KIWANIS CLUB OF DAYTON OHIO FOUNDATION INC: Form 990PF, tax year 2019
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- Organization
- KIWANIS CLUB OF DAYTON OHIO FOUNDATION INC (EIN 31-6041997)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-09
- IRS object ID
- 202130409349100808
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-09T16:28:18-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310971691 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSHOT LAMB & HOBBS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3066 KETTERING BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316041997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIWANIS CLUB OF DAYTON OHIO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIWA | BusinessNameControlTxt |
| Phone | 9372283331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 SOUTH PERRY STREET | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BUESCHER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9372283331 | PhoneNum |
| Signature | 2021-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY A COLUSSI | PreparerPersonNm |
| PTIN | P00433041 | PTIN |
| Phone | 9372973400 | PhoneNum |
| Preparation | 2021-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $453,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,011 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $243,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,414 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,222 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,222 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,263 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,076 | CashBOYAmt |
| Cash EOY | $17 | CashEOYAmt |
| Cash EOYFMV | $17 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,415 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,499 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,499 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,499 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,499 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $397,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $331,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $387,805 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $414,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $453,736 | 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 | $414,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | $397,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $414,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $397,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $414,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $397,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $414,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $399,935 | SubtotalAmt |
| Other Decreases | $2,132 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $397,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| EATON VANCE | 2019-04-17 | 2019-12-10 | $20,338 | $20,471 | -$133 | -$133 |
| AB FDS LARGE CAP GROWTH | 2015-12-16 | 2019-12-03 | $5,400 | $3,535 | $1,865 | $1,865 |
| AB HIGH INCOME FD | 2015-07-08 | 2020-02-03 | $4,000 | $4,142 | -$142 | -$142 |
| AB FDS LARGE CAP GROWTH | 2015-12-16 | 2020-02-03 | $5,000 | $3,213 | $1,787 | $1,787 |
| JANUS INVT FD HENDERSON GLOBAL EQUITY | 2015-07-08 | 2020-02-03 | $4,500 | $4,975 | -$475 | -$475 |
| STADION INVT TR TACTICAL GROWTH FD | 2015-11-12 | 2020-02-03 | $4,500 | $3,612 | $888 | $888 |
| GOLDMAN SACHS TR | 2019-05-31 | 2020-03-10 | $210 | $372 | -$162 | -$162 |
| MLP ENERGY INFRASTRUCTURE | 2019-08-30 | 2020-03-10 | $796 | $1,186 | -$390 | -$390 |
| GOLDMAN SACHS TR | 2016-02-03 | 2020-03-10 | $8,711 | $11,663 | -$2,952 | -$2,952 |
| MLP ENERGY INFRASTRUCTURE | 2016-02-05 | 2020-03-10 | $2,067 | $3,726 | -$1,659 | -$1,659 |
| JANUS INVT FD HENDERSON GLOBAL EQUITY | 2019-07-01 | 2020-04-14 | $2,670 | $3,054 | -$384 | -$384 |
| LORD ABBETT VALUE OPPORTUNITIES FD | 2019-11-22 | 2020-04-14 | $3,860 | $4,559 | -$699 | -$699 |
| JANUS INVT FD HENDERSON GLOBAL EQUITY | 2015-07-08 | 2020-04-14 | $30,193 | $40,429 | -$10,236 | -$10,236 |
| LORD ABBETT VALUE OPPORTUNITIES FD | 2016-11-23 | 2020-04-14 | $32,101 | $40,989 | -$8,888 | -$8,888 |
| AB HIGH INCOME FD | 2019-06-03 | 2020-05-27 | $2,600 | $2,891 | -$291 | -$291 |
| PGIM JENN HEALTH SCIENCES | 2019-12-23 | 2020-05-27 | $711 | $659 | $52 | $52 |
| VIRTUS FUNDS | 2019-12-23 | 2020-05-18 | $434 | $531 | -$97 | -$97 |
| AB HIGH INCOME FD | 2015-07-08 | 2020-05-27 | $34,516 | $41,337 | -$6,821 | -$6,821 |
| AB FDS LARGE CAP GROWTH | 2015-12-16 | 2020-05-28 | $15,000 | $9,096 | $5,904 | $5,904 |
| FIRST FINANCIAL ALPHADEX FD | 2015-11-23 | 2020-05-27 | $15,408 | $14,002 | $1,406 | $1,406 |
| PGIM JENN HEALTH SCIENCES | 2016-01-20 | 2020-05-27 | $24,444 | $18,544 | $5,900 | $5,900 |
| STADION INVT TR TACTICAL GROWTH FD | 2015-11-12 | 2020-05-28 | $5,000 | $4,208 | $792 | $792 |
| VIRTUS FUNDS | 2015-07-08 | 2020-05-18 | $21,163 | $21,693 | -$530 | -$530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,265 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $324 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $324 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $324 | TaxDueAmt |
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 | WWW.DAYTONKIWANIS.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT BUESCHER | IndividualWithBooksNm |
| Phone | 9372283331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 SOUTH PERRY STREET SUITE 110 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE GRAHAM | ||||||||
| 40 SOUTH PERRY STREET SUITE 110 | DAYTON | OH | 45402 | CHAIR | 1.00 | $0 | $0 | $0 |
| CHUCK SOUSA | ||||||||
| 40 SOUTH PERRY STREET SUITE 110 | DAYTON | OH | 45402 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| ROBERT BUESCHER | ||||||||
| 40 SOUTH PERRY STREET SUITE 110 | DAYTON | OH | 45402 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JILL NEITZEL | ||||||||
| 40 SOUTH PERRY STREET SUITE 110 | DAYTON | OH | 45402 | TREASURER | 1.00 | $0 | $0 | $0 |
| KELLY BROWN | ||||||||
| 40 SOUTH PERRY STREET SUITE 110 | DAYTON | OH | 45402 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARK BURTON | ||||||||
| 40 SOUTH PERRY STREET SUITE 110 | DAYTON | OH | 45402 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NORMAN MIOZZI | ||||||||
| 40 SOUTH PERRY STREET SUITE 110 | DAYTON | OH | 45402 | BOARD MEMBER | 1.00 | $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 | $395,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $430,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $430,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $423,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $324 | TotalTaxAmt |
| Distributable Before Adj | $20,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,552 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT BUESCHER SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 SOUTH PERRY STREET SUITE 110 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372283331 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT REQUESTOR MUST USE AN APPLICATION FORM AND EXPLAIN CLEARLY WHAT THE PROJECT WILL ACHIEVE, HOW THE GOALS WILL BE ACCOMPLISHED, WHO AND HOW MANY WILL BENEFIT, HOW LONG THE PROJECT WILL LAST, AND HOW RESULTS WILL BE TRACKED/MEASURED. THEY MUST ALSO ATTACH A DETAILED BUDGET OF PROJECT COSTS AND SUBMIT COPIES TO THE CLUB'S LOCATION AND INCLUDE A COPY OF THE REQUESTOR ORGANIZATION'S MOST RECENT ANNUAL FINANCIAL STATEMENTS AND ANNUAL REPORTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT REQUESTS MAY BE SUBMITTED AT ANY TIME. THE BOARD MEETS QUARTERLY TO REVIEW APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE KIWANIS OF DAYTON FOUNDATION IS INTERESTED IN FUNDING PROJECTS THAT DEMONSTRATE POSITIVE IMPACT ON CHILDREN IN THE GREATER DAYTON AREA. PROJECTS MUST REFLECT CAREFUL PLANNING AND A STRONG BASE OF SUPPORT AND BE CONSISTENT WITH THE IDEALS AND OBJECTIVES OF KIWANIS INTERNATIONAL AS WELL AS THE CORE SERVICE INTERESTS OF KIWANIS CLUB OF DAYTON FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HELP ME GROW BRIGHTER FUTURES | |||||||
| 1133 S EDWIN C MOSES BLVD 240 | DAYTON | OH | 45417 | NONE | PC | PURCHASE BABY SAFETY GATES TO HELP ME GROW CLIENTS FORCED INTO TEMPORARY HOUSING DUE TO 2019 MEMORIAL DAY TORNADOES. | $403 |
| FAITH AND FRIENDS RADIO | |||||||
| PO BOX 24855 | DAYTON | OH | 45424 | NONE | PC | PURCHASE OF PLUSH ANIMALS GIVEN TO FIRST RESPONDER GROUPS TO COMFORT CHILDREN DUE TO ACCIDENT, FIRE, OR REMOVAL FROM THEIR HOME. | $500 |
| OHIO DISTRICT KIWANIS FOUNDATION | |||||||
| 5788 ARLYNE LN | MEDINA | OH | 44256 | NONE | PC | PROVIDING BIKE HELMETS AND SAFETY EDUCATION FOR CHILDREN ACROSS OHIO. | $200 |
| KIDS IN NEW DIRECTIONS | |||||||
| 2338 EAST FIFTH STREET | DAYTON | OH | 45402 | NONE | PC | KIND FEEDS THE MIND, BODY, AND SPIRIT OF INNER-CITY CHILDREN THROUGH AFTER SCHOOL AND SUMMER PROGRAMS. | $2,000 |
| AFFILIATED SOCIETIES COUNCIL | |||||||
| 5100 SPRINGFIELD STREET | DAYTON | OH | 45431 | NONE | PC | TECHFEST TECHNOLOGY FESTIVAL TO INTRODUCE AND MOTIVATE CHILDREN TO LEARN MORE ABOUT STEM FIELDS. | $2,000 |
| PREVENT BLINDNESS OHIO | |||||||
| 313 S JEFFERSON STREET | DAYTON | OH | 45402 | NONE | PC | STAR PUPIL VISION SCREENING PROGRAM | $1,500 |
| POWER OF THE PEN | |||||||
| PO BOX 442 | RICHFIELD | OH | 44286 | NONE | PC | EXTRACURRICULAR COMPETITIVE WRITING PROGRAM FOR 7-8 GRADE STUDENTS. | $2,850 |
| WESLEY COMMUNITY CENTER | |||||||
| 370 DELPHOS AVE | DAYTON | OH | 45417 | NONE | PC | AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMS FOR CHILDREN AGES 5-13. | $2,000 |
| HOUSE OF BREAD | |||||||
| 9 ORTH AVE | DAYTON | OH | 45402 | NONE | PC | TOYS PURCHASED FOR 75 CHILDREN AND TOILETRIES FOR 50 PARENTS ATTENDING A LUNCH WITH SANTA HELD ON DECEMBER 14, 2019. | $1,391 |
| HELP ME GROW BRIGHTER FUTURES | |||||||
| 1133 S EDWIN C MOSES BLVD 240 | DAYTON | OH | 45417 | NONE | PC | CAKES FOR KIDS EVENT. | $296 |
| EMERSON ACADEMY | |||||||
| 501 HICKORY STREET | DAYTON | OH | 45410 | NONE | NC | FUNDS PURCHASED 288 CANVAS BACKPACKS TO HOLD INSTRUCTIONAL MATERIALS FOR THE 2019-2020 SCHOOL YEAR AS A RESULT OF COVID-19 PANDEMIC. | $917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,057 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,149 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB FDS LARGE CAP GROWTH | $20,501 | $37,534 |
| BLACKROCK FDS MID CAP GROWTH | $15,000 | $16,768 |
| BLACKROCK HEALTH SCIENCES OPP PORT INST | $15,000 | $15,913 |
| COLUMBIA SMALL CAP GROWTH FUND | $20,396 | $27,554 |
| GUGGENHEIM FDS TR TOTAL RETURN BD FD | $20,101 | $20,934 |
| DOUBLELINE FDS TR TOTAL RETURN BD FD | $42,964 | $42,568 |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS 1 | $20,107 | $20,670 |
| HARTFORD MUT FDS INC CORE EQUITY FD CL I | $15,000 | $17,253 |
| LAZARD FDS INC GLOBAL LISTED INFRASTRUCTURE PORT INST | $19,811 | $19,224 |
| MORGAN STANLEY INSTL FD INC GLOBAL FRANCHISE PORTFOLIO | $15,000 | $19,202 |
| MORGAN STANLEY INSTL FD INC GLOBAL FRANCHISE PORTFOLIO | $15,000 | $16,705 |
| T ROWE PRICE COMMUNICATIONS & TECHNOLOGY FUND | $25,000 | $33,879 |
| PGIM TOTAL RETURN BOND CL Z | $44,079 | $46,160 |
| STADION INVT TACTICAL GROWTH FUND CLASS I | $28,853 | $37,962 |
| WELLS FARGO UTILITY &TELECMMCTNS FD INSTL | $15,060 | $15,479 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUMULATIVE ADJUSTMENT OF PRIOR YEAR GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $2,132 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE OF OHIO FILING FEE | $100 | $0 | $0 | $100 |
| SECRETARY EXPENSE | $1,500 | $0 | $0 | $1,500 |
| LIABILITY INSURANCE | $306 | $0 | $0 | $306 |
| BANK FEES | $132 | $0 | $0 | $132 |
| SUPPLIES | $225 | $0 | $0 | $225 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $4,222 | Amt |
| Net Investment Income | $4,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |