LASALLE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LASALLE FAMILY FOUNDATION INC (EIN 20-8090370)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-14
- IRS object ID
- 202432889349100743
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T15:32:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208090370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LASALLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LASA | BusinessNameControlTxt |
| Phone | 2606275198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5832 HOSLER RD | AddressLine1Txt |
| City | LEO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46765 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM B LASALLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2606275198 | PhoneNum |
| Signature | 2024-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P MOORE | PreparerPersonNm |
| PTIN | P01257864 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2024-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $603,647 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,611 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,027 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $366 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,340 | CashBOYAmt |
| Cash EOY | $13,478 | CashEOYAmt |
| Cash EOYFMV | $13,478 | CashEOYFMVAmt |
| Acct Rcvbl | $46 | AcctRcvblAmt |
| Acct Rcvbl BOY | $51 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $46 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $46 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $399,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $373,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $463,770 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,227 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $126,353 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $567,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $537,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $603,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $567,973 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $537,501 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $567,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $537,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $567,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $537,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $567,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $537,501 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $537,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $35,818 | $29,877 | $5,941 | $5,941 |
| PUBLICLY TRADED SECURITIES | $78,327 | $69,657 | $8,670 | $8,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $410 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $412 | OverpaymentAmt |
| Applied To ES Tax | $412 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM B LASALLE | IndividualWithBooksNm |
| Phone | 2606275198 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5832 HOSLER ROAD | AddressLine1Txt |
| City | LEO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46765 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | Yes (1) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| AMANDA G LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | SECRETARY | 0.10 | $0 | $0 | $0 |
| CHRISTOPHER W LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $554,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $573,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $573,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $565,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $27,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,957 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,965 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,019 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,419 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $219 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,008 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,799 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,019 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,780 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,650 | ExcessFromYear4Amt |
| Excess From Year3 | $17,419 | ExcessFromYear3Amt |
| Excess From Year2 | $219 | ExcessFromYear2Amt |
| Excess From Year1 | $11,484 | ExcessFromYear1Amt |
| Excess From Current Year | $18,008 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM B LASALLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLEN COUNTY CHRISTMAS BUREAU INC | ||||||||
| PO BOX 13265 | FORT WAYNE | IN | 46868 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| ALS | ||||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE STE 1700 | CHICAGO | IL | 60601 | N/A | PC | SUPPORT ALZHEIMER'S DISEASE RESEARCH | $100 | |
| AMERICAN CIVIL LIBERTIES | ||||||||
| 125 BROAD STREET 18TH FLR | NEW YORK | NY | 10004 | N/A | PC | SUPPORT OF PRIMARY MISSION | $2,000 | |
| AMERICAN CONSTITUTION SOCIETY | ||||||||
| 1899 L STREET | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT TO UPHOLD CONSTITUTION | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| AMERICAN FARMLAND TRUST | ||||||||
| 1150 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| AMERICAN KIDNEY FUND | ||||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE | ||||||||
| 1310 L STREET NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| AMNESTY INTERNATIONAL | ||||||||
| 311 W 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE ST SUITE 600 | ATLANTA | GA | 30309 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| ARTS UNITED | ||||||||
| 303 E MAIN ST | FORT WAYNE | IN | 46802 | N/A | PC | SUPPORTING THE ARTS | $1,000 | |
| BOYS AND GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD ST - MOD 1 | BOYS TOWN | NE | 68010 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 FIRST ST NE 400 STE 400 | WASHINGTON | DC | 20002 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| CARTER CENTER | ||||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| COLDWATER LAKE ASSOCIATION | ||||||||
| 2 WEST CHICAGO STREET SUITE E1 | COLDWATER | MI | 49036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $140 | |
| COMMUNITY HARVEST FOOD BANK OF NORTHEAST INDIANA INC | ||||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| COMPASSION & CHOICE | ||||||||
| 101 SW MADISON ST 8009 | PORTLAND | OR | 97207 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| COVENANT HOUSE INTERNATIONAL | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| CROSSROAD CHILD & FAMILY SERVICES | ||||||||
| 1825 BEACON STREET | FORT WAYNE | IN | 46805 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE S 17TH FLR | NEW YORK | NY | 10010 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| FINCA | ||||||||
| 1201 15TH ST NW 8TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVE 14TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| FRIENDS OF CEDAR CREEK | ||||||||
| 43907 NE GRIST MILL ROAD | WOODLAND | WA | 98674 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| FT WAYNE PUBLIC TV INC | ||||||||
| 2501 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | N/A | PC | SUPPORT OF PRIMARY MISSION | $1,000 | |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94101 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| HUMAN RIGHTS CAMPAIGN | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| INTERFAITH ALLIANCE FOUNDATION | ||||||||
| 2101 L ST NW STE 800 | WASHINGTON | DC | 20037 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD | VIENNA | VA | 22182 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| LEAGUE OF WOMEN VOTERS | ||||||||
| NATIONAL HEADQUARTERS 1233 20TH | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $300 | STREET NW SUITE 500 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 5969 CATTLERIDGE BLVD STE 100 | SARASOTA | FL | 34232 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| MARA ELEPHANT PROJECT | ||||||||
| 4000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| MD ANDERSON CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 161 N CLARK STREET SUITE 3550 | CHICAGO | IL | 60603 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| NAACP EMPOWERMENT | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| NATIONAL FEDERATION FOR CANCER RESEARCH | ||||||||
| 5515 SECURITY LANE SUITE 1105 | ROCKVILLE | MD | 20852 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| NATIONAL ORGANIZATION FOR WOMEN | ||||||||
| PO BOX 4443 | STOCKTON | CA | 95204 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| OXFAM-AMERICA | ||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | N/A | PC | SUPPORT OF PRIMARY MISSION | $500 | |
| PARKINSONS FOUNDATION | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| PARTNERS IN HEALTH | ||||||||
| 405 CAPITAL ST STE 1009 | CHARLESTON | WV | 25301 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| PERKINS SCHOOL FOR BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| PLANNED PARENTHOOD | ||||||||
| 2930 LAKE AVE | FORT WAYNE | IN | 46805 | N/A | PC | SUPPORT FOR FAMILIES | $1,000 | |
| PROJECT BALLET | ||||||||
| 921 NORTHCREST SHOPPING CENTER | FORT WAYNE | IN | 46805 | N/A | PC | SUPPORT OF PRIMARY MISSION | $20,000 | |
| RED CLOUD INDIAN SCHOOL | ||||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| SALVATION ARMY | ||||||||
| 6060 CASTLEWAY WEST DRIVE | INDIANAPOLIS | IN | 46250 | N/A | PC | SUPPORT OF PRIMARY MISSION | $1,100 | |
| SHRINERS HOSPITAL | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| SIERRA CLUB | ||||||||
| 2101 WEBSTER ST SUITE 1300 | OAKLAND | CA | 94612 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| SOUTHERN POVERTY LAW | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | SUPPORT LEGAL EQUALITY | $1,000 | |
| SPECIAL OLYMPICS | ||||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | CHILDREN'S HOSPITAL | $800 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| 112 ST LABRE CAMPUS DRIVE | ASHLAND | MT | 59003 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| THE CARRIAGE HOUSE | ||||||||
| 701 S 13TH ST | LINCOLN | NE | 68508 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| US DEPUTY SHERIFFS ASSOCIATION | ||||||||
| 2233 S WEST STREET CT | WICHITA | KS | 67213 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| USA FOR UNHCR | ||||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT OF PRIMARY MISSION | $300 | |
| VETERANS OF FOREIGN WARS | ||||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| WABASH COUNTY HISTORY MUSEUM | ||||||||
| 36 E MARKET ST | WABASH | IN | 46992 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| WOMEN FOR WOMEN | ||||||||
| PO BOX 31167 | GREENVILLE | NC | 27833 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| WORLD WIDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| TRUST FOR PUBLIC LAND | ||||||||
| PO BOX 889336 | LOS ANGELES | CA | 90088 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | ||||||||
| 1310 L ST NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| THE WILDERNESS SOCIETY | ||||||||
| 1801 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| WISCONSIN HISTORICAL SOCIETY | ||||||||
| 816 STATE STREET | MADISON | WI | 53706 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| INTERNATIONAL COMMUNICATION ASSOCIATION | ||||||||
| 1500 21ST STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT OF PRIMARY MISSION | $400 | |
| WABASH VALLEY DANCE THEATER | ||||||||
| 58 W CANAL ST | WABASH | IN | 46992 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| BARACK OBAMA FOUNDATION | ||||||||
| PO BOX 779056 | CHICAGO | IL | 60677 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | SUPPORT OF PRIMARY MISSION | $200 | |
| VOTE VETS | ||||||||
| PO BOX 11293 | PORTLAND | OR | 97211 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | SUPPORT OF PRIMARY MISSION | $50 | |
| NORTHEAST IN PUBLIC RADIO | ||||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | N/A | PC | SUPPORT OF PRIMARY MISSION | $1,000 | |
| ACRES LAND TRUST | ||||||||
| 1802 CHAPMAN RD | HUNTERTOWN | IN | 46748 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| ELEOS HOSPICE CARE | ||||||||
| 4432 ARDMORE AVE UNIT B | FORT WAYNE | IN | 46809 | N/A | PC | SUPPORT OF PRIMARY MISSION | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,640 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,882 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,325 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE WILLIAM LASALLE IS A SUBSTANTIAL CONTRIBUTOR TO THE LASALLE FAMILY FOUNDATION AND THEREFORE IS A DISQUALIFIED PERSONS. HE PROVIDES "SERVICE" TO THE FOUNDATION BY SERVING ON ITS BOARD AND KEEPING ITS BOOKS. LINE 1B IS ANSWERED "NO" BECAUSE HE IS NOT COMPENSATED AND THESE SERVICES QUALIFY AS EXCEPTIONS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-3. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR JP MORGAN USD | $17,357 | $14,873 |
| ISHARES TR IBOXX $ HIGH YIELD | $5,579 | $5,263 |
| SPDR SER TR BLOOMBERG BARCLAYS | $59,253 | $45,225 |
| SPDR SER TR BLOOMBERG HIGH YIELD | $13,044 | $12,031 |
| VANGUARD BD INDEX LONGTERM | $6,363 | $5,370 |
| VANGUARD BD INDEX SHORTTERM | $18,542 | $17,407 |
| VANGUARD BD INDEX TOTAL BD MARKET | $30,089 | $26,184 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC COM | $3,064 | $6,781 |
| AMAZON | $5,583 | $8,357 |
| APPLE | $3,450 | $15,787 |
| BANK AMER CORP | $5,027 | $5,556 |
| CATERPILLAR INS | $2,831 | $4,435 |
| DEERE & CO | $2,444 | $3,599 |
| DIAGEO PLC SPONSORED ADR | $4,102 | $3,350 |
| FREEPORT-MCMORAN INC | $2,642 | $3,193 |
| HESS CORP | $1,598 | $2,739 |
| ILLINOIS TOOL WKS INC | $2,746 | $3,929 |
| LAM RES CORP | $2,753 | $3,916 |
| LILLY ELI & CO | $2,764 | $2,915 |
| LOWES COS INC | $2,575 | $4,006 |
| MARATHON PETE CORP | $3,241 | $3,709 |
| METLIFE INC | $3,133 | $3,240 |
| MICROSOFT CORP | $1,287 | $4,512 |
| NEXTRACKER INC | $2,694 | $2,998 |
| NOVO NORDISK | $2,550 | $2,793 |
| PALO ALTO NETWORKS | $2,954 | $4,718 |
| PIONEER NAT RES CO | $1,780 | $2,249 |
| SCHWAB CHARLES | $3,617 | $3,922 |
| T-MOBILE US | $2,681 | $4,008 |
| TRACTOR SUPPLY | $2,662 | $3,656 |
| IVNESCO EXCHANGE | $2,166 | $2,067 |
| ISHARES INC MSCI FRANCE | $5,847 | $6,269 |
| ISHARES INC MSCI SPAIN | $5,840 | $6,369 |
| ISHARES INC MSCI MEXICO | $4,531 | $6,514 |
| ISHARES TR IBOXX | $11,492 | $9,627 |
| ISHARES TR LATIN AMER 40 | $5,783 | $6,887 |
| ISHARES TR S&P 500 | $8,571 | $10,086 |
| ISHARES TR RUSSELL MID-CAP VALUE | $11,777 | $12,094 |
| ISHARES TR RUSSELL MID-CAP GROWTH | $9,090 | $13,684 |
| ISHARES TR RUSSELL MID-CAP | $48,607 | $67,936 |
| ISHARES TR RUSSELL 2000 VALUE | $16,231 | $15,844 |
| ISHARES TR RUSSELL 2000 GROWTH | $9,955 | $11,854 |
| ISHARES TR RUSSELL 2000 | $44,337 | $50,980 |
| ISHARES INC CORE MSCI EMERGING MKTS | $23,204 | $21,901 |
| ISHARES INC MSCI ITALY | $5,820 | $6,311 |
| JP MORGAN EXCHANGE | $5,715 | $5,718 |
| S&P 500 ETF TR | $6,226 | $9,031 |
| SELECT SECTOR SPDR MATLS | $10,287 | $11,548 |
| SELECT SECTOR SPDR CONSUMER DISCRETIONARY | $12,643 | $13,947 |
| SELECT SECTOR SPDR INDL | $7,640 | $9,917 |
| SELECT SECTOR SPDR TECHNOLOGY | $5,534 | $10,201 |
| SELECT SECTOR SPDR COMMUNICATION | $18,362 | $25,358 |
| VANGUARD INTL DEVELOPED MARKETS | $4,026 | $4,503 |
| VANGUARD INTL EQUITY INDEX EMERGING MKTS | $21,888 | $20,756 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $18 | $18 | $0 |
| PENALTIES | $1,495 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $7,027 | Amt |
| Net Investment Income | $7,027 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $366 | $366 | $0 |
| FEDERAL TAXES | $4,483 | $0 | $0 |