DANIS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DANIS FOUNDATION INC (EIN 31-6041012)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349103116
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal 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 | 2020-11-16T13:29:57-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L PHELPS | PreparerPersonNm |
| PTIN | P00502693 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.196.129.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 14:33:51 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20AF3FD11661E17678F9130779708E6015CA1CB0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,764,477 | 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 | $456,003 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $246,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $460,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $246,036 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,421 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,421 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $723,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,974 | 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 | $55 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $716 | 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 | $7,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $452,046 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $452,046 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $459,872 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $264,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,690 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $556 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $556 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $576,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $541,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,474,504 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,370 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $52,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $858,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $815,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,764,477 | 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 | $858,095 | RetainedEarningBOYAmt |
| Retained Earning EOY | $815,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $858,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $815,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $858,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $815,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $858,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $264,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,632 | OtherIncreasesAmt |
| Subtotal | $1,131,832 | SubtotalAmt |
| Other Decreases | $316,417 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $815,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ILLUMINA INC | P | 2018-02-08 | 2019-02-01 | $28,344 | $21,245 | $7,099 | $7,099 |
| NESTLE S A | P | 2019-03-18 | 2019-03-22 | $37,938 | $12,577 | $25,361 | $25,361 |
| TSAKOS ENERGY | P | 2015-07-28 | 2019-07-30 | $25,000 | $24,768 | $232 | $232 |
| ADOBE INC | P | 2017-05-18 | 2019-12-20 | $65,339 | $26,497 | $38,842 | $38,842 |
| AMPHENOL CORP | P | 2012-04-04 | 2019-10-10 | $14,310 | $4,461 | $9,849 | $9,849 |
| APPLE INC | P | 2010-05-25 | 2019-03-25 | $38,302 | $6,839 | $31,463 | $31,463 |
| DANAHER CORP | P | 2013-04-18 | 2019-10-10 | $20,779 | $6,641 | $14,138 | $14,138 |
| GTT COMMUNICATIONS | P | 2015-12-11 | 2019-06-24 | $29,198 | $24,647 | $4,551 | $4,551 |
| GTT COMMUNICATIONS | P | 2016-03-16 | 2019-06-24 | $10,421 | $7,733 | $2,688 | $2,688 |
| J P MORGAN CHASE & CO | P | 2010-02-26 | 2019-03-25 | $39,831 | $16,843 | $22,988 | $22,988 |
| MC DONALDS CORP | P | 2009-07-23 | 2019-10-10 | $10,590 | $2,842 | $7,748 | $7,748 |
| MICROSOFT CORP | P | 2015-01-29 | 2019-12-20 | $110,353 | $28,906 | $81,447 | $81,447 |
| PRUDENTIAL FINL | P | 2017-04-17 | 2019-08-15 | $30,000 | $30,370 | -$370 | -$370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $246,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $272,990 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,182,943 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.230772 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $279,865 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $927,085 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.301876 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $205,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $599,344 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.342371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,212 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $337,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.308771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $383,723 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066454 | DistributionYr5Rt |
| Total Distribution | 1.250244 | TotalDistributionRt |
| Average Distribution | 0.250049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,305,646 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,475 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,672 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $329,147 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $452,046 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,672 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,672 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,672 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,220 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Overpayment | $1,503 | OverpaymentAmt |
| Applied To ES Tax | $1,503 | 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 | $1,151,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,283 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,325,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,325,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,305,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,672 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,672 | TotalTaxAmt |
| Distributable Before Adj | $62,610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,046 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $452,046 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,672 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $449,374 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,921 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $87,513 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,675 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $235,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $216,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $721,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $452,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $389,436 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,111,173 | 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 | $6,921 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,104,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,513 | ExcessFromYear4Amt |
| Excess From Year3 | $175,675 | ExcessFromYear3Amt |
| Excess From Year2 | $235,067 | ExcessFromYear2Amt |
| Excess From Year1 | $216,561 | ExcessFromYear1Amt |
| Excess From Current Year | $389,436 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CEDARVILLE UNIVERSITY | ||||||
| 25 N MAIN STREET | CEDARVILLE | OH | 45314 | SCHOLARSHIP | $1,000 | |
| CEDARVILLE UNIVERSITY | ||||||
| 25 N MAIN STREET | CEDARVILLE | OH | 45314 | CEDARVILLE FUND | $10,000 | |
| CEDARVILLE UNIVERSITY | ||||||
| 25 N MAIN STREET | CEDARVILLE | OH | 45314 | EXCELLENCE IN ENGINEERING - SCHOLARSHIP | $5,000 | |
| DAYTON CHILDRENS HOSPITAL | ||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | REACHING NEW HEIGHTS TOWER CAMPAIGN | $30,000 | |
| GRANDVIEW FOUNDATION | ||||||
| 405 W GRAND AVENUE | DAYTON | OH | 45405 | OU RENOVATION | $10,000 | |
| GRANDVIEW FOUNDATION | ||||||
| 405 W GRAND AVENUE | DAYTON | OH | 45405 | OU RENOVATION | $10,000 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | HEART TO HEART GALA - DONATION | $46,400 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | BECAUSE OF YOU CAMPAIGN | $50,000 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | WALK FOR WOMEN'S WELLNESS - DONATION | $760 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | RIBBON OF HOPE WOMEN'S WELLNESS FUND DONATION | $600 | |
| MERCY HEALTH FOUNDATION | ||||||
| 1701 MERCY HEALTH PLACE | CINCINNATI | OH | 45237 | MERCY HEALTH MISSION PARTNERS | $100,000 | |
| NC STATE UNIVERSITY | ||||||
| OFFICE OF SCHOLARSHIPS AND FA 2016 | RALEIGH | NC | 276957302 | SCHOLARSHIP | $1,000 | HARRIS HALL BOX 7302 |
| UNIVERSITY OF CINCINNATI | ||||||
| STUDENT FINANCIAL AID OFFICE PO BOX | CINCINNATI | OH | 452210125 | SCHOLARSHIP | $1,000 | 210125 |
| UNIVERSITY OF DAYTON | ||||||
| 300 COLLEGE PARK | DAYTON | OH | 454697056 | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF NORTH CAROLINA | ||||||
| OFFICE OF THE BURSAR 9201 UNIVERSIT | CHARLOTTE | NC | 282230001 | SCHOLARSHIP | $1,000 | CITY BLVD |
| UNIVERSITY OF TOLEDO | ||||||
| OFFICE OF FINANCIAL AID - SCHOLARSH | TOLEDO | OH | 436063390 | SCHOLARSHIP | $1,000 | P 2801 W BANCROFT STREET MAIL STOP |
| VICTORIA THEATRE | ||||||
| 138 NORTH MAIN STREET | DAYTON | OH | 454021176 | THE NEXT STAGE CAMPAIGN | $5,000 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | DAYTON | OH | 45249 | HEART TO HEART GALA - DONATION | $32,000 | |
| JESIE BALL DUPONT FUND | ||||||
| 40 EAST ADAMS STREET SUITE 300 | JACKSONVILLE | FL | 32202 | SHARING A LEGACY PLEDGE TRAINING ROOM 038 | $7,143 | |
| JESIE BALL DUPONT FUND | ||||||
| 40 EAST ADAMS STREET SUITE 300 | JACKSONVILLE | FL | 32202 | SHARING A LEGACY PLEDGE TRAINING ROOM 038 | $7,143 | |
| CHRIST HOSPITAL FOUNDATION | ||||||
| 2123 AUBURN AVENUE SUITE 528 | CINCINNATI | OH | 45219 | LIBERTY TOWNSHIP GENERAL SUPPORT FUND | $25,000 | |
| UNIVERSITY OF DAYTON | ||||||
| 300 COLLEGE PARK | DAYTON | OH | 454697056 | CONSTRUCTION MANAGEMENT CONCENTRATION | $5,000 | |
| ECU | ||||||
| TUITION PAYMENTS PO BOX 603084 | CHARLOTTE | NC | 282603084 | SCHOLARSHIP | $1,000 | |
| WRIGHT STATE UNIVERSITY | ||||||
| OFFICE OF BURSAR 3640 COLONEL GLENN | FAIRBORN | OH | 45435 | SCHOLARSHIP | $1,000 | HWY |
| UF FOUNDATIONS INC FUND | ||||||
| 1938 W UNIVERSITY AVE | GAINSVILLE | FL | 32603 | PLEDGE COMMITTMENT | $20,000 | |
| DAYTON ART INSTITUTE | ||||||
| 456 BELMONTE PARK NORTH | DAYTON | OH | 45405 | CENTENNIAL CAMPAIGN | $30,000 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | BECAUSE OF YOU CAMPAIGN | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $452,046 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $246,036 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAGELLAN MIDSTREAM PARTNERS LP | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$4,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,974 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIS BUILDING CONSTRUCTION COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $456,003 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $456,003 | FairMarketValueAmt |
| Received | 2019-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARNES, DENNIG & CO. | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $25,900 | $39,843 |
| AIRCASTLE LIMITED | $19,885 | $32,010 |
| APPLE INC | $10,259 | $88,095 |
| CHENIERE ENERGY INC | $20,497 | $30,535 |
| COLGATE-PALMOLIVE CO | $26,197 | $27,536 |
| GENTEX CORP | $25,209 | $43,470 |
| HORMEL FOODS CORP | $17,729 | $85,709 |
| ROYAL BANK OF CANADA | $25,818 | $37,224 |
| TEGNA INC | $15,338 | $33,380 |
| BANK OF AMERICA 7.25% PFD | $24,325 | $28,980 |
| EVERSOURCE ENERGY | $21,912 | $94,342 |
| INTUITIVE SURGICAL | $18,925 | $35,469 |
| JPMORGAN CHASE & CO | $28,132 | $97,580 |
| MCCORMICK & CO INC | $17,387 | $101,838 |
| MCDONALDS CORP | $25,508 | $88,925 |
| MICROSOFT CORP | $66,069 | $252,320 |
| ADOBE INC | $53,530 | $131,924 |
| BERKSHIRE HATHAWAY | $31,291 | $45,300 |
| ENBRIDGE INC | $3,629 | $10,022 |
| KKR & CO INC | $25,068 | $43,755 |
| NESTLE S A | $18,865 | $64,956 |
| R B C BEARINGS INC | $8,874 | $23,751 |
| THE COCA-COLA CO | $4,954 | $11,070 |
| ZOETIS INC | $6,025 | $26,470 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $556 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $556 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MAGELLAN MIDSTREAM P LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $43,843 | BookValueAmt |
| EOYFMV | $59,727 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEBALY SHILLITO & DYER | CategoryTxt |
| Legal Fees | $55 | 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 DONATED STOCK | Desc |
| Amt | $316,417 | 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAGELLAN MIDSTREAM PARTNERS LP | Desc |
| Revenue And Expenses Per Books | -$4,421 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$4,421 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$4,421 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT FOR PARTNERSHIP (MAGELLAN MIDSTREAM) | Desc |
| Amt | $9,632 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $4,638 | $0 | $0 |
| OHIO | $200 | $0 | $0 |
| FOREIGN TAXES | $716 | $716 | $0 |