VIRGINIA CONLOGUE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
VIRGINIA CONLOGUE FOUNDATION (EIN 31-1807237)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-01-23
IRS object ID
201910239349100001
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-01-23T07:36:26-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110100 INNOVATION DRIVE SUITE 400AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45342ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311807237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA CONLOGUE FOUNDATIONBusinessNameLine1Txt
Business Name Line2DANIEL T JOHNS TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVIRGBusinessNameControlTxt
Phone9374359666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16610 GOLF GREEN DRIVEAddressLine1Txt
CityCENTERVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL T JOHNSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9374359666PhoneNum
Signature2019-01-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHERBERT L LEMASTER CPAPreparerPersonNm
PTINP00039882PTIN
Phone9372260070PhoneNum
Preparation2019-01-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.142.191.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-15IPDt
IP Tm09:27:48IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdFF1ADF7F950BE2AA8621E5D4B8A2222E21169A02AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,086,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,490InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,490InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$129,979DividendsRevAndExpnssAmt
Dividends Net Invst Incm$129,979DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$363,854NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$480,374GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$363,854CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$495,323TotalRevAndExpnssAmt
Total Net Invst Incm$495,323TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$63,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$24,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$21,600OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,400OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,100PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,890PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$210PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,445AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,223AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,222AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,645TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,726TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$919TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$315OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$315OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$109,505TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$97,439TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,066TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$370,415TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$97,439TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$272,976TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$124,908ExcessRevenueOverExpensesAmt
Net Investment Income$397,884NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$276,325SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$517,753SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$517,753SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,715,756CorporateStockBOYAmt
Corporate Stock EOY$1,599,236CorporateStockEOYAmt
Corporate Stock EOYFMV$2,796,100CorporateStockEOYFMVAmt
Other Investments BOY$1,309,529OtherInvestmentsBOYAmt
Other Investments EOY$1,309,529OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,772,876OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,301,610TotalAssetsBOYAmt
Total Assets EOY$3,426,518TotalAssetsEOYAmt
Total Assets EOYFMV$5,086,729TotalAssetsEOYFMVAmt
Other Liabilities BOY$8,092OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,092OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,092TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,092TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,293,518RetainedEarningBOYAmt
Retained Earning EOY$3,418,426RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,293,518TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,418,426TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,301,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,426,518TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,293,518TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$124,908ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,418,426SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,418,426TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
LONG TERM CAPITAL GAINS DISTRIBUTIONS2001-09-132018-12-31$118,711$118,711$118,711
AFLAC2001-09-132018-04-17$360,992$258,012$258,012$102,980
FRONTIER COMMUNICATIONS2005-01-142018-04-17$671-$12,869-$12,869$13,540
FieldValueIRS element (for citing)
Capital Gain Net Income$363,854CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$247,946AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,517,286NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044940DistributionYr1Rt
Adjusted Qlfy Distri Yr2$279,172AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,255,120NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053124DistributionYr2Rt
Adjusted Qlfy Distri Yr3$277,889AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,363,620NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051810DistributionYr3Rt
Adjusted Qlfy Distri Yr4$258,736AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,634,692NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045918DistributionYr4Rt
Adjusted Qlfy Distri Yr5$234,658AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,205,770NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045077DistributionYr5Rt
Total Distribution0.240869TotalDistributionRt
Average Distribution0.048174AverageDistributionRt
Net Vl Noncharitable Assets$5,509,605NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$265,420AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,979NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$269,399AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$272,976QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,979InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,979SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,979TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,600EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,379TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL T JOHNSIndividualWithBooksNm
Phone9374359666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16610 GOLF GREEN DRIVEAddressLine1Txt
CityCENTERVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDANIEL T JOHNSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16610 GOLF GREEN DRIVEAddressLine1Txt
CityCENTERVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos12.00AverageHrsPerWkDevotedToPosRt
Compensation$70,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,179,645AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$413,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,593,508TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,593,508AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$83,903CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,509,605NetVlNoncharitableAssetsAmt
Minimum Investment Return$275,480MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$275,480MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,979TaxBasedOnInvestmentIncomeAmt
Total Tax$3,979TotalTaxAmt
Distributable Before Adj$271,501DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$271,501DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$271,501DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$272,976ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$272,976QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,979PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$268,997AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$271,501DistributableAsAdjustedAmt
Undistributed Income PY$260,910UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$272,976QualifyingDistributionsAmt
Applied To Year1$260,910AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$259,435UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDANIEL T JOHNSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16610 GOLF GREEN DRIVEAddressLine1Txt
CityCENTERVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9374359666RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE MADE IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesGRANTS ARE MADE CONTINUOUSLY THROUGHOUT THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsTO CONTRIBUTE MONIES PRIMARILY TO THOSE ORGANIZATIONS IN THE IMMEDIATE DAYTON AND MONTGOMERY COUNTY AREAS THAT WILL SIGNIFICANTLY IMPACT THEIR EFFECTIVENESS IN THE BETTERMENT OF VARIOUS SOCIAL PROGRAMS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
31 W WHIPP RDDAYTONOH45459NONE501(C)(3)HEALTH$15,000
CHOICES
1785 BIG HILL RDDAYTONOH45439NONE501(C)(3)COMMUNITY$10,000
DAYBREAK
605 S PATTERSON BLVDDAYTONOH45402NONE501(C)(3)COMMUNITY$10,000
HOSPICE OF DAYTON FOUNDATION
423 WILMINGTON AVEDAYTONOH45420NONE501(C)(3)HEALTH$15,000
LIFE ESSENTIALS
40 S PERRY ST STE 130DAYTONOH45402NONE501(C)(3)COMMUNITY$5,910
PINK RIBBON GIRLS
15 S SECOND STTIPP CITYOH45371NONE501(C)(3)HEALTH$100,000
SECRET SMILES
PO BOX 291903DAYTONOH45428NONE501(C)(3)HEALTH$50,000
SEEDLING FOUNDATION
PO BOX 1858DAYTONOH45401NONE501(C)(3)EDUCATION$20,000
ST MARY'S DEVELOPMENT
2160 E FIFTH STDAYTONOH45403NONE501(C)(3)COMMUNITY$10,000
THE FOODBANK
56 ARMOUR PLACEDAYTONOH45417NONE501(C)(3)COMMUNITY$15,000
CRAYONS TO CLASSROOMS
1750 WOODMAN DRKETTERINGOH45420NONE501(C)(3)EDUCATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,910TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,490ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,979ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$363,854ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$495,323ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$495,323TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,445Amt
Net Investment Income$1,223NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,222DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS OPTIONS ETFStockNm
EOY Book Value$1,599,236EOYBookValueAmt
EOYFMV$2,796,100EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,309,529BookValueAmt
EOYFMV$1,772,876EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$131$0$131
MISCELLANEOUS$184$0$184

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED PAYROLL TAX WITHHOLDINGSDesc
BOY Book Value$8,092BOYBookValueAmt
EOY Book Value$8,092EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$200$0$200
PAYROLL TAXES$7,191$6,472$719
FEDERAL TAXES$3,254$3,254$0

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