DANIS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DANIS FOUNDATION INC (EIN 31-6041012)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-26
- IRS object ID
- 202622389349100022
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-26T16:12:46+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 4TH ST | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA L HUME | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Preparation | 2026-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,461,867 | 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 | $522,138 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $595,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,866 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $764,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,934 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,784 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $616 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $16,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,518 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $256,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $256,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $484,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,873 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $910,660 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,099,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,429,994 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,009,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,131,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,461,867 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,009,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,131,390 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,009,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,131,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,009,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,131,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,009,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $484,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,494,395 | SubtotalAmt |
| Other Decreases | $363,005 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,131,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB ONE ACCOUNT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $595,596 | GrossSalesPriceAmt |
| Cost Or Other Basis | $367,730 | CostOrOtherBasisAmt |
| Gain Or Loss | $227,866 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $227,866 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,866 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,093 | SubtotalAmt |
| Tax Based On Investment Income | $3,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,827 | OverpaymentAmt |
| Applied To ES Tax | $2,827 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| BEVERLY F SHILLITO | |||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | SECRETARY | 0.00 | $0 | $0 |
| KURT KIESSLING | |||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | ASSISTANT SECRETARY | 0.00 | $0 | $0 |
| HEATHER D WELBAUM | |||||||
| 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | ASSISTANT SECRETARY | 0.00 | $0 | $0 |
| JOHN DANIS | |||||||
| 3233 NEWARK DRIVE | MIAMISBURG | OH | 45342 | PRESIDENT/TREASURER | 0.00 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $55,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,940,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,995,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,995,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,965,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,093 | TotalTaxAmt |
| Distributable Before Adj | $95,203 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,203 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,203 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $256,833 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $447,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $306,795 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $261,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $572,766 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,789,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,203 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $161,630 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,950,643 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $447,454 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,503,189 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $306,795 | ExcessFromYear4Amt |
| Excess From Year3 | $261,446 | ExcessFromYear3Amt |
| Excess From Year2 | $572,766 | ExcessFromYear2Amt |
| Excess From Year1 | $200,552 | ExcessFromYear1Amt |
| Excess From Current Year | $161,630 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANGIE BOOTH-PETERS | 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WRIGHT MEMORIAL PUBLIC LIBRARY | ||||||
| 1776 FAR HILLS AVENUE | OAKWOOD | OH | 454192531 | PC | "MAKING AN IMPACT" CAPITAL CAMPAIGN | $5,000 |
| CEDARVILLE UNIVERSITY | ||||||
| 251 N MAIN ST | CEDARVILLE | OH | 45314 | PC | PLEDGE | $50,000 |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLIVD | DAYTON | OH | 45417 | PC | CORPORATE PARTNERSHIP 2024-2025 | $50,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210103 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210104 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210105 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210106 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF TOLEDO | ||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | PC | SCHOLARSHIP | $1,000 |
| MIAMI OF OHIO | ||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | PC | SCHOLARSHIP | $1,000 |
| NORTHERN KENTUCKY UNIVERSITY | ||||||
| 1 LOUIE B NUNN DR | HIGHLAND HEIGHTS | KY | 41099 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF NORTH FLORIDA | ||||||
| 1 UNF DR | JACKSONVILLE | FL | 32224 | PC | SCHOLARSHIP | $1,000 |
| CEDARVILLE UNIVERSITY | ||||||
| 251 N MAIN ST | CEDARVILLE | OH | 45314 | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210101 | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210101 | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210101 | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210101 | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLIVD | DAYTON | OH | 45417 | PC | SCHOLARSHIP | $1,500 |
| EASTERN KENTUCKY | ||||||
| 521 LANCASTER AVE WHITLOCK RM 210 | RICHMOND | KY | 40475 | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF FLORIDA | ||||||
| PO BOX 114025 | GAINESVILLE | FL | 326114025 | GOV | SCHOLARSHIP | $1,500 |
| HAMPTON UNIVERSITY | ||||||
| 100 EAST QUEEN STREET HAMPTON | HAMPTON | VA | 23669 | PC | SCHOLARSHIP | $1,500 |
| HAMPTON UNIVERSITY | ||||||
| 100 EAST QUEEN STREET HAMPTON | HAMPTON | VA | 23669 | PC | SCHOLARSHIP | $1,500 |
| MIAMI OF OHIO | ||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | PC | SCHOLARSHIP | $1,500 |
| MIAMI OF OHIO | ||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | PC | SCHOLARSHIP | $1,500 |
| MIAMI OF OHIO | ||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | PC | SCHOLARSHIP | $1,500 |
| MT SAINT JOSEPH | ||||||
| 5701 DELHI RD | CINCINNATI | OH | 45233 | PC | SCHOLARSHIP | $1,500 |
| OHIO STATE UNIVERSITY | ||||||
| THE OHIO STATE UNIVERSITY BURSARS O | COLUMBUS | OH | 43210 | PC | SCHOLARSHIP | $1,500 |
| OHIO STATE UNIVERSITY | ||||||
| THE OHIO STATE UNIVERSITY BURSARS O | COLUMBUS | OH | 43210 | PC | SCHOLARSHIP | $1,500 |
| OHIO UNIVERSITY | ||||||
| OFFICE OF THE BURSAR 010 CHUBB HA | ATHENS | OH | 45701 | PC | SCHOLARSHIP | $1,500 |
| THE COLLEGE OF DESIGN | ||||||
| 1725 EAST DAVID ROAD | KETTERING | OH | 45440 | PC | SCHOLARSHIP | $1,500 |
| WITTENBERG UNIVERSITY | ||||||
| 1870 QUAKER WAY | WILMINGTON | OH | 45177 | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210102 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210102 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210102 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210102 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210102 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI | ||||||
| UNIVERSITY OF CINCINNATI PO BOX 210 | CINCINNATI | OH | 452210102 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLIVD | DAYTON | OH | 45417 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLIVD | DAYTON | OH | 45417 | PC | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF DAYTON | ||||||
| 1801 S EDWIN C MOSES BLIVD | DAYTON | OH | 45417 | PC | SCHOLARSHIP | $1,000 |
| NORTHERN KENTUCKY UNIVERSITY | ||||||
| 1 LOUIE B NUNN DR | HIGHLAND HEIGHTS | KY | 41099 | PC | SCHOLARSHIP | $1,000 |
| OHIO NORTHERN UNIVERSITY | ||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | PC | SCHOLARSHIP | $1,000 |
| OHIO UNIVERSITY | ||||||
| OFFICE OF THE BURSAR 010 CHUBB HA | ATHENS | OH | 45701 | PC | SCHOLARSHIP | $1,000 |
| BAPTIST HEALTH | ||||||
| 841 PRUDENTIAL DRIVE | JACKSONVILLE | FL | 32207 | PC | OPERATIONS | $25,000 |
| GOOD NEIGHBOR HOUSE | ||||||
| 627 E FIRST ST | DAYTON | OH | 45402 | PC | CARMEN PEREZ MEMORIAL | $1,000 |
| RMHC DAYTON | ||||||
| 555 VALLEY ST | DAYTON | OH | 45404 | PC | PLEDGE | $34,000 |
| FORT HAMILTON HOSPITAL | ||||||
| 329 N 3RD ST | HAMILTON | OH | 45011 | PC | ANGEL FUND | $10,000 |
| MOUNT CARMEL FOUNDATION | ||||||
| 2519 BECKWITH ROAD | APEX | NC | 27523 | PC | CAMPAIGN FUND | $33,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $256,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,068 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,934 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DANIS BUILDING CONSTRUCTION COMPANY | |||||||
| 1 | 3233 NEWMARK DRIVE | MIAMISBURG | OH | 45342 | $503,258 | Yes (X) | |
| TOM HAMMELRATH | |||||||
| 2 | 3233 NEWMARK DR | MIAMISBURG | OH | 45342 | $18,880 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $503,258 | FairMarketValueAmt |
| Received | 2025-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $28,739 | $34,956 |
| ALPHABET INC | $49,187 | $97,656 |
| AMAZON.COM INC | $59,371 | $90,481 |
| AMPHENOL CORP | $14,605 | $263,793 |
| ANALOG DEVISES INC | $28,703 | $42,307 |
| APPLE INC | $3,157 | $69,596 |
| AUTOZONE INC | $15,959 | $20,349 |
| BERKSHIRE HATHAWAY | $36,454 | $117,117 |
| CARRIER GLOBAL CORP | $16,401 | $20,026 |
| CONSTELLATION BRAND | $0 | $0 |
| COSTCO SHSL CORP NEW | $23,174 | $27,595 |
| CROWDSTRIKE HLDINGS INC | $31,080 | $45,470 |
| DANAHER CORP | $13,689 | $40,290 |
| DEERE & CO | $22,001 | $27,934 |
| ELI LILLY AND CO | $27,278 | $36,539 |
| FISERVE INC | $0 | $0 |
| GE AEROSPAE | $70,552 | $126,600 |
| GE VERNOVA INC | $27,943 | $31,371 |
| IDEXX LABS INC | $48,980 | $86,596 |
| INTUIT | $26,657 | $37,096 |
| INTUITIVE SURGICAL | $13,766 | $52,671 |
| JPMORGAN CHASE & CO | $27,789 | $193,010 |
| KKR & CO INC | $0 | $0 |
| L OREAL SA | $0 | $0 |
| LIBERTY MEDIA CORP DEL | $35,343 | $39,601 |
| LINCOLN ELEC HLDGS | $0 | $0 |
| LINDE PLC | $40,916 | $41,360 |
| MASTERCARD INC | $19,367 | $38,820 |
| MICROSOFT CORP | $12,512 | $146,537 |
| NVIDIA CORP | $47,270 | $63,597 |
| PARKER-HANNIFIN CORP | $26,640 | $91,412 |
| QUANTA SVCS INC | $61,762 | $100,028 |
| R B C BEARINGS INC | $19,975 | $125,560 |
| S&P GLOBAL INC | $0 | $0 |
| SALESFORCE INC | $0 | $0 |
| SCHNEIDER ELECTRIC | $34,291 | $65,812 |
| SERVICENOW INC | $23,159 | $18,383 |
| SHERWIN WILLIAMS CO | $24,696 | $28,191 |
| STRYKER CORP | $25,009 | $23,900 |
| THERMO FISHER SCNTFC | $27,537 | $41,720 |
| TRANE TECHNOLOGIES PLC F | $24,035 | $22,963 |
| UNITEDHEALTH GRP INC | $0 | $0 |
| WALMART INC | $51,370 | $68,740 |
| WATSCO INC | $0 | $0 |
| ZOETIS INC | $0 | $0 |
| SPDR GOLD SHARES ETF | $40,150 | $51,917 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT OF DONATION | Desc |
| Amt | $363,005 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CHARGES | Desc |
| Revenue And Expenses Per Books | $16,518 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,518 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS | $3,168 | |
| OHIO | $200 | $200 |
| FOREIGN TAXES | $416 | $416 |
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