DANIS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DANIS FOUNDATION INC (EIN 31-6041012)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-25
- IRS object ID
- 201302069349100210
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-25T13:09:36-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311119890 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES DENNIG & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST FOURTH STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316041012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DANIS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DANI | NameControl |
| Phone | 9372281225 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1 |
| City | MIAMISBURG | City |
| State | OH | State |
| ZIP Code | 45342 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN DANIS | Name |
| Title | PRESIDENT | Title |
| Phone | 9372281225 | Phone |
| Date Signed | 2013-07-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID L PHELPS | Name |
| PTIN | P00502693 | PTIN |
| Phone | 5132418313 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 472234 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1545 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1545 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 21097 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21097 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 70815 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 179665 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 70815 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 93457 | TotalRevenueAndExpenses |
| Total Net Investment Income | 93457 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 360 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 31 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1791 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 187795 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 187795 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 189586 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 187795 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -96129 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 93457 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 141686 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 73396 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 73396 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 228546 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 180939 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 297603 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 51091 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 51091 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 50829 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 36724 | InvestmentsOtherBOY |
| Investments Other EOY | 56492 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 50406 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 458047 | TotalAssetsBOY |
| Total Assets EOY | 361918 | TotalAssetsEOY |
| Total Assets EOYFMV | 472234 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 458047 | RetainedEarningsBOY |
| Retained Earnings EOY | 361918 | RetainedEarningsEOY |
| Total Net Assets BOY | 458047 | TotalNetAssetsBOY |
| Total Net Assets EOY | 361918 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 458047 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 361918 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 458047 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -96129 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 361918 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 361918 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | P | 1998-09-18 | 2012-02-13 | 11282 | 2087 | 9195 | 9195 |
| GENERAL ELECTRIC COMPANY | P | 2008-08-11 | 2012-02-13 | 28525 | 45122 | -16597 | -16597 |
| SOUTHERN COPPER CORP | P | 2008-08-11 | 2012-02-28 | 2 | 1 | 1 | 1 |
| CATERPILLAR INC | P | 1998-09-18 | 2012-05-16 | 92168 | 20870 | 71298 | 71298 |
| CATERPILLAR INC | P | 1998-09-18 | 2012-09-27 | 26023 | 6261 | 19762 | 19762 |
| NATIONAL PRESTO INDS INC | P | 2010-02-17 | 2012-11-16 | 21665 | 34509 | -12844 | -12844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 70815 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 107665 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 639086 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.168467 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 98798 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 586630 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.168416 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 55334 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 505093 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.109552 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 79354 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 692261 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.114630 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 772933 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.089594 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.650659 | TotalDistributionRatio |
| Average Distribution Ratio | 0.130132 | AverageDistributionRatio |
| Net Noncharitable Assets | 514143 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 66906 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 935 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 67841 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 187795 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 935 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 935 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 935 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 760 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 175 | TaxPaidWithExtension |
| Total Credits And Payments | 935 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN DANIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9372281225 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1 |
| City | MIAMISBURG | City |
| State | OH | State |
| ZIP Code | 45342 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN DANIS | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | PRESIDENT/TREASURER/SECRET | 0.00 | 0 | 0 | 0 |
| THOMAS P HAMMELRATH | ||||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | VICE PRESIDENT/ASST SECRET | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 339655 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 81083 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 101235 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 521973 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 521973 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7830 | CashDeemedCharitable |
| Net Noncharitable Assets | 514143 | NetNoncharitableAssets |
| Minimum Investment Return | 25707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 935 | TaxBasedOnInvestmentIncome |
| Total Tax | 935 | TotalTax |
| Distributable Amount Before Adj | 24772 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24772 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24772 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 187795 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 187795 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 935 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 186860 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24772 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 32190 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 47033 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 30411 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 71766 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 77231 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 258631 | TotalExcessDistriCarryover |
| Qualifying Distributions | 187795 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24772 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 163023 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 421654 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 32190 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 389464 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 47033 | ExcessFromYear4 |
| Excess From Year3 | 30411 | ExcessFromYear3 |
| Excess From Year2 | 71766 | ExcessFromYear2 |
| Excess From Year1 | 77231 | ExcessFromYear1 |
| Excess From Current Year | 163023 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KAREN APPLEGARTH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 NEWMARK DRIVE | AddressLine1 |
| City | MIAMISBURG | City |
| State | OH | State |
| ZIP Code | 45342 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9372281225 | RecipientPhoneNumber |
| Form And Info And Materials | REQUEST AN EDUCATIONAL GRANT PROGRAM APPLICATION FOR FINANCIAL AID | FormAndInfoAndMaterials |
| Submission Deadlines | MAY 31ST | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 4002900 | DES MOINES | IA | 503402900 | DC HEART WALK | $15,000 | |
| CEDARVILLE UNIVERSTY | ||||||
| FINANCIAL AID OFFICE 251 N MAIN ST | CEDARVILLE | OH | 45314 | HEALTH SCIENCES BLDG | $10,000 | |
| CEDARVILLE UNIVERSTY | ||||||
| FINANCIAL AID OFFICE 251 N MAIN ST | CEDARVILLE | OH | 45314 | HEALTH SCIENCES BLDG | $10,000 | |
| CEDARVILLE UNIVERSTY | ||||||
| FINANCIAL AID OFFICE 251 N MAIN ST | CEDARVILLE | OH | 45314 | SCHOLARSHIP | $1,000 | |
| CENTRAL STATE UNIVERSITY | ||||||
| PO BOX 1004 | WILBERFORCE | OH | 45384 | NIGHT FOR PHILANTHROPHY | $5,000 | |
| CHRIST HOSPITAL | ||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | COLLABORATIVE NURSEING ED PRG | $5,000 | |
| FAMILY Y | ||||||
| 1105 PARKWAY DRIVE | GOLDSBORO | NC | 27534 | 2012 FOOD DRIVE MATCH | $454 | |
| FOOD BANK | ||||||
| 427 AB WASHINGTON ST | DAYTON | OH | 45402 | 2012 FOOD DRIVE | $454 | |
| FOOD BANK OF CENTRAL AND EASTERN | ||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | 2011 FOOD DRIVE MARCH | $473 | |
| FOUNDATIONS | ||||||
| 5001 ST JOHNS AVE | PALATKA | FL | 32177 | SCHOLARSHIP | $1,000 | |
| FREESTORE FOOD BANK | ||||||
| 1250 TENNESSEE AVE | CINCINNATI | OH | 45229 | FOOD DRIVE MATCH 2012 | $454 | |
| GREENE MEDICAL FOUNDATION | ||||||
| 1141 NORTH MONROE DRIVE | XENIA | OH | 45385 | TITANIUM TOURNAMENT | $75,000 | |
| KEAN UNIVERSITY | ||||||
| 1000 MORRIS AVE | UNION | NJ | 07083 | SCHOLARSHIP | $1,000 | |
| KETTERING MEDICAL CENTER | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | BENJAMIN & MARIAN SCHUSTER HEART HSOP COMMITMENT | $20,000 | |
| KETTERING MEDICAL CENTER | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | HEART TO HEART | $32,472 | |
| KETTERING MEDICAL CENTER | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | KMCF GOLF TOURNAMENT | $4,148 | |
| KETTERING MEDICAL CENTER | ||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | RIBBON OF HOPE LUNCHEON | $340 | |
| MOREHEAD STATE | ||||||
| 100 ADMISSIONS OFFICE | MOREHEAD | KY | 40351 | SCHOLARSHIP | $1,000 | |
| THE OHIO STATE UNIVERSITY | ||||||
| OFFICE OF BURSAR 2ND FL SDT | COLUMBUS | OH | 43210 | SCHOLARSHIP | $1,000 | ACADEMIC SVS BLDG 281 W LANE AVE |
| THE OHIO STATE UNIVERSITY | ||||||
| OFFICE OF BURSAR 2ND FL SDT | COLUMBUS | OH | 43210 | SCHOLARSHIP | $1,000 | ACADEMIC SVS BLDG 281 W LANE AVE |
| THINK TV NETWORK | ||||||
| 110 SOUTH JEFFERSON STREET | DAYTON | OH | 454022415 | AUCTION UNDERWRITING | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 187795 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,545 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,097 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $70,815 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $93,457 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 93457 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARNES, DENNIG & CO. | Category |
| Amount | $1,400 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | MERRILL LYNCH | NameOfBond |
| EOY Book Value | 51091 | EOYBookValue |
| EOYFMV | 50829 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CATERPILLAR, INC. | 20870 | 89609 |
| GENERAL ELECTRIC COMPANY | 0 | 0 |
| SOUTHERN COPPER COPR | 33858 | 57396 |
| HORMEL FOODS CORP | 29859 | 49936 |
| NATIONAL PRESTO INDS INC | 0 | 0 |
| FLY LEASING LTD ADR | 35109 | 32032 |
| GANNETT CO INC DEL | 29287 | 36020 |
| PROSPECT CAPITAL CORP | 31956 | 32610 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ENERGY TRANSFER PARTNERS | AT COST | 36724 | 30051 |
| SPDR BARCLAYS ETF | AT COST | 19768 | 20355 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT CHARGES | Description |
| Revenue And Expenses Per Books | 31 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | Category |
| Amount | $360 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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