PUBLIC DISCLOSURE COPY

Transcription

1 PUBLIC DISCLOSURE COPY THE GREATER CINCINNATI FO

2 Form 99T Department of the Treasury Internal Revenue Service A B Exempt under section Print THE GREATER CINCINNATI FOUNDATION 51(c )( 3 ) or Number, street, and room or suite no. If a P.O. box, see instructions. o Check box if address changed 4O8(e) O(e) Type 2 WEST FOURTH STREET 48A 53O(a) City or town, state or province, country, and ZIP or foreign postal code 529(a) CINCINNATI, OH 45 Group exemption number (See instructions.) Book value of all assets F at end of ear 6 1, 749, 266. G Check organization type 51(c) corporation 51(c) trust H Describe the organizations primary unrelated business activity. SEE STATEMENT 1 I During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group? If Yes, enter the name and identifying number of the parent corporation. J The books are in care of WILL WOODWARD Teleph Part I Unrelated Trade or Business Income (A) Income 1 a Gross receipts or sales b Less returns and allowances c Balance lc 2 Cost of goods sold (Schedule A, line 7). 3 Gross profit. Subtract line 2 from line lc.. 4a Capital gain net income (attach Schedule D).4a 26, 265 b Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797) c Capital loss deduction for trusts.4c -2, Income (loss) from partnerships and S corporations (attach statement) 5-63, 7 6 Rent income (Schedule C). 7 Unrelated debt-financed income (Schedule E) 7 15, Interest, annuities, royalties, and rents from controlled organizations (Sch. F) 9 Investment income of a section 51(c)(7), (9), or (17) organization (Schedule G) 9 1 Exploited exempt activity income (Schedule I). 11 Advertising income (Schedule J). 12 Other income (See instructions; attach schedule). I;. fl4l.._.._.l_.lfl dfl - Q ) \ UIIIUIII IlildS i LIII UUIjII I -' -', U J 'J Deductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, deductions must be directly connected with the unrelated business income.) Compensation of officers, directors, and trustees (Schedule K) Salaries and wages Repairs and maintenance Bad debts Interest (attach schedule) Taxes and licenses Charitable contributions (See instructions for limitation rules) E.MENT4...S.aE...ST4TEMENT Depreciation (attach Form 4562).21 Less depreciation claimed on Schedule A and elsewhere on return.a Depletion Contributions to deferred compensation plans Employee benefit programs Excess exempt expenses (Schedule I) Excess readership costs (Schedule J) Other deductions (attach schedule) Total deductions. Add lines 14 through 28 EXTENDED TO NOVEMBER 15, 218 Exempt Organization Business Income Tax Return (and proxy tax under section 633(e)) For calendar year 217 or other tax year begnnng and ending Go to for instructions and the latest information. Do not enter SSN numbers on this form as it may be made public if your organization is a 51(c)(3). I Name of organization ( Check box if name changed and see instructions.) Unrelated business taxable income before net operating loss deduction. Subtract line 29 from line 13 Net operating loss deduction (limited to the amount on line 3) SEEST4TEMENT. Unrelated business taxable income before specific deduction. Subtract line 31 from line 3 Specific deduction (Generally $1,, but see line 33 instructions for exceptions) Unrelated business taxable income. Subtract line 33 from line 32. If line 33 is greater than line 32, enter the smaller of zero or line [HA For Paperwork Reduction Act Notice, see instructions. 41(a) trust MB No (Employees trust, see nstrucuons.) Unrelated business actmty codes (See nstructions.) L Yes L1 Other trust No number (B) Expenses I () Net 26, , , 7. 12,789. 2, , ,825. 1,. -64,825. Form 99-T (217) THE GREATER CINCINNATI FO

3

4 Form99O-T(217) THE GREATER CINCINNATI FOUNDATION Page 3 Schedule A - Cost of Goods Sold. Enter method ofinventory valuation 1 Inventory at beginning of year 1 6 Inventory at end of year.6 2 Purchases.2 7 Gost of goods sold. Subtract line 6 3 Cost of labor.3 from line 5. Enter here and in Part I, 4a Additional section 263A costs li ne 2.7 (attach schedule).4a a Do the rules of section 263A (with respect to Yes No b Other costs (attach schedule) property produced or acquired for resale) apply to 5 Total. Add lines 1 through 4b 5 the organization? Schedule C - Rent Income (From Real Property and Personal Property Leased With Real Property) (see instructions) 1. Description of property (2) (a) 2. Rent received or accrued From personal property (ft the percentage of (b) From real and personal property (if the percentage rent for personal property is more than of rent for personal property exceeds 5% or ft 1% but not more than 5%) the rent is based on profit or ncome) 3(a) Deductions directly connected with the income in columns 2(a) and 2(b) (attach schedule) Total U. I Total (c) Total income. Add totals of columns 2(a) and 2(b). Enter here and on page 1, Part I, line 6, column (A) p Schedule E - Unrelated Debt-Financed Inc 1. Description of debt-financed property 2 WEST FOURTH STREET - 5TH & 6TH FLOORS (b) Total deductions. Enter here and on page 1, Part I, line 6, column (B) 3. Deductions directly connected with or allocable 2. Gross income from to debt-financed property or allocable to debt- (a) Straight line depreciation I (b) Other deductions financed property 16,256. (attach schedule) (attach schedule) STATEMENT 6 STATEMENT 7 44, , Amount of average acquisition debt on or allocable to debt-financed property (attach schedule) 5. Average adjusted basis of or allocable to debt-financed property (attach schedule) 6. Column 4 divided by column 5 7. Gross income reportable (co'umn 2 x column 6) 8. Allocable deductions (column 6 x total of columns 3(a) and 3(b)) 78, ,682. % 14.19% % 15, ,789. Totals Total dividends-received deductions included in column 8 Enter here and on page 1, Part I, line 7, column (A) Enter here and on page 1, Part I, line 7, column (B). 12, Form 99-T (217) THE GREATER CINCINNATI FO

5 Form99O-T(217) THE GREATER CINCINNATI FOUNDATION Page 4 Schedule F - Interest, Annuities, Royalties, and Rents From Controlled Organizations (see instructions) Exempt Controlled Organizations 1. Name of controlled organization 2. Employer 3. Net unrelated ncome 4. Total of specified 5. Part of column 4 that is 6. Deductions directly dentification (loss) (see nstructions) payments made included in the controlling connected with ncome number organizations gross ncome in column 5 Nonexempt Controlled Organizations 7 Taxable Income 5. Net unrelated ncome (loss) 9 Total of specified payments 1. Part of column 9 that is included 11. Deductions directly connected (see nstructions) made in the controlling organizations with ncome in column 1 gross income Add columns 5 and 1. Add columns 6 and 11. Enter here and on page 1, Part I, Enter here and on page 1, Part I, line 8, column (A). line 8, column (B). Totals Schedule G - Investment Income of a Section 51(c)(7), (9), or (17) Organization.. (see instructions) 3. Deductions 5. Total deductions 1. Description of income 2. Amount of income directly connected 4 Set-asides and set-asides (attach schedule) (attach schedule) (col. 3 plus col. 4) (1) (2) (3) Enter here and on page 1, I Part I, line 9, column (A). I Totals.] Schedule I - Exploited Exempt Activity Income, Other Than Advertising Income (see instructions) Enter here and on page 1, Part I, line 9, column (B).. 2. Gross 1. Description of unrelated business exploited activity income from trade or business 4. Net income (loss) 3. Expenses from unrelated trade or directly connected business (column 2 with production minus column 3). If a of unrelated - gain, compute cols. 5 business income through Gross income from activity that is not unrelated business income 6. Expenses attributable to column S 7. Excess exempt expenses (column 6 minus column 5, but not more than column 4). (2) (3) (4) Totals Schedule J - Adverti Part I I Income Fror Enter here and on page 1, Part I, line 1, col. (A).. sna Income (see Enter here and on page 1, Part I, line 1, col. (B).. on a Enter here and on page 1, Part II, line Name of periodical 2. Gross advertising income 4. Advertising gain 3. Direct or (loss) (col. 2 minus 5. Circulation advertising costs col. 3). If a gain, compute income cols. 5 through Readership costs 7. Excess readership costs (column 6 minus column 5, but not more than column 4). (1) (2) (3) Totals (carryto Part II, line (5)) Form 99-T (217) THE GREATER CINCINNATI FO

6 Form99O-T(217) THE GREATER CINCINNATI FOUNDATION Page 5 I Part II I (1) (2) (3) (4) Totals from Part I Income From Periodicals Reported on a Separate Basis (For each periodical listed in Part II, fill in columns 2 through 7 on a line-by-line basis.) 2 4. Advertising gain 7. Excess readership Gross 3. Direct or (loss) (col. 2 minus 5. Circulation 6. Readership costs (column 6 minus 1 arne perio - - ica advertising advertising costs col. 3). If a gain, compute income costs column 5, but not more income cols. 5 through 7. than column 4). Part II (lines eiiii K -.. Enter here and on Enter here and on page 1, Part I, page 1, Part I, line 11,col.(A). line 11,col.(B)... )ensation of Officers, Directors, anc 1. Name stees (see instructions) 2. Title 3. Percent of time devoted to business Enter here and on page 1, Part II, line Compensation aifributable to unrelated business.. Total. Enter here and on raqe 1, Part II, line 14. Form 99-T (217) THE GREATER CINCINNATI FO

7 THE GREATER CINCINNATI FOUNDATION FORM 99-T DESCRIPTION OF ORGANIZATION'S PRIMARY UNRELATED STATEMENT 1 BUSINESS ACTIVITY RESIDENTIAL AND NON-RESIDENTIAL BUILDING RENTAL TO FORM 99-T, PAGE 1 FORM 99-T CONTRIBUTIONS STATEMENT 2 DESCRIPTION/KIND OF PROPERTY VIA ENERGY III ABBOTT CAPITAL 5/3RD ABBOTT CAPITAL PNC ABBOTT CAPITAL US BANK AMERBROOK 5/3RD AMERBROOK PNC AMERBROOK US BANK VIA ENERGY Ill-A METHOD USED TO DETERMINE FMV AMOUNT TOTAL TO FORM 99-T, PAGE 1, LINE FORM 99-T NET OPERATING LOSS DEDUCTION TAX YEAR LOSS SUSTAINED LOSS PREVIOUSLY APPLIED LOSS REMAINING STATEMENT 3 AVAILABLE THIS YEAR 12/31/13 24,61. 12/31/14 89,38. 12/31/15 36, /31/16 283,281. NOL CARRYOVER AVAILABLE THIS YEAR. 24, , , , , ,61. 89,38. 36, , , STATEMENT(S) 1, 2, THE GREATER CINCINNATI FO

8 THE GREATER CINCINNATI FOUNDATION FORM 99-T CONTRIBUTIONS StJM[VIARY STATEMENT 4 CARRYOVER OF PRIOR YEARS UNUSED CONTRIBUTIONS FOR TAX YEAR 212 FOR TAX YEAR 213 FOR TAX YEAR 214 FOR TAX YEAR 215 FOR TAX YEAR TOTAL CARRYOVER 24 TOTAL CURRENT YEAR 5% CONTRIBUTIONS 411 TOTAL CONTRIBUTIONS AVAILABLE 651 TAXABLE INCOME LIMITATION AS ADJUSTED EXCESS 5% CONTRIBUTIONS 651 TOTAL EXCESS CONTRIBUTIONS 651 ALLOWABLE CONTRIBUTIONS DEDUCTION TOTAL CONTRIBUTION DEDUCTION 18 STATEMENT(S) THE GREATER CINCINNATI FO

9 THE GREATER CINCINNATI FOUNDATION FORM 99-T INCOME (LOSS) FROM PARTNERSHIPS STATEMENT 5 PARTNERSHIP NAME VIA ENERGY ABBOTT CAPITAL! 5TH3RD ABBOTT CAPITAL! PNC ABBOTT CAPITAL/USBANK GEM REALTY AMBERBROOK (5!3) AMBERBROOK PNC AMBERBROOK US BANK CINTRIFUSE- EARLY STAGE FUND 1 SIGULER - 5!3RD SIGULER - PNC SIGULER - US BANK HARVEST- PNC HARVEST 5!3RD VIA ENERGY Ill-A CEDAR FAIR TOTAL TO FORM 99-T, PAGE 1, LINE 5 GROSS INCOME DEDUCTIONS -28, , , ,7.. 5, , , , , ,7.. NET INCOME OR (LOSS) -28, , , ,7. 5, , , , , ,7. FORM 99-T SCHEDULE E - DEPRECIATION DEDUCTION STATEMENT 6 DESCRIPTION ACTIVITY NUMBER AMOUNT TOTAL - SUBTOTAL , ,466. TOTAL OF FORM 99-T, SCHEDULE E, COLtJMN 3(A) 44, STATEMENT(S) 5, THE GREATER CINCINNATI FO

10 THE GREATER CINCINNATI FOUNDATION FORM 99-T SCHEDULE E - OTHER DEDUCTIONS STATEMENT 7 DESCRIPTION ACTIVITY NUMBER AMOUNT TOTAL CLEANING UTILITIES REAL ESTATE TAXES INTEREST - SUBTOTAL - 1 7,8. 16,13. 18,584. 3, ,658. TOTAL OF FORM 99-T, SCHEDULE E, COLtJMN 3(B) 45, STATEMENT(S) THE GREATER CINCINNATI FO

11 C) LU = o >-.2 Q Q C N C a - D C) lu C) C ) C) C) =. ) = C) C) C) ) = =.2 uj C,) C - = >< C) LU OD U Ooz> C = C)g - = C S C) TI

12 lao 965 Transition Tax Statement (Portable Document Format with a filename of 965 Tax) TaxpayerName: THE GREATER CINCINNATI FOUNDATION SSN/FEIN: Item Amount Total amount required to be included in income by reason of section 965(a). Aggregate foreign cash position, if applicable. Total deduction under section 965(c). Total deemed paid foreign taxes associated with the total amount required to be included in income by reason of section 965(a). Total deemed paid foreign taxes disallowed pursuant to lao 965(g)(1). Total net tax liability under section 965 (as determined under section 965(h)(6), without regard to whether such paragraph is applicable), if applicable, which will be assessed. Amount of the net tax liability under section 965 to be paid in installments under section 965(h), if applicable. Amount of the net tax liability under section 965, the payment of which has been deferred, under section 965(i), if applicable. Line 1 $ 813. Line 2 $ Line 3 $ 29. Line 4a $ Line4b $ LineS $ Line 6 $ Line 7 $ Listing of applicable elections under section 965 or the election provided for in Notice that the taxpayer has made, if applicable. Provision Under Which Election is Made ThIe Attached (Y or N) Election to Pay Net Tax Liability Section 965(h)(1) Under Section 965 in Installments N under Section 965(h)(1). S Corporation Shareholder Election Section 965(1) to Defer payment of Net Tax Liability Under Section 965 Under Section 965(1) Statement for Real Estate Investment Trusts Electing Section 965(m)(1 )(B) Deferred Inclusions Under Section 951 (a)(1) By Reason of Section 965 Under Section 965(m)(1 )(B) Election Not to Apply Net Operating Section 965(n) Loss Deduction under section 965(n) Election Under Section 32 of Notice to Use Alternative Notice , Section 3.2 Method to Compute Post-i 986 Earnings and Profits N N N N Under penalties of perjury, I declare that I have examined this statement, 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. Signature of Taxpayer and/or Officer THE GREATER CINCINNATI FO

13 GOVERNMENT COPY THE GREATER CINCINNATI FO