3055 Foundation

990PF • Fiscal year 2022 • EIN 83-4588177

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 22, 2023

Organization Profile

3055 Kettering Blvd Suite 418Dayton, OH 45439

(937) 293-0968

Siviq Scores

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

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

-231%

Higher net margin than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

-9.0%

Faster asset growth than 21% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

-81%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets1st percentile

Assets

Down

$1,868,185

Down $185,781 (-9.0%) from 2021

Net Assets

Down

$1,868,386

Down $185,737 (-9.0%) from 2021

Liabilities

Down

-$201

Down $44 (-28%) from 2021

Revenue And Expenses

Liabilities / Revenue1st percentile Net Margin4th percentile

Revenue

Down

$80,418

Down $335,284 (-81%) from 2021

Expenses

Down

$266,155

Down $27,105 (-9.2%) from 2021

Net Income

Down

-$185,737

Down $308,179 (-252%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

Highlighted filing

2022

Assets$1,868,185

Liabilities-$201

Net Assets$1,868,386

Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2022

Revenue$80,418

Expenses$266,155

Net Income-$185,737

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Jun 22, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLES D BERRY	President/ D	-	$0	-	-
JOHN W BERRY JR	Vice Preside	-	$0	-	-
WILLIAM T LINCOLN	Treasurer/ D	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: 3055 Foundation
EIN: 83-4588177
Address: 3055 KETTERING BLVD SUITE 418, DAYTON, OH 45439

Signing Officer

Name: William T Lincoln
Title: Treasurer/ Director
Phone: 9379494437
Signed: 2023-06-22
Discuss with paid preparer: Yes

Preparer

Firm: Pohlman Talmage Brown & Campbell CPA Inc
Address: 3445 S DIXIE DR STE 200, DAYTON, OH 45439
Preparer: Doug Talmage CPA
Phone: 9372973735

Raw XML Appendix382 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/AccountingFeesDetail/Amt	0	5042
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	INDIRECT ACCOUNTING FEES
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	0	2020-04-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	1	2020-05-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	2	2020-05-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	3	2020-06-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	4	2020-03-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	5	2020-06-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	6	2020-07-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	7	2020-07-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	8	2020-11-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	9	2020-12-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	10	2021-10-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	11	2022-02-25
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	12	2022-07-15
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	1	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	2	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	3	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	4	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	5	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	6	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	7	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	8	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	9	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	10	200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	11	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	12	S/L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	80788
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	1	6796
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	2	77515
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	3	2000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	4	21000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	5	617
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	6	15360
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	7	4441
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	8	971
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	9	9643
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	10	2320
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	11	7937
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	12	7937
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	2072
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	1	175
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	2	1987
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	3	51
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	4	3000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	5	89
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	6	2195
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	7	634
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	8	139
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	9	1377
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	10	945
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	11	567
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	39.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	1	39.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	2	39.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	3	39.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	4	7.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	5	7.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	6	7.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	7	7.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	8	7.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	9	7.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	10	5.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	11	7.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	12	7.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	3452
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	1	290
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	2	3313
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	3	81
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	4	5250
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	5	132
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	6	3291
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	7	899
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	8	162
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	9	1378
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	10	2320
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	LEASEHOLD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	1	LEASEHOLD IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	2	LEASEHOLD IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	3	LEASEHOLD IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	4	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	5	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	6	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	7	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	8	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	9	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	10	COMPUTERS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	11	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	12	OFFICE FURNITURE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	BNY LONG TERM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	BNY SHORT TERM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	444009
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	290905
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	403187
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	264519
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-40822
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-26386
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	BNY MELLON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	458337
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	410537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1112444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	962804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	BNY MELLON
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	22388
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-34922
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	PAYROLL EXP REIMBURSEMENT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	92952
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	3
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	92952
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	-12534
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	80418
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	5042
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	32286
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	13231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	22388
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	22388
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-185737
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	699992
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	3941
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-34922
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	54674
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt	0	120560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	45345
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	92952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	11747
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt	0	16289
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	266155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	54674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	80418
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	216155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	32286
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-185737
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1868386
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	2054123
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1868386
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	77301
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	77301
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	77301
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	78061
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	760
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	2649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	11
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	3420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	3420
IRS990PF/FMVAssetsEOYAmt	0	1467219
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	42749
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	93878
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	93878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	566640
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	458337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	410537
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1243694
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1112444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	962804
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	33799
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	237325
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	200883
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	203526
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	2054123
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	1868386
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	-157
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	-201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	2053966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1868185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1467219
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	-157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	-201
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	2053966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1868185
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	2054123
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1868386
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1584989
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	9364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1575625
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	23775
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	78061
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1561214
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1584989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	CHARLES D BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOHN W BERRY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	WILLIAM T LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT/ D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TREASURER/ D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	4150 RONDEAU RIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	348 CROMWELL COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	3055 KETTERING BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt	0	SUITE 418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	DAYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	DAYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	45429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	34108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	45439
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	50000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	50000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr	0	2019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	WILLIAM T LINCOLN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	3055 KETTERING BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	DAYTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	45439
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9372930968
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER FORMAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	WILLIAM LINCOLN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9372973735
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	3055 KETTERING BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt	0	SUITE 418
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	DAYTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	45439
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CALIFORNIA INSTITUTE OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	24700 MCBEAN PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SANTA CLARITA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	91355
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	50000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1006
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	48994
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	77301
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	4
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	4
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	50000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	4
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	76295
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	48994
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	33799
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	203526
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	237325
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3941
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ADVERTISING & MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	CONTRACTORS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	MEALS - 100%
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	SPONSORSHIP & MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	8	TAXES & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	9	TRAVEL/MILEAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	9000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	3917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	791
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	9939
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	9809
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	6202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	8	1897
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PAYROLL EXP REIMBURSEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	92952
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	-157
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	WORKERS COMPENSATION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	-201
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6373
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	5374
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PROFESSIONAL SERVICES
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM T LINCOLN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER/ DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9379494437
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	3055 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	3055
ReturnHeader/Filer/EIN	0	834588177
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3055 KETTERING BLVD SUITE 418
ReturnHeader/Filer/USAddress/CityNm	0	DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45439
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	311360680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	POHLMAN TALMAGE BROWN & CAMPBELL CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3445 S DIXIE DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	45439
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9372973735
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DOUG TALMAGE CPA
ReturnHeader/ReturnTs	0	2023-10-04T16:10:08-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	LINCOLN
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,868,185
Liabilities: -$201
Net assets: $1,868,386
Revenue: $80,418
Expenses: $266,155
Net income: -$185,737

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.34	$0.34	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.19	$0.41	$0.22
2022Detailed filing. Detailed filing data is available for this year.	$1.87	$0.00	$1.87	$0.08	$0.27	$0.19
2021Detailed filing. Detailed filing data is available for this year.	$2.05	$0.00	$2.05	$0.42	$0.29	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$1.93	$0.00	$1.93	$1.99	$0.06	$1.93
2019Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00