Nonprofit · EIN 31-1150951
CHARLES H DATER FOUNDATION INC
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $7,380,352 | $6,510,571 | $869,781 | $101,861,350 | $0 | $101,861,350 |
| August 31, 2024 | 990-PF | $4,256,005 | $6,051,246 | -$1,795,241 | $100,990,822 | $0 | $100,990,822 |
| August 31, 2023 | 990-PF | $5,242,247 | $6,812,762 | -$1,570,515 | $102,786,063 | $0 | $102,786,063 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $3,237,583
- Net gain from sales of assets
- $4,142,769
Expenses
- Grants and similar amounts paid
- $5,375,000
- Compensation of officers, directors and key employees
- $200,000
- Disbursements for charitable purposes
- $5,844,035
- Excise tax on investment income
- $94,782
Balance sheet and other
- Total assets, start of year
- $100,990,822
- Total assets, end of year
- $101,861,350
- Total liabilities, end of year
- $0
- Net assets, end of year
- $101,861,350
- Fair market value of assets
- $140,118,000
- Qualifying distributions
- $5,844,035
- Net investment income
- $7,380,352
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bruce A Krone 700 Walnut Street Suite 301, Cincinnati, OH 45202 | President/Secretary/Direct | 15 | $50,000 | $9,500 |
| Stanley J Frank Jr 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Treasurer/Director | 15 | $50,000 | $9,500 |
| Amanda P Lenhart 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Director/VP | 15 | $50,000 | $9,500 |
| Roger L Ruhl 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Director/VP | 15 | $50,000 | $9,500 |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bruce A Krone 700 Walnut Street Suite 301, Cincinnati, OH 45202 | President/Secretary/Direct | 15 | $50,000 | $9,500 |
| Stanley J Frank Jr 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Treasurer/Director | 15 | $50,000 | $9,500 |
| Amanda P Lenhart 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Director/VP | 15 | $50,000 | $9,500 |
| Roger L Ruhl 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Director/VP | 15 | $50,000 | $9,500 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bruce A Krone 700 Walnut Street Suite 301, Cincinnati, OH 45202 | President/Secretary/Direct | 15 | $50,000 | $9,500 |
| Stanley J Frank Jr 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Treasurer/Director | 15 | $50,000 | $9,500 |
| Amanda P Lenhart 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Director/VP | 15 | $50,000 | $9,500 |
| Roger L Ruhl 700 Walnut Street Suite 301, Cincinnati, OH 45202 | Director/VP | 15 | $50,000 | $9,500 |
Address and contacts
- Address (IRS master file)
- 700 WALNUT ST STE 311, CINCINNATI, OH 45202-2015
- Signed the 990-PF
- Bruce A Krone, Secretary
- Phone
- (513) 241-1234
- Website
- www.DaterFoundation.org
- Return prepared by
- Barnes Dennig & Co LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 31-1150951
- 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
- 1986
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $101,861,350
- Income (IRS master file)
- $25,502,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $7,380,352 | $6,510,571 | $101,861,350 | XML |
| 990-PF | August 2024 | $4,256,005 | $6,051,246 | $100,990,822 | IRS |
| 990-PF | August 2023 | $5,242,247 | $6,812,762 | $102,786,063 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 31-1150951).
Questions about CHARLES H DATER FOUNDATION INC
- What is the EIN of CHARLES H DATER FOUNDATION INC?
- The employer identification number (EIN) of CHARLES H DATER FOUNDATION INC is 31-1150951.
- Is CHARLES H DATER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CHARLES H DATER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES H DATER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES H DATER FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES H DATER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of CHARLES H DATER FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $50,000 (Bruce A Krone, President/Secretary/Direct).
- How much revenue does CHARLES H DATER FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $7,380,352, expenses of $6,510,571 and total assets of $101,861,350 at year end.
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