GLENCOE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GLENCOE FAMILY FOUNDATION INC (EIN 35-2015504)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-28
- IRS object ID
- 202022109349100612
- Schema version
- 2019v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-28T15:59:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351859884 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRAPER & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10333 N MERIDIAN ST SUITE 250 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46290 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352015504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENCOE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLEN | BusinessNameControlTxt |
| Phone | 3175734848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10333 N MERIDIAN STREET SUITE 250 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46290 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN HENDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3175734848 | PhoneNum |
| Signature | 2020-07-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK E DRAPER | PreparerPersonNm |
| PTIN | P01014045 | PTIN |
| Phone | 3175734848 | PhoneNum |
| Preparation | 2020-07-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.106.156.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-28 | IPDt |
| IP Tm | 10:26:40 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B0C8B547D1FED152BD9041CA6A772BBC815A82A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9B0C8B547D1FED152BD9041CA6A772BBC815A82A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,385,200 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $42 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $35,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,525 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,016 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $166,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,385 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $178 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $229 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $229 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $229 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $61,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,181 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,465 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,250 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $7,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,146 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,146 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $415 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $415 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $309 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $309 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,705 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,705 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,760 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,123 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,042,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $905,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,372,077 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,062,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $918,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,385,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,062,730 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $918,276 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,062,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $918,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,062,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $918,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,062,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,454 | ExcessRevenueOverExpensesAmt |
| Subtotal | $918,276 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $918,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATT - ST | P | $3,476 | $3,298 | $178 | $178 |
| SEE ATT - LT | P | $162,732 | $136,525 | $26,207 | $26,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,385 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $178 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,249,642 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,160,101 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $664,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037602 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $610,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040968 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,967 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $638,227 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042253 | DistributionYr5Rt |
| Total Distribution | 0.191743 | TotalDistributionRt |
| Average Distribution | 0.038349 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,347,639 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,681 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $195,165 | 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 | $525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $525 | SubtotalAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,975 | OverpaymentAmt |
| Applied To ES Tax | $1,975 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | MARK E DRAPER | IndividualWithBooksNm |
| Phone | 3175734848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10333 N MERIDIAN ST STE 250 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46290 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT M HENDERSON | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | V PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRIAN HENDERSON | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LOUISE HENDERSON | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | CFO | 2.00 | $0 | $0 | $0 |
| ROBERT ACKER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | CFO | 2.00 | $0 | $0 | $0 |
| LISA ACKER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | TREASURER | 2.00 | $0 | $0 | $0 |
| JOSEPH GERHARDINGER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | COO | 2.00 | $0 | $0 | $0 |
| KATHLEEN GERHARDINGER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MARK E DRAPER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | ASST SEC | 2.00 | $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 | $1,350,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,368,161 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,368,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,347,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $66,857 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,857 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,857 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,165 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $195,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $525 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,640 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,572 | UndistributedIncomePYAmt |
| Qualifying Distributions | $195,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,572 | AppliedToYear1Amt |
| Applied To Current Year | $66,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,736 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,736 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $83,736 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $83,736 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT M NANCY B HENDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EXODUS REFUGEE | ||||||
| 2457 E WASHINGTON ST A | INDIANAPOLIS | IN | 46201 | PUBLIC | ENDOWMENT | $8,250 |
| SLAVATION ARMY | ||||||
| 6060 CASTLEWAY DR | INDIANAPOLIS | IN | 46250 | PUBLIC | ENDOWMENT | $105,000 |
| BLAIR IN KENYA | ||||||
| 2 PARK STREET | BLAIRSTOWN | NJ | 07825 | PUBLIC | ENDOWMENT | $8,000 |
| FOOD SHED ALLIANCE | ||||||
| PO BOX 713 | BLAIRSTOWN | NJ | 07825 | PUBLIC | ENDOWMENT | $8,500 |
| EVERYTOWN FOR GUN SAFETY ACTION | ||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PUBLIC | ENDOWMENT | $15,000 |
| BLACK SWAMP CONSERVANCY | ||||||
| PO BOX 332 | PERRYSBURG | OH | 43552 | PUBLIC | ENDOWMENT | $5,750 |
| INNOVATION LAW LAB | ||||||
| PO BOX 8382 | PORTLAND | OR | 97207 | PUBLIC | ENDOWMENT | $8,000 |
| PRO PUBLICA | ||||||
| 155 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | PUBLIC | ENDOWMENT | $9,500 |
| SECOND HELPINGS INC | ||||||
| 1121 SOUTHEASTERN AVE | INDIANAPOLIS | IN | 46202 | PUBLIC | ENDOWMENT | $11,000 |
| BELLWETHER FARM CAMP | ||||||
| 4655 STATE ROAD 60 | WAKEMAN | OH | 44889 | PUBLIC | ENDOWMENT | $6,750 |
| REACH OUT AND READ | ||||||
| 89 SOUTH ST STE 201 | BOSTON | MA | 02111 | PUBLIC | ENDOWMENT | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,491 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,207 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,698 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,672 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,250 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHNSON & JOHNSON | $60,279 | $126,178 |
| PROCTOR & GAMBLE | $35,791 | $73,316 |
| BERKSHIRE HATHAWAY | $78,012 | $122,537 |
| COMPASS MINERALS | ||
| ENBRIDGE INC | $147,283 | $175,624 |
| UNILEVER PLC | ||
| ANHEUSER BUSCH INBEV | $118,908 | $96,233 |
| STARBUCKS CORP | $364,846 | $629,947 |
| UNILVER PLC | $100,034 | $148,242 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS | $309 | $309 | $309 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $229 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,146 | $3,146 | $3,146 |
| TAX ON NET INVESTMENT INCOME | $4,256 |