Aid Victims of Child Abuse 15,000
    DePaul Cristo Rey High School
    1133 Clifton Hills Ave
    Cincinnati,OH45220     		None 501(c)(3) Corporate work study program 25,000
    Down Syndrome Association
    644 Linn Street Suite 408
    Cincinnati,OH45203     		None 501(c)(3) Healthcare Connections 20,000
    East End Adult Education
    4015 Eastern Avenue
    Cincinnati,OH45226     		None 501(c)(3) Education and job training for young adults 25,000
    Economics Center for Education and Research
    One Edwards Center Suite 3130
    Cincinnati,OH45221     		None 501(c)(3) StEP Implementation 25,000
    Elementz
    1100 Race Street
    Cincinnati,OH45202     		None 501(c)(3) After-School Program for Inner City Teens 20,000
    Ensemble Theatre of Cincinnati
    1127 Vine Street
    Cincinnati,OH45210     		None 501(c)(3) Educational Outreach Programs 50,000
    Epilepsy Foundtion of Greater Cincinnati
    895 Central Avenue Ste 550
    Cincinnati,OH45202     		None 501(c)(3) Camp Flame Catcher 10,000
    Exponent Philanthropy
    1730 N St NW
    Washington,DC20036     		None 501(c)(3) General Operating Support 2,000
    Family Nurturing Center
    801 W 8th Street
    Cincinnati,OH45203     		None 501(c)(3) Kids on The Block 20,000
    Fernside Center
    4380 Malsbary Road Suite 300
    Cincinnati,OH45242     		None 501(c)(3) Fernside's Camp Erin 15,000
    First Baptist Church of Cumminsville
    3640 Roll Ave
    Cincinnati,OH45223     		None 501(c)(3) Day of Hope 2016 10,000
    Foundation Center
    79 Fifth Avenue/16th Street
    New York,NY10003     		None 501(c)(3) Strong Nonprofits = Thriving Communities 1,500
    Franciscan Ministries Inc
    110 Compton Road
    Cincinnati,OH45215     		None 501(c)(3) Franciscan Ministries' Children's Voucher Program 10,000
    Freestore-Foodbank Inc
    1141 Central Parkway
    Cincinnati,OH45219     		None 501(c)(3) Power Pack Expansion 50,000
    Girl Scouts of Western Ohio
    4930 Cornell Road
    Cincinnati,OH45242     		None 501(c)(3) Girl Scouts Leadership Experience - Educational Outr 20,000
    Girls on the Run of Cincinnati
    3330 Erie Ave 8
    Cincinnati,OH45208     		None 501(c)(3) Fall Scholarships 20,000
    Great Parks Foundation
    10245 Winton Road
    Cincinnati,OH45231     		None 501(c)(3) Free Educational Programs for Hamilton County 20,000
    Hamilton Symphony Orchestra Association Inc
    1 High Street
    Hamilton,OH45011     		None 501(c)(3) David Belew American Masters Concert 15,000
    Historic Southwest Ohio
    PO Box 62475
    Cincinnati,OH45262     		None 501(c)(3) Education Salary and Supply Enhancement 20,000
    Inner City Youth Opportunities
    1821 Summit Road Suite 210
    Cincinnati,OH45237     		None 501(c)(3) Struggling student to successful students 25,000
    Inter Parish Ministry
    3509 Debolt Road
    Cincinnati,OH45244     		None 501(c)(3) Mobile Food Pantry Program 25,000
    Interfaith Hospitality Network of Greater Cincinnati Inc
    990 Nassau Street
    Cincinnati,OH45206     		None 501(c)(3) Project REACH (Reading Enrichments and Arts for Children who are Homeless) 25,000
    iSpace Inc
    3254 E Kemper Rd
    Cincinnati,OH45241     		None 501(c)(3) iSPACE STEM Program 15,000
    Josh Cares Inc
    PO Box 43295
    Cincinnati,OH45243     		None 501(c)(3) Fellowship Program 50,000
    Junior Achievement of Oki Partners
    644 Linn Street
    Cincinnati,OH45203     		None 501(c)(3) Junior Achievement Programming: providing the tools for career Success 20,000
    Karen Carns Foundation
    4600 N Mason Montgomery Rd
    Mason,OH45040     		None 501(c)(3) Coats For Kids 15,000
    Keep Cincinnati Beautiful Inc
    801 Plum Street
    Cincinnati,OH45202     		None 501(c)(3) Wartville Wizard 20,000
    Kenton County Public Library Foundation
    1992 Walton Nicholson RD
    Independence,KY41051     		None 501(c)(3) The Penguin Project 20,000
    Kentucky Symphony Orchestra
    PO Box 72810 540 Linden Avenue
    Newport,KY41072     		None 501(c)(3) 2012-2013 Free Education Outreach Series 25,000
    Know Theatre Tribe
    1120 Jackson St
    Cincinnati,OH45202     		None 501(c)(3) Produces contemporary and collaborative theatre 30,000
    La Soupe
    4150 Round Bottom Rd
    Cincinnati,OH45244     		None 501(c)(3) La Soupe: Rescue Transform Share 25,000
    Life Center Memorial
    2925 Vernon Place Suite 300
    Cincinnati,OH45219     		None 501(c)(3) Celebrate Life Calendar Project 6,000
    LifeCenter Memorial
    615 Elsinore Place
    Cincinnati,OH45202     		None 501(c)(3) LifeCenter's Celebrate Life Calendar Project 2019 15,000
    Linton Music
    1241 Elm Street
    Cincinnati,OH45202     		None 501(c)(3) Peanut Butter & Jam Sessions 20,000
    Literacy Network of Greater Cincinnati
    635 W Seventh Street
    Cincinnati,OH45203     		None 501(c)(3) Children's Basic Reading Program 25,000
    Lydia's House Inc
    4101 Martin Luther King Jr Ave
    South West,WA20032     		None 501(c)(3) Lydia's House Nutrition Program 25,000
    Madcap Productions
    3316 Glenmore Avenue
    Cincinnati,OH45211     		None 501(c)(3) Hats Off Series and Local School Performances 20,000
    Magnified Giving
    209 W Benson Street
    Cincinnati,OH45215     		None 501(c)(3) Student Philanthropy Program 25,000
    Milestones Inc
    12372 Riggs Rd
    Independence,KY41051     		None 501(c)(3) Therepeutic Horseback Riding Program 20,000
    Music Resource Center - Cincinnati
    PO Box 44253
    Cincinnati,OH45244     		None 501(c)(3) Music Resources Center - Cincinnati 25,000
    National Underground Railroad Freedom Center
    50 East Freedom Way
    Cincinnati,OH45202     		None 501(c)(3) Schooled on Freedom 15,000
    New Life Furniture
    11431 Williamson Rd
    Blue Ash,OH45241     		None 501(c)(3) Stabilizing the homes of low income. Vulnerable children and their families 20,000
    Notre Dame Urban Education Center
    14 East 8th Street
    Covington,KY41011     		None 501(c)(3) Notre Dame Urban Education Center 25,000
    Ohio River Foundation
    4480 Classic Drive
    Cincinnati,OH45241     		None 501(c)(3) River Explorer and School Rain Gardens Project 20,000
    Ohio Special Olympics Inc
    3303 Winchester Pike
    Columbus,OH43232     		None 501(c)(3) School Age Children's Program 15,000
    Our Daily Bread
    1730 Race Street
    Cincinnati,OH45202     		None 501(c)(3) Kids Club Program 20,000
    Outdoor Adventure Clubs of Greater Cincinnati
    2692 Madison Road
    Cincinnati,OH45208     		None 501(c)(3) To get more urban teens out into nature 25,000
    Parachute Special Advocates for Children of Butler Clothing
    284 N Fair Avenue
    Hamilton,OH45011     		None 501(c)(3) Be a Child's Voice 20,000
    PEAK Grantmaking
    1666 K Street NW Suite 440
    Washington,DC20006     		None 501(c)(3) Annual General Operating Grant 1,500
    People Working Cooperatively
    4612 Paddock Rd
    Cincinnati,OH45229     		None 501(c)(3) Summer Student Service Group Project 15,000
    Philanthropy Ohio
    37 West Broad Street Suite 800
    Cincinnati,OH43215     		None 501(c)(3) Annual support 3,826
    Pones
    PO Box 122353
    Covington,KY41012     		  501(c)(3) Laboratory of Movement (LOM) - Youth Focused 15,000
    Price Hill Will
    3208 Warsaw Avenue
    Cincinnati,OH45205     		None 501(c)(3) Take a Closer Look as...the History, Nature and Wild 25,000
    ProKIDS
    2605 Burnet Avenue
    Cincinnati,OH45219     		None 501(c)(3) CASA University 30,000
    Public Allies Cincinnati
    2330 Victory Parkway
    Cincinnati,OH45206     		None 501(c)(3) Public Allies Apprenticeship Program 25,000
    Ronald McDonald House Charities
    229 Erckenbrecher
    Cincinnati,OH45229     		None 501(c)(3) Family Performance and Activities Series 15,000
    Roundabout Opera For Kids Cincinnati Inc
    715 Bakewell St
    Covington,KY41011     		None 501(c)(3) ROKCincy 20,000
    Salvation Army
    PO Box 596
    Cincinnati,OH45201     		None 501(c)(3) West Side Corps Community Youth Development 15,000
    Santa Maria Community Services
    2918 Price Avenue
    Cincinnati,OH45204     		None 501(c)(3) Dater-4-Kids 25,000
    School House Symphony
    PO Box 36494
    Cincinnati,OH45236     		None 501(c)(3) Teaching Tomorrows Audience Today 25,000
    Seven Oaks Farm Miniature Therapy Horses
    2534 Millville Shandon Road
    Hamilton,OH45013     		None 501(c)(3) Just Say Whoa to Bullying 15,000
    St Vincent de Paul - Cincinnati
    1125 Bank St
    Cincinnati,OH45214     		None 501(c)(3) Emotional and material assistance on a person-to-person basis 25,000
    Starfire Council of Greater Cincinnati Inc
    5030 Oaklawn Drive
    Cincinnati,OH45227     		None 501(c)(3) Community building for inclusion 40,000
    Stepping Stones Center for Handicapped
    5650 Given Road
    Cincinnati,OH45242     		None 501(c)(3) Saturday Kids Club 25,000
    Sweet Cheeks Diaper Bank
    1615 Republic St
    Cincinnati,OH45202     		None 501(c)(3) Provides diapers to low-income families while raising awareness 25,000
    Taft Museum of Art
    316 Pike Street
    Cincinnati,OH45202     		None 501(c)(3) Strategic Investments to Update the Dater Education Room at the Taft Museum 125,000
    Taft Museum
    316 Pike Street
    Cincinnati,OH45202     		None 501(c)(3) Education Outreach Programming Support 40,000
    The Greater Cincinnati Foundation
    200 W 4th Street
    Cincinnati,OH45202     		None 501(c)(3) Summertime Kids 2016 125,000
    The Greater Cincinnati Foundation
    200 W 4th Street
    Cincinnati,OH45202     		None 501(c)(3) Learning Links 2016 125,000
    The Loveland Initiative
    405 Loveland Madeira Road
    Loveland,OH45140     		None 501(c)(3) Back to School Backpack Drive 10,000
    The Underground
    1140 Smiley Ave
    Cincinnati,OH45240     		None 501(c)(3) Christian-affiliated concert venue 20,000
    UC Med Mentors - University of Cincinnnati College of Medicine
    PO Box 670667
    Cincinnati,OH45267     		None 501(c)(3) Activities to enrich the lives of the mentees in the 15,000
    University of Cincinnati
    PO Box 670667
    Cincinnati,OH45267     		None 501(c)(3) Urban Health Project 20,000
    UpSpring
    PO Box 23300
    Cincinnati,OH45223     		None 501(c)(3) Helping kids thrive 25,000
    Valley Interfaith Food & Clothing Center
    4208 W Wyoming Avenue
    Cincinnati,OH45215     		None 501(c)(3) Back to School Program 25,000
    Visionaries and Voices
    3841 Spring Grove Ave
    Cincinnati,OH45223     		None 501(c)(3) Teaching Artist Program 25,000
    WAVE Foundation
    One Aquarium Way
    Newport,KY41071     		None 501(c)(3) Finstitute Youth Education Program 20,000
    WRC- The Work Resource Center
    2601 Melrose Ave
    Cincinnati,OH45206     		None 501(c)(3) ESGC YouthBuild Program 25,000
    Xavier University
    1507 Dana Avenue
    Cincinnati,OH45207     		None 501(c)(3) Summer Service Internship Program 25,000
    YMCA - Clippard Family Branch
    8920 Cheviot Road
    Cincinnati,OH45251     		None 501(c)(3) Autism Summer Learning Program 10,000
    YMCA - Great Miami Valley Branch
    105 North 2nd Street
    Hamilton,OH45011     		None 501(c)(3) Joe Nuxhall Miracle League Fields 10,000
    Total .................................bullet 3a 3,510,826
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,725,693  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 7,242,836  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,968,529 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,968,529
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    Charles H Dater Foundation Inc
     
    Employer identification number

    31-1150951
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    Charles H Dater Foundation Inc
          		Employer identification number
    31-1150951
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PNC Bank NA Trustee Under Irrev AG of Charles H Dater DTD 1285 Trust C1
     
    201 E Fifth Street
     
    Cincinnati, OH45202

    		$ 50,289,002


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PNC Bank NA Trustee Under Irrev AG of Charles H Dater DTD 6201991
     
    201 E Fifth Street
     
    Cincinnati, OH45202

    		$ 2,992,936


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    Charles H Dater Foundation Inc
          		Employer identification number

    31-1150951
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    Charles H Dater Foundation Inc
          		Employer identification number

    31-1150951
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    Charles H Dater Foundation Inc
    EIN:
    31-1150951
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 36,794 3,679   33,115

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    Charles H Dater Foundation Inc
    EIN:
    31-1150951
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Ishares Russell 1000 Growth 13,398,569 17,736,027
    Ishares Russell 1000 Value 12,575,957 14,980,211
    Vanguard Small Cap Value ETF 1,780,288 2,236,988
    Vanguard Small Gap Growth ETF 2,332,243 3,075,649
    Vanguard Value ETF 4,560,100 5,303,488
    Vanguard FTSE Emerging Markets ETF 5,961,467 6,550,375
    Ishares MBS ETF 2,197,871 2,156,363
    Vanguard FTSE DEveloped Markets ETF 13,525,861 14,544,159
    Vanguard Short-term Corporate Bond 5,081,113 5,042,193
    Vanguard Malvern FDS Short Term FD 2,155,449 2,151,345
    PNC-0244 35,878,754 37,752,801

    TY 2017 OtherDecreasesSchedule
    Name:
    Charles H Dater Foundation Inc
    EIN:
    31-1150951
    Description Amount
    Cost Basis Adjustments on Transfers 1,742,062


    TY 2017 OtherExpensesSchedule
    Name:
    Charles H Dater Foundation Inc
    EIN:
    31-1150951
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Memberships and Subscription 2,760 0   2,760
    Payroll Processing Fees 969 48   921
    Internet Service 17,073 3,415   13,658
    Postage and Printing 9,465 1,893   7,572
    Other Expenses 9,115 1,823   7,292


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    Charles H Dater Foundation Inc
    EIN:
    31-1150951
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 352,195 352,195   0
    Administrative Fees 72,734 3,637   69,097


    TY 2017 TaxesSchedule
    Name:
    Charles H Dater Foundation Inc
    EIN:
    31-1150951
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Tax 15,300 765   14,535
    Tax Payments 8,400 0   0