DOROTHY B FRANCIS CHARITABLE FOUNDA TION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY B FRANCIS CHARITABLE FOUNDA TION (EIN 35-2235189)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349101230
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:03:47-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311710612 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alex & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 Montgomery Road Suite 720 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352235189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOROTHY B FRANCIS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 5137941900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J ALEX | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Alex | PreparerPersonNm |
| PTIN | P00009212 | PTIN |
| Phone | 5137941900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,292,504 | 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 | $881 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $881 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $881 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $230,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,146 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $230,146 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,931 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,931 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $379,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,103 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $232,958 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,183 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $46,120 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $83,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $46,120 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $46,120 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $186,838 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $352 | CashBOYAmt |
| Cash EOY | $386 | CashEOYAmt |
| Cash EOYFMV | $385 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,544 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,963,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,999,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,265,575 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,018,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,026,584 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,292,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,018,503 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,026,584 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,018,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,026,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,018,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,026,584 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,018,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,934 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,095,437 | SubtotalAmt |
| Other Decreases | $68,853 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,026,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (89 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOEING COMPANY | P | 2012-04-30 | 2018-02-27 | $18,296 | $3,814 | $14,482 | $14,482 |
| ALPINE TOTAL DYNAMIC | P | 2018-05-01 | 2018-05-11 | $4 | -$4 | -$4 | |
| APPLE INC | P | 2011-02-22 | 2018-06-12 | $6,701 | $1,703 | $4,998 | $4,998 |
| APPLE INC | P | 2011-04-15 | 2018-06-12 | $6,701 | $1,650 | $5,051 | $5,051 |
| APPLE INC | P | 2011-06-16 | 2018-06-12 | $1,532 | $366 | $1,166 | $1,166 |
| BOEING COMPANY | P | 2012-04-30 | 2018-06-12 | $20,010 | $4,119 | $15,891 | $15,891 |
| CSX CORP | P | 2009-03-20 | 2018-06-12 | $7,103 | $880 | $6,223 | $6,223 |
| CSX CORP | P | 2009-09-16 | 2018-06-12 | $201 | $47 | $154 | $154 |
| CSX CORP | P | 2010-03-16 | 2018-06-12 | $201 | $51 | $150 | $150 |
| CSX CORP | P | 2010-12-16 | 2018-06-12 | $201 | $55 | $146 | $146 |
| CSX CORP | P | 2011-06-16 | 2018-06-12 | $67 | $57 | $10 | $10 |
| CSX CORP | P | 2011-06-16 | 2018-06-12 | $67 | $24 | $43 | $43 |
| CSX CORP | P | 2011-09-16 | 2018-06-12 | $67 | $23 | $44 | $44 |
| CSX CORP | P | 2011-09-16 | 2018-06-12 | $67 | $21 | $46 | $46 |
| CSX CORP | P | 2011-12-16 | 2018-06-12 | $67 | $21 | $46 | $46 |
| CSX CORP | P | 2011-12-16 | 2018-06-12 | $67 | $20 | $47 | $47 |
| CSX CORP | P | 2012-03-16 | 2018-06-12 | $67 | $21 | $46 | $46 |
| CSX CORP | P | 2012-03-16 | 2018-06-12 | $67 | $22 | $45 | $45 |
| CSX CORP | P | 2012-04-30 | 2018-06-12 | $1,809 | $601 | $1,208 | $1,208 |
| EATON VANCE TAX-MANAGED GLOBAL | P | 2012-04-12 | 2018-06-12 | $4,233 | $1,965 | $2,268 | $2,268 |
| EATON VANCE TAX-MANAGED GLOBAL | P | 2012-07-13 | 2018-06-12 | $4,660 | $2,034 | $2,626 | $2,626 |
| EATON VANCE TAX-MANAGED GLOBAL | P | 2012-10-11 | 2018-06-12 | $12 | $6 | $6 | $6 |
| EATON VANCE TAX-MANAGED GLOBAL | P | 2012-10-11 | 2018-06-12 | $1,067 | $551 | $516 | $516 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-02 | 2018-06-12 | $17 | $18 | -$1 | -$1 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-02 | 2018-06-12 | $580 | $637 | -$57 | -$57 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-02 | 2018-06-12 | $66 | $73 | -$7 | -$7 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-17 | 2018-06-12 | $17 | $18 | -$1 | -$1 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-17 | 2018-06-12 | $497 | $557 | -$60 | -$60 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-17 | 2018-06-12 | $149 | $167 | -$18 | -$18 |
| BLACKROCK CAP&INC STRAT | P | 2007-01-12 | 2018-06-12 | $1,043 | $1,338 | -$295 | -$295 |
| BLACKROCK CAP&INC STRAT | P | 2007-01-25 | 2018-06-12 | $1,259 | $1,234 | $25 | $25 |
| BLACKROCK CAP&INC STRAT | P | 2007-04-04 | 2018-06-12 | $1,176 | $1,383 | -$207 | -$207 |
| BLACKROCK CAP&INC STRAT | P | 2007-05-02 | 2018-06-12 | $1,159 | $1,164 | -$5 | -$5 |
| BLACKROCK CAP&INC STRAT | P | 2007-07-12 | 2018-06-12 | $1,225 | $1,433 | -$208 | -$208 |
| BLACKROCK CAP&INC STRAT | P | 2007-07-17 | 2018-06-12 | $1,043 | $1,147 | -$104 | -$104 |
| BLACKROCK CAP&INC STRAT | P | 2007-10-18 | 2018-06-12 | $1,126 | $1,165 | -$39 | -$39 |
| BLACKROCK CAP&INC STRAT | P | 2007-10-25 | 2018-06-12 | $662 | $741 | -$79 | -$79 |
| EATON VANCE TAX-MANAGED | P | 2010-12-10 | 2018-06-12 | $1,498 | $990 | $508 | $508 |
| EATON VANCE TAX-MANAGED | P | 2010-12-14 | 2018-06-12 | $212 | $144 | $68 | $68 |
| EATON VANCE TAX-MANAGED | P | 2011-01-11 | 2018-06-12 | $2,496 | $1,649 | $847 | $847 |
| EATON VANCE TAX-MANAGED | P | 2011-01-12 | 2018-06-12 | $3,744 | $2,457 | $1,287 | $1,287 |
| EATON VANCE TAX-MANAGED | P | 2011-01-14 | 2018-06-12 | $2,034 | $1,335 | $699 | $699 |
| EATON VANCE TAX-MANAGED | P | 2010-12-20 | 2018-06-12 | $2,570 | $1,552 | $1,018 | $1,018 |
| EATON VANCE TAX-MANAGED | P | 2010-12-23 | 2018-06-12 | $4,777 | $2,985 | $1,792 | $1,792 |
| EATON VANCE TAX-MANAGED | P | 2011-01-19 | 2018-06-12 | $2,684 | $1,787 | $897 | $897 |
| GENERAL ELECTRIC | P | 2006-01-26 | 2018-06-12 | $1,409 | $3,356 | -$1,947 | -$1,947 |
| GENERAL ELECTRIC | P | 2008-06-18 | 2018-06-12 | $662 | $1,371 | -$709 | -$709 |
| GENERAL ELECTRIC | P | 2008-07-07 | 2008-06-12 | $747 | $1,573 | -$826 | -$826 |
| GENERAL ELECTRIC | P | 2008-08-16 | 2018-06-12 | $28 | $60 | -$32 | -$32 |
| GENERAL ELECTRIC | P | 2011-02-14 | 2018-06-12 | $28 | $43 | -$15 | -$15 |
| GENERAL ELECTRIC | P | 2011-02-26 | 2018-06-12 | $1,113 | $1,736 | -$623 | -$623 |
| GENERAL ELECTRIC | P | 2011-03-30 | 2018-06-12 | $747 | $1,119 | -$372 | -$372 |
| GENERAL ELECTRIC | P | 2011-04-06 | 2018-06-12 | $902 | $1,311 | -$409 | -$409 |
| GENERAL ELECTRIC | P | 2011-04-26 | 2018-06-12 | $42 | $60 | -$18 | -$18 |
| GENERAL ELECTRIC | P | 2011-07-26 | 2018-06-12 | $42 | $57 | -$15 | -$15 |
| GENERAL ELECTRIC | P | 2011-10-26 | 2018-06-12 | $14 | $20 | -$6 | -$6 |
| GENERAL ELECTRIC | P | 2011-10-26 | 2018-06-12 | $42 | $49 | -$7 | -$7 |
| GENERAL ELECTRIC | P | 2012-01-26 | 2018-06-12 | $14 | $17 | -$3 | -$3 |
| GENERAL ELECTRIC | P | 2012-01-26 | 2018-06-12 | $42 | $58 | -$16 | -$16 |
| GENERAL ELECTRIC | P | 2012-04-26 | 2018-06-12 | $42 | $58 | -$16 | -$16 |
| GENERAL ELECTRIC | P | 2012-04-30 | 2018-06-12 | $21,135 | $29,245 | -$8,110 | -$8,110 |
| GENERAL ELECTRIC | P | 2012-07-26 | 2018-06-12 | $225 | $325 | -$100 | -$100 |
| GENERAL ELECTRIC | P | 2012-07-26 | 2018-06-25 | $13 | $19 | -$6 | -$6 |
| GENERAL ELECTRIC | P | 2016-11-02 | 2018-06-12 | $12,329 | $25,109 | -$12,780 | -$12,780 |
| GENERAL ELECTRIC | P | 2017-07-25 | 2018-06-12 | $5,523 | $9,988 | -$4,465 | -$4,465 |
| MONSANTO CO NEW DEL COM | P | 2008-01-23 | 2018-06-07 | $12,544 | $9,400 | $3,144 | $3,144 |
| MONSANTO CO NEW DEL COM | P | 2008-10-06 | 2018-06-07 | $12,800 | $7,000 | $5,800 | $5,800 |
| MONSANTO CO NEW DEL COM | P | 2010-04-14 | 2018-06-07 | $12,800 | $6,672 | $6,128 | $6,128 |
| MONSANTO CO NEW DEL COM | P | 2010-05-12 | 2018-06-07 | $12,800 | $5,740 | $7,060 | $7,060 |
| MARATHON PETROLEUM CORP | P | 2011-08-24 | 2018-06-12 | $15,203 | $3,529 | $11,674 | $11,674 |
| TEXAS INSTRUMENTS | P | 2012-04-30 | 2018-06-12 | $14,900 | $4,163 | $10,737 | $10,737 |
| VALERO ENERGY CORP NEW | P | 2012-04-30 | 2018-06-12 | $29,872 | $5,662 | $24,210 | $24,210 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-17 | 2018-06-12 | $149 | $167 | -$18 | -$18 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-17 | 2018-06-12 | $17 | $19 | -$2 | -$2 |
| BLACKROCK CAP&INC STRAT | P | 2006-05-17 | 2018-06-12 | $132 | $148 | -$16 | -$16 |
| BLACKROCK CAP&INC STRAT | P | 2007-01-12 | 2018-06-12 | $1,043 | $1,338 | -$295 | -$295 |
| BLACKROCK CAP&INC STRAT | P | 2007-01-12 | 2018-06-12 | $397 | $510 | -$113 | -$113 |
| BLACKROCK CAP&INC STRAT | P | 2007-01-12 | 2018-06-12 | $646 | $828 | -$182 | -$182 |
| ENERGY TFR OPERATING | P | 2017-05-05 | 2018-10-24 | ||||
| CSX CORP | P | 2012-04-30 | 2018-11-28 | $7,960 | $2,494 | $5,466 | $5,466 |
| ELI LILLY & CO | P | 2011-03-18 | 2018-11-28 | $2,395 | $719 | $1,676 | $1,676 |
| ELI LILLY & CO | P | 2011-03-21 | 2018-11-28 | $11,407 | $3,459 | $7,948 | $7,948 |
| ELI LILLY & CO | P | 2011-04-14 | 2018-11-28 | $6,160 | $1,924 | $4,236 | $4,236 |
| MERCK AND CO INC SHS | P | 2010-04-14 | 2018-11-28 | $2,758 | $1,300 | $1,458 | $1,458 |
| MERCK AND CO INC SHS | P | 2010-05-21 | 2018-11-28 | $5,286 | $2,197 | $3,089 | $3,089 |
| NEXTERA ENERGY INC | P | 2010-12-29 | 2018-11-28 | $8,003 | $2,336 | $5,667 | $5,667 |
| ANTHEM INC | P | 2010-09-21 | 2018-11-28 | $12,846 | $2,535 | $10,311 | $10,311 |
| UNITEDHEALTH GROUP INC | P | 2008-06-16 | 2018-11-28 | $8,278 | $904 | $7,374 | $7,374 |
| BUCKEYE PARTNERS | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,145 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,295 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,660 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,660 | SubtotalAmt |
| Tax Based On Investment Income | $6,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,518 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,518 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $827 | OverpaymentAmt |
| Applied To ES Tax | $827 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEX & COMPANY CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137941900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD 420 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE LAZARUS | ||||||
| 8044 MONTGOMERY RD STE 720 | CINCINNATI | OH | 45236 | Director | 1.00 | $0 |
| CAROLYN McCLINTOCK | ||||||
| 8044 MONTGOMERY RD STE 720 | CINCINNATI | OH | 45236 | Executive Dir. | 20.00 | $25,923 |
| DAVID J ALEX | ||||||
| 8044 MONTGOMERY RD STE 720 | CINCINNATI | OH | 45236 | President | 1.00 | $0 |
| DAIN PAIGE | ||||||
| 8044 MONTGOMERY RD STE 720 | CINCINNATI | OH | 45236 | Treasurer | 1.00 | $0 |
| VIRGINIA CLARK | ||||||
| 8044 MONTGOMERY RD STE 720 | CINCINNATI | OH | 45236 | Vice President | 1.00 | $0 |
| TAMMY PATTON | ||||||
| 8044 MONTGOMERY RD STE 720 | CINCINNATI | OH | 45236 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,693,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,770,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,770,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,684,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,660 | TotalTaxAmt |
| Distributable Before Adj | $277,556 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $277,556 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $277,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $218,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $218,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $277,556 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $10,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,710 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,932 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $218,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $30,932 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,932 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $28,124 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DOROTHY B FRANCIS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD STE 420 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137941900 | RecipientPhoneNum |
| Form And Info And Materials | ANY FORM IS ACCEPTABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ONE WAY FARM OF FAIRFIELD INC | ||||||
| 6131 RIVER ROAD PO BOX 18637 | FAIRFIELD | OH | 45018 | NONE | GENERAL CHARITABLE | $2,500 |
| CARACOLE | ||||||
| 4138 HAMILTON AVE | CINCINNATI | OH | 45223 | NONE | GENERAL CHARITABLE | $10,000 |
| PETS IN NEED OF GREATER CINCINNATI | ||||||
| 520 W WYOMING AVE | CINCINNATI | OH | 45215 | NONE | GENERAL CHARITABLE | $5,000 |
| IMAGO EARTH CENTER | ||||||
| 700 ENRIGHT AVE | CINCINNATI | OH | 45205 | NONE | GENERAL CHARITABLE | $7,500 |
| ARC OF APPALACHIA | ||||||
| 7660 CAVE ROAD | BAINBRIDGE | OH | 45612 | NONE | GENERAL CHARITABLE | $12,000 |
| BETHANY HOUSE | ||||||
| 1841 FAIRMONT AVE | CINCINNATI | OH | 45214 | NONE | GENERAL CHARITABLE | $25,000 |
| OHIO VALLEY VOICES | ||||||
| 6642 BRANCH HILL - GUINEA PIKE | LOVELAND | OH | 45140 | NONE | GENERAL CHARITABLE | $10,000 |
| OYLER MENTORING PROGRAM | ||||||
| 2121 HATMAKER STREET | CINCINNATI | OH | 45204 | NONE | GENERAL CHARITABLE | $5,000 |
| LANE 8 FUND | ||||||
| 6381 TIMBERHILL COURT | CINCINNATI | OH | 45223 | NONE | GENERAL CHARITABLE | $2,000 |
| GLSEN GREATER CINCINNATI | ||||||
| PO BOX 19856 | CINCINNATI | OH | 45219 | NONE | GENERAL CHARITABLE | $15,000 |
| CHILDHOOD FOOD SOLUTIONS | ||||||
| 2573 ST LEO PLACE | CINCINNATI | OH | 45225 | NONE | GENERAL CHARITABLE | $30,000 |
| BRICK GARDENS | ||||||
| 4721 READING RD | CINCINNATI | OH | 45237 | NONE | GENERAL CHARITABLE | $8,500 |
| FRIENDS OF COWAN LAKE STATE PARK | ||||||
| 1750 OSBORN RD | WILMINGTON | OH | 45177 | NONE | GENERAL CHARTITABLE | $5,000 |
| FRIENDS OF METRO PARKS | ||||||
| 1069 W MAIN ST | WESTERVILLE | OH | 43081 | NONE | GENERAL CHARITABLE | $5,000 |
| EDUCATIONAL THEATRE ASSOCIATION | ||||||
| 4805 MONTGOMERY RD | CINCINNATI | OH | 45212 | NONE | GENERAL CHARITABLE | $12,000 |
| CLERMONT COUNTY CARE HUMANE SOCIETY | ||||||
| 4025 FILAGER RD | BATAVIA | OH | 45103 | NONE | GENERAL CHARITABLE | $19,000 |
| CLERMONT COUNTY CHAMBER OF COMMERCE | ||||||
| 4355 FERGUSON DR STE 150 | CINCINNATI | OH | 45245 | NONE | GENERAL CHARITABLE | $5,000 |
| UCAN | ||||||
| 2830 COLERAIN AVE | CINCINNATI | OH | 45225 | NONE | GENERAL CHARITABLE | $10,000 |
| OAR | ||||||
| 5619 ORLANDO PL | CINCINNATI | OH | 45227 | NONE | GENERAL CHARITABLE | $15,000 |
| GREAT PARKS FOREVER | ||||||
| 10245 WINTON ROAD | CINCINNATI | OH | 45231 | NONE | GENERAL CHARITABLE | $10,000 |
| HELP | ||||||
| 1600 MADISON RD | CINCINNATI | OH | 45206 | NONE | GENERAL CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $881 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $230,146 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $146,145 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Buckeye Partners LP | Desc |
| Exclusion | $1,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $377,172 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,103 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROCTER & GAMBLE - 808.6067 SHRS | $58,540 | $86,277 |
| CONOCOPHILLIPS-800.2564 SHARES | $38,360 | $49,896 |
| DEERE CO- 500.6257 SHARES | $31,324 | $74,678 |
| INTEL CORP- 1628.6402 SHARES | $43,914 | $76,432 |
| MARATHON OIL CORP- 2,923.8342 SHARES | $69,414 | $41,928 |
| VERIZON COMMUNICATIONS COM- 1530.6474 SH | $78,009 | $98,703 |
| GENERAL ELECTRIC - 2808.9932 | ||
| WELLS FARGO & CO NEW DEL - 600.4034 SHS | $23,635 | $27,667 |
| COHEN & STEERS CLOSED END OPPTY FUND INC | $114,542 | $93,389 |
| AT&T INC - 2162.0778 SHARES | $75,372 | $69,554 |
| CATERPILLAR INC - 500.3709 SHARES | $28,250 | $63,582 |
| COHEN & STEERS SELECT INFRASTRUCTURE | $67,649 | $74,614 |
| EATON VANCE TX-AD GL OPP | $83,802 | $74,198 |
| CLOUGH GLBL OPPTYS | $114,079 | $76,662 |
| BLACKROCK CAP&INC | $77,181 | $92,323 |
| MONSANTO CO NEW DEL COM - 398 SHARES | ||
| PFIZER INC- 1,119.6148 SHARES | $19,465 | $48,871 |
| UNITEDHEALTH GROUP INC - 400 SHARES | $23,824 | $92,174 |
| EATON VANCE TAX MAN GLB | $78,257 | $84,445 |
| AFLAC INC - 1,025.0676 SHARES | $36,049 | $93,404 |
| AMERICAN FINL GRP HLDGS - 1,028.8448 SHS | $23,405 | $84,088 |
| BOEING COMPANY - 609.6471 SHARES | $23,966 | $101,474 |
| CSX CORP - 1829.5448 SHARES | $30,559 | $85,276 |
| CHEVRON CORP - 100 SHARES | $6,452 | $10,879 |
| BUCKEYE PARTNERS LP - 1,795.9326 SHARES | $75,563 | $45,251 |
| WAL-MART STORES INC - 1,026.2949 SHARES | $64,300 | $106,777 |
| TCW TOTAL RETURN BOND FD CL I | $71,381 | $71,465 |
| BERKSHIRE HATHAWAYINC - 500 SHARES | $36,375 | $102,090 |
| BRISTOL-MYERS SQUIBB CO - 1599.4407 SHS | $38,510 | $76,901 |
| COCA COLA COM - 800 SHARES | $28,443 | $37,880 |
| EXXON MOBIL CORP - 600 SHARES | $40,666 | $40,914 |
| JPMORGAN CHASE & CO - 824.2361 SHARES | $28,756 | $70,700 |
| ELI LILLY & CO - 1229.2493 SHARES | $34,497 | $107,070 |
| MERCK AND CO INC SHS - 1,564.5873 SHARES | $43,088 | $98,996 |
| NEXTERA ENERGY INC SHS - 738.9457 SHS | $31,428 | $98,373 |
| PPL CORPORATION - 1,619.3661 SHARES | $38,780 | $45,877 |
| TEXAS INSTRUMENTS - 1303.8837 SHARES | $30,292 | $89,386 |
| ENERGY TRANSFER PTNRS LP - 3500.1047 SH | $153,728 | $83,701 |
| ANTHEM INC - 400 SHARES | $19,695 | $93,234 |
| EATON VANCE TAX-MANAGED DIVER EQTY INCM | $77,313 | $90,301 |
| EATON VANCE TAX-MNGD GLBL DIV EQTY INCM | $76,331 | $83,753 |
| AXIS CAPITAL HOLDINGS LTD - 1565.0894 SH | $45,490 | $73,075 |
| PROLOGIS INC - 800.546 SHARES | $23,738 | $47,008 |
| APPLE INC - 700 SHARES | $40,684 | $98,114 |
| CISCO SYSTEMS INC - 2017.3744 SHARES | $38,740 | $87,413 |
| FORD MOTOR CO - 3201.7772 SHARES | $36,438 | $24,494 |
| JOHNSON AND JOHNSON COM - 422.0312 SHS | $35,838 | $65,045 |
| MARATHON PETROLEUM CORP - 2001.7142 SHS | $23,876 | $82,656 |
| NATIONAL GRID PLC SP ADR - 1,200 SHS | $54,505 | $52,778 |
| VALERO ENERGY CORP NEW - 1566.1165 SHS | $23,229 | $77,228 |
| DOUBLELINE TOTAL RETURN BOND FUND CL I | $83,196 | $78,442 |
| DUKE ENERGY CORP NEW - 1121.1777 SHARES | $51,205 | $96,758 |
| PHILLIPS 66 SHS - 549.0803 SHARES | $15,398 | $47,303 |
| ABBVIE INC SHS - 842.4981 SHARES | $20,583 | $77,670 |
| INTL BUSINESS MACHINES CORP IBM - 365 SH | $59,874 | $41,490 |
| ORACLE CORP - 1,000 SHARES | $32,937 | $45,150 |
| AMN ELEC POWER CO - 800 SHARES | $38,332 | $59,792 |
| BAXTER INTERNATIONAL INC - 500 SHARES | $19,548 | $32,910 |
| KINDER MORGAN INC - 1781 SHARES | $73,974 | $27,392 |
| TCW EMERGING MARKETS INCOME I SHARE | $70,974 | $65,364 |
| GOLDMAN SACHS STRATEGIC INCOME FUND CL I | $58,697 | $50,778 |
| JP MORGAN STRATEGIC INC OPP FUND | $83,817 | $80,176 |
| PRINCIPAL GLOBAL DIV INCOME FUND CL P | $78,677 | $73,835 |
| FIRST ENERGY CORP - 1400 SHARES | $48,132 | $52,570 |
| OCCIDENTAL PETE CORP CAL-700 SHARES | $45,591 | $36,828 |
| TORONTO DOMINION BANK - 1100 SHARES | $50,751 | $54,692 |
| SHIRE PLC-ADR | $14,063 | $12,879 |
| GUGGENHEIMMACRO OPPORTUNITIES FUND INSTL | $54,072 | $53,716 |
| BLACKROCK MULTI ASSET INCOME PORTFOLIO | $83,546 | $79,599 |
| AMER FUNDS INCOME FUND OF AMERICA CL F2 | $86,288 | $84,254 |
| AMERICAN CAPITAL INCOME BUILDER FD CL F2 | $83,068 | $81,775 |
| CHUBB LTD. | $40,181 | $82,758 |
| ARCHER DANIELS MIDLD | $10,477 | $10,243 |
| KROGER CO. | $23,666 | $27,500 |
| ALLIANZGI NFJ DIVID | $81,686 | $69,452 |
| ALPINE TOTAL DYNAMIC | $83,932 | $70,528 |
| FEDERATED STRATEGIC INCOME FUND CL I | $29,039 | $24,362 |
| JANUS HENDERSON GLOBAL EQUITY INCOME | $81,153 | $63,359 |
| LORD ABBETT SHORT | $63,664 | $61,363 |
| THORNBURG INVESTMENT INCOME BUILDER FUND | $65,055 | $63,053 |
| RMR REAL ESTATE | $10,346 | $8,590 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BOARD MEETING EXPENSES | $199 | ||
| EMPLOYEE BENEFITS | $5,728 | ||
| INSURANCE EXPENSES | $3,516 | ||
| INVESTMENT ACCOUNT FEE | $46,120 | $46,120 | $46,120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Buckeye Partners LP | Desc |
| Revenue And Expenses Per Books | $1,931 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL TAXES | $1,983 |
| STATE OF OHIO FILING FEE | $200 |
Comments