HERR FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HERR FAMILY FOUNDATION INC (EIN 35-2016101)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202331319349102663
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T01:02:38-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141855881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 E 96th St Suite 505 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herr Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7004 E 600 S | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46161 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Audrey Williams | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Audrey | PersonFirstNm |
| Person Last | Williams | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leslie Michael | PreparerPersonNm |
| PTIN | P00336888 | PTIN |
| Phone | 3175742124 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,090,798 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $31,201 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,201 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,163,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,201 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,197 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,724 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $210,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $210,504 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,263,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,210,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,600,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $453,605 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $293,092 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $279,907 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,836,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,714,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,090,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,836,075 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,714,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,836,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,714,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,836,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,714,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,836,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,984 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,714,091 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,714,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (97 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLY BANK SANDY UT CD FDIC 57803 | P | 2019-09-16 | 2022-06-27 | $35,000 | $35,000 | ||
| CAPITAL ONE BANK USA NA GLEN ALLEN VA CD FDIC 33954 | P | 2019-09-10 | 2022-08-30 | $30,000 | $30,000 | ||
| CAPITAL ONE BANK USA NA GLEN ALLEN VA CD FDIC 33954 | P | 2018-12-06 | 2022-01-19 | $25,000 | $25,000 | ||
| CAPITAL ONE NA MCLEAN VA CD FDIC 04297 | P | 2018-06-28 | 2022-07-19 | $31,000 | $31,000 | ||
| DISCOVER BANK GREENWOOD DE CD FDIC 05649 | P | 2017-03-15 | 2022-02-04 | $17,000 | $17,000 | ||
| MERCK CO INC NOTE | P | 2016-03-16 | 2022-09-15 | $5,000 | $5,000 | ||
| STATE BANK OF INDIA NEW YORK NY CD FDIC 33682 | P | 2017-07-14 | 2022-02-09 | $13,000 | $13,000 | ||
| ALPHABET INC CL A | P | 2022-06-16 | 2022-12-02 | $17,041 | $18,168 | -$1,127 | -$1,127 |
| ASML HOLDING NV NY REGISTRY SHS NEW 2012 | P | 2021-10-22 | 2022-07-06 | $30,885 | $57,759 | -$26,874 | -$26,874 |
| AUTODESK INC | P | 2021-08-18 | 2022-04-22 | $9,782 | $16,926 | -$7,144 | -$7,144 |
| AUTODESK INC | P | 2021-12-03 | 2022-04-22 | $6,584 | $8,951 | -$2,367 | -$2,367 |
| BUMBLE INC CL A | P | 2022-08-03 | 2022-12-06 | $6,157 | $9,546 | -$3,389 | -$3,389 |
| BUMBLE INC CL A | P | 2022-07-29 | 2022-12-06 | $12,519 | $21,087 | -$8,568 | -$8,568 |
| BUMBLE INC CL A | P | 2022-08-11 | 2022-12-06 | $1,877 | $2,613 | -$736 | -$736 |
| CHURCH DWIGHT COMPANY INC | P | 2022-04-22 | 2022-08-03 | $25,083 | $29,639 | -$4,556 | -$4,556 |
| COSTAR GROUP INC | P | 2017-06-20 | 2022-04-22 | $23,255 | $9,893 | $13,362 | $13,362 |
| CROWN CASTLE INC | P | 2022-04-22 | 2022-06-16 | $22,627 | $28,342 | -$5,715 | -$5,715 |
| CROWN CASTLE INC | P | 2022-04-22 | 2022-06-17 | $16,886 | $20,966 | -$4,080 | -$4,080 |
| DELTA AIRLINES INC NEW | P | 2021-12-15 | 2022-06-17 | $32,235 | $38,611 | -$6,376 | -$6,376 |
| DUKE ENERGY CORP NEW | P | 2022-04-22 | 2022-10-13 | $44,027 | $59,171 | -$15,144 | -$15,144 |
| ELI LILLY CO | P | 2019-06-05 | 2022-04-12 | $14,762 | $5,627 | $9,135 | $9,135 |
| EVERI HOLDINGS INC | P | 2021-10-25 | 2022-04-25 | $19,412 | $27,101 | -$7,689 | -$7,689 |
| EVERI HOLDINGS INC | P | 2021-10-22 | 2022-04-22 | $5,586 | $7,578 | -$1,992 | -$1,992 |
| EVERI HOLDINGS INC | P | 2021-10-22 | 2022-04-25 | $9,096 | $12,301 | -$3,205 | -$3,205 |
| EVERI HOLDINGS INC | P | 2022-02-25 | 2022-04-25 | $3,275 | $4,320 | -$1,045 | -$1,045 |
| EXPEDIA GROUP INC | P | 2021-12-07 | 2022-05-19 | $13,119 | $17,330 | -$4,211 | -$4,211 |
| EXPEDIA GROUP INC | P | 2022-03-03 | 2022-05-19 | $3,057 | $4,523 | -$1,466 | -$1,466 |
| EXPEDIA GROUP INC | P | 2022-02-25 | 2022-05-19 | $7,005 | $10,927 | -$3,922 | -$3,922 |
| FIRST HORIZON CORP | P | 2021-01-04 | 2022-03-10 | $45,333 | $25,098 | $20,235 | $20,235 |
| GENERAL MOTORS CO | P | 2021-05-06 | 2022-04-22 | $29,974 | $43,715 | -$13,741 | -$13,741 |
| LIVE NATION ENTERTAINMENT INC | P | 2021-03-23 | 2022-06-17 | $11,118 | $10,742 | $376 | $376 |
| LIVE NATION ENTERTAINMENT INC | P | 2021-03-24 | 2022-06-17 | $5,347 | $5,245 | $102 | $102 |
| LIVE NATION ENTERTAINMENT INC | P | 2021-03-25 | 2022-06-17 | $5,432 | $5,207 | $225 | $225 |
| LVMH MOET HENNESSY LOUIS VUITTON ADR | P | 2018-05-15 | 2022-04-22 | $15,734 | $8,185 | $7,549 | $7,549 |
| MARTIN MARIETTA MATERIALS INC | P | 2020-08-13 | 2022-01-12 | $14,316 | $7,462 | $6,854 | $6,854 |
| MATCH GROUP INC NEW | P | 2019-11-04 | 2022-07-29 | $17,941 | $8,416 | $9,525 | $9,525 |
| MATCH GROUP INC NEW | P | 2020-02-27 | 2022-07-29 | $2,786 | $1,176 | $1,610 | $1,610 |
| META PLATFORMS INC CL A | P | 2021-08-19 | 2022-10-27 | $3,235 | $11,718 | -$8,483 | -$8,483 |
| META PLATFORMS INC CL A | P | 2022-08-11 | 2022-10-27 | $2,647 | $4,782 | -$2,135 | -$2,135 |
| META PLATFORMS INC CL A | P | 2019-10-15 | 2022-10-27 | $2,941 | $5,669 | -$2,728 | -$2,728 |
| META PLATFORMS INC CL A | P | 2019-01-11 | 2022-04-20 | $31,269 | $21,946 | $9,323 | $9,323 |
| META PLATFORMS INC CL A | P | 2019-01-11 | 2022-10-27 | $3,137 | $4,590 | -$1,453 | -$1,453 |
| META PLATFORMS INC CL A | P | 2019-01-11 | 2022-10-24 | $4,375 | $4,877 | -$502 | -$502 |
| MONOLITHIC POWER SYSTEM INC | P | 2022-08-03 | 2022-10-17 | $17,381 | $28,850 | -$11,469 | -$11,469 |
| MORGAN STANLEY | P | 2021-01-04 | 2022-01-12 | $52,424 | $34,769 | $17,655 | $17,655 |
| NATIONAL ENERGY SERVICES REUNITED CORP | P | 2021-01-27 | 2022-01-12 | $4,643 | $4,646 | -$3 | -$3 |
| NATIONAL ENERGY SERVICES REUNITED CORP | P | 2021-01-27 | 2022-01-13 | $4,328 | $4,435 | -$107 | -$107 |
| NATIONAL ENERGY SERVICES REUNITED CORP | P | 2021-01-27 | 2022-01-14 | $1,691 | $1,716 | -$25 | -$25 |
| NATIONAL ENERGY SERVICES REUNITED CORP | P | 2021-01-27 | 2022-01-18 | $2,183 | $2,218 | -$35 | -$35 |
| NATIONAL ENERGY SERVICES REUNITED CORP | P | 2021-01-27 | 2022-01-19 | $5,938 | $6,061 | -$123 | -$123 |
| NATIONAL ENERGY SERVICES REUNITED CORP | P | 2021-01-27 | 2022-01-20 | $6,369 | $6,513 | -$144 | -$144 |
| NCR CORP NEW | P | 2021-05-05 | 2022-05-20 | $12,574 | $18,520 | -$5,946 | -$5,946 |
| NCR CORP NEW | P | 2021-04-30 | 2022-05-20 | $6,623 | $9,438 | -$2,815 | -$2,815 |
| NCR CORP NEW | P | 2021-05-04 | 2022-05-20 | $8,319 | $11,993 | -$3,674 | -$3,674 |
| OWENS CORNING INC NEW | P | 2021-05-20 | 2022-01-12 | $3,510 | $3,864 | -$354 | -$354 |
| OWENS CORNING INC NEW | P | 2021-05-10 | 2022-01-12 | $34,338 | $39,399 | -$5,061 | -$5,061 |
| PAYPAL HOLDINGS INC | P | 2017-07-11 | 2022-04-21 | $8,625 | $5,044 | $3,581 | $3,581 |
| PAYPAL HOLDINGS INC | P | 2021-11-09 | 2022-04-21 | $2,812 | $6,063 | -$3,251 | -$3,251 |
| PAYPAL HOLDINGS INC | P | 2017-02-27 | 2022-04-21 | $937 | $428 | $509 | $509 |
| PAYPAL HOLDINGS INC | P | 2022-02-25 | 2022-04-21 | $3,562 | $4,176 | -$614 | -$614 |
| PAYPAL HOLDINGS INC | P | 2017-02-27 | 2022-04-20 | $15,424 | $6,848 | $8,576 | $8,576 |
| PFIZER INC | P | 2008-09-09 | 2022-08-11 | $34,508 | $12,656 | $21,852 | $21,852 |
| PFIZER INC | P | 2022-04-22 | 2022-08-11 | $7,893 | $7,933 | -$40 | -$40 |
| PFIZER INC | P | 2017-03-10 | 2022-08-11 | $7,171 | $4,832 | $2,339 | $2,339 |
| QORVO INC | P | 2020-07-30 | 2022-04-14 | $13,407 | $14,906 | -$1,499 | -$1,499 |
| QORVO INC | P | 2020-07-30 | 2022-04-13 | $10,195 | $11,212 | -$1,017 | -$1,017 |
| SHENZHOU INTL GROUP HOLDINGS LTD ADR | P | 2020-02-27 | 2022-01-12 | $4,160 | $2,930 | $1,230 | $1,230 |
| SHENZHOU INTL GROUP HOLDINGS LTD ADR | P | 2019-10-16 | 2022-01-12 | $11,022 | $8,434 | $2,588 | $2,588 |
| SHENZHOU INTL GROUP HOLDINGS LTD ADR | P | 2019-04-03 | 2022-01-12 | $19,343 | $14,714 | $4,629 | $4,629 |
| TESLA INC | P | 2022-08-03 | 2022-12-14 | $8,471 | $16,692 | -$8,221 | -$8,221 |
| TESLA INC | P | 2021-01-04 | 2022-12-14 | $12,706 | $19,710 | -$7,004 | -$7,004 |
| TEXAS INSTRUMENTS INC | P | 2018-11-02 | 2022-04-22 | $9,608 | $5,198 | $4,410 | $4,410 |
| VERITEX HOLDINGS INC | P | 2022-03-16 | 2022-12-14 | $1,614 | $2,357 | -$743 | -$743 |
| VERITEX HOLDINGS INC | P | 2022-03-16 | 2022-12-15 | $630 | $951 | -$321 | -$321 |
| VERITEX HOLDINGS INC | P | 2022-03-10 | 2022-12-06 | $1,432 | $1,880 | -$448 | -$448 |
| VERITEX HOLDINGS INC | P | 2022-03-10 | 2022-12-05 | $1,449 | $1,880 | -$431 | -$431 |
| VERITEX HOLDINGS INC | P | 2022-03-10 | 2022-12-02 | $11,704 | $14,374 | -$2,670 | -$2,670 |
| VERITEX HOLDINGS INC | P | 2022-03-10 | 2022-12-07 | $1,276 | $1,684 | -$408 | -$408 |
| VERITEX HOLDINGS INC | P | 2022-03-15 | 2022-12-13 | $88 | $121 | -$33 | -$33 |
| VERITEX HOLDINGS INC | P | 2022-03-15 | 2022-12-14 | $821 | $1,168 | -$347 | -$347 |
| VERITEX HOLDINGS INC | P | 2022-03-17 | 2022-12-15 | $2,628 | $3,968 | -$1,340 | -$1,340 |
| VERITEX HOLDINGS INC | P | 2022-03-10 | 2022-12-08 | $1,094 | $1,449 | -$355 | -$355 |
| VERITEX HOLDINGS INC | P | 2022-03-15 | 2022-12-15 | $2,519 | $3,705 | -$1,186 | -$1,186 |
| VERITEX HOLDINGS INC | P | 2022-03-10 | 2022-12-09 | $1,030 | $1,371 | -$341 | -$341 |
| VERITEX HOLDINGS INC | P | 2022-03-14 | 2022-12-13 | $2,054 | $2,875 | -$821 | -$821 |
| VERITEX HOLDINGS INC | P | 2022-03-18 | 2022-12-15 | $1,314 | $1,956 | -$642 | -$642 |
| VERITEX HOLDINGS INC | P | 2022-03-11 | 2022-12-13 | $558 | $765 | -$207 | -$207 |
| VERITEX HOLDINGS INC | P | 2022-03-11 | 2022-12-12 | $1,465 | $2,014 | -$549 | -$549 |
| VERITEX HOLDINGS INC | P | 2022-03-11 | 2022-12-09 | $736 | $1,007 | -$271 | -$271 |
| WALT DISNEY CO | P | 2020-02-27 | 2022-04-20 | $4,417 | $4,217 | $200 | $200 |
| WALT DISNEY CO | P | 2019-07-16 | 2022-04-20 | $8,581 | $9,814 | -$1,233 | -$1,233 |
| WALT DISNEY CO | P | 2018-03-07 | 2022-04-20 | $29,781 | $24,325 | $5,456 | $5,456 |
| WESTERN ALLIANCE BANCORP | P | 2021-01-04 | 2022-02-25 | $11,415 | $7,214 | $4,201 | $4,201 |
| WESTERN ALLIANCE BANCORP | P | 2021-01-04 | 2022-12-08 | $17,914 | $17,680 | $234 | $234 |
| ZEBRA TECHNOLOGIES CORP CL A | P | 2020-03-13 | 2022-04-22 | $23,179 | $10,480 | $12,699 | $12,699 |
| ZEBRA TECHNOLOGIES CORP CL A | P | 2019-05-23 | 2022-04-22 | $7,980 | $3,583 | $4,397 | $4,397 |
| ZIONS BANCORPORATION N A | P | 2021-01-04 | 2022-03-29 | $21,543 | $13,263 | $8,280 | $8,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,264 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$166,042 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,000 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
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 | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
| Individual With Books | Audrey Williams | IndividualWithBooksNm |
| Phone | 3174326557 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7004 E 600 S | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46161 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|
| Audrey Williams | ||||||
| 7004 E 600 S | Morristown | IN | 46161 | President | 001.00 | $0 |
| Linda Dison | ||||||
| 7004 E 600 S | Morristown | IN | 46161 | V President | 001.00 | $0 |
| Robert Williams | ||||||
| 7004 E 600 S | Morristown | IN | 46161 | Officer | 001.00 | $0 |
| Emily Williams | ||||||
| 7004 E 600 S | Morristown | IN | 46161 | Officer | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,189,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,450,173 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,450,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,413,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,671 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $120,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,456 | UndistributedIncomePYAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,456 | AppliedToYear1Amt |
| Applied To Current Year | $54,544 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $66,127 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Wheeler Mission | |||||||
| 205 East New York St | Indianapolis | IN | 46204 | None | Publc | General | $10,000 |
| Gleaners | |||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | None | Publc | General | $10,000 |
| Fight for Life | |||||||
| 1300 E 86th St | Indianapolis | IN | 46240 | None | Publc | General | $10,000 |
| Habitat for Humanity | |||||||
| 1011 E 22nd Street | Indianapolis | IN | 46202 | None | Publc | General | $10,000 |
| Shepherd Community Center | |||||||
| 1121 Southeastern Ave | Indianapolis | IN | 46202 | None | Publc | General | $10,000 |
| Humane Society | |||||||
| 7929 N Michigan Rd | Indianapolis | IN | 46268 | None | Publc | General | $10,000 |
| Fairbanks | |||||||
| 8102 Clearvista Parkway | Indianapolis | IN | 46256 | None | Publc | General | $10,000 |
| The Julian Center | |||||||
| 2011 N Meridian St | Indianapolis | IN | 46202 | None | Publc | General | $10,000 |
| Riley Childrens Foundation | |||||||
| 30 S Meridian St | Indianapolis | IN | 46204 | None | Publc | General | $10,000 |
| Second Helpings | |||||||
| 40 W Washington | Indianapolis | IN | 46204 | None | Publc | General | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,201 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,264 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,937 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Stifel Investments | BondNm |
| EOY Book Value | $293,092 | EOYBookValueAmt |
| EOYFMV | $279,907 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stifel Investment | StockNm |
| EOY Book Value | $1,210,495 | EOYBookValueAmt |
| EOYFMV | $1,600,387 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Stifel Investment mgmt fees | $17,197 | $17,197 |
| Accounting and tax | $10,000 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign tax withheld | $434 | $434 |
| Federal tax | $4,290 | $4,290 |