Walter L Gross Iii Familyfoundation

Cincinnati, OH
Tax-exempt since June 2007
EIN: 20-8613336

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$86.2k (2024)

Expenses

$62.7k (2024)

Total Assets

$410k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$86,210

Expenses

$62,688

Net Income

$23,522

Net Assets

$409,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,500	4.1%
Interest Revenue	$1	0.0%
Dividends	$14,535	16.9%
Sales of Assets	$68,165	79.1%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,500	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$409,774
Total Liabilities	$0
Net Assets	$409,774

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$44,432

Expenses

$58,706

Net Income

-$14,274

Net Assets

$386,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,280	29.9%
Sales of Assets	$31,145	70.1%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,500	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$386,095
Total Liabilities	$0
Net Assets	$386,095

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$12,674

Expenses

$54,834

Net Income

-$42,160

Net Assets

$400,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,184	88.2%
Sales of Assets	$1,480	11.7%
Other Income	$10	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,500	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,195
Total Liabilities	$0
Net Assets	$400,195

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$41,614

Expenses

$58,359

Net Income

-$16,745

Net Assets

$442,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,484	27.6%
Sales of Assets	$30,130	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,000	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,320
Total Liabilities	$0
Net Assets	$442,320

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on Nov. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$31,172

Expenses

$69,931

Net Income

-$38,759

Net Assets

$458,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$875	2.8%
Dividends	$10,800	34.6%
Sales of Assets	$19,496	62.5%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,000	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,186
Total Liabilities	$1
Net Assets	$458,185

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$37,722

Expenses

$68,856

Net Income

-$31,134

Net Assets

$496,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$875	2.3%
Dividends	$14,542	38.6%
Sales of Assets	$22,305	59.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,000	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$496,945
Total Liabilities	$1
Net Assets	$496,944

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$26,414

Expenses

$65,604

Net Income

-$39,190

Net Assets

$528,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$875	3.3%
Dividends	$14,572	55.2%
Sales of Assets	$10,902	41.3%
Other Income	$65	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,000	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$528,079
Total Liabilities	$0
Net Assets	$528,079

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$40,961

Expenses

$135,589

Net Income

-$94,628

Net Assets

$567,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$532	1.3%
Interest Revenue	$875	2.1%
Dividends	$16,429	40.1%
Sales of Assets	$23,125	56.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,500	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,269
Total Liabilities	$0
Net Assets	$567,269

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$89,897

Expenses

$73,637

Net Income

$16,260

Net Assets

$661,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,850	3.2%
Interest Revenue	$878	1.0%
Dividends	$15,978	17.8%
Sales of Assets	$70,191	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,925	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$661,897
Total Liabilities	$0
Net Assets	$661,897

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on March 20, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$36,348

Expenses

$71,131

Net Income

-$34,783

Net Assets

$645,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$875	2.4%
Dividends	$14,922	41.1%
Sales of Assets	$20,551	56.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,500	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$645,637
Total Liabilities	$0
Net Assets	$645,637

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$150,194

Expenses

$63,621

Net Income

$86,573

Net Assets

$680,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200	0.1%
Interest Revenue	$875	0.6%
Dividends	$15,805	10.5%
Sales of Assets	$133,314	88.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,700	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$680,420
Total Liabilities	$0
Net Assets	$680,420

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$42,087

Expenses

$57,104

Net Income

-$15,017

Net Assets

$593,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$876	2.1%
Dividends	$14,700	34.9%
Sales of Assets	$26,511	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,500	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$593,847
Total Liabilities	$0
Net Assets	$593,847

Compensation

Key Employees and Officers	Compensation	Other
Walter L Gross Iii (President)	$0	$0
Mary Emily Gross (Vice President)	$0	$0
Anthony Schweier (Treasurer)	$0	$0
Michael Schwartz (Secretary)	$0	$0

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990-PF

Filed on April 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$34,578

Expenses

$66,532

Net Income

-$31,954

Net Assets

$608,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$878	2.5%
Dividends	$13,982	40.4%
Sales of Assets	$19,718	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,500	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$608,864
Total Liabilities	$1
Net Assets	$608,863

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$53,150

Expenses

$54,835

Net Income

-$1,685

Net Assets

$640,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,021	1.9%
Interest Revenue	$893	1.7%
Dividends	$11,998	22.6%
Sales of Assets	$39,238	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,500	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$640,818
Total Liabilities	$1
Net Assets	$640,817

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Walter L Gross Iii Familyfoundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $86.2k (2024)

Expenses $62.7k (2024)

Total Assets $410k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$86.2k (2024)

Expenses

$62.7k (2024)

Total Assets

$410k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007