STRATEGY STUDIO / PUBLIC DATA EXPLORER

PETER C KESLING FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PETER C KESLING FOUNDATION (EIN 35-6377932)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349109814
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T19:48:47+00:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356377932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peter C and Charlene J Kesling FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone2197852591PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12405 Indiana Avenue 2AddressLine1Txt
CityLa PorteCityNm
State AbbreviationINStateAbbreviationCd
ZIP46350ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKenneth KeberPersonNm
Person TitleTrusteePersonTitleTxt
Phone2193261337PhoneNum
Signature2023-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKennethPersonFirstNm
Person LastKeberPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer BurkePreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,191,690FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,037DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,037DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$4,800GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss$4,800NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$31,268NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$206,281GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,268CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$69OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$69OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$88,191TotalRevAndExpnssAmt
Total Net Invst Incm$83,391TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,152LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$538LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,688AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,594AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$9,094AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,804OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,804OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,728TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,980TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$2,980TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,752DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$19,667OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$19,612OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,791TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,944TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,686TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,390ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,390ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,181TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,944TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$108,076TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,990ExcessRevenueOverExpensesAmt
Net Investment Income$71,447NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,748SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,807SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,807SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$562,111CorporateStockBOYAmt
Corporate Stock EOY$529,629CorporateStockEOYAmt
Corporate Stock EOYFMV$1,572,622CorporateStockEOYFMVAmt
Corporate Bonds BOY$166,501CorporateBondsBOYAmt
Corporate Bonds EOY$129,990CorporateBondsEOYAmt
Corporate Bonds EOYFMV$120,391CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$737,370InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$737,370LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$737,370LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$472,366LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$28,897OtherInvestmentsBOYAmt
Other Investments EOY$27,269OtherInvestmentsEOYAmt
Other Investments EOYFMV$26,996OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$258,281LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$150,216LandBldgEquipAccumDeprecAmt
Land BOY$112,817LandBOYAmt
Land EOY$108,065LandEOYAmt
Land EOYFMV$108,065LandEOYFMVAmt
Other Assets BOY$529,294OtherAssetsBOYAmt
Other Assets EOY$529,294OtherAssetsEOYAmt
Other Assets EOYFMV$1,870,443OtherAssetsEOYFMVAmt
Total Assets BOY$2,164,738TotalAssetsBOYAmt
Total Assets EOY$2,082,424TotalAssetsEOYAmt
Total Assets EOYFMV$4,191,690TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,976,268CapitalStockBOYAmt
Capital Stock EOY$1,976,268CapitalStockEOYAmt
Retained Earning BOY$188,470RetainedEarningBOYAmt
Retained Earning EOY$106,156RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,164,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,082,424TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,164,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,082,424TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,164,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,990ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,124,748SubtotalAmt
Other Decreases$42,324OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,082,424TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONS$258$258$0$258
PUBLICLY TRADED STOCK$206,023$31,010$0$31,010$175,013
FieldValueIRS element (for citing)
Capital Gain Net Income$31,268CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$993InvestmentIncomeExciseTaxAmt
Subtotal$993SubtotalAmt
Tax Based On Investment Income$993TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,320TotalPaymentsAndCreditsAmt
Overpayment$327OverpaymentAmt
Applied To ES Tax$327AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSusanne KamontIndividualWithBooksNm
Phone2193261337PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12405 Indiana AveAddressLine1Txt
CityLaporteCityNm
State AbbreviationINStateAbbreviationCd
ZIP46350ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Charlene J Kesling
2405 Indiana AvenueLa PorteIN46350Trustee1.000$0$0$0
Peter C Kesling
2405 Indiana AvenueLa PorteIN46350Trustee1.000$0$0$0
Adam W Kesling
2405 Indiana AvenueLa PorteIN46350Trustee0.000$0$0$0
Susanne Kamont
2405 Indiana AvenueLa PorteIN46350Trustee0.000$0$0$0
Kenneth Keber
2405 Indiana AvenueLa PorteIN46350Trustee0.000$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,805,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,441AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$472,366FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,336,453TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,336,453AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,047CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,301,406NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$993TaxBasedOnInvestmentIncomeAmt
Total Tax$993TotalTaxAmt
Distributable Before Adj$114,077DistributableBeforeAdjAmt
Distributable Before Ded$114,077DistributableBeforeDedAmt
Distributable As Adjusted$114,077DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$108,076ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$108,076QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$114,077DistributableAsAdjustedAmt
Undistributed Income PY$85,250UndistributedIncomePYAmt
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$108,076QualifyingDistributionsAmt
Applied To Year1$85,250AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,826AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$91,251UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER C KESLING TRUSTEEContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE AMERICAN CHESTNUT FOUNDATION
2405 INDIANA AVE SUITE 2LAPORTEIN46350NONEPCGENERAL SUPPORT$40
Scipio-Geneva Township Fire Department Inc
PO Box 271ScipioIN47273NONEPCGENERAL SUPPORT$300
INDIANA HISTORICAL SOCIETY
450 WEST OHIO STINDIANAPOLISIN46202NONEPCGENERAL SUPPORT$50
RUMELY ALLIS-CHALMERS LAPORTE HERITAGE CORPORATION
PO BOX 206LAPORTEIN46350NONEPCGENERAL SUPPORT$10,000
SAINT STANISLAUS KOSTKA CHURCH
1506 WASHINGTON STMICHIGAN CITYIN46360NONEPCBELL TOWER FUND$10,000
CASS COUNTY HISTORICAL SOCIETY
421 E BROADWAYLOGANSPORTIN46947NONEPCGENERAL SUPPORT$10,000
Michigan City Zoological Society Inc
PO Box 315Michigan CityIN46361NONEPCGENERAL SUPPORT$10,000
LAPORTE LITTLE THEATRE CLUB INC
PO BOX 1573LAPORTEIN46352NONEPCGENERAL SUPPORT$16,000
LAPORTE COUNTY HISTORICAL SOCIETY
2405 INDIANA AVE SUITE 1LAPORTEIN46350NONEPCGENERAL SUPPORT$10,000
THE BARKER WELFARE FOUNDATION
PO BOX 2GLEN HEADNY11545NONEPFGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,390TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,037ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$4,800ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,268ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Exclusion14ExclusionCd
Exclusion$69ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$88,191ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,191TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Accounting Fees$7,688$3,844$3,844
Account & Management Fees$7,000$1,750$5,250

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFIXED ASSETSPropertyDesc
Current Year Expense$4,752CurrentYearExpenseAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Barker Welfare FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 34132AddressLine1Txt
CityPalm Beach GardensCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34132ZIPCd
FieldValueIRS element (for citing)
Grant2022-12-31GrantDt
Grant$10,000GrantAmt
Purpose Of GrantPreservation of historical sitesPurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNoAnyDiversionByGranteeTxt
Dates Of Reports By GranteeNot yet dueDatesOfReportsByGranteeTxt
Results Of VerificationTHE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS PROVIDED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WERE REQUIRED OR MADE.ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - CORPORATE BONDSBondNm
EOY Book Value$129,990EOYBookValueAmt
EOYFMV$120,391EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$529,629EOYBookValueAmt
EOYFMV$1,572,622EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LITTLE STONE HOUSE$396,504$396,504$131,500
DOOR PRAIRIE BARN AND IMPROVEMENTS$236,295$236,295$236,295
OTHER LAND HELD FOR INVESTMENT$100,000$100,000$100,000
HISTORICAL BUILDING$4,571$4,571$4,571

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$27,269BookValueAmt
EOYFMV$26,996EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLand, buildings, and equipmentCategoryOrItemTxt
Cost Or Other Basis$258,281CostOrOtherBasisAmt
Accumulated Depreciation$150,216AccumulatedDepreciationAmt
Book Value$108,065BookValueAmt
EOYFMV$108,065EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$2,152LegalFeesAmt
Net Investment Income$538NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CLASSIC AUTOS$443,281$443,281$1,784,430
ARTWORK$59,694$59,694$59,694
BOOKS$26,319$26,319$26,319

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPrior Period AdjustmentDesc
Amt$42,324Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Membership & Subscription$55$28
Repairs & Maintenance$17,669$17,669
Utilities$954$954
Office Supplies$989$989

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc
Revenue And Expenses Per Books$69RevenueAndExpensesPerBooksAmt
Net Investment Income$69NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryDean Investment Management FeesCategoryTxt
Amt$2,804Amt
Net Investment Income$2,804NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Property Taxes$5,960$2,980$2,980
Federal Excise Tax$1,768