MOFFITT-PEELLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MOFFITT-PEELLE FOUNDATION INC (EIN 35-2004673)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-27
- IRS object ID
- 202241179349100939
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-27T14:41:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351416669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA ROSA & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 N MERIDIAN ST STE 328 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352004673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOFFITT-PEELLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOFF | BusinessNameControlTxt |
| Phone | 3172944215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5899 SILAS COURT | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD P SMALL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3172944215 | PhoneNum |
| Signature | 2022-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD P | PersonFirstNm |
| Person Last | SMALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEAL R STEGEMILLER | PreparerPersonNm |
| PTIN | P00516588 | PTIN |
| Phone | 3176348777 | PhoneNum |
| Preparation | 2022-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,029 | 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 | $1,400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,865 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,865 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $4,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,866 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,866 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $555 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $555 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $116 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,866 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,866 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,107 | CashBOYAmt |
| Cash EOY | $3,521 | CashEOYAmt |
| Cash EOYFMV | $3,521 | CashEOYFMVAmt |
| Corporate Stock BOY | $49,496 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,508 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $58,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $58,603 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,287 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5 | ExcessRevenueOverExpensesAmt |
| Subtotal | $58,598 | SubtotalAmt |
| Other Decreases | $311 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,287 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40 | SubtotalAmt |
| Tax Based On Investment Income | $40 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $40 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD P SMALL | IndividualWithBooksNm |
| Phone | 3172944215 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5899 SILAS COURT | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA M SMALL | ||||||||
| 5899 SILAS COURT | CARMEL | IN | 46033 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| RICHARD P SMALL | ||||||||
| 5899 SILAS COURT | CARMEL | IN | 46033 | TREASURER | 000.00 | $0 | $0 | $0 |
| JACQUELYN A MOFFITT | ||||||||
| 5899 SILAS COURT | CARMEL | IN | 46033 | SECRETARY | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $91,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,900 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $97,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40 | TotalTaxAmt |
| Distributable Before Adj | $4,782 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,782 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,782 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,155 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,782 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,839 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,839 | AppliedToYear1Amt |
| Applied To Current Year | $316 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,466 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HAMILTON COUNTY HISTORICAL SOCIETY | ||||||
| 810 CONNER STREET | NOBLESVILLE | IN | 46060 | PC | PROGRAM EXPENSES | $100 |
| FIRST FRIENDS OVERMAN SCHOLARS | ||||||
| 3030 KESSLER BLVD EAST DR | INDIANAPOLIS | IN | 46220 | PC | SUPPORTING YEARLY SCHOLARSHIP | $500 |
| THE O'CONNOR HOUSE | ||||||
| PO BOX 1061 | CARMEL | IN | 46082 | PC | MOTHERS IN NEED PROGRAM | $500 |
| QUAKER HAVEN CAMP | ||||||
| 111 EMS D16C LANE | SYRACUSE | IN | 46082 | PC | ENDOWMENT FUND | $500 |
| SHEPHERD COMMUNITY CENTER | ||||||
| 4107 E WASHINGTON STREET | INDIANAPOLIS | IN | 46201 | PC | COMMUNITY PROGRAMS | $500 |
| MOTHER HUBBARD'S CUPBOARD | ||||||
| 1100 W ALLEN STREET | BLOOMINGTON | IN | 47403 | PC | FOOD HEALTH PROGRAMS | $500 |
| CHRISTIAN HEALTHCARE | ||||||
| 127 HAZELWOOD AVE | BARBERTON | OH | 442031316 | PC | HEALTHCARE FOR THE NEEDY | $500 |
| HEART CHANGE MINISTRIES INC | ||||||
| 1405 N TUXEDO STREET | INDIANAPOLIS | IN | 46201 | PC | PROGRAM EXPENSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,865 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,866 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $555 | Amt |
| Disbursements Charitable Prps | $555 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB STOCK INVESTMENTS | ||
| AT&T INC - 200 SHARES | $6,390 | $4,920 |
| ABBOTT LABORATORIES - 100 SHARES | $8,300 | $14,074 |
| ABBVIE INC - 100 SHARES | $7,352 | $13,540 |
| JOHNSON & JOHNSON - 100 SHARES | $6,543 | $17,107 |
| PFIZER, INC. - 200 SHARES | $5,670 | $11,810 |
| TARGET, INC - 100 SHARES | $5,897 | $23,144 |
| VERIZON COMMUNICATIONS - 300 SHARES | $14,313 | $15,588 |
| VIATRIS, INC. - 24 SHARES | $301 | $325 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST COST BASIS OF INVESTMENTS | Desc |
| Amt | $311 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $116 | Amt |