MIAMI VALLEY RESEARCH FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MIAMI VALLEY RESEARCH FOUNDATION (EIN 31-0996772)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201113199349101956
- Schema version
- 2010v3.4
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T15:54:11-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brady Ware & Schoenfeld Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Main Street Suite 600 | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454022088 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310996772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miami Valley Research Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MIAM | NameControl |
| Phone | 9372525906 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3155 Research Blvd | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 45420 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | OFFICER | Title |
| Date Signed | 2011-11-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas J Gmeiner | Name |
| Phone | 9372235247 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 29609611 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2247 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2247 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 2247 | InterestOnSavingsAdjNetIncm |
| Gross Rents Rev And Expnss | 38520 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 38520 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 38520 | GrossRentsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 51133 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 55383 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 51133 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3265603 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3265603 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 3265603 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 3357503 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3357503 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 3306370 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 267175 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 267175 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 267175 | CompOfcrDirTrstAdjNetIncm |
| Oth Empl Slrs Wgs Rev And Expnss | 265824 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 265824 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 265824 | OthEmplSlrsWgsAdjNetIncm |
| Pension Empl Bnft Rev And Expnss | 119291 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 119291 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 119291 | PensionEmplBnftAdjNetIncm |
| Legal Fees Rev And Expnss | 12610 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 12610 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 12610 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 11500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 11500 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 184985 | InterestRevAndExpnss |
| Interest Net Invst Incm | 184985 | InterestNetInvstIncm |
| Interest Adj Net Incm | 184985 | InterestAdjNetIncm |
| Taxes Rev And Expnss | 652077 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 652077 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 652077 | TaxesAdjNetIncm |
| Deprec And Depletion Rev And Expnss | 1371599 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1371599 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 1371599 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 1556732 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 168486 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 168486 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 1388246 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 10698 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 10698 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 10698 | TravConfMeetingAdjNetIncm |
| Other Expenses Rev And Expnss | 293258 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 293258 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 293258 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 4745749 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3357503 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 3357503 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1388246 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4745749 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3357503 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 3357503 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1388246 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1388246 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14613 | CashBOY |
| Cash EOY | 136807 | CashEOY |
| Cash EOYFMV | 136807 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 15477 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17732 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17732 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 56098 | AccountsReceivable |
| Accounts Receivable BOY | 54663 | AccountsReceivableBOY |
| Accounts Receivable EOY | 56098 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 56098 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 36692 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 36261 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 43581 | InvestmentsGovtObligEOYFMV |
| Investments Land Etc Basis | 4487572 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 73887 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 4415487 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 4413685 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 4691570 | InvestmentsLandEtcEOYFMV |
| Land Building And Equipment Basis | 47201346 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 18655381 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 28310488 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 28545965 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 24618000 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 52873 | OtherAssetsBOY |
| Other Assets EOY | 45823 | OtherAssetsEOY |
| Other Assets EOYFMV | 45823 | OtherAssetsEOYFMV |
| Total Assets BOY | 32900293 | TotalAssetsBOY |
| Total Assets EOY | 33252371 | TotalAssetsEOY |
| Total Assets EOYFMV | 29609611 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 724288 | AccountsPayableBOY |
| Accounts Payable EOY | 1391758 | AccountsPayableEOY |
| Deferred Revenue BOY | 62737 | DeferredRevenueBOY |
| Deferred Revenue EOY | 260537 | DeferredRevenueEOY |
| Mortgages And Notes Payable BOY | 9428186 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 9163082 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 774701 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2132999 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 10989912 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12948376 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 21910381 | UnrestrictedBOY |
| Unrestricted EOY | 20303995 | UnrestrictedEOY |
| Total Net Assets BOY | 21910381 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20303995 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 32900293 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 33252371 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 21910381 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1388246 | ExcessOfRevenueOverExpenses |
| Other Increases | 1606 | OtherIncreases |
| Subtotal | 20523741 | Subtotal |
| Other Decreases | 219746 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20303995 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALE OF LAND | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 1982-01-01 | DateAcquired |
| Date Sold | 2010-07-08 | DateSold |
| Gross Sales Price | 55383 | GrossSalesPrice |
| Cost Or Other Basis | 4250 | CostOrOtherBasis |
| Gain Or Loss | 51133 | GainOrLoss |
| Gains Minus Excess Or Losses | 51133 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 51133 | CapitalGainNetIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e For Reduced Tax | QlfyUndSect4940eForReducedTax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLIE GILES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9372525906 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3155 RESEARCH BLVD | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 45420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (14 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 |
|---|---|---|---|---|---|---|---|
| CHARLES E GILES | |||||||
| 3155 Research Blvd | Dayton | OH | 45420 | ACCOUNTANT/TRUSTEE | 20.0 | 41200 | 4120 |
| BRUCE E PEARSON | |||||||
| 3155 Research Blvd | Dayton | OH | 45420 | PRESIDENT/CEO | 40.0 | 155390 | 24969 |
| BRENDA BLANK | |||||||
| 3155 Research Blvd | Dayton | OH | 45420 | PROGRAM MANAGER | 40.0 | 70585 | 12354 |
| KATHLEEN A CARLSON | |||||||
| 120 W THIRD STREET | DAYTON | OH | 45402 | TRUSTEE | 1.0 | 0 | |
| ROBERT F CHELLE | |||||||
| 300 COLLEGE PARK DRIVE | DAYTON | OH | 45409 | TRUSTEE | 1.0 | 0 | |
| DANIEL J CURRAN | |||||||
| 300 COLLEGE PARK DRIVE | DAYTON | OH | 45409 | TRUSTEE | 1.0 | 0 | |
| JOHN W GARLAND | |||||||
| 1400 BRUSH ROW ROAD | WILBERFORCE | OH | 45384 | TRUSTEE | 1.0 | 0 | |
| DAVID R HOPKINS | |||||||
| 260 UNIVERSITY HALL | DAYTON | OH | 45435 | TRUSTEE | 1.0 | 0 | |
| STEVEN J JOHNSON | |||||||
| 444 W THIRD STREET SUITE 12-215 | DAYTON | OH | 45402 | TRUSTEE | 1.0 | 0 | |
| LAWRENCE PORTER | |||||||
| 161 COPPERFIELD DR/GATE BOX 27 | DAYTON | OH | 45415 | TRUSTEE | 1.0 | 0 | |
| CAROL S WARNER | |||||||
| 10661 CHESTNUT HILL LANE | DAYTON | OH | 45458 | TRUSTEE | 1.0 | 0 | |
| GERALD FREISTHLER | |||||||
| 1865 4TH STREET | WPAFB | OH | 454337126 | Trustee | 1.0 | 0 | |
| WALTER D GIVHAN | |||||||
| 2950 HOBSON WAY ROOM 301 | WPAFB | OH | 454337765 | TRUSTEE | 1.0 | 0 | |
| J MICHAEL HERR | |||||||
| PO BOX 8801 | DAYTON | OH | 45402 | TRUSTEE | 1.0 | 0 | |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES BAILEY | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3155 RESEARCH BLVD | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | Title |
| Average Hours Per Week | 40.0 | AverageHoursPerWeek |
| Compensation | 65001 | Compensation |
| Employee Benefits | 6477 | EmployeeBenefits |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| Thomson Hine | |||||
| 10 W Second Street | DAYTON | OH | 45402 | Legal | 66266 |
| Woolpert | |||||
| P O Box 641998 | CINCINNATI | OH | 45264 | engineering | 130985 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION FOSTERS AND PROMOTES RESEARCH, TECHNICAL, SCIENTIFIC AND EDUCATION ACTIVITIES, CREATES AND PRESERVES JOBS AND EMPLOYMENT OPPORTUNITIES, AND IMPROVES ECONOMIC | Description1 |
| Expenses1 | 4745749 | Expenses1 |
| Description2 | WELFARE OF THE METROPOLITAN DAYTON AREA. CURRENTLY 43 ORGANIZATIONS ARE AT THE PARK WHICH EMPLOYS 4500 PEOPLE | Description2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 36476 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 92314 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4691570 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4820360 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4820360 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 72305 | CashDeemedCharitable |
| Net Noncharitable Assets | 4748055 | NetNoncharitableAssets |
| Minimum Investment Return | 237403 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 237403 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 237403 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 237403 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 237403 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1388246 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1388246 | QualifyingDistributions |
| Adj Qualifying Distributions | 1388246 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 237403 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year1 | 354226 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 354226 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1388246 | QualifyingDistributions |
| Applied To Current Year | 237403 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1150843 | RemainingDistriFromCorpus |
| Total Corpus | 1505069 | TotalCorpus |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1505069 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 354226 | ExcessFromYear1 |
| Excess From Current Year | 1150843 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESEARCH PARK RENTALS | Description |
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $3,265,603 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,247 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Int From Sec Part VII | DividendsAndIntFromSecPartVII | |
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $38,520 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $51,133 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,357,503 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3357503 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumber |
| Relationship Statement | Economic development of the Miami Valley Research Park are attributable to buildings which are leased by technology entities,therefore fostering and promoting research, technological scientific adn educational activities and to create and preserve jobs and employment opportunities to improve the economic welfare of the greater Dayton area. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | Category |
| Amount | $11,500 | Amount |
| Net Investment Income | 11500 | NetInvestmentIncome |
| Adjusted Net Income | 11500 | AdjustedNetIncome |
Contractor Compensation Expln ContractorCompensationExpln
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 36260 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 43581 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $12,610 | Amount |
| Net Investment Income | 12610 | NetInvestmentIncome |
| Adjusted Net Income | 12610 | AdjustedNetIncome |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTANGIBLE ASSETS | Description |
| BOY Book Value | 52873 | BOYBookValue |
| EOY Book Value | 45823 | EOYBookValue |
| EOYFMV | 45823 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENTS | Description |
| Amount | $219,746 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARK DEVELOPMENT AND PROMOTION | Description |
| Revenue And Expenses Per Books | 293258 | RevenueAndExpensesPerBooks |
| Net Investment Income | 293258 | NetInvestmentIncome |
| Adjusted Net Income | 293258 | AdjustedNetIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESEARCH PARK RENTALS | Description |
| Revenue And Expenses Per Books | 3265603 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3265603 | NetInvestmentIncome |
| Adjusted Net Income | 3265603 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $1,606 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LINE OF CREDIT | Description |
| BOY Book Value | 774701 | BOYBookValue |
| EOY Book Value | 2132999 | EOYBookValue |
Comments