Civic Intelligence

Randall M & Nancy M Dana Family Foundation

990PF • Fiscal year 2016 • EIN 65-1195039

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
769 Lauraland Drive SouthColumbus, OH 43214

(614) 459-4614

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-1136%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$346,551

Down $22,055 (-6.0%) from 2015

Net Assets

Down

$346,551

Down $22,055 (-6.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Up

$1,942

Up $14,867 (+115%) from 2015

Expenses

Down

$23,997

Down $741 (-3.0%) from 2015

Net Income

Up

-$22,055

Up $15,608 (+41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2011: $388,183Liabilities 2011: $02011Assets 2012: $421,232Liabilities 2012: $02012Assets 2013: $414,938Liabilities 2013: $02013Assets 2014: $406,269Liabilities 2014: $0Net Assets 2014: $406,2692014Assets 2015: $368,606Liabilities 2015: $0Net Assets 2015: $368,6062015Assets 2016: $346,551Liabilities 2016: $0Net Assets 2016: $346,5512016Assets 2017: $338,489Liabilities 2017: $0Net Assets 2017: $338,4892017Assets 2018: $333,716Liabilities 2018: $0Net Assets 2018: $333,7162018Assets 2019: $320,930Liabilities 2019: $0Net Assets 2019: $320,9302019Assets 2020: $324,951Liabilities 2020: $0Net Assets 2020: $324,9512020Assets 2021: $340,722Liabilities 2021: $0Net Assets 2021: $340,7222021Assets 2022: $332,883Liabilities 2022: $0Net Assets 2022: $332,8832022Assets 2023: $330,363Liabilities 2023: $0Net Assets 2023: $330,3632023Assets 2024: $330,967Liabilities 2024: $0Net Assets 2024: $330,9672024

Highlighted filing

2016

Assets$346,551
Liabilities$0
Net Assets$346,551
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $90,016Expenses 2011: $31,175Net Income 2011: $58,8412011Revenue 2012: $70,190Expenses 2012: $37,141Net Income 2012: $33,0492012Revenue 2013: $29,311Expenses 2013: $35,605Net Income 2013: -$6,2942013Revenue 2014: $19,708Expenses 2014: $28,377Net Income 2014: -$8,6692014Revenue 2015: -$12,925Expenses 2015: $24,738Net Income 2015: -$37,6632015Revenue 2016: $1,942Expenses 2016: $23,997Net Income 2016: -$22,0552016Revenue 2017: $17,164Expenses 2017: $25,226Net Income 2017: -$8,0622017Revenue 2018: $20,478Expenses 2018: $25,246Net Income 2018: -$4,7682018Revenue 2019: $12,358Expenses 2019: $25,125Net Income 2019: -$12,7672019Revenue 2020: $29,114Expenses 2020: $25,089Net Income 2020: $4,0252020Revenue 2021: $43,412Expenses 2021: $27,641Net Income 2021: $15,7712021Revenue 2022: $21,262Expenses 2022: $29,101Net Income 2022: -$7,8392022Revenue 2023: $21,911Expenses 2023: $24,431Net Income 2023: -$2,5202023Revenue 2024: $27,847Expenses 2024: $27,243Net Income 2024: $6042024

Highlighted filing

2016

Revenue$1,942
Expenses$23,997
Net Income-$22,055
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M DANATrustee-$0--
RANDALL MICHAEL DANA JRTrustee-$0--
ALLISON M DANATrustee-$0--
PATRICIA DODDTrustee-$0--
CHRISTOPHER MCLARENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Randall M & Nancy M Dana
EIN
65-1195039
Phone
6144594614
Address
769 LAURALAND DRIVE SOUTH, COLUMBUS, OH 43214

Signing Officer

Name
Nancy M Dana
Title
Trustee
Phone
6147460409
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bodine Perry LLC Dba Bodineperryrobinson
Address
7620 OLENTANGY RIVER RD, COLUMBUS, OH 43235
Preparer
Donald L Robinson
Phone
6144311040
Raw XML Appendix294 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0320416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0332465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07948
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6006
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01942
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01942
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018667
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018667
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07948
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07948
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22055
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt085243
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6006
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03559
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt023997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03716
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt045883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt145366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH 02160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERRILL LYNCH 02160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6006
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22055
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0346551
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0368606
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0346551
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017457
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017457
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017457
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017499
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/DistributableAmountGrp/TotalTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0620
IRS990PF/FMVAssetsEOYAmt0358600
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0228388
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0228388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0350091
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0320416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0332465
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0140218
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0118163
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018515
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026135
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0368606
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0346551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0358600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0368606
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0346551
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0368606
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0346551
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0355319
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022325
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0332994
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05330
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017499
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0349989
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0355319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RANDALL MICHAEL DANA JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLISON M DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PATRICIA DODD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHRISTOPHER MCLAREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0769 LAURALAND DRIVE S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12437 WINONA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2769 LAURALAND DRIVE S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt329595 SOMERSET RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44554 ZELLER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PERRYSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd143235
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd243214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd343214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd443214
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt018570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0349989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0363722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0427556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0438004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0420013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0430562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt018667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234732
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018625
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018667
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt042
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018667
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NANCY M DANA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0769 LAURALAND DRIVE S
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043214
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06144594614
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.RMDFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NANCY M DANA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA DODD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OHIO STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01480 WEST LANE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043221
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018667
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017457
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02785
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0576
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0999
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018667
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01210
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02785
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01575
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2478
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BODINE PERRY TAX PREP FEE
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1157
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0157
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY M DANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06147460409
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RANDALL M & NANCY M DANA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAND
ReturnHeader/Filer/EIN0651195039
ReturnHeader/Filer/PhoneNum06144594614
ReturnHeader/Filer/USAddress/AddressLine1Txt0769 LAURALAND DRIVE SOUTH
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A6DE2126FEAC0C48A8FC6596E92534DEFF16D999
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0010EDB27100C5D4AFB960ABFD1A30A068B280FA0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412028444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BODINE PERRY LLC DBA BODINEPERRYROBINSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07620 OLENTANGY RIVER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043235
ReturnHeader/PreparerPersonGrp/PhoneNum06144311040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD L ROBINSON
ReturnHeader/ReturnTs02017-05-09T14:12:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$346,551
Liabilities
$0
Net assets
$346,551
Revenue
$1,942
Expenses
$23,997
Net income
-$22,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.28$0.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.22$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.21$0.29$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.43$0.28$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.29$0.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.12$0.25$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.20$0.25$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.17$0.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.02$0.24$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.13$0.25$0.38
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.20$0.28$0.09
2013Summary only. Only limited summary data is available for this year.$4.15$0.00$0.29$0.36$0.06
2012Summary only. Only limited summary data is available for this year.$4.21$0.00$0.70$0.37$0.33
2011Summary only. Only limited summary data is available for this year.$3.88$0.00$0.90$0.31$0.59