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KIWANIS CLUB OF DAYTON OHIO FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KIWANIS CLUB OF DAYTON OHIO FOUNDATION INC (EIN 31-6041997)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-01-28
IRS object ID
202530289349100003
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-28T07:16:37-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310971691PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLDSHOT LAMB & HOBBS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13066 KETTERING BLVDAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45439ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316041997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIWANIS CLUB OF DAYTON OHIO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIWABusinessNameControlTxt
Phone9378024260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13131 S DIXIE DRIVE 102AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45439ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BUESCHERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone9378024260PhoneNum
Signature2025-01-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY A COLUSSIPreparerPersonNm
PTINP00433041PTIN
Phone9372973400PhoneNum
Preparation2025-01-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$437,761FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,146ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,190InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,190InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,506DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,506DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,328NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$45,378GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,328CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$1,900GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$814CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$1,086GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm$1,086GrossProfitAdjNetIncmAmt
Total Rev And Expnss$30,256TotalRevAndExpnssAmt
Total Net Invst Incm$18,024TotalNetInvstIncmAmt
Total Adj Net Incm$1,086TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,974OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,974OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,703OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$4,703OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,677TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,974TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,703TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,748ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,748ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,425TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,974TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$21,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,831ExcessRevenueOverExpensesAmt
Net Investment Income$15,050NetInvestmentIncomeAmt
Adjusted Net Income$1,086AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,032CashBOYAmt
Cash EOY$1,773CashEOYAmt
Cash EOYFMV$1,773CashEOYFMVAmt
Sav And Temp Cash Invst BOY$60,815SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57,485SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57,485SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$4,499AcctRcvblAmt
Acct Rcvbl BOY$4,499AcctRcvblBOYAmt
Acct Rcvbl EOY$4,499AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$4,499AcctRcvblEOYFMVAmt
Corporate Stock BOY$320,882CorporateStockBOYAmt
Corporate Stock EOY$330,302CorporateStockEOYAmt
Corporate Stock EOYFMV$374,004CorporateStockEOYFMVAmt
Total Assets BOY$388,228TotalAssetsBOYAmt
Total Assets EOY$394,059TotalAssetsEOYAmt
Total Assets EOYFMV$437,761TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$388,228RetainedEarningBOYAmt
Retained Earning EOY$394,059RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$388,228TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$394,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$388,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$394,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$388,228TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,831ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$394,059SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$394,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$23,757$23,193$564$564
PUBLICLY TRADED SECURITIES$21,621$20,857$764$764
FieldValueIRS element (for citing)
Capital Gain Net Income$1,328CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$209InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$209SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$209TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DAYTONKIWANIS.ORGWebsiteAddressTxt
Individual With BooksROBERT BUESCHERIndividualWithBooksNm
Phone9378024260PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13131 S DIXIE DRIVE SUITE 102AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45439ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANE GRAHAM
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439BOARD MEMBER1.00$0$0$0
RHONDA MINNIEFIELD
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439CHAIR1.00$0$0$0
ROBERT BUESCHER
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439SECRETARY/TREASURER1.00$0$0$0
NORM MIOZZI
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439VICE CHAIR1.00$0$0$0
MARK BURTON
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439BOARD MEMBER1.00$0$0$0
CHUCK SOUSA
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439BOARD MEMBER1.00$0$0$0
MARIANNE POHLMANN
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439BOARD MEMBER1.00$0$0$0
NANCY BYRGE
3131 S DIXIE DRIVE SUITE 102DAYTONOH45439BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$345,351AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,985AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$403,336TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$403,336AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,050CashDeemedCharitableAmt
Net Vl Noncharitable Assets$397,286NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,864MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,864MinimumInvestmentReturnAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Total Tax$209TotalTaxAmt
Distributable Before Adj$19,655DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,655DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,655DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,451ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,451QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,655DistributableAsAdjustedAmt
Undistributed Income PY$6,285UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$21,451QualifyingDistributionsAmt
Applied To Year1$6,285AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,166AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,489UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT BUESCHER SECRETARYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13131 S DIXIE DRIVE SUITE 102AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45439ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9372283331RecipientPhoneNum
Form And Info And MaterialsTHE 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 DeadlinesGRANT REQUESTS MAY BE SUBMITTED AT ANY TIME. THE BOARD MEETS QUARTERLY TO REVIEW APPLICATIONS.SubmissionDeadlinesTxt
Restrictions On AwardsTHE 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 (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DAYTON CHILDREN'S HOSPITAL
1 CHILDRENS PLAZADAYTONOH45404NONEPCCAKES FOR KIDS EVENT.$48
FAITH AND FRIENDS RADIO
PO BOX 24855DAYTONOH45424NONEPCCHILDREN'S ACTIVITIES AT THE STATIONS CHOCOLATE FESTIVAL FUNDRAISER.$500
GIRLS ON THE RUN OF DAYTON
PO BOX 752105DAYTONOH45475NONEPCGRANT TO PROGRAM THAT INSPIRES GIRLS 10-18 TO BE JOYFUL, HEALTHY, AND CONFIDENT THROUGH A CURRICULUM THAT INCORPORATES RUNNING.$2,000
HELP ME GROW BRIGHTER FUTURES
1133 S EDWIN C MOSES BLVD 240DAYTONOH45417NONEPCPURCHASED WINTER COATS/HATS/GLOVES.$1,292
KIWANIS CHILDREN'S FUND
3636 WOODVIEW TRACEINDIANAPOLISIN46268NONEPCANNUAL FUND CONTRIBUTION.$365
OHIO DISTRICT KEY CLUB
PO BOX 588BEREAOH44017NONEPCSPONSOR KEY CLUB AT ARCHBISHOP CARROLL HIGH SCHOOL IN DAYTON.$100
OHIO DISTRICT KIWANIS
PO BOX 588BEREAOH44017NONEPCSCHOLARSHIP FOR KEY LEADER PROGRAM PARTICIPANT.$205
OHIO DISTRICT KIWANIS FOUNDATION
PO BOX 668CIRCLEVILLEOH43113NONEPCTO SUPPORT SERVICE LEADERSHIP PROGRAMS FOR YOUTH.$200
POWER OF THE PEN
PO BOX 442RICHFIELDOH44286NONEPCEXTRACURRICULAR COMPETITIVE WRITING PROGRAM FOR 7-8 GRADE STUDENTS.$2,850
PREVENT BLINDNESS OHIO
313 S JEFFERSON STREETDAYTONOH45402NONEPCSTAR PUPIL VISION SCREENING PROGRAM$1,000
SHOES FOR THE SHOELESS
PO BOX 41655DAYTONOH45441NONEPCGRANT TO PROVIDE NEW, PROPERLY FITTING GYM SHOES FOR 215 CHILDREN.$2,000
SLEEP IN HEAVENLY PEACE
1560 ELDRIDGE AVENUETWIN FALLSID83301NONEPCGRANT FOR CONSTRUCTION MATERIALS, MATTRESSES AND BEDDING FOR 11 BEDS FOR CHILDREN IN MONTGOMERY COUNTY.$3,000
WESLEY COMMUNITY CENTER INC
3730 DELPHOS AVENUEDAYTONOH45417NONEPCCHRISTMAS TOYS PURCHASED FOR 70 CHILDREN AND TOILETRIES FOR 35 PARENTS.$1,688
YWCA DAYTON
141 W THIRD STREETDAYTONOH45402NONEPCSUPPORT YW'S CHILDREN'S PROGRAM, WHICH TREATS THE IMMEDIATE AND LASTING IMPACTS OF EXPOSURE TO DOMESTIC VIOLENCE.$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,748TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,190ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,506ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,328ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,086RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,024ExclusionAmt
Related Or Exempt Function Incm$1,086RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,110TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number10LineNumberTxt
Relationship StatementAMOUNT REPRESENTS NET PROCEEDS FROM ROSE SALES FUNDRAISER.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY BRADBURYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16312 GRASSLAND WAYAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CENTURY EQUITY INCOME FUND CLASS 1$35,095$36,643
AMG YACKTMAN FUND CLASS 1$36,008$39,319
FRANKLIN CUSTODIAN UTILITIES FUND ADVISOR CLASS$20,009$23,253
PIMCO INCOME FUND CLASS I2$34,666$35,704
COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS INSTITUTIONAL$17,891$19,299
FRANKLIN INC ADV$34,626$36,654
THE INCOME FUND OF AMERICA FUND CLASS F2$33,909$37,905
VANGUARD/WELLESLEY INCOME FUND ADMIRAL$19,572$20,681
ABBOTT LABS$2,604$2,622
ABBVIE INC COM$1,010$1,382
ACCENTURE PLC IRELAND CL A$1,266$1,414
ADVANCED MICRO DEVICES INC$881$1,313
ALPHABET INC CL A$2,631$3,483
AMAZON.COM INC$3,614$5,217
AMERICAN TOWER CORP REIT$741$930
AMERIPRISE FINANCIAL INC$355$470
ANALOG DEVICES INC$1,327$1,611
APPLE INC$4,679$5,592
ASML HLDG NV SPON ADR$621$833
AUTOMATIC DATA PROCESSING INC$1,676$1,937
BLACKROCK INC$1,400$1,899
BOSTON SCIENTIFIC CORP$583$922
BROADCOM INC$4,415$7,417
CHUBB LTD CHF$999$1,442
COCA COLA CO COM$1,547$1,797
DANAHER CORP$452$556
EXXON MOBIL CORP$948$1,055
HOME DEPOT INC$1,976$2,431
INTUIT$985$1,242
INTUITIVE SURGICAL INC$666$982
JOHNSON & JOHNSON COM$1,898$1,783
JPMORGAN CHASE & CO$1,962$2,530
LILLY ELI & CO$1,396$2,658
LINDE PLC NEW EUR$1,202$1,430
MARSH & MCLENNAN COS INC$767$892
MASTERCARD INC CL A$1,202$1,481
MCDONALDS CORP$1,186$1,218
META PLATFORMS INC CL A$2,117$4,007
MICROSOFT CORP$12,162$15,060
MORGAN STANLEY INSTL FD INC GLOBAL OPPTY PORTFOLIO$1,981$2,293
NEXTERA ENERGY INC COM$1,684$1,944
O REILLY AUTOMOTIVE INC$955$1,152
ORACLE CORP$2,893$3,919
PALO ALTO NETWORKS INC$826$1,025
PARKER HANNIFIN CORP$802$1,264
PHILLIPS 66$1,231$1,314
PROCTER & GAMBLE CO$1,225$1,386
PROLOGIS INC COM$1,637$1,642
REPUBLIC SERVICES INC$464$603
S&P GLOBAL INC$423$517
SALESFORCE INC$900$1,095
SHERWIN WILLIAMS CO$1,106$1,527
TAIWAN SEMICONDUCTOR MFG CO LTD ADR$1,533$2,779
TEXAS INSTRUMENTS$604$620
THERMO FISHER SCIENTIFIC INC$568$619
TJX COS INC NEW$2,445$3,056
UNION PACIFIC CORP$2,223$2,465
UNITEDHEALTH GROUP INC$3,043$3,508
VISA INC CL A$1,685$1,925
ADOBE INC (DELEWARE)$1,133$1,035
AMER EXPRESS CO$1,201$1,356
CHIPOTLE MEXICAN GRILL INC CL A$1,054$922
NVIDIA CORP$4,460$4,858
PROGRESSIVE CORP OHIO$1,314$1,523
TRANE TECHNOLOGIES PLC$742$1,166
TRANSDIGM GROUP INC$1,126$1,427

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE OF OHIO FILING FEE$100$0$0$100
SECRETARY EXPENSE$2,100$0$0$2,100
LIABILITY INSURANCE$484$0$0$484
PROFESSIONAL FEES$1,800$0$0$1,800
EXCISE TAX$219$0$0$219

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$2,974Amt
Net Investment Income$2,974NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt