DEKKO FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DEKKO FOUNDATION INC (EIN 35-1528135)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-01-06
- IRS object ID
- 202140089349100504
- Schema version
- 2019v5.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-06T07:41:17-06:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | 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 | 2019-09-01 | 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 | 2020-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01708202 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $257,534,239 | 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 | $319,903 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,913,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,913,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,845,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,056,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,843,063 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,099,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,776,605 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $172,693 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,693 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $476,891 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $73,056 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $403,835 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $189,788 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $24,882 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $164,906 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $74,942 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $74,942 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,649 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,649 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,309,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $957,653 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $352,234 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $399,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,945 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,508 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $94,472 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,889 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $92,583 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,037 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,037 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $22,213 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $22,213 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $254,562 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124,999 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $129,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,079,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,209,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,486,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,721,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,721,022 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,800,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,209,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,207,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,298,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,567,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,249,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,931,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,931,871 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $28,176,779 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,537,882 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,706,830 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $119,998,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $128,155,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $167,015,301 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,280,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,736,137 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,136,616 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,080,462 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,188,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,072,542 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $763,963 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $669,703 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $105,768 | LandBOYAmt |
| Land EOY | $94,260 | LandEOYAmt |
| Land EOYFMV | $94,260 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $76,819 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $76,819 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $201,891,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,220,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $257,534,239 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,963 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,768 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,963 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,768 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $201,886,461 | RetainedEarningBOYAmt |
| Retained Earning EOY | $207,215,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $201,886,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $207,215,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $201,891,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $207,220,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $201,886,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,298,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,886 | OtherIncreasesAmt |
| Subtotal | $207,215,921 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $207,215,921 | 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 | $57,350,546 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,920,453 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,430,093 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,430,093 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,843,063 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$519,872 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,172,186 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $244,692,979 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049745 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,499,852 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $250,252,856 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049949 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,632,879 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $234,769,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,883,578 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $220,900,330 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049269 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,944,172 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $243,398,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049072 | DistributionYr5Rt |
| Total Distribution | 0.247585 | TotalDistributionRt |
| Average Distribution | 0.049517 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $241,796,030 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,973,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $175,672 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,148,686 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,207,712 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $175,672 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $175,672 | SubtotalAmt |
| Tax Based On Investment Income | $175,672 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $167,819 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $167,819 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $152 | EsPenaltyAmt |
| Tax Due | $8,005 | 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 | false | 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 | 1208 E LAKESIDE DR PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | Yes (true) | 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 | $172,693 | $45,385 | $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 |
|---|---|---|---|---|---|---|---|
| ROBIN MCCORMICK | |||||||
| 3322 E BASELINE RD | ALBION | IN | 46701 | CONTROLLER | 40.0 | $81,173 | $27,646 |
| JOE POUNDS | |||||||
| 177 S 50 W | ALBION | IN | 46701 | PROGRAM DIRECTOR | 40.0 | $76,949 | $26,521 |
| JENNA OTT | |||||||
| 0333 N 500 E | ALBION | IN | 46701 | VP PROGRAMS | 40.0 | $76,379 | $16,121 |
| KIMBERLY SCHROEDER | |||||||
| 7817 E CREE LAKE DR N | KENDALLVILLE | IN | 46755 | ENGAGEMENT DIRECTOR | 40.0 | $76,161 | $25,260 |
| BARRY ROCHFORD | |||||||
| 1241 MAXINE DR | FORT WAYNE | IN | 46807 | COMMUNICATIONS DIR | 40.0 | $61,110 | $20,070 |
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 | $604,263 |
| LINSCO PRIVATE LEDGER | |||||
| 9785 TOWNE CENTRE DR | SAN DIEGO | CA | 92121 | INVESTMENT SERVICES | $231,128 |
| DIANE SHOPPELL | |||||
| 18804 ROSELLE COVE | AUBURN | IN | 46706 | PROGRAM CONSULTANT | $110,068 |
| RISHA MCLELLAN | |||||
| 2806 SMITH RD | FORT WAYNE | IN | 46804 | PROGRAM CONSULTANT | $109,570 |
| ATLAS CAPITAL RESOURCES | |||||
| 100 NORTHFIELD ST | GREENWICH | CT | 06830 | INVESTMENT SERVICES | $87,320 |
| 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 | $153,421 | Expenses1Amt |
| Description2 | BLOOM! - SEE ATTACHED | Description2Txt |
| Expenses2 | $180,649 | Expenses2Amt |
| Description3 | RURAL EDUCATION TOURS & CONFERENCES- SEE ATTACHED | Description3Txt |
| Expenses3 | $36,403 | Expenses3Amt |
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 | $241,341,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,136,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $245,478,203 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $245,478,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,682,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $241,796,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,089,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,089,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175,672 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $175,672 | TotalTaxAmt |
| Distributable Before Adj | $11,914,130 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,914,130 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,914,130 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,207,712 | 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 | $12,207,712 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $175,672 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,032,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,914,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,534,232 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,207,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,534,232 | AppliedToYear1Amt |
| Applied To Current Year | $8,673,480 | 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 | $3,240,650 | 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 | $10,721,022 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,721,022 | 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 | $7,704,075 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,704,075 | 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 | $20,082 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,913,460 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,843,063 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CID CAPITAL OPPORTUNITY FUND LP | Desc |
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,793 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,776,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,779,398 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LORENE SALSBERY CHARITABLE LEAD ANN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 LAKESIDE DR | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $319,903 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING CONSULTATION | $35,649 | $35,649 |
| - BKD LLP |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAND BLDG | PropertyDesc |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ICE MILLER LLP | $62,360 | $62,360 |
| HALLER & COLVIN | $82 | $82 |
| FAEGRE DRINKER BIDDLE & REATH | $12,500 | $12,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGESS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $76,819 | EOYBookValueAmt |
| EOYFMV | $76,819 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $28,489 | $335 | $28,154 |
| LIBRARY EXPENSE | $948 | $948 | |
| OFFICE SUPPLIES | $3,350 | $167 | $3,183 |
| INSURANCE | $26,096 | $249 | $25,847 |
| DUES & MEMBERSHIP | $25,845 | $25,845 | |
| TRAINING | $41,204 | $41,204 | |
| POSTAGE | $4,613 | $231 | $4,382 |
| INVESTMENT EXPENSE | $124,017 | $124,017 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| RECOVERY OF PRIOR YEAR QUALIFYING |
| DISTRIBUTIONS |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT - STRENGTH CAPITAL PARTNERS | Desc |
| Amt | $30,886 | Amt |
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 | $4,500,000 | 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 | $957,653 | $957,653 | $0 |
| OTHER | $352,234 | $0 | $352,234 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COUNTY EXCISE | $35 | $35 | |
| FEDERAL EXCISE | $155,200 | ||
| FOREIGN TAXES | $26,945 | $26,945 | |
| UNRELATED BUSINESS INCOME TAX | $216,883 |