Charles H Dater Foundation Inc

Cincinnati, OH
Tax-exempt since Dec. 1986
EIN: 31-1150951

Receive an email when new data is available for this organization.

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.

Donations to this organization are tax deductible.

Revenue

$4.26M (2024)

Expenses

$6.05M (2024)

Total Assets

$101M (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 Aug.
2024

Revenue

$4,256,005

Expenses

$6,051,246

Net Income

-$1,795,241

Net Assets

$100,990,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,954,363	69.4%
Sales of Assets	$1,301,642	30.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,533,480	91.4%
Compensation of Officers*	$200,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$100,990,822
Total Liabilities	$0
Net Assets	$100,990,822

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on May 22, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$5,242,247

Expenses

$6,812,762

Net Income

-$1,570,515

Net Assets

$102,786,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,740,611	52.3%
Sales of Assets	$2,501,636	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,157,350	90.4%
Compensation of Officers*	$200,000	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,786,063
Total Liabilities	$0
Net Assets	$102,786,063

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on April 16, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$6,915,425

Expenses

$6,388,373

Net Income

$527,052

Net Assets

$104,336,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,793,725	40.4%
Sales of Assets	$3,983,538	57.6%
Other Income	$138,162	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,815,774	91.0%
Compensation of Officers*	$200,000	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$104,336,562
Total Liabilities	$0
Net Assets	$104,336,562

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on Feb. 28, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2021

Revenue

$11,174,781

Expenses

$6,303,956

Net Income

$4,870,825

Net Assets

$103,809,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,982,595	17.7%
Sales of Assets	$9,192,186	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,738,452	91.0%
Compensation of Officers*	$200,000	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$103,809,510
Total Liabilities	$0
Net Assets	$103,809,510

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on April 12, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2020

Revenue

$769,944

Expenses

$6,091,919

Net Income

-$5,321,975

Net Assets

$98,938,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,450,376	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,306,385	87.1%
Compensation of Officers*	$200,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$98,938,685
Total Liabilities	$1
Net Assets	$98,938,684

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on June 11, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$6,925,057

Expenses

$4,913,282

Net Income

$2,011,775

Net Assets

$104,260,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,777,398	40.1%
Sales of Assets	$4,147,659	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,290,998	87.3%
Compensation of Officers*	$200,000	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$104,260,660
Total Liabilities	$1
Net Assets	$104,260,659

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on July 14, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$62,751,555

Expenses

$4,284,860

Net Income

$58,466,695

Net Assets

$102,276,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$53,783,026	85.7%
Interest Revenue	$0
Dividends	$1,725,693	2.8%
Sales of Assets	$7,242,836	11.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,897,105	91.0%
Compensation of Officers*	$200,000	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,276,674
Total Liabilities	$0
Net Assets	$102,276,674

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on July 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$1,565,838

Expenses

$2,507,344

Net Income

-$941,506

Net Assets

$45,552,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,032,781	66.0%
Sales of Assets	$533,057	34.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,324,475	92.7%
Compensation of Officers*	$200,000	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,552,041
Total Liabilities	$0
Net Assets	$45,552,041

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on June 29, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Revenue

$5,872,065

Expenses

$2,480,721

Net Income

$3,391,344

Net Assets

$46,493,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,036,437	17.7%
Sales of Assets	$4,835,628	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,293,238	92.4%
Compensation of Officers*	$200,000	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,493,547
Total Liabilities	$0
Net Assets	$46,493,547

Compensation

Key Employees and Officers	Compensation	Other
Bruce A Krone (President/Secretary/Direct)	$50,000	$9,500
Stanley J Frank Jr (Treasurer/Director)	$50,000	$9,500
Amanda P Lenhart (Director/Vp 2/2/15)	$50,000	$9,500
Roger L Ruhl (Director/Vp)	$50,000	$9,500

+ View more people

990-PF

Filed on April 18, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$4,029,004

Expenses

$2,449,620

Net Income

$1,579,384

Net Assets

$43,134,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,079,254	26.8%
Sales of Assets	$2,949,750	73.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,204,674	90.0%
Compensation of Officers*	$188,332	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,134,329
Total Liabilities	$0
Net Assets	$43,134,329

990-PF

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

PDF

Fiscal Year Ending Aug.
2014

Revenue

$4,548,136

Expenses

$2,239,384

Net Income

$2,308,752

Net Assets

$41,554,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,075,751	23.7%
Sales of Assets	$3,472,385	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,024,417	90.4%
Compensation of Officers*	$221,667	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,554,945
Total Liabilities	$0
Net Assets	$41,554,945

990-PF

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

PDF

Fiscal Year Ending Aug.
2013

Revenue

$3,573,924

Expenses

$2,091,994

Net Income

$1,481,930

Net Assets

$39,246,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$947,418	26.5%
Sales of Assets	$2,626,506	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,893,762	90.5%
Compensation of Officers*	$225,000	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,246,193
Total Liabilities	$0
Net Assets	$39,246,193

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$3,099,243

Expenses

$2,147,027

Net Income

$952,216

Net Assets

$37,764,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$913,699	29.5%
Sales of Assets	$2,185,544	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,911,794	89.0%
Compensation of Officers*	$225,000	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,764,263
Total Liabilities	$0
Net Assets	$37,764,263

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$2,788,885

Expenses

$2,160,253

Net Income

$628,632

Net Assets

$36,812,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$971,907	34.8%
Sales of Assets	$1,816,978	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,010,049	93.0%
Compensation of Officers*	$225,000	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,812,047
Total Liabilities	$0
Net Assets	$36,812,047

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated September 25, 2025

Charles H Dater Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.26M (2024)

Expenses $6.05M (2024)

Total Assets $101M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Revenue

$4.26M (2024)

Expenses

$6.05M (2024)

Total Assets

$101M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001