DEKKO FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DEKKO FOUNDATION INC (EIN 35-1528135)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-01-02
- IRS object ID
- 202040079349100504
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-02T14:35:03-06:00 | ReturnTs |
| Tax Period End | 2019-08-31 | 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 | 2018-09-01 | 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 | 2019-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $252,900,524 | 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 | $64,200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,181,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,181,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,442,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,966,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,197,868 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,007,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,443,290 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,974 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,974 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $455,852 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $70,806 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $385,046 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $184,441 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,742 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $160,699 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,910 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $58,910 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,883 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,133 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,321,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $952,666 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $368,335 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $251,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,840 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $51 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,508 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $101,586 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,032 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $99,554 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $80,749 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $80,749 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $52,025 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $52,025 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $246,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121,402 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125,237 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,960,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,200,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,526,713 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,797,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,797,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,758,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,200,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,324,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,248,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,243,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,766,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,249,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,249,200 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $27,950,080 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,176,779 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,318,507 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $115,727,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,998,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,491,366 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,085,600 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,280,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,507,205 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,995,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,080,462 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,228,478 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $763,963 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $658,195 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $117,277 | LandBOYAmt |
| Land EOY | $105,768 | LandEOYAmt |
| Land EOYFMV | $105,768 | LandEOYFMVAmt |
| Total Assets BOY | $197,642,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,891,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,900,524 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,147 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,963 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,147 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,963 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $197,637,744 | RetainedEarningBOYAmt |
| Retained Earning EOY | $201,886,461 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,637,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $201,886,461 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $197,642,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $201,891,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,637,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,248,717 | ExcessRevenueOverExpensesAmt |
| Subtotal | $201,886,461 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $201,886,461 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $44,087,200 | GrossSalesPriceAmt |
| Cost Or Other Basis | $34,221,657 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,865,543 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,865,543 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,197,868 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $219,427 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,499,852 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $250,252,856 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049949 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,632,879 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $234,769,963 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04955 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,883,578 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $220,900,330 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049269 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,944,172 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $243,398,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049072 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,886,913 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $242,174,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049084 | DistributionYr5Rt |
| Total Distribution | 0.246924 | TotalDistributionRt |
| Average Distribution | 0.049385 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $244,692,979 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,084,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $152,431 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,236,594 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,324,617 | 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 | $152,431 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $152,431 | SubtotalAmt |
| Tax Based On Investment Income | $152,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $165,050 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $165,050 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,619 | OverpaymentAmt |
| Applied To ES Tax | $12,619 | 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 | 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 | Yes (true) | 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 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 | $168,974 | $43,770 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY SCHROEDER | ||||||||
| 7817 E CREE LAKE DR N | KENDALLVILLE | IN | 46755 | ENGAGEMENT DIR | 40.0 | $79,000 | $24,676 | $0 |
| ROBIN MCCORMICK | ||||||||
| 3322 E BASELINE RD | ALBION | IN | 46701 | CONTROLLER | 40.0 | $78,673 | $26,380 | $0 |
| JOE POUNDS | ||||||||
| 177 S 50 W | ALBION | IN | 46701 | PROGRAM DIR | 40.0 | $74,556 | $25,606 | $0 |
| BARRY ROCHFORD | ||||||||
| 1241 MAXINE DR | FORT WAYNE | IN | 46807 | COMMUNICATIONS DIR | 40.0 | $58,699 | $12,376 | $0 |
| ASHLEE GUTHRIE | ||||||||
| 602 GRANADA DR | KENDALLVILLE | IN | 46755 | MGR INVEST IMPACT | 40.0 | $58,500 | $17,187 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMI INVESTMENT MANAGEMENT INC | |||||
| 710 KRUEGER ST | KENDALLVILLE | IN | 46755 | INVESTMENT SERVICES | $619,630 |
| LINSCO PRIVATE LEDGER | |||||
| 9785 TOWNE CENTRE DR | SAN DIEGO | CA | 92121 | INVESTMENT SERVICES | $230,907 |
| DIANE SHOPPELL | |||||
| 18804 ROSELLE COVE | AUBURN | IN | 46706 | PROGRAM CONSULTANT | $107,758 |
| RISHA MCLELLAN | |||||
| 2806 SMITH RD | FORT WAYNE | IN | 46804 | PROGRAM CONSULTANT | $98,945 |
| ELIZABETH HEIMANN | |||||
| 3227 THAMES DR | FORT WAYNE | IN | 46815 | PROGRAM CONSULTANT | $68,515 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BEFORE 5 - SEE ATTACHED | Description1Txt |
| Expenses1 | $147,989 | Expenses1Amt |
| Description2 | BLOOM! - SEE ATTACHED | Description2Txt |
| Expenses2 | $235,977 | Expenses2Amt |
| Description3 | RURAL EDUCATION TOURS & CONFERENCES- SEE ATTACHED | Description3Txt |
| Expenses3 | $30,405 | 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 | $243,486,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,933,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $248,419,268 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $248,419,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,726,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $244,692,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,234,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,234,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $152,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $152,431 | TotalTaxAmt |
| Distributable Before Adj | $12,082,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,082,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,082,218 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,324,617 | 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 | $12,324,617 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $152,431 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,172,186 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,082,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,776,631 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,324,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,776,631 | AppliedToYear1Amt |
| Applied To Current Year | $8,547,986 | 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 | $3,534,232 | 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 | $10,797,904 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,797,904 | 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 | $14,618,514 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,618,514 | 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 | $64,200 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,181,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,219,607 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,197,868 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| CID CAPITAL OPPORTUNITY FUND LP | 900001 | $37,129 |
| STRENGTH CAPITAL PARTNERS II | 900001 | -$11,593 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,245,143 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,443,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,688,433 | 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 | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING CONSULTATION | $27,883 | $750 | $27,133 |
| - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ICE MILLER LLP | CategoryTxt |
| Legal Fees | $58,910 | LegalFeesAmt |
| Disbursements Charitable Prps | $58,910 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $27,185 | $3,284 | $23,901 |
| LIBRARY EXPENSE | $858 | $858 | |
| OFFICE SUPPLIES | $6,866 | $343 | $6,523 |
| INSURANCE | $24,529 | $270 | $24,259 |
| DUES & MEMBERSHIP | $23,909 | $23,909 | |
| TRAINING | $39,863 | $39,863 | |
| POSTAGE | $6,236 | $312 | $5,924 |
| INVESTMENT EXPENSE | $117,193 | $117,193 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| RECOVERY OF PRIOR YEAR QUALIFYING |
| DISTRIBUTIONS |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY LEARNING CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Note | 2018-12 | NoteDt |
| Interest | 0 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COUNTY EXCISE | $51 | $51 | |
| FEDERAL EXCISE | $222,449 | ||
| FOREIGN TAXES | $28,840 | $28,840 |