VIRGINIA CONLOGUE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VIRGINIA CONLOGUE FOUNDATION (EIN 31-1807237)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202531349349100923
Schema version
2024v5.0
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)
Return2025-05-14T07:47:48-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310787612PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENTNER SELLERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 FALLS CREEK DRAddressLine1Txt
CityVANDALIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP453779695ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311807237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA CONLOGUE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVIRGBusinessNameControlTxt
Phone9374994919PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LNAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJADE J LIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9374994919PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS BARLEYPreparerPersonNm
PTINP01550275PTIN
Phone9378981376PhoneNum
Preparation2025-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,840,711FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,400InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,400InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,400InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$111,664DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,664DividendsNetInvstIncmAmt
Dividends Adj Net Incm$111,664DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$615,111NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$712,956GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$615,111CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$729,175TotalRevAndExpnssAmt
Total Net Invst Incm$729,175TotalNetInvstIncmAmt
Total Adj Net Incm$114,064TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$63,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,452AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,107AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$345AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,910TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,174TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$736TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,731OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,731OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$85,093TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,281TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,812TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$274,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$274,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$359,093TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,281TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$286,812TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$370,082ExcessRevenueOverExpensesAmt
Net Investment Income$656,894NetInvestmentIncomeAmt
Adjusted Net Income$114,064AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Sav And Temp Cash Invst BOY$422,985SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$886,891SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$886,891SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,166,007CorporateStockBOYAmt
Corporate Stock EOY$1,072,182CorporateStockEOYAmt
Corporate Stock EOYFMV$3,213,074CorporateStockEOYFMVAmt
Other Investments BOY$1,309,529OtherInvestmentsBOYAmt
Other Investments EOY$1,309,529OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,740,746OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,898,521TotalAssetsBOYAmt
Total Assets EOY$3,268,603TotalAssetsEOYAmt
Total Assets EOYFMV$6,840,711TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,898,521RetainedEarningBOYAmt
Retained Earning EOY$3,268,603RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,898,521TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,268,603TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,898,521TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,268,603TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,898,521TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$370,082ExcessRevenueOverExpensesAmt
Subtotal$3,268,603SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,268,603TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$538,298GrossSalesPriceAmt
Cost Or Other Basis$97,845CostOrOtherBasisAmt
Gain Or Loss$440,453GainOrLossAmt
Gains Minus Excess Or Losses$440,453GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$615,111CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,131InvestmentIncomeExciseTaxAmt
Subtotal$9,131SubtotalAmt
Tax Based On Investment Income$9,131TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,080EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,080TotalPaymentsAndCreditsAmt
Tax Due$7,051TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJADE J LIIndividualWithBooksNm
Phone9374994919PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LANEAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJADE J LIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LANEAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos20.00AverageHrsPerWkDevotedToPosRt
Compensation$70,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,892,018AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$687,906AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,579,924TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,579,924AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,481,225NetVlNoncharitableAssetsAmt
Minimum Investment Return$324,061MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$324,061MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,131TaxBasedOnInvestmentIncomeAmt
Total Tax$9,131TotalTaxAmt
Distributable Before Adj$314,930DistributableBeforeAdjAmt
Distributable Before Ded$314,930DistributableBeforeDedAmt
Distributable As Adjusted$314,930DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$286,812ExpensesAndContributionsAmt
Qualifying Distributions$286,812QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$314,930DistributableAsAdjustedAmt
Undistributed Income PY$262,498UndistributedIncomePYAmt
Qualifying Distributions$286,812QualifyingDistributionsAmt
Applied To Year1$262,498AppliedToYear1Amt
Applied To Current Year$24,314AppliedToCurrentYearAmt
Undistributed Income CY$290,616UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJADE J LIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LNAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9374994919RecipientPhoneNum
Recipient Email AddressJADEJLI@YAHOO.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS SHOULD BE MADE IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesGRANTS ARE MADE CONTINUOUSLY THROUGHOUT THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsTO CONTRIBUTE MONIES PRIMARILY TO THOSE ORGANIZATIONS IN THE IMMEDIATE DAYTON AND MONTGOMERY COUNTY AREAS THAT WILL SIGNIFICANTLY IMPACT THEIR EFFECTIVENESS IN THE BETTERMENT OF VARIOUS SOCIAL PROGRAMS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
3797 SUMMIT GLEN RDUNIT G100DAYTONOH45449NONE501(C)(3)HEALTH$30,000
HOSPICE OF DAYTON FOUNDATION
423 WILMINGTON AVEDAYTONOH45420NONE501(C)(3)HEALTH$50,000
PINK RIBBON GOOD
350 HULS DRENGLEWOODOH45315NONE501(C)(3)HEALTH$50,000
SECRET SMILES
PO BOX 291903DAYTONOH45428NONE501(C)(3)HEALTH$28,000
ST MARY'S DEVELOPMENT
2160 E FIFTH STDAYTONOH45403NONE501(C)(3)COMMUNITY$23,000
THE FOODBANK CO
56 ARMOR PLACEDAYTONOH45417NONE501(C)(3)COMMUNITY$40,000
LEARNING TREE FARM
3376 S UNION RDDAYTONOH45417NONE501(C)(3)EDUCATION$5,000
HUMANE SOCIETY OF GREATER DAYTON
1661 NICHOLAS RDDAYTONOH45414NONE501(C)(3)COMMUNITY$18,000
DAYTON PEACE MUSEUM
10 N LUDLOW STDAYTONOH45402NONE501(C)(3)EDUCATION$15,000
CRAYON'S TO CLASSROOMS
1750 WOODMAN DRDAYTONOH45420NONE501(C)(3)EDUCATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$274,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,400ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,664ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$615,111ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$729,175ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$729,175TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,452Amt
Net Investment Income$3,107NetInvestmentIncomeAmt
Disbursements Charitable Prps$345DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$1,072,182EOYBookValueAmt
EOYFMV$3,213,074EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Book Value$1,309,529BookValueAmt
EOYFMV$2,740,746EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MISCELLANEOUS$4,731$4,731

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE TAXES$200$200
PAYROLL TAXES$5,355$536$4,819
FEDERAL TAXES$1,355$1,355

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