DEKKO FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DEKKO FOUNDATION INC (EIN 35-1528135)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-01-11
- IRS object ID
- 202300119349100100
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-11T10:26:31-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne St Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351528135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEKKO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEKKO FOUNDATION INC | InCareOfNm |
| Business Name Control | DEKK | BusinessNameControlTxt |
| Phone | 2603471278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LEEDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2603471278 | PhoneNum |
| Signature | 2022-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | LEEDY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $255,009,845 | 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 | $394,129 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,351 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,351 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,199,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,199,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,969,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,390,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,969,202 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$105,700 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $27,461,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,172,775 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $182,005 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $182,005 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $495,001 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $77,712 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $417,289 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $201,784 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $29,221 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $172,563 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,816 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,816 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,966 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $40,966 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,482,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,057,079 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $425,720 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,684 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $48 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $51,904 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $177,151 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,543 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $173,608 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,848 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,848 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $77,761 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $77,761 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,535 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,073,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,284,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,658,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,663,209 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,663,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,736,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,284,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,321,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,724,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,888,001 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,942,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,173,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,173,848 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,250,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $3,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $20,468,963 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,959,601 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,823,904 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $130,590,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $140,042,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $162,358,421 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,829,220 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,328,018 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,914,984 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $32,357,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,639,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,794,896 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,391,177 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $697,385 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $676,004 | LandBOYAmt |
| Land EOY | $693,792 | LandEOYAmt |
| Land EOYFMV | $693,792 | LandEOYFMVAmt |
| Total Assets BOY | $205,365,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,087,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $255,009,845 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,403 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,101 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,403 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,101 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $205,360,853 | RetainedEarningBOYAmt |
| Retained Earning EOY | $217,085,402 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $205,360,853 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,085,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $205,365,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,087,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $205,360,853 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,724,549 | ExcessRevenueOverExpensesAmt |
| Subtotal | $217,085,402 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $217,085,402 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT | PropertyDesc |
| Gross Sales Price | $64,297,135 | GrossSalesPriceAmt |
| Cost Or Other Basis | $45,370,605 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,926,530 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,926,530 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,969,202 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $773,377 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $359,843 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $359,843 | SubtotalAmt |
| Tax Based On Investment Income | $359,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164,344 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $164,344 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $195,499 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | DEKKOFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEKKO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2603471278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E DIAMOND ST PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 467550548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ERICA DEKKO | ||||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | DIRECTOR & SECRETARY | 2.0 | $0 | $0 | $0 |
| C E DEKKO | ||||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| PHIL SALSBERY | ||||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | VICE-CHAIRMAN | 1.0 | $0 | $0 | $0 |
| THOMAS LEEDY | ||||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | PRESIDENT | 40.0 | $182,005 | $48,995 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNA OTT | ||||||||
| 0333 N 500 E | ALBION | IN | 46701 | VP PROGRAMS | 40.0 | $92,610 | $29,958 | $0 |
| ROBIN MCCORMICK | ||||||||
| 3322 E BASELINE RD | ALBION | IN | 46701 | CONTROLLER | 40.0 | $86,346 | $32,467 | $0 |
| KIMBERLY SCHROEDER | ||||||||
| 7817 E CREE LAKE DR N | KENDALLVILLE | IN | 46755 | ENGAGEMENT DIRECTOR | 40.0 | $79,498 | $29,318 | |
| BARRY ROCHFORD | ||||||||
| 2810 COVINGTON HOLLOW TRAIL | FORT WAYNE | IN | 46804 | COMMUNICATIONS DIR | 40.0 | $64,990 | $23,123 | $0 |
| GREGORY MATNEY | ||||||||
| 2531 SIMON ROAD | HUNTERTOWN | IN | 46748 | PROJECT & FACILITIES | 40.0 | $72,923 | $5,703 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMI INVESTMENT MANAGEMENT INC | |||||
| 710 KRUEGER ST | KENDALLVILLE | IN | 46755 | INVESTMENT SERVICES | $707,500 |
| LINSCO PRIVATE LEDGER | |||||
| 9785 TOWNE CENTRE DR | SAN DIEGO | CA | 92121 | INVESTMENT SERVICES | $285,666 |
| DIANE SHOPPELL | |||||
| 18804 ROSELLE COVE | AUBURN | IN | 46706 | PROGRAM CONSULTANT | $108,660 |
| RISHA MCLELLAN | |||||
| 2806 SMITH RD | FORT WAYNE | IN | 46804 | PROGRAM CONSULTANT | $104,940 |
| ELIZABETH HEIMANN | |||||
| 605 HAROLD ST | GARRETT | IN | 46738 | PROGRAM CONSULTANT | $65,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BEFORE 5 - SEE ATTACHED | Description1Txt |
| Expenses1 | $152,305 | Expenses1Amt |
| Description2 | BLOOM! - SEE ATTACHED | Description2Txt |
| Expenses2 | $197,753 | Expenses2Amt |
| Description3 | YOUTH PODS - SEE ATTACHED | Description3Txt |
| Expenses3 | $65,124 | Expenses3Amt |
| Description4 | PROACTIVE PROGRAM OPPORTUNITIES - SEE ATTACHED | Description4Txt |
| Expenses4 | $45,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $274,587,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,113,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $280,701,233 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $280,701,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,210,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $276,490,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,824,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,824,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $359,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $359,843 | TotalTaxAmt |
| Distributable Before Adj | $13,464,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,550 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,468,243 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,468,243 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,321,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,321,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,468,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,010,199 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,321,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,010,199 | AppliedToYear1Amt |
| Applied To Current Year | $11,311,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,156,736 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEKKO FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2603471278 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE ONLINE APPLICATION AT DEKKOFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED NOTE: SPECIFIC GEOGRAPHIC AREAS AND AREAS OF INTEREST | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $12,663,209 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,663,209 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,183,557 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,351 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,199,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,969,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ATLAS CAPITAL RESOURCES II LP | 900001 | -$61,114 | 41 | |
| ATLAS MARCAL CO-INVEST LP | 900001 | -$48,136 | 41 | |
| OTHER INCOME | $3,550 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$109,250 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,176,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,067,075 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LORENE SALSBERY CHARITABLE LEAD ANN | |||||||
| 1 | 1210 LAKESIDE DR | KENDALLVILLE | IN | 46755 | $319,903 | Yes (X) | |
| ERICA DEKKO | |||||||
| 2 | 1210 LAKESIDE DR | KENDALLVILLE | IN | 46755 | $74,226 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | ROOFING MATERIALS - HEAVY HAND-SPLIT SHAKE SHINGLES AND ACCESSORIES | NoncashPropertyDesc |
| Fair Market Value | $74,226 | FairMarketValueAmt |
| Received | 2021-11-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING CONSULTATION | $40,966 | $40,966 |
| - FORVIS LLP |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAND BLDG | PropertyDesc |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ICE MILLER LLP | CategoryTxt |
| Legal Fees | $2,816 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,816 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $27,418 | $154 | $27,264 |
| LIBRARY EXPENSE | $373 | $373 | |
| OFFICE SUPPLIES | $3,137 | $157 | $2,980 |
| INSURANCE EXPENSE | $32,573 | $314 | $32,259 |
| DUES & MEMBERSHIP | $28,701 | $28,701 | |
| TRAINING | $30,668 | $30,668 | |
| POSTAGE | $1,714 | $86 | $1,628 |
| INVESTMENT EXPENSE | $80,824 | $80,824 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| RECOVERY OF PRIOR YEAR QUALIFYING |
| DISTRIBUTIONS |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY LEARNING CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $3,250,000 | BalanceDueAmt |
| Note | 2018-12 | NoteDt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES-SEE ATTACHMENT | $1,057,079 | $1,057,079 | |
| OTHER-SEE ATTACHMENT | $425,720 | $425,720 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| COUNTY EXCISE | $48 |
| FEDERAL EXCISE AND UBI TAX | $78,271 |
| FOREGIN TAXES | $35,684 |