DANIS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DANIS FOUNDATION INC (EIN 31-6041012)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201841349349103394
- Schema version
- 2017v2.2
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:00:48-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES DENNIG & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST FOURTH STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316041012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DANIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 9372281225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DANIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9372281225 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L PHELPS | PreparerPersonNm |
| PTIN | P00502693 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,382,213 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $566,501 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $303,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,182 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,884 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,884 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $644,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,408 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $590 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,643 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,643 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $281,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $363,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $344,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,999 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $434,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $545,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,079,200 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,031 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,005 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,983 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $819,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $834,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,382,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $819,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $834,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $819,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $834,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $819,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $834,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $819,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $363,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,726 | OtherIncreasesAmt |
| Subtotal | $1,207,539 | SubtotalAmt |
| Other Decreases | $373,515 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $834,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MAIDEN HOLDINGS LTD | P | 2015-12-11 | 2017-04-17 | $19,127 | $23,881 | -$4,754 | -$4,754 |
| AES TRUST III | P | 2016-12-29 | 2017-06-23 | $25,000 | $25,231 | -$231 | -$231 |
| AES CORP | P | 2016-12-29 | 2017-07-12 | $5,546 | $5,882 | -$336 | -$336 |
| NUCOR CORP | P | 2016-12-19 | 2017-07-20 | $17,939 | $18,009 | -$70 | -$70 |
| AES CORP | P | 2016-03-16 | 2017-07-12 | $15,529 | $15,647 | -$118 | -$118 |
| CARS COM INC | P | 2012-02-13 | 2017-07-12 | $16,986 | $8,593 | $8,393 | $8,393 |
| HORMEL FOODS CORP | P | 2009-11-30 | 2017-07-12 | $30,960 | $8,865 | $22,095 | $22,095 |
| NIKE INC | P | 2012-06-21 | 2017-07-12 | $11,666 | $4,975 | $6,691 | $6,691 |
| ZOETIS INC | P | 2013-07-31 | 2017-07-12 | $12,574 | $6,025 | $6,549 | $6,549 |
| PRUDENTIAL FINANCIAL | P | 2017-04-19 | 2017-12-01 | $50,000 | $50,000 | $0 | $0 |
| GENERAL ELECTRIC | P | 2017-04-19 | 2017-12-06 | $50,000 | $50,000 | $0 | $0 |
| MAGELLAN MIDSTREAM PARTNERS, L.P. | P | 2017-12-31 | 2017-12-31 | $2 | $2 | $2 | |
| MAGELLAN MIDSTREAM PARTNERS, L.P. | P | 2016-12-31 | 2017-12-31 | $2 | $2 | $2 | |
| KKR & CO. L.P. | P | 2017-12-31 | 2017-12-31 | $9 | $9 | $9 | |
| KKR & CO. L.P. | P | 2016-12-31 | 2017-12-31 | $1,216 | $1,216 | $1,216 | |
| ORBITAL ATK INC | P | 2015-12-14 | 2017-10-12 | $46,691 | $28,966 | $17,725 | $17,725 |
| CARS COM INC | P | 2012-02-13 | 2017-06-01 | $18 | $9 | $9 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,182 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,198 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $599,344 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.342371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,212 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $337,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.308771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $383,723 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,064 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $406,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.324946 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $186,860 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $514,143 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.363440 | DistributionYr5Rt |
| Total Distribution | 1.405982 | TotalDistributionRt |
| Average Distribution | 0.281196 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $927,085 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $260,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $778 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $261,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,643 | 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 | $778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $785 | TaxDueAmt |
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 | JOHN DANIS | IndividualWithBooksNm |
| Phone | 9372281225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN DANIS | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| KURT KIESSLING | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| CHARLES W DANIS JR | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| HEATHER D WELBAUM | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| BEVERLY F SHILLITO | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | SECRETARY | 0.00 | $0 | $0 | $0 |
| 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 | $671,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $129,014 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $941,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $941,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $927,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $778 | TotalTaxAmt |
| Distributable Before Adj | $45,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,576 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $280,643 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $778 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $279,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $163,023 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,345 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,921 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $87,513 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $175,675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $546,477 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235,067 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $781,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $163,023 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $618,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,345 | ExcessFromYear4Amt |
| Excess From Year3 | $6,921 | ExcessFromYear3Amt |
| Excess From Year2 | $87,513 | ExcessFromYear2Amt |
| Excess From Year1 | $175,675 | ExcessFromYear1Amt |
| Excess From Current Year | $235,067 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN APPLEGARTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372281225 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST AN EDUCATIONAL GRANT PROGRAM APPLICATION FOR FINANCIAL AID | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOWLING GREEN STATE UNIVERSITY | ||||||
| OFFICE OF THE BURSAR 1001 E WOOSTER | STREET | BOWLING GREEN | OH | 434030100 | SCHOLARSHIP | $1,000 |
| CEDARVILLE UNIVERSITY | ||||||
| 25 N MAIN STREET | CEDARVILLE | OH | 45314 | SCHOLARSHIP | $1,000 | |
| GREATER DOWNTOWN DAYTON PLAN RIVERRUN FUND | ||||||
| 10 W SECOND STREET SUITE 611 | DAYTON | OH | 45402 | RIVERSCAPE RIVER RUN | $5,000 | |
| MERCY HEALTH FOUNDATION | ||||||
| 1701 MERCY HEALTH PLACE | CINCINNATI | OH | 45237 | MERCY HEALTH MISSION PARTNERS | $130,000 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||
| OFFICE OF SCHOLARSHIPS AND FA BOX | 7302/2016 HARRIS HALL | RALEIGH | NC | 276957302 | SCHOLARSHIP | $1,000 |
| THE OHIO STATE UNIVERSITY | ||||||
| THE OHIO STATE UNIVERSITY BURSARS | OFFICE 281 WEST LANE AVENUE | COLUMBUS | OH | 43210 | SCHOLARSHIP | $1,000 |
| THINK TV NETWORK | ||||||
| 110 SOUTH JEFFERSON STREET | DAYTON | OH | 454022415 | PREMIER CIRCLE MEMBERSHIP/CAPTIAL CAMPAIGN | $10,000 | |
| UNIVERSITY OF CINCINNATI | ||||||
| STUDENT FINANCIAL AID OFFICE PO BOX | 210125 | CINCINNATI | OH | 452210125 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF NORTH CAROLINA | ||||||
| STUDENT ACCOUNTS UNIV RECEIVABLES | SUITE 2215 SASB NORTH 450 RIDGE ROA | CHAPEL HILL | NC | 275991401 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF NORTH CAROLINA | ||||||
| STUDENT ACCOUNTS UNIV RECEIVABLES | SUITE 2215 SASB NORTH 450 RIDGE ROA | CHAPEL HILL | NC | 275991400 | SCHOLARSHIP | $1,000 |
| DAYTON CHILDRENS HOSPITAL | ||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | REACHING NEW HEIGHTS CAMPAIGN | $30,000 | |
| UNIVERSITY OF DAYTON | ||||||
| 1700 SOUTH PATTERSON BLVD 300 | COLLEGE PARK | DAYTON | OH | 454697053 | CONSTRUCTION MANAGEMENT CONCENTRATION PROGRAM | $5,000 |
| DAYTON CHILDRENS HOSPITAL | ||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 454041815 | WOMEN'S BOARD CHA-CHA 2017 | $25,000 | |
| GRANDVIEW FOUNDATION | ||||||
| 405 W GRAND AVENUE | DAYTON | OH | 45405 | MEDICAL EDUCATION BUILDING RENOVATION | $20,000 | |
| UNIVERSITY OF DAYTON | ||||||
| 300 COLLEGE PARK | DAYTON | OH | 454697056 | CONSTRUCTION MANAGEMENT CONCENTRATION | $5,000 | |
| DAYTON ART INSTITUTE | ||||||
| 456 BELMONTE PARK NORTH | DAYTON | OH | 45405 | CENTENNIAL CAMPAIGN | $30,000 | |
| VICTORIA THEATRE | ||||||
| 138 NORTH MAIN STREET | DAYTON | OH | 454021176 | THE NEXT STAGE CAMPAIGN | $5,000 | |
| CLARK STATE COMMUNITY COLLEGE | ||||||
| OFFICE OF FINANCIAL AID - SCHOLARSH | P 3775 PENTAGON BLVD | DAYTON | OH | 45430 | SCHOLARSHIP | $500 |
| UNIVERSITY OF TOLEDO | ||||||
| OFFICE OF FINANCIAL AID - SCHOLARSH | P 2801 W BANCROFT STREET MAIL STOP | TOLEDO | OH | 436063390 | SCHOLARSHIP | $1,000 |
| JESSIE BALL DUPONT FUND | ||||||
| 40 EAST ADAMS STREET SUITE 300 | JACKSONVILLE | FL | 322023302 | TRAINING ROOM PLEDGE | $7,143 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,643 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,182 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MAGELLAN MIDSTREAM PARTNERS LP | 01 | -$2,512 |
| KKR & CO. L.P. | 01 | -$372 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,408 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,408 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIS BUILDING CONSTRUCTION COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $566,501 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $566,501 | FairMarketValueAmt |
| Received | 2017-07-11 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PRUDENTIAL FINAN | BondNm |
| EOY Book Value | $30,370 | EOYBookValueAmt |
| EOYFMV | $30,031 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $25,900 | $43,520 |
| AIRCASTLE LIMITED | $19,885 | $23,390 |
| AMPHENOL CORP | $23,597 | $70,240 |
| APPLE INC | $10,259 | $50,769 |
| CHENIERE ENERGY INC | $20,497 | $26,920 |
| COLGATE-PALMOLIVE CO | $26,197 | $30,180 |
| DAIMLER AG | $24,564 | $25,370 |
| DOMINION RES INC VA | $24,640 | $26,345 |
| DOW DUPONT INC | $23,463 | $28,488 |
| GENTEX CORP | $25,209 | $31,425 |
| GOODYEAR TIRE&RUBBER | $24,204 | $24,232 |
| GTT COMMUNICATIONS | $32,381 | $89,205 |
| HORMEL FOODS CORP | $17,729 | $69,141 |
| ROYAL BANK OF CANADA | $25,818 | $38,375 |
| TEGNA INC | $15,338 | $28,160 |
| TSAKOS ENERGY NA | $24,768 | $25,290 |
| BANK OF AMERICA 7.25% PFD | $24,325 | $26,380 |
| EVERSOURCE ENERGY | $21,912 | $70,067 |
| INTUITIVE SURGICAL | $18,925 | $21,896 |
| JPMORGAN CHASE & CO | $40,157 | $106,940 |
| MCCORMICK & CO INC | $14,489 | $50,955 |
| MCDONALDS CORP | $44,876 | $137,696 |
| MICROSOFT CORP | $16,517 | $34,216 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KKR & CO LP | AT COST | $25,755 | $31,590 |
| MAGELLAN MIDSTREAM P LP | AT COST | $58,250 | $67,393 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $373,515 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CHARGES | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAGELLAN MIDSTREAM PARTNERS LP | -$2,512 | -$2,512 | -$2,512 |
| KKR & CO. L.P. | -$372 | -$372 | -$372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST ADJUSTMENT FOR PARTNERSHIP (MAGELLAN MIDSTREAM) | $24,039 |
| COST ADJUSTMENT FOR PARTNERSHIP (KKR & CO) | $687 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $21 | $0 | $0 |
| OHIO | $200 | $0 | $0 |
| FOREIGN TAXES | $590 | $590 | $0 |
Comments