VIRGINIA CONLOGUE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
VIRGINIA CONLOGUE FOUNDATION (EIN 31-1807237)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202611359349101281
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T09:58:19-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310787612PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENTNER SELLERS CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 FALLS CREEK DRAddressLine1Txt
CityVANDALIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP453779695ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311807237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA CONLOGUE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVIRGBusinessNameControlTxt
Phone9374994919PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LNAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJADE J LIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9374994919PhoneNum
Signature2026-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS BARLEYPreparerPersonNm
PTINP01550275PTIN
Phone9378981376PhoneNum
Preparation2026-04-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,712,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$388InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$388InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$388InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$121,185DividendsRevAndExpnssAmt
Dividends Net Invst Incm$121,185DividendsNetInvstIncmAmt
Dividends Adj Net Incm$121,185DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$219,569NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$219,569GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$219,569CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,269OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$3,269OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$344,411TotalRevAndExpnssAmt
Total Net Invst Incm$341,142TotalNetInvstIncmAmt
Total Adj Net Incm$124,842TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$63,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,380AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,042AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$338AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,606TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,051TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$736TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,986TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$76,093TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,074TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$292,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$292,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$380,986TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$76,093TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,074TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,575ExcessRevenueOverExpensesAmt
Net Investment Income$265,049NetInvestmentIncomeAmt
Adjusted Net Income$124,842AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$886,891SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$850,317SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$850,317SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,072,182CorporateStockBOYAmt
Corporate Stock EOY$1,072,182CorporateStockEOYAmt
Corporate Stock EOYFMV$3,878,818CorporateStockEOYFMVAmt
Other Investments BOY$1,309,529OtherInvestmentsBOYAmt
Other Investments EOY$1,309,529OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,983,680OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,268,603TotalAssetsBOYAmt
Total Assets EOY$3,232,028TotalAssetsEOYAmt
Total Assets EOYFMV$7,712,815TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,268,603RetainedEarningBOYAmt
Retained Earning EOY$3,232,028RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,268,603TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,232,028TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,268,603TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,232,028TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,268,603TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,575ExcessRevenueOverExpensesAmt
Subtotal$3,232,028SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,232,028TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$219,569CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,684InvestmentIncomeExciseTaxAmt
Subtotal$3,684SubtotalAmt
Tax Based On Investment Income$3,684TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Tax Due$703TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJADE J LIIndividualWithBooksNm
Phone9374994919PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LANEAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJADE J LIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LANEAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$70,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,574,205AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$771,550AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,345,755TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,345,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$110,186CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,235,569NetVlNoncharitableAssetsAmt
Minimum Investment Return$361,778MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$361,778MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,684TaxBasedOnInvestmentIncomeAmt
Total Tax$3,684TotalTaxAmt
Distributable Before Adj$358,094DistributableBeforeAdjAmt
Distributable Before Ded$358,094DistributableBeforeDedAmt
Distributable As Adjusted$358,094DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,074ExpensesAndContributionsAmt
Qualifying Distributions$300,074QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$358,094DistributableAsAdjustedAmt
Undistributed Income PY$290,616UndistributedIncomePYAmt
Qualifying Distributions$300,074QualifyingDistributionsAmt
Applied To Year1$290,616AppliedToYear1Amt
Applied To Current Year$9,458AppliedToCurrentYearAmt
Undistributed Income CY$348,636UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJADE J LIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15267 BURNING BUSH LNAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45429ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9374994919RecipientPhoneNum
Recipient Email AddressJADEJLI@YAHOO.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS SHOULD BE MADE IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesGRANTS ARE MADE CONTINUOUSLY THROUGHOUT THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsTO CONTRIBUTE MONIES PRIMARILY TO THOSE ORGANIZATIONS IN THE IMMEDIATE DAYTON AND MONTGOMERY COUNTY AREAS THAT WILL SIGNIFICANTLY IMPACT THEIR EFFECTIVENESS IN THE BETTERMENT OF VARIOUS SOCIAL PROGRAMS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
6077 FAR HILL AVEUNIT 117DAYTONOH45459NONEPCHEALTH$5,000
HOSPICE OF DAYTON FOUNDATION
7575 PARAGON RDDAYTONOH45459NONEPCHEALTH$30,000
PINK RIBBON GOOD
350 HULS DRENGLEWOODOH45315NONEPCHEALTH$50,000
ST MARY'S DEVELOPMENT
2160 E FIFTH STDAYTONOH45403NONEPCCOMMUNITY$26,000
THE FOODBANK CO
56 ARMOR PLACEDAYTONOH45417NONEPCCOMMUNITY$35,000
HUMANE SOCIETY OF GREATER DAYTON
1661 NICHOLAS RDDAYTONOH45414NONEPCCOMMUNITY$15,000
CRAYON'S TO CLASSROOMS
1750 WOODMAN DRDAYTONOH45420NONEPCEDUCATION$6,000
LEARNING TREE FARM
3376 S UNION RDDAYTONOH45417NONEPCEDUCATION$16,000
DAYBREAK
605 S PATTERSON BLVDDAYTONOH45402NONEPCCOMMUNITY$20,000
UNITED REHABILITATION SERVICES
4710 OLD TROY PIKEDAYTONOH45424NONEPCCOMMUNITY$33,000
SICSA
8172 WASHINGTON CHURCH RDDAYTONOH45458NONEPCCOMMUNITY$16,000
AIR FORCE MUSEUM FOUNDATION
110 SPAATZ STREETWRIGHTPATTERSON AFBOH45433NONEPCEDUCATION$30,000
CLOTHES THAT WORK
2824 WILMINGTON PIKEDAYTONOH45419NONEPCCOMMUNITY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$292,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$388ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,185ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$219,569ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC INCOMEDesc
Related Or Exempt Function Incm$3,269RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$341,142ExclusionAmt
Related Or Exempt Function Incm$3,269RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$344,411TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,380Amt
Net Investment Income$3,042NetInvestmentIncomeAmt
Disbursements Charitable Prps$338DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$1,072,182EOYBookValueAmt
EOYFMV$3,878,818EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Book Value$1,309,529BookValueAmt
EOYFMV$2,983,680EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISC INCOMEDesc
Revenue And Expenses Per Books$3,269RevenueAndExpensesPerBooksAmt
Adjusted Net Income$3,269AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE TAXES$200$200
PAYROLL TAXES$5,355$536
FEDERAL TAXES$10,051$10,051

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