Civic Intelligence

The Robert H Brethen Foundation

990PF • Fiscal year 2012 • EIN 31-1213173

Nov 01, 2011 to Oct 31, 2012 • Filed on Mar 12, 2013

Organization Profile
2560 Kettering Tower45423
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,165,699

Up $719,912 (+21%) from 2010

Net Assets

Up

$4,165,699

Up $719,912 (+21%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$374,025

Up $182,317 (+95%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $3,445,787Liabilities 2010: $0Net Assets 2010: $3,445,7872010Assets 2012: $4,165,699Liabilities 2012: $0Net Assets 2012: $4,165,6992012Assets 2013: $4,305,496Liabilities 2013: $0Net Assets 2013: $4,305,4962013Assets 2014: $4,877,876Liabilities 2014: $0Net Assets 2014: $4,877,8762014Assets 2015: $4,953,343Liabilities 2015: $0Net Assets 2015: $4,953,3432015Assets 2016: $5,328,285Liabilities 2016: $0Net Assets 2016: $5,328,2852016Assets 2017: $5,871,078Liabilities 2017: $0Net Assets 2017: $5,871,0782017Assets 2018: $5,413,158Liabilities 2018: $0Net Assets 2018: $5,413,1582018Assets 2019: $5,933,524Liabilities 2019: $0Net Assets 2019: $5,933,5242019Assets 2020: $6,637,132Liabilities 2020: $0Net Assets 2020: $6,637,1322020Assets 2021: $8,348,741Liabilities 2021: $0Net Assets 2021: $8,348,7412021Assets 2022: $7,353,272Liabilities 2022: $0Net Assets 2022: $7,353,2722022Assets 2024: $10,818,508Liabilities 2024: $0Net Assets 2024: $10,818,5082024

Highlighted filing

2012

Assets$4,165,699
Liabilities$0
Net Assets$4,165,699
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $191,7082010Expenses 2012: $374,0252012Expenses 2013: $366,1282013Revenue 2014: $545,684Expenses 2014: $231,307Net Income 2014: $314,3772014Revenue 2015: $520,233Expenses 2015: $226,441Net Income 2015: $293,7922015Revenue 2016: $671,006Expenses 2016: $260,757Net Income 2016: $410,2492016Revenue 2017: $550,888Expenses 2017: $380,608Net Income 2017: $170,2802017Revenue 2018: $326,052Expenses 2018: $661,063Net Income 2018: -$335,0112018Revenue 2019: $495,560Expenses 2019: $276,754Net Income 2019: $218,8062019Revenue 2020: -$152,140Expenses 2020: $295,661Net Income 2020: -$447,8012020Revenue 2021: $681,835Expenses 2021: $330,596Net Income 2021: $351,2392021Revenue 2022: $614,316Expenses 2022: $235,628Net Income 2022: $378,6882022Revenue 2024: $572,256Expenses 2024: $356,689Net Income 2024: $215,5672024

Highlighted filing

2012

Revenue-
Expenses$374,025
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Mar 12, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT H BRETHENPres/Treas-$0--
DAVID M BRETHENSecy/Trustee-$0--
KAREN B JOHNSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST CHRISTIAN CHURCHDONATION-DOWNERS GROVE, IL, US$100,000
Paid GrantGOODWILL EASTER SEALS MIAMI VALLEYDONATION-DAYTON, OH, US$75,000
Paid GrantDAYBREAKDONATION-DAYTON, OH, US$50,000
Paid GrantDAYTON HISTORYDONATION-DAYTON, OH, US$25,000
Paid GrantMIAMI VALLEY HOSP FDNDONATION-DAYTON, OH, US$20,000
Paid GrantHOSPICE OF DAYTON FOUNDATIONDONATION-DAYTON, OH, US$10,000
Paid GrantMIAMI VALLEY HOSP FDNDONATION-DAYTON, OH, US$7,000
Paid GrantVICTORIA THEATER ASSOCIATIONDONATION-DAYTON, OH, US$6,200
Paid GrantDAYTON ART INSTITUTEDONATION-DAYTON, OH, US$5,000
Paid GrantDAYTON BALLETDONATION-DAYTON, OH, US$5,000
Paid GrantTHE HERITAGE FOUNDATIONDONATION-WASHINGTON, DC, US$5,000
Paid GrantTHE FOODBANKDONATION-DAYTON, OH, US$4,000
Paid GrantSUICIDE PREVENTION CENTERDONATION-DAYTON, OH, US$2,750
Paid GrantYMCA OF GREATER DAYTONDONATION-DAYTON, OH, US$2,500
Paid GrantHOSPICE OF DAYTON FOUNDATIONDONATION-DAYTON, OH, US$2,000
Paid GrantHUMANE SOCIETY OF GREAT DAYTONDONATION-DAYTON, OH, US$2,000
Paid GrantMIAMI VALLEY HOSP FDNDONATION-DAYTON, OH, US$2,000
Paid GrantMIAMI VALLEY HOSP FDNDONATION-DAYTON, OH, US$2,000
Paid GrantMIAMI VALLEY HOSP FDNDONATION-DAYTON, OH, US$2,000
Paid GrantSICSADONATION-KETTERING, OH, US$2,000
Paid GrantTHINK TV NETWORK WPTDDONATION-DAYTON, OH, US$1,500
Paid GrantTHE SALVATION ARMYDONATION-DAYTON, OH, US$1,300
Paid GrantHOSPICE OF DAYTON FOUNDATIONDONATION-DAYTON, OH, US$1,000
Paid GrantJONI AND FRIENDSDONATION-WILTON, NH, US$1,000
Paid GrantMIAMI VALLEY HOSP FDNDONATION-DAYTON, OH, US$1,000
Paid GrantONE WAY FARM OF FAIRFIELD INCDONATION-FAIRFIELD, OH, US$1,000
Paid GrantSMILE TRAINDONATION-NEW YORK, NY, US$1,000
Paid GrantTECUMSEH BOY SCOUTS OF AMERICADONATION-SPRINGFIELD, OH, US$640
Paid GrantTHE SALVATION ARMYDONATION-DAYTON, OH, US$600
Paid GrantMUSE MACHINEDONATION-DAYTON, OH, US$350
Paid GrantBOY SCOUTS OF AMERICADONATION-DAYTON, OH, US$250
Paid GrantMAYO CLINICDONATION-ROCHESTER, MN, US$225
Paid GrantCANCER SUPPORT COMMDONATION-KETTERING, OH, US$200
Paid GrantSPECIAL OLYMPICS OHIODONATION-COLUMBUS, OH, US$150
Paid GrantDAYTON HOLIDAY FESTIVALDONATION-DAYTON, OH, US$100
Paid GrantHOSPICE OF DAYTON FOUNDATIONDONATION-DAYTON, OH, US$100
Filing and Contact Details

Filer

EIN
31-1213173
Raw XML AppendixShowing 400 of 810 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount04275
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0ROBERT H BRETHEN
CompensationExplanation/Compensation/PersonName1DAVID M BRETHEN
CompensationExplanation/Compensation/PersonName2KAREN B JOHNS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue01235663
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV01235663
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MISC CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01311303
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01311303
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MISC CORPORATE STOCKS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01433006
InvestmentsOtherSchedule2/InvestmentsOther/BookValue127462
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01433006
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV127462
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0155757
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome014241
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount041613
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0211110
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode1211110
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode2211110
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0OTHER REVENUE
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1ENERGY TRANSFER PARTNERS LP
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description2KINDER MORGAN ENERGY TRANSFER
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description3PARTNERS LP
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome08882
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0-3510
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount1-2401
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0-5911
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0214582
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0209612
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0600000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0714337
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss012743
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0209612
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0374025
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss034160
IRS990PF/BalanceSheets/CapitalStockBOY03469532
IRS990PF/BalanceSheets/CapitalStockEOY04165699
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IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01235663
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01000634
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IRS990PF/BalanceSheets/InvestmentsOtherBOY01047151
IRS990PF/BalanceSheets/InvestmentsOtherEOY01460468
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0218454
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0158265
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03469532
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04165699
IRS990PF/BalanceSheets/TotalNetAssetsBOY03469532
IRS990PF/BalanceSheets/TotalNetAssetsEOY04165699
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome014241
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2932130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-11-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-06-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22005-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-08-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42005-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52006-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-07-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-11-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-11-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102009-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112008-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132008-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152009-01-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162011-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172007-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182011-06-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192006-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202008-03-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212007-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222006-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232006-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242007-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252006-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272005-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282007-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292009-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302005-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-10-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-01-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-11-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-07-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-02-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-04-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01000 SHS AAG HOLDINGS CO INC 7.5% PF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1400 SHS TORCHMARK CAPITAL TR III
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23000 SHS EATON VANCE TAX MANAGED BUY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31000 SHS AT&T INC. 6.375% 2/15/56
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42000 SHS USB CAPITAL VIII 6.350% 12/
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5400 SHS COMCAST CORP 7.00%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61369 SHS FT 2972 HIGH DIVID EQTY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72617 SHS GNM P594730 GOV'T AGENCY SE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81000 SHS DPL INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset95327 SHS GNM P677174 GOV'T AGENCY SE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101000 SHS DOMINION RESOURCES SER A 8.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12500 SHS GENUINE PARTS CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset134023 SHS GNM P701008 GOV'T AGENCY SE
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171000 SHS NAT CITY CAP TRUST IV 8% 8/
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18500 SHS WSTN DIGITAL CORP DEL
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0255610
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04165699
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03469532
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04165699
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0192091
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0192091
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0192091
IRS990PF/DistributableAmount/MinimumInvestmentReturn0194207
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02116
IRS990PF/DistributableAmount/TotalTax02116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0658
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02774
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0658
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02774
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04165699
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03943295
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0298619
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03644676
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable059149
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0194207
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03884146
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03943295
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition03.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition13.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition23.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT H BRETHEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID M BRETHEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KAREN B JOHNS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECY/TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102560 KETTERING TOWER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112560 KETTERING TOWER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122560 KETTERING TOWER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DAYTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1DAYTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2DAYTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode045423
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode145423
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode245423
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0261690
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0259574
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.066829
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.104599
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.056669
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.063671
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.043273

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,165,699
Liabilities
$0
Net assets
$4,165,699
Revenue
-
Expenses
$374,025
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.57$0.36$0.22
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.61$0.24$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$0.68$0.33$0.35
2020Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.15$0.30$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.50$0.28$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.33$0.66$0.34
2017Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.55$0.38$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.67$0.26$0.41
2015Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.52$0.23$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.55$0.23$0.31
2013Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.37
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.37
2010Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.19