VIRGINIA CONLOGUE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA CONLOGUE FOUNDATION (EIN 31-1807237)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-02-20
- IRS object ID
- 202000519349100510
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-20T15:27:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 INNOVATION DRIVE SUITE 400 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | 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 | 311807237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA CONLOGUE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DANIEL T JOHNS TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 9374359666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 GOLF GREEN DRIVE | AddressLine1Txt |
| City | CENTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL T JOHNS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9374359666 | PhoneNum |
| Signature | 2020-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HERBERT L LEMASTER CPA | PreparerPersonNm |
| PTIN | P00039882 | PTIN |
| Phone | 9372260070 | PhoneNum |
| Preparation | 2020-02-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.155.224.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-11 | IPDt |
| IP Tm | 07:35:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E2C124E6C044DEA460B709D9705FB0CFF27D5D90 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,033,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,054 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $63,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,100 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,890 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $210 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,219 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $246 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,972 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $933 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$72 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$72 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $259,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $259,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $370,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$152,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $517,753 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,973 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,599,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,599,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,573,940 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,309,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,309,529 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,094,787 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,426,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,273,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,033,701 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,092 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,092 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,092 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,092 | 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 | $3,418,426 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,265,647 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,418,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,265,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,426,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,273,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,418,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$152,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,265,647 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,265,647 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG TERM CAPITAL GAINS DISTRIBUTIONS | PropertyDesc |
| Acquired | 2001-09-13 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $79,127 | GrossSalesPriceAmt |
| Gain Or Loss | $79,127 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $79,127 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $268,997 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,509,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048823 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $247,946 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,517,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044940 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $279,172 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,255,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053124 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,889 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,363,620 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051810 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $258,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,634,692 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045918 | DistributionYr5Rt |
| Total Distribution | 0.244615 | TotalDistributionRt |
| Average Distribution | 0.048923 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,472,244 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,893 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $270,152 | 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 | $1,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,826 | OverpaymentAmt |
| Applied To ES Tax | $1,640 | AppliedToESTaxAmt |
| Refund | $1,186 | 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 | DANIEL T JOHNS | IndividualWithBooksNm |
| Phone | 9374359666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 GOLF GREEN DRIVE | AddressLine1Txt |
| City | CENTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL T JOHNS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 GOLF GREEN DRIVE | AddressLine1Txt |
| City | CENTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 12.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $70,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $5,190,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,555,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,555,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,472,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,174 | TotalTaxAmt |
| Distributable Before Adj | $272,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,438 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $270,152 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,174 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $268,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $259,435 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,152 | QualifyingDistributionsAmt |
| Applied To Year1 | $259,435 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $261,721 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL T JOHNS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6610 GOLF GREEN DRIVE | AddressLine1Txt |
| City | CENTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9374359666 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE MADE CONTINUOUSLY THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 31 W WHIPP RD | DAYTON | OH | 45459 | NONE | 501(C)(3) | HEALTH | $10,000 |
| CHOICES | |||||||
| 1785 BIG HILL RD | DAYTON | OH | 45439 | NONE | 501(C)(3) | COMMUNITY | $10,000 |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DR | KETTERING | OH | 45420 | NONE | 501(C)(3) | EDUCATION | $15,000 |
| DAYBREAK | |||||||
| 605 S PATTERSON BLVD | DAYTON | OH | 45402 | NONE | 501(C)(3) | COMMUNITY | $10,000 |
| HOSPICE OF DAYTON FOUNDATION | |||||||
| 423 WILMINGTON AVE | DAYTON | OH | 45420 | NONE | 501(C)(3) | HEALTH | $15,000 |
| PINK RIBBON GIRLS | |||||||
| 15 S SECOND ST | TIPP CITY | OH | 45371 | NONE | 501(C)(3) | HEALTH | $100,000 |
| SECRET SMILES | |||||||
| PO BOX 291903 | DAYTON | OH | 45428 | NONE | 501(C)(3) | HEALTH | $40,000 |
| SEEDLING FOUNDATION | |||||||
| PO BOX 1858 | DAYTON | OH | 45401 | NONE | 501(C)(3) | EDUCATION | $20,000 |
| ST MARY'S DEVELOPMENT | |||||||
| 2160 E FIFTH ST | DAYTON | OH | 45403 | NONE | 501(C)(3) | COMMUNITY | $15,000 |
| RTD | |||||||
| 30 S MAIN ST B | DAYTON | OH | 45402 | NONE | 501(C)(3) | COMMUNITY | $15,000 |
| HEALTHY HABITS COOK CLUB | |||||||
| 314 SPIREA DR | OAKWOOD | OH | 45419 | NONE | 501(C)(3) | COMMUNITY | $9,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $259,435 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,303 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $218,054 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,054 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,465 | Amt |
| Net Investment Income | $2,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $246 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS OPTIONS ETF | StockNm |
| EOY Book Value | $1,599,236 | EOYBookValueAmt |
| EOYFMV | $3,573,940 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,309,529 | BookValueAmt |
| EOYFMV | $2,094,787 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS REFUND | -$122 | $0 | -$122 |
| MISCELLANEOUS | $50 | $0 | $50 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL TAX WITHHOLDINGS | Desc |
| BOY Book Value | $8,092 | BOYBookValueAmt |
| EOY Book Value | $8,092 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $200 | $0 | $200 |
| PAYROLL TAXES | $7,326 | $6,593 | $733 |
| FEDERAL TAXES | $5,379 | $5,379 | $0 |
Comments