HIERONYMUS FAMILY FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HIERONYMUS FAMILY FUND INC (EIN 31-1381301)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349103022
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T12:23:27-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475640512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alana R Williams CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 Banyon Ln | AddressLine1Txt |
| City | Springboro | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311381301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIERONYMUS FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIER | BusinessNameControlTxt |
| Phone | 9378591841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1278 MAUE ROAD | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE HIERONYMUS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9378591841 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEE | PersonFirstNm |
| Person Last | HIERONYMUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alana R Williams CPA MBA | PreparerPersonNm |
| PTIN | P00818913 | PTIN |
| Phone | 9379023608 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,303,539 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,064 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,064 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,953 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $7,870 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $10,073 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,073 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $92,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,960 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,378 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,378 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $220 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $220 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,960 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,656 | CashBOYAmt |
| Cash EOY | $1,656 | CashEOYAmt |
| Cash EOYFMV | $1,656 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $69,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,001 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,643,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,626,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,333,324 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $834,745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $801,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $925,558 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,549,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,472,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,303,539 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,549,706 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,472,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,549,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,472,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,549,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,472,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,549,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,175 | OtherIncreasesAmt |
| Subtotal | $2,472,549 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,472,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHEDULE ATTACHED | P | 2022-07-01 | 2023-06-30 | $53,654 | $0 | $53,704 | -$50 | $0 | $0 | $0 | -$50 |
| SCHEDULE ATTACHED | P | 2018-12-31 | 2023-06-30 | $250,999 | $0 | $243,079 | $7,920 | $0 | $0 | $0 | $7,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,870 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$50 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,389 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,389 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $70 | EsPenaltyAmt |
| Tax Due | $1,459 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEE HIERONYMUS | IndividualWithBooksNm |
| Phone | 9378591841 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1278 MAUE RD | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE HIERONYMUS | ||||||||
| 1278 MAUE RD | MIAMISBURG | OH | 45342 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JANE HIERONYMUS | ||||||||
| 9127 WHITE OAK | KIRTLAND | OH | 44094 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| PAUL HIERONYMUS | ||||||||
| 4292 FALL LAKE DRIVE | AVON | OH | 44011 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BRYAN HIERONYMUS | ||||||||
| 11495 BARTHOLOMEW RD | CHAGRIN FALLS | OH | 44023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| VICTORIA JOHNS | ||||||||
| 4015 MEADOW VIEW DRIVE | SAINT CHARLES | IL | 60175 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,954,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,012,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,012,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,952,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,389 | TotalTaxAmt |
| Distributable Before Adj | $196,224 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $196,224 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $196,224 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,422 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $177,422 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,224 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $115,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $162,649 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $176,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,573 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $812,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,422 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $177,422 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $196,224 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $196,224 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $794,103 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $794,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,563 | ExcessFromYear4Amt |
| Excess From Year3 | $176,364 | ExcessFromYear3Amt |
| Excess From Year2 | $180,573 | ExcessFromYear2Amt |
| Excess From Year1 | $178,181 | ExcessFromYear1Amt |
| Excess From Current Year | $177,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MIAMISBURG EDUCATION | ||||||
| FOUNDATION | MIAMISBURG | OH | 45342 | PVTOPFDN | SCHOLARSHIPSTEACHERS MINIGRANT | $10,000 |
| GUIDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN | NY | 10598 | PVTOPFDN | GUIDING EYE DOGS | $5,000 |
| WILMINGTON | ||||||
| COLLEGE | WILMINGTON | OH | 45177 | PVTCOLLEGE | AGRICULTURE DEPTSCIENCE BUILDING | $20,000 |
| HEIDELBERG UNIVERSITY | ||||||
| 310 E MARKET ST | TIFFIN | OH | 44883 | PVTCOLLEGE | SCHOLARSHIPS | $40,000 |
| TRINITY CHURCH OF MIAMISBURG | ||||||
| 203 E LINDEN AVE | MIAMISBURG | OH | 45342 | CHURCH | CHURCH | $10,000 |
| VICTORIA THEATRE ASSOCIATION | ||||||
| 138 N MAIN ST | DAYTON | OH | 45402 | PVT OPFDN | DAYTON LIVE | $2,500 |
| HOMEFULL | ||||||
| 33 W 1ST ST | DAYTON | OH | 45402 | PVTOPFDN | HOMELESSSHELTER | $500 |
| MIAMI UNIVERSITY | ||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | STATEUNIV | SCHOLARSHIPFUND | $5,000 |
| MENTOR EDUCATION | ||||||
| FOUNDATION | MENTOR | OH | 44060 | PVT OPFDN | SCHOLARSHIPFUND | $2,000 |
| HOLDEN ARBORETUM | ||||||
| 9500 SPERRY ROAD | KIRTLAND | OH | 44094 | PVT OPFDN | ARBORETUMFUND | $5,000 |
| OHIO HISTORICAL SOCIETY | ||||||
| 800 E 17TH AVE | COLUMBUS | OH | 43211 | PVT OPFDN | HISTORICAL | $500 |
| JDRF | ||||||
| 1293-H LYONS RD | DAYTON | OH | 45458 | PVT OPFDN | JUVENILEDIABETES | $1,500 |
| DENISON UNIVERSITY | ||||||
| 100 WEST COLLEGE ST | GRANVILLE | OH | 43023 | PVTCOLLEGEFDN | SCHOLARSHIPFUND | $5,500 |
| BAUM OPERA HOUSE ASSN | ||||||
| 15 S FIRST ST | MIAMISBURG | OH | 45342 | PVTOPFDN | HISTORICAL | $2,000 |
| MENTOR UMC | ||||||
| 8600 MENTOR AVE | MENTOR | OH | 44060 | CHURCH | CHURCH | $4,000 |
| UNITED CHURCH HOMES | ||||||
| 170 E CENTER ST | MARION | OH | 43302 | PVTOPFDN | CAREGIVERS | $2,000 |
| MIAMISBURG HISTORICAL SOCIETY | ||||||
| PO BOX 774 | MIAMISBURG | OH | 45342 | PVTOPFDN | PVTOPFDN | $10,000 |
| INTERNATIONAL SOCIETY OF BASSISTS | ||||||
| 14070 PROTON RD SUITE 100 | DALLAS | TX | 75244 | PVTOPFDN | PERFORMINGARTS | $3,000 |
| THE SALVATION ARMY | ||||||
| 138 S WILKINSON ST | DAYTON | OH | 45402 | PVTOPFDN | HUMANITARIANAIDE | $2,500 |
| MORRIS ANIMAL FOUNDATION | ||||||
| 720 S COLORADO BLVD | DENVER | CO | 80246 | PVTOPFDN | ANIMALSHELTER | $1,500 |
| MIAMISBURG COLLABORATION | ||||||
| FOR THE HOMELESS | MIAMISBURG | OH | 45342 | PVT OPFDN | HOMELESSSUPPORT | $500 |
| CULTURE WORKS | ||||||
| 110 N MAIN ST | DAYTON | OH | 45402 | PVTOPFDN | PERFORMING ARTS | $1,000 |
| MIAMISBURG HS ALUMNI | ||||||
| 1860 BELVO RD | MIAMISBURG | OH | 45342 | PVTOPFDN | ALUMNI ASSN | $250 |
| GOODWILL | ||||||
| 660 N MAIN ST | DAYTON | OH | 45402 | PVTOPFDN | RADIO READINGSERVICE | $1,000 |
| ROTARY INTERNATIONAL | ||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | PVTOPFDN | ROTARYFOUNDATION | $500 |
| NORTH RIDGEVILLE SCHOOLS EDUCATIONAL FOUNDATION | ||||||
| 34620 BAINBRIDGE RD | NORTH RIDGEVILLE | OH | 44039 | PUBLICSCHOOLSUPPORT | SCHOOL SUPPORT | $5,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | PVTOP FDN | HOSPICE CARE | $3,000 |
| UNIVERSITY HOSPITALS OF CLEVELAND | ||||||
| PO BOX 94554 | CLEVELAND | OH | 44101 | PVTOPFDN | HOSPITALS | $10,000 |
| BRIGHT FOCUS FOUNDATION | ||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | PVTOPFDN | MACULAR DEGENERATION | $2,000 |
| AVON LIONS SCHOLARSHIP | ||||||
| PO BOX 22 | AVON | OH | 44011 | PVTOP | SCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,064 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,870 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,960 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | NO ACTIVITY FOR YEAR EXCEPT INVESTMENT INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIS & CO., CPA'S, LLC TAX & CONSULTING SERVICES | CategoryTxt |
| Amt | $3,850 | Amt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LOSSES | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $15,724 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15,724 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $10,073 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,073 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $305 |
| CAPITAL GAINS | $7,870 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OHIO ATTORNEY GENERAL | $200 | $200 |
| TAXES | $1,178 | $1,178 |