DANIS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DANIS FOUNDATION INC (EIN 31-6041012)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349101747
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T15:10:30-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES DENNIG & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST FOURTH STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316041012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DANIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 9372281225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DANIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9372281225 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | DANIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA HUNTER | PreparerPersonNm |
| PTIN | P01281821 | PTIN |
| Phone | 5132418313 | PhoneNum |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,075,657 | 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 |
| Dividends Rev And Expnss | $26,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $346,166 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $517,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $346,166 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $372,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $372,540 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $274 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $845 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,226 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,226 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,226 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,678 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $683,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $392,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,672,954 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $261,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $242,962 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $972,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $687,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,075,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $972,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $687,040 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $972,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $687,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $972,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $687,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $972,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $933,315 | SubtotalAmt |
| Other Decreases | $246,275 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $687,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHEWY INC | P | 2020-09-11 | 2021-02-02 | $20,192 | $11,352 | $8,840 | $8,840 |
| WEYERHAEUSER CO | P | 2020-06-23 | 2021-02-02 | $30,386 | $21,438 | $8,948 | $8,948 |
| ABBVIE INC | P | 2015-02-04 | 2021-09-02 | $51,097 | $25,900 | $25,197 | $25,197 |
| ADOBE INC | P | 2017-05-18 | 2021-11-16 | $95,393 | $19,003 | $76,390 | $76,390 |
| AMPHENOL CORP | P | 2012-04-04 | 2021-02-02 | $12,760 | $2,974 | $9,786 | $9,786 |
| APPLE INC | P | 2010-05-25 | 2021-11-16 | $30,200 | $1,710 | $28,490 | $28,490 |
| BERKSHIRE HATHAWAY | P | 2016-11-16 | 2021-11-18 | $18,840 | $10,483 | $8,357 | $8,357 |
| INTUITIVE SURGICAL | P | 2017-06-26 | 2021-11-18 | $28,731 | $8,411 | $20,320 | $20,320 |
| KKR & CO INC | P | 2016-12-16 | 2021-11-18 | $23,559 | $5,014 | $18,545 | $18,545 |
| MCCORMICK & CO INC | P | 2009-03-26 | 2021-11-18 | $25,021 | $4,347 | $20,674 | $20,674 |
| MICROSOFT CORP | P | 2015-01-29 | 2021-11-18 | $89,678 | $11,975 | $77,703 | $77,703 |
| RBC BEARINGS INC | P | 2015-08-13 | 2021-04-27 | $20,318 | $6,733 | $13,585 | $13,585 |
| WEYERHAEUSER CO | P | 2020-06-23 | 2021-11-16 | $38,350 | $22,782 | $15,568 | $15,568 |
| NIKE INC | P | 2020-12-30 | 2021-01-04 | $14,216 | $14,287 | -$71 | -$71 |
| THE COCA-COLA CO | P | 2020-12-30 | 2021-01-04 | $10,816 | $4,954 | $5,862 | $5,862 |
| CAPITAL GAINS DIVIDENDS | P | $7,972 | $7,972 | $7,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $346,166 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,007 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $841 | OverpaymentAmt |
| Applied To ES Tax | $841 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN DANIS | IndividualWithBooksNm |
| Phone | 9372281225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN DANIS | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| KURT KIESSLING | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| CHARLES W DANIS JR | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| HEATHER D WELBAUM | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| BEVERLY F SHILLITO | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | SECRETARY | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,730,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $242,962 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,062,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,062,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,031,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,166 | TotalTaxAmt |
| Distributable Before Adj | $96,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,226 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $403,226 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $175,675 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $235,067 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $216,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $389,436 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $447,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,464,193 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,226 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $306,795 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,770,988 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $175,675 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,595,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $235,067 | ExcessFromYear4Amt |
| Excess From Year3 | $216,561 | ExcessFromYear3Amt |
| Excess From Year2 | $389,436 | ExcessFromYear2Amt |
| Excess From Year1 | $447,454 | ExcessFromYear1Amt |
| Excess From Current Year | $306,795 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN APPLEGARTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372281225 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST AN EDUCATIONAL GRANT PROGRAM APPLICATION FOR FINANCIAL AID | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BON SECOURS MERCY HEALTH FOUNDATION | ||||||
| PO BOX 632660 | CINCINNATI | OH | 452632660 | MERCY HEALTH MISSION PARTNERS | $100,000 | |
| CEDARVILLE UNIVERSITY | ||||||
| 25 N MAIN STREET | CEDARVILLE | OH | 45314 | CEDARVILLE ANNUAL FUND | $10,000 | |
| CEDARVILLE UNIVERSITY | ||||||
| 25 N MAIN STREET | CEDARVILLE | OH | 45314 | EXCELLENCE IN ENGINEERING - SCHOLARSHIP | $5,000 | |
| CEDARVILLE UNIVERSITY | ||||||
| 25 N MAIN STREET | CEDARVILLE | OH | 45314 | SCHOLARSHIP | $1,500 | |
| DAYTON CHILDRENS HOSPITAL | ||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | REACHING NEW HEIGHTS TOWER CAMPAIGN | $30,000 | |
| ECU | ||||||
| TUITION PAYMENTS PO BOX 603084 | CHARLOTTE | NC | 282603084 | SCHOLARSHIP | $1,500 | |
| GRANDVIEW FOUNDATION | ||||||
| 405 W GRAND AVENUE | DAYTON | OH | 45405 | CASSANO RENOVATION PROJECT PLEDGE | $20,000 | |
| GREENE MEDICAL FOUNDATION | ||||||
| 1141 N MONROE DR | XENIA | OH | 45385 | 2021 CIRCLE OF VICTORY VIRTUAL WALK | $5,000 | |
| GREENE MEDICAL FOUNDATION | ||||||
| 1141 N MONROE DR | XENIA | OH | 45385 | SOIN SOUTH TOWER | $25,000 | |
| JESSIE BALL DUPONT FUND | ||||||
| 40 EAST ADAMS STREET SUITE 300 | JACKSONVILLE | FL | 32202 | SHARING A LEGACY PLEDGE TRAINING ROOM 038 | $7,143 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | ONCOLOGY SERVICES LINE FUND AND RADIOLOGY/IMAGING FUND | $50,000 | |
| MOREHEAD STATE UNIVERSITY | ||||||
| ACCOUNTING FINANCIAL SERVICES 207 | MOREHEAD | KY | 40351 | SCHOLARSHIP | $1,500 | HOWELL-MCDOWELL |
| NC STATE UNIVERSITY | ||||||
| OFFICE OF SCHOLARSHIPS AND FA 2016 | RALEIGH | NC | 276957302 | SCHOLARSHIP | $1,500 | HARRIS HALL BOX 7302 |
| OHIO UNIVERSITY | ||||||
| OFFICE OF THE BURSAR 010 CHUBB HALL | ATHENS | OH | 45701 | SCHOLARSHIP | $1,500 | |
| OMEGA CDC | ||||||
| 1800 HARVARD BLVD | DAYTON | OH | 45406 | HOPE CENTER PLEDGE | $17,500 | |
| WRIGHT MEMORIAL PUBLIC LIBRARY | ||||||
| 1776 FAIR HILLS AVENUE | OAKWOOD | OH | 454192531 | MAKING AN IMPACT CAMPAIGN | $5,000 | |
| DAYTON PERFORMING ARTS ALLIANCE | ||||||
| 126 N MAIN STREET SUITE 210 | DAYTON | OH | 45402 | ONE DAYTON, OHE ALLIANCE ENDOWMENT PLEDGE | $20,000 | |
| NORTH CAROLINA WILMINGTON | ||||||
| 601 COLLEGE RD | WILIMINGTON | NC | 28403 | SCHOLARSHIP | $1,500 | |
| THE OHIO STATE UNIVERSITY | ||||||
| THE OHIO STATE UNIVERSITY BURSARS | COLUMBUS | OH | 43210 | SCHOLARSHIP | $1,500 | OFFICE 281 WEST LANE AVENUE |
| NC STATE UNIVERSITY | ||||||
| OFFICE OF SCHOLARSHIPS AND FA 2016 | RALEIGH | NC | 276957302 | SCHOLARSHIP | $1,500 | HARRIS HALL BOX 7302 |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | HEART TO HEART FUND | $35,000 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | RIBBON OF HOPE EVENT | $3,500 | |
| BAPTIST HEALTH FOUNDATION | ||||||
| 641 PRUDENTIAL DRIVE SUITE 130 | JACKSONVILLE | FL | 32207 | ALEX'S DRAGONFLY ENDOWMENT FOR YOUTH ADULT BEHAVIORAL HEALTH | $8,333 | |
| FORT HAMILTON HOSPITAL FOUNDATION | ||||||
| 329 N 3RD ST | HAMILTON | OH | 45011 | THE CRITICAL EQUIPMENT CAMPAIGN | $15,000 | |
| UF FOUNDATIONS INC FUND | ||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | PLEDGE COMMITMENT | $30,000 | |
| CET | ||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | ACTION AUCTION | $4,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,226 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $346,166 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $372,540 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,540 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARNES, DENNIG & CO. | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $10,259 | $213,084 |
| COLGATE-PALMOLIVE CO | $26,197 | $34,136 |
| HORMEL FOODS CORP | $17,729 | $92,739 |
| ROYAL BANK OF CANADA | $25,818 | $49,885 |
| TEGNA INC | $15,338 | $37,120 |
| EVERSOURCE ENERGY | $21,912 | $100,897 |
| INTUITIVE SURGICAL | $10,514 | $35,930 |
| JPMORGAN CHASE & CO | $28,132 | $110,845 |
| MCCORMICK & CO INC | $15,938 | $106,271 |
| MCDONALDS CORP | $25,508 | $120,632 |
| MICROSOFT CORP | $28,905 | $235,424 |
| ADOBE INC | $33,456 | $141,765 |
| BERKSHIRE HATHAWAY | $23,469 | $44,850 |
| ENBRIDGE INC | $3,629 | $9,848 |
| KKR & CO INC | $20,055 | $89,400 |
| NESTLE S A | $18,865 | $84,222 |
| ZOETIS INC | $9,037 | $73,209 |
| DANAHER CORP | $4,427 | $32,901 |
| PNC FINL SVC | $29,370 | $30,888 |
| BOA | $24,325 | $28,908 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEYERHAEUSER CO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $134,416 | BookValueAmt |
| EOYFMV | $242,962 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEBALY SHILLITO & DYER | CategoryTxt |
| Legal Fees | $274 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT ON STOCKS | Desc |
| Amt | $246,275 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CHARGES | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $3,200 | $0 | $0 |
| OHIO | $400 | $0 | $0 |
| FOREIGN TAXES | $845 | $845 | $0 |