GERALD M & CAROLE A MILLER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GERALD M & CAROLE A MILLER FAMILY FOUNDATION (EIN 31-1153159)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-08-26
- IRS object ID
- 202022399349100117
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-26T12:59:51-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310984000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANNING & ASSOCIATES CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13449 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454130449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311153159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD M & CAROLE A MILLER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 9372930900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PRESTIGE PLACE RM/STE 230 | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW T MILLER | PersonNm |
| Person Title | VICE-PRES. | PersonTitleTxt |
| Phone | 9372930900 | PhoneNum |
| Signature | 2020-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C BENSMAN CPA | PreparerPersonNm |
| PTIN | P00236804 | PTIN |
| Phone | 9378983167 | PhoneNum |
| Preparation | 2020-08-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.218.153.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-26 | IPDt |
| IP Tm | 12:59:51 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E5FAFE3413360984F8BC27F54768445AFF8E0DB1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E5FAFE3413360984F8BC27F54768445AFF8E0DB1 | 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 | $2,451,182 | 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 | $3,285 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,285 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,844,117 | GrossSalesPriceAmt |
| Total Rev And Expnss | $50,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,832 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,322 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $49 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,051 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,187 | CashBOYAmt |
| Cash EOY | $8,296 | CashEOYAmt |
| Cash EOYFMV | $8,296 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,972 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $593,531 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,033,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,137,940 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,322,698 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $685,871 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $983,990 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,019,216 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,327,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,231,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,451,182 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,327,106 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,231,198 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,327,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,231,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,327,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,231,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,327,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,200 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,231,906 | SubtotalAmt |
| Other Decreases | $708 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,231,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED STOCKS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,844,117 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,854,027 | CostOrOtherBasisAmt |
| Gain Or Loss | -$9,910 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$9,910 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,910 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,245 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,478,415 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054166 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $147,778 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,656,262 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055634 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,554,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051215 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,530 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,530,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059097 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,597,984 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056281 | DistributionYr5Rt |
| Total Distribution | 0.276393 | TotalDistributionRt |
| Average Distribution | 0.055279 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,441,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,971 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,348 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $753 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $753 | SubtotalAmt |
| Tax Based On Investment Income | $753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $847 | OverpaymentAmt |
| Applied To ES Tax | $847 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARON SMETHERS | IndividualWithBooksNm |
| Phone | 9372930900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PRESTIGE PLACE | AddressLine1Txt |
| Address Line2 | SUITE 230 | AddressLine2Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CAROLE A MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MATTHEW T MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | VICE-PRES. | 0.50 | $0 | $0 | $0 |
| KATHY A ALPETER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURIE MILLER-D'ARCANGELO | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | SECRETARY | 0.75 | $0 | $0 | $0 |
| CHRISTINE MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID E ALPETER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| GERALD M MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,405,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,478,810 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,478,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,441,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $753 | TotalTaxAmt |
| Distributable Before Adj | $121,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $121,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $121,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $122,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,328 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,249 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,580 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $121,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $78,557 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,249 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,309 | ExcessFromYear4Amt |
| Excess From Year3 | $6,580 | ExcessFromYear3Amt |
| Excess From Year2 | $16,291 | ExcessFromYear2Amt |
| Excess From Year1 | $11,706 | ExcessFromYear1Amt |
| Excess From Current Year | $1,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHY ALPETER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PRESTIGE PLACE | AddressLine1Txt |
| Address Line2 | SUITE 230 | AddressLine2Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372930900 | RecipientPhoneNum |
| Form And Info And Materials | WHY ARE THE FUNDS NEEDED? HOW FUNDED IN THE PAST? | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 15TH OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUPPORT OF CHARITABLE, ELEEMOSANARY, EDUCATIONAL & LITERARY ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BASCOM PALMER EYE INSTITUTE | |||||||
| 900 NW 17TH STREET STE 6 | MIAMI | FL | 33136 | NONE | 50% PC | INTERNATIONAL PEDIATRIC GLAUCOMA PRO | $5,000 |
| BISHOPS FAITH APPEAL | |||||||
| P O BOX 1958 | VENICE | FL | 342849907 | NONE | 50% PC | OPERATING EXP | $1,000 |
| BOCA GRANDE ART ALLIANCE | |||||||
| PO BOX 979 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $500 |
| BOCA GRANDE CHILD CARE CENTER | |||||||
| P O BOX 1386 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $400 |
| BOCA GRANDE HEALTH CLINIC | |||||||
| PO BOX 517 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXPENSE | $5,000 |
| CATHOLIC CHARITIES OF VENICE FL | |||||||
| PO BOX 2116 | VENICE | FL | 34284 | NONE | 50% PC | OPERATING EXP | $200 |
| CARINGBRIDGE | |||||||
| 1715 YANKEE DOODLE ROAD | EAGAN | MN | 551211616 | NONE | 50% PC | OPERATING EXPENSES | $300 |
| CHAMINADE COLLEGE PREP SCHOOL | |||||||
| 425 S LINDBURGH BLVD | ST LOUIS | MO | 631312799 | NONE | 50% PC | SCHOLARSHIP FUND | $500 |
| CHATFIELD COLLEGE | |||||||
| 20918 STATE ROUTE 251 | ST MARTIN | OH | 45118 | NONE | 50% PC | OPERATING EXPENSES | $1,000 |
| CISE | |||||||
| 100 E EIGHTH STREET | CINCINNATI | OH | 45202 | NONE | 50% PC | OPERATING EXPENSES | $1,500 |
| CHILDREN'S HUNGER ALLIANCE | |||||||
| 1105 SCHROCK ROAD STE505 | COLUMBUS | OH | 43229 | NONE | 50% PC | OPERATING EXPENSES | $5,500 |
| CNEWA | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224195 | NONE | 50% PC | OPERATING EXPENSE | $200 |
| DAYTON FOUNDATION | |||||||
| 500 KETTERING TOWER | DAYTON | OH | 45423 | NONE | 50% PC | OPERATING EXP | $1,000 |
| DAYTON METRO LIBRARY | |||||||
| 215 EAST THIRD STREET | DAYTON | OH | 45402 | NONE | 50% PC | SUMMER READING PROGRAM | $5,000 |
| ELIZABETH'S NEW LIFE CENTER | |||||||
| 359 FOREST AVENUE STE 203 | DAYTON | OH | 45405 | NONE | 50% PC | OPERATING EXP | $200 |
| FIRST RESPONDERS BRIDGE | |||||||
| 752 N STATE STREET 146 | WESTERVILLE | OH | 43802 | NONE | 50% PC | MENTAL HEAKTH TREATMENT | $4,000 |
| FORDHAM PREPARATORY SCHOOL | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 104585175 | NONE | 50% PC | OPERATING EXPENSE | $1,500 |
| FRIENDS OF BOCA GRANDE CO | |||||||
| P O BOX 1222 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $200 |
| GASPARILLA MARITIME MUSEUM | |||||||
| P O BOX 100 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $1,500 |
| GICIA | |||||||
| P O BOX 446 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXPENSES | $4,500 |
| GOODWILL INDUSTRIES | |||||||
| 660 SOUTH MAIN STREET | DAYTON | OH | 45402 | NONE | 50% PC | OPERATING EXP | $5,000 |
| GREATER DAYTON PRO-LIFE FDN | |||||||
| 425 N FINDLAY STREET | DAYTON | OH | 45404 | NONE | 50% PC | OPERATING EXP | $5,000 |
| HOMEFUL | |||||||
| 829 SOUTH GETTYSBURG AVEN | DAYTON | OH | 45417 | NONE | 50% PC | HOUSING FOR THE HOMELESS | $3,000 |
| ISPACE | |||||||
| 100 SCARLET OAKS DRIVE | CINCINNATI | OH | 45241 | NONE | 50% PC | OPERATING EXP | $1,000 |
| KETTERING MEDICAL CENTER | |||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | NONE | 50% PC | OPERATING EXP | $1,000 |
| LLC FOUNDATION & ALUMNI ASSOCIATION | |||||||
| 200 SOUTH 14TH STREET | PARSONS | KS | 67357 | NONE | 50% PC | OPERATING EXP | $5,000 |
| MISSION PARTNERS GUATAMALA | |||||||
| 3 FDR WALK | CINCINNATI | OH | 452181500 | NONE | 50% PC | OPERATING EXP | $300 |
| MONTGOMERY CO SCHOLARSHIP | |||||||
| 300 COLLEGE PARK DRIVE | DAYTON | OH | 454691624 | NONE | 50% PC | SCHOLARSHIP FUND | $3,000 |
| NEWARK CATHOLIC HS FOUND | |||||||
| 1 GREEN WAY DRIVE | NEWARK | OH | 43055 | NONE | 50% PC | OPERATING EXP | $2,000 |
| ONE MORE SOUL | |||||||
| 1846 N MAIN STREET | DAYTON | OH | 45405 | NONE | 50% PC | OPERATING EXP | $3,000 |
| OUR LADY OF MERCY | |||||||
| P O BOX 181 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $3,000 |
| RETIREMENT FUND FOR THE RELIGIOUS | |||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 200171194 | NONE | 50% PC | OPERATING EXP | $500 |
| ST ALBERT THE GREAT | |||||||
| 3033 FAR HILLS AVENUE | KETTERING | OH | 45429 | NONE | 50% PC | OPERATING EXP | -$1,000 |
| ST JOHN CATHOLIC CHURCH | |||||||
| 1986 POST ROAD | DARIEN | CT | 06820 | NONE | 50% PC | OPERATING EXP | $1,500 |
| ST MARY DEVELOPMENT CORPORATION | |||||||
| 2160 EAST 5TH STREET | DAYTON | OH | 45403 | NONE | 50% PC | LOW INCOME PROGRAMS | $1,000 |
| ST MICHALE'S YOUTH FROUP | |||||||
| 469 NORTH STREET | GREENWICH | CT | 06830 | NONE | 50% PC | OUTREACH PROGRAM FOR YOUTH | $1,000 |
| ST PAUL CHAPEL | |||||||
| 700 WEST MAUMEE ST | ANGOLA | IN | 46703 | NONE | 50% PC | MAINTENANCE FUND | $1,000 |
| ST VINCENT DEPAUL | |||||||
| 124 W APPLE STREET | DAYTON | OH | 45402 | NONE | 50% PC | FUNDING FOR HOMELESS | $3,000 |
| UNITED REHABILITATION SERVICES | |||||||
| 4710 OLD TROY PIKE | DAYTON | OH | 45424 | NONE | 50% PC | PRESCHOOL SUPPORT | $5,000 |
| UNIVERSITY OF DAYTON - MEMORIAL FUN | |||||||
| 300 COLLEGE PARK DR | DAYTON | OH | 45469 | NONE | 50% PC | OPERATING EXP | $35,000 |
| UNIVERSITY OF DAYTON ANNUAL FUND | |||||||
| 300 COLLEGE PARK DR | DAYTON | OH | 45469 | NONE | 50% PC | OPERATING EXP | $2,000 |
| VILLANOVA UNIVERSITY MINORITY FUND | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | 50% PC | SCHOLARSHIP FUND | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,285 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,910 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,832 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,910 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,922 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANNING & ASSOCIATES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX INVESTMENT | $24,679 | $25,555 |
| ISHARES 20+ YEAR TREASURY | $6,350 | $7,377 |
| ISHARES BARCLAYS 7-10 YEARS | $160,016 | $164,525 |
| ISHARES SHORT TREASURY | $121,060 | $121,260 |
| ISHARES 1 TO 3 YEAR TREASURY | $111,735 | $114,325 |
| ISHARES 3 TO 7 YEAR TREASURY | $486,041 | $510,619 |
| ISHARE SHORT-TERM CORPORATE | $74,109 | $75,555 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE | $834,769 | $1,021,563 |
| EQUITIES | $278,270 | $274,291 |
| ALTERNATIVE INVESTMENTS | $24,901 | $26,844 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $708 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MEMBERSHIP DUES | $750 | $750 |
| MISCELLANEOUS | $301 | $301 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| JAMES INVESTMENTS | $17,383 | $17,383 |
| PNC BANK | $4,939 | $4,939 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OHIO FILING FEE | CategoryTxt |
| Amt | $200 | Amt |
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