DANIS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DANIS FOUNDATION INC (EIN 31-6041012)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349101886
- Schema version
- 2024v5.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T13:48:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA HUNTER | PreparerPersonNm |
| PTIN | P01281821 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Preparation | 2025-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,933,261 | 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 | $500,006 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $421,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $712,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $421,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $936,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $436,991 | 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 |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $303 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,257 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,257 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $634,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $423,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $58,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,048 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $659,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $910,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,834,213 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $717,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,009,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,933,261 | 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 | $717,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,009,708 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $717,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,009,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $717,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,009,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $717,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $634,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,352,463 | SubtotalAmt |
| Other Decreases | $342,755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,009,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC | P | 2017-05-18 | 2024-03-22 | $24,074 | $6,424 | $17,650 | $17,650 |
| APPLE INC | P | 2010-05-25 | 2024-03-22 | $8,640 | $427 | $8,213 | $8,213 |
| HORMEL FOODS CORP | P | 2009-11-30 | 2024-03-22 | $25,421 | $6,933 | $18,488 | $18,488 |
| NESTLE S A | P | 2009-03-18 | 2024-03-22 | $32,782 | $9,779 | $23,003 | $23,003 |
| STARBUCKS CORP | P | 2014-02-06 | 2024-03-22 | $23,340 | $9,200 | $14,140 | $14,140 |
| METTLER TOLEDO INTL | P | 2023-10-18 | 2024-04-29 | $8,803 | $7,489 | $1,314 | $1,314 |
| PEPSICO INC | P | 2023-10-30 | 2024-04-29 | $17,023 | $15,610 | $1,413 | $1,413 |
| ADOBE INC | P | 2017-05-18 | 2024-04-29 | $14,666 | $4,149 | $10,517 | $10,517 |
| MC CORMICK & CO INC | P | 2009-03-26 | 2024-04-29 | $5,772 | $1,101 | $4,671 | $4,671 |
| MCDONALDS CORP | P | 2009-09-18 | 2024-04-29 | $16,911 | $3,518 | $13,393 | $13,393 |
| KKR & CO INC | P | 2016-12-16 | 2024-05-15 | $14,336 | $2,306 | $12,030 | $12,030 |
| METTLER TOLEDO INTL | P | 2023-10-18 | 2024-06-04 | $4,215 | $3,080 | $1,135 | $1,135 |
| METTLER TOLEDO INTL | P | 2023-10-18 | 2024-06-20 | $23,395 | $15,933 | $7,462 | $7,462 |
| SCHNEIDER ELECTIC SA | P | 2023-12-06 | 2024-06-20 | $1,414 | $1,087 | $327 | $327 |
| SHERWIN WILLIAMS CO | P | 2023-10-18 | 2024-06-20 | $4,822 | $3,907 | $915 | $915 |
| WATSCO INC | P | 2024-01-11 | 2024-06-20 | $5,280 | $4,495 | $785 | $785 |
| APPLE INC | P | 2010-05-25 | 2024-06-04 | $9,335 | $410 | $8,925 | $8,925 |
| KKR & CO INC | P | 2016-12-16 | 2024-06-04 | $1,931 | $318 | $1,613 | $1,613 |
| SALESFORCE INC | P | 2020-12-01 | 2024-06-04 | $2,341 | $2,402 | -$61 | -$61 |
| UNITEDHEALTH GRP INC | P | 2018-01-22 | 2024-06-04 | $7,097 | $3,371 | $3,726 | $3,726 |
| ZOETIS INC | P | 2013-02-04 | 2024-06-04 | $2,736 | $507 | $2,229 | $2,229 |
| ADOBE INC | P | 2017-05-18 | 2024-06-20 | $5,284 | $1,338 | $3,946 | $3,946 |
| APPLE INC | P | 2010-05-25 | 2024-06-20 | $6,938 | $282 | $6,656 | $6,656 |
| INTUITIVE SURGICAL | P | 2017-06-26 | 2024-06-20 | $8,650 | $2,103 | $6,547 | $6,547 |
| MC CORMICK & CO INC | P | 2009-03-26 | 2024-06-20 | $5,135 | $1,087 | $4,048 | $4,048 |
| MICROSOFT CORP | P | 2015-01-29 | 2024-06-20 | $3,558 | $330 | $3,228 | $3,228 |
| SALESFORCE INC | P | 2020-12-01 | 2024-06-20 | $15,944 | $15,854 | $90 | $90 |
| ZOETIS INC | P | 2013-02-04 | 2024-06-20 | $13,572 | $2,502 | $11,070 | $11,070 |
| SYNOPSYS INC | P | 2024-03-22 | 2024-08-06 | $20,338 | $24,422 | -$4,084 | -$4,084 |
| L OREAL S A | P | 2024-03-22 | 2024-08-15 | $3,388 | $3,761 | -$373 | -$373 |
| L OREAL S A | P | 2018-10-11 | 2024-08-15 | $2,625 | $1,357 | $1,268 | $1,268 |
| MC CORMICK & CO INC | P | 2009-03-26 | 2024-08-15 | $11,560 | $2,144 | $9,416 | $9,416 |
| MC CORMICK & CO INC | P | 2009-03-26 | 2024-08-23 | $15,657 | $2,869 | $12,788 | $12,788 |
| ABBOT LABORATORIES | P | 2024-06-04 | 2024-09-04 | $2,283 | $2,060 | $223 | $223 |
| ALPHABET INC | P | 2024-03-22 | 2024-09-04 | $1,718 | $1,659 | $59 | $59 |
| AMAZON.COM INC | P | 2023-12-05 | 2024-09-04 | $2,422 | $2,056 | $366 | $366 |
| ANALOG DEVICES INC | P | 2024-03-22 | 2024-09-04 | $2,668 | $2,325 | $343 | $343 |
| CARRIER GLOBAL CORP | P | 2023-10-30 | 2024-09-04 | $11,276 | $7,705 | $3,571 | $3,571 |
| CONSTELLATION BRAND | P | 2023-11-03 | 2024-09-04 | $1,960 | $1,928 | $32 | $32 |
| CROWDSTRIKE HLDGS INC | P | 2024-03-22 | 2024-09-04 | $1,824 | $2,291 | -$467 | -$467 |
| DANAHER CORP | P | 2023-12-06 | 2024-09-04 | $3,682 | $3,088 | $594 | $594 |
| DEERE & CO | P | 2023-12-06 | 2024-09-04 | $1,562 | $1,467 | $95 | $95 |
| GE AEROSPACE | P | 2024-07-24 | 2024-09-04 | $1,656 | $1,651 | $5 | $5 |
| INTUIT INC | P | 2023-10-18 | 2024-09-04 | $2,493 | $2,131 | $362 | $362 |
| LINCOLN ELEC HLDGS | P | 2023-12-06 | 2024-09-04 | $1,406 | $1,634 | -$228 | -$228 |
| LINDE PLC | P | 2024-05-02 | 2024-09-04 | $2,361 | $2,097 | $264 | $264 |
| QUANTA SERVICES INC | P | 2024-08-06 | 2024-09-04 | $1,530 | $1,481 | $49 | $49 |
| R B C BEARINGS INC | P | 2023-10-30 | 2024-09-04 | $3,144 | $2,374 | $770 | $770 |
| SCHNEIDER ELECTIC SA | P | 2023-12-06 | 2024-09-04 | $3,319 | $2,512 | $807 | $807 |
| SHERWIN WILLIAMS CO | P | 2023-10-18 | 2024-09-04 | $1,452 | $977 | $475 | $475 |
| THERMO FISHER SCNTFC | P | 2023-12-06 | 2024-09-04 | $4,255 | $3,468 | $787 | $787 |
| WALMART INC | P | 2024-08-15 | 2024-09-04 | $1,927 | $1,846 | $81 | $81 |
| WATSCO INC | P | 2024-01-11 | 2024-09-04 | $1,825 | $1,635 | $190 | $190 |
| ADOBE INC | P | 2017-05-18 | 2024-09-04 | $3,457 | $803 | $2,654 | $2,654 |
| AMPHENOL CORP | P | 2012-04-04 | 2024-09-04 | $2,576 | $312 | $2,264 | $2,264 |
| APPLE INC | P | 2010-05-25 | 2024-09-04 | $4,412 | $170 | $4,242 | $4,242 |
| BERKSHIRE HATHAWAY | P | 2016-11-16 | 2024-09-04 | $10,498 | $3,442 | $7,056 | $7,056 |
| INTUITIVE SURGICAL | P | 2017-06-26 | 2024-09-04 | $2,407 | $527 | $1,880 | $1,880 |
| IQVIA HOLDINGS INC | P | 2019-11-04 | 2024-09-04 | $1,988 | $1,174 | $814 | $814 |
| J P MORGAN CHASE & CO | P | 2010-02-26 | 2024-09-04 | $40,566 | $7,748 | $32,818 | $32,818 |
| KKR & CO INC | P | 2016-12-16 | 2024-09-04 | $2,364 | $334 | $2,030 | $2,030 |
| L OREAL S A | P | 2018-10-11 | 2024-09-04 | $1,638 | $832 | $806 | $806 |
| MASTERCARD INC | P | 2020-02-27 | 2024-09-04 | $1,447 | $854 | $593 | $593 |
| MCDONALDS CORP | P | 2009-09-18 | 2024-09-04 | $2,296 | $454 | $1,842 | $1,842 |
| MICROSOFT CORP | P | 2015-01-29 | 2024-09-04 | $6,947 | $702 | $6,245 | $6,245 |
| PARKER-HANNIFIN CORP | P | 2021-02-18 | 2024-09-04 | $2,869 | $1,342 | $1,527 | $1,527 |
| UNITEDHEALTH GRP INC | P | 2018-12-21 | 2024-09-04 | $2,415 | $963 | $1,452 | $1,452 |
| ZOETIS INC | P | 2013-07-31 | 2024-09-04 | $3,511 | $572 | $2,939 | $2,939 |
| ADOBE INC | P | 2017-05-18 | 2024-11-22 | $10,547 | $2,810 | $7,737 | $7,737 |
| APPLE INC | P | 2010-05-25 | 2024-11-22 | $16,980 | $633 | $16,347 | $16,347 |
| DANAHER CORP | P | 2023-12-06 | 2024-11-22 | $487 | $380 | $107 | $107 |
| DANAHER CORP | P | 2023-12-06 | 2024-11-22 | $11,675 | $9,115 | $2,560 | $2,560 |
| IQVIA HOLDINGS INC | P | 2019-11-04 | 2024-11-22 | $19,879 | $14,963 | $4,916 | $4,916 |
| MCDONALDS CORP | P | 2009-09-18 | 2024-11-22 | $7,982 | $1,584 | $6,398 | $6,398 |
| BERKSHIRE HATHAWAY | P | 2016-11-16 | 2024-12-06 | $41,420 | $13,768 | $27,652 | $27,652 |
| MCDONALDS CORP | P | 2009-09-18 | 2024-12-11 | $8,134 | $1,527 | $6,607 | $6,607 |
| ADOBE INC | P | 2017-05-18 | 2024-12-16 | $29,112 | $8,432 | $20,680 | $20,680 |
| MCDONALDS CORP | P | 2009-09-18 | 2024-12-16 | $55,556 | $10,614 | $44,942 | $44,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $421,974 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $2,752 | OverpaymentAmt |
| Applied To ES Tax | $2,752 | 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 (4 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 |
| 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 | $1,540,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,597,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,597,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,573,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,886 | TotalTaxAmt |
| Distributable Before Adj | $72,781 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,781 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,781 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $273,333 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $389,436 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $447,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $306,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $261,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $572,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,977,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $273,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200,552 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,178,449 | 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 | $389,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,789,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $447,454 | ExcessFromYear4Amt |
| Excess From Year3 | $306,795 | ExcessFromYear3Amt |
| Excess From Year2 | $261,446 | ExcessFromYear2Amt |
| Excess From Year1 | $572,766 | ExcessFromYear1Amt |
| Excess From Current Year | $200,552 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BON SECOURS MERCY HEALTH FOUNDATION | ||||||
| 7115-HOME OFFICE FOUNDATION PO BOX | 632660 | CINCINNATI | OH | 45263 | DONATION | $50,000 |
| DAYTON CHILDREN'S HOSPITAL | ||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | PLEDE FOR MENTAL HEALTH | $25,000 | |
| DAYTON PERFORMING ARTS ALLIANCE | ||||||
| 126 N MAIN STREET SUITE 210 | DAYTON | OH | 45402 | SUPPORT FOR DAYTON BALLET | $10,000 | |
| EASTERN KENTUCKY | ||||||
| 521 LANCASTER AVE WHITLOCK RM 210 | CPO 63 | RICHMOND | KY | 40475 | SCHOLARSHIP | $1,500 |
| GREENE MEDICAL FOUNDATION | ||||||
| 1141 N MONROE DR | XENIA | OH | 45385 | 2024 CIRCLE OF VICTORY | $5,000 | |
| HAMPTON UNIVERSITY | ||||||
| HAMPTON UNIVERSITY E QUEEN STREET | HAMPTON | VA | 23668 | SCHOLARSHIP | $1,500 | |
| HAMPTON UNIVERSITY | ||||||
| HAMPTON UNIVERSITY E QUEEN STREET | HAMPTON | VA | 23668 | SCHOLARSHIP | $1,500 | |
| KETTERING MEDICAL CENTER FOUNDATION | ||||||
| 3535 SOUTHER BLVD | KETTERING | OH | 45429 | 2024 RIBBON OF HOPE | $7,000 | |
| MOREHEAD STATE UNIVERSITY | ||||||
| 100 ADMISSIONS OFFICE | MOREHEAD | KY | 40351 | SCHOLARSHIP | $1,500 | |
| MT CARMEL FOUNDATION | ||||||
| 3100 EASTON SQUARE PLACE STE 300 | COLUMBUS | OH | 43213 | DUBLIN CAPITAL CAMPAIGN FUND | $33,333 | |
| NC STATE UNIVERSITY | ||||||
| OFFICE OF SCHOLARSHIPS AND FA 2016 | HARRIS HALL BOX 7302 | RALEIGH | NC | 276957302 | SCHOLARSHIP | $1,500 |
| OHIO UNIVERSITY | ||||||
| OFFGICE OF THE BURSAR 010 CHUBB | HALL | ATHENS | OH | 45701 | SCHOLARSHIP | $1,500 |
| OHIO UNIVERSITY | ||||||
| OFFICE OF THE BURSAR 010 CHUBB HALL | ATHENS | OH | 45701 | SCHOLARSHIP | $1,500 | |
| RONALD MCDONALD HOUSE | ||||||
| 555 VALLEY STREET | DAYTON | OH | 45404 | CAPITAL CAMPAIGN DONATION | $33,000 | |
| THE COLLEGE OF DESIGN | ||||||
| 1725 EAST DAVID ROAD | KETTERING | OH | 45440 | SCHOLARSHIP | $1,500 | |
| THE OHIO STATE UNIVERSITY | ||||||
| THE OHIO STATE UNIVERSITY BURSARS | OFFICE 281 WEST LANE AVENUE | COLUMBUS | OH | 43210 | SCHOLARSHIP | $1,500 |
| THE OHIO STATE UNIVERSITY | ||||||
| THE OHIO STATE UNIVERSITY BURSARS | OFFICE 281 WEST LANE AVENUE | COLUMBUS | OH | 43210 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX | 210101 | CINCINNATI | OH | 452210101 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX | 210101 | CINCINNATI | OH | 452210101 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX | 210101 | CINCINNATI | OH | 452210101 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX | 210101 | CINCINNATI | OH | 452210101 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX | 210101 | CINCINNATI | OH | 452210101 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | CORPORATE PARTNERSHIP 2023-24 | $50,000 | |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF FLORIDA | ||||||
| PO BOX 114025 | GAINESVILLE | FL | 326114025 | SCHOLARSHIP | $1,500 | |
| WILMINGTON COLLEGE | ||||||
| 1870 QUAKER WAY | WILMINGTON | OH | 45177 | SCHOLARSHIP | $1,500 | |
| WRIGHT MEMORIAL | ||||||
| 1776 FAIR HILLS AVENUE | OAKWOOD | OH | 454192531 | MAKING AN IMPACT CAPITAL CAMPAIGN | $5,000 | |
| WITTENBERG UNIVERSITY | ||||||
| WARD STREET AT NORTH WITTENBERG | AVENUE PO BOX 720 | SPRINGFIELD | OH | 455010720 | SCHOLARSHIP | $1,500 |
| DAYTON CHILDREN'S HOSPITAL | ||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | PLEDGE FOR MENTAL HEALTH | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,333 | 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 | $15,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $421,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $436,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $436,991 | 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 | $500,006 | 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 | $500,006 | FairMarketValueAmt |
| Received | 2024-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARNES, DENNIG & CO. | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $28,739 | $31,558 |
| ALPHABET INC | $35,011 | $41,267 |
| AMAZON.COM INC | $25,293 | $40,587 |
| AMPHENOL CORP | $8,048 | $72,506 |
| ANALOG DEVISES INC | $28,703 | $33,144 |
| APPLE INC | $13,202 | $136,228 |
| AUTOZONE INC | $18,619 | $22,414 |
| BERKSHIRE HATHAWAY | $54,447 | $157,741 |
| CARRIER GLOBAL CORP | $40,882 | $63,414 |
| CONSTELLATION BRAND | $25,286 | $23,647 |
| COSTCO SHSL CORP NEW | $7,058 | $13,744 |
| CROWDSTRIKE HLDINGS INC | $31,080 | $33,190 |
| DANAHER CORP | $5,280 | $30,989 |
| DEERE & CO | $22,000 | $25,422 |
| FISERVE INC | $10,028 | $15,201 |
| GE AEROSPAE | $21,469 | $21,683 |
| IDEXX LABS INC | $22,735 | $23,153 |
| INTUIT INC | $26,657 | $35,196 |
| INTUITIVE SURGICAL | $13,766 | $48,542 |
| JPMORGAN CHASE & CO | $20,674 | $104,274 |
| KKR & CO INC | $4,646 | $41,119 |
| L OREAL SA | $11,249 | $18,095 |
| LIBERTY MEDIA CORP DEL | $25,096 | $27,705 |
| LINCOLN ELEC HLDGS | $19,217 | $19,684 |
| LINDE PLC | $32,591 | $32,238 |
| MASTERCARD INC | $20,506 | $37,913 |
| MICROSOFT CORP | $11,851 | $120,971 |
| PARKER-HANNIFIN CORP | $31,208 | $76,324 |
| QUANTA SVCS INC | $19,496 | $24,968 |
| R B C BEARINGS INC | $25,135 | $67,905 |
| S&P GLOBAL INC | $31,275 | $31,874 |
| SALESFORCE INC | $36,282 | $41,123 |
| SCHNEIDER ELECTRIC | $40,245 | $69,000 |
| SHERWIN WILLIAMS CO | $11,966 | $16,657 |
| THERMO FISHER SCNTFC | $41,550 | $52,543 |
| UNITEDHEALTH GRP INC | $27,210 | $57,162 |
| WALMART INC | $25,037 | $30,628 |
| WATSCO INC | $24,927 | $28,907 |
| ZOETIS INC | $12,196 | $65,497 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT ON STOCKS | Desc |
| Amt | $342,755 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CHARGES | Desc |
| Revenue And Expenses Per Books | $13,257 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,257 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $12,389 | $0 | $0 |
| OHIO | $400 | $0 | $0 |
| FOREIGN TAXES | $303 | $303 | $0 |
Comments