LANDMARK FARM FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LANDMARK FARM FOUNDATION INC (EIN 46-1861007)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349101288
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T11:49:02-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274221070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES & ANDERSON CPA GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 REEVES WAY | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461861007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARK FARM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 8125795632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RO ANNE WHITTINGTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8125795632 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER L FROMER | PreparerPersonNm |
| PTIN | P00014298 | PTIN |
| Phone | 8126577741 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 12:48:20 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 093CCBC991077C08B856D9BD8443907B717A7BF5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7EAAAA8737DE4B218ECA784B8663C2F42330AC2A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,017,843 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $260 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $260 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $48,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,145 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $48,145 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,611 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,065,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,405 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $48,405 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,262 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,105 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $912,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,405 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,710 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,118,422 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,012,671 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,962,133 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,156,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,068,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,017,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $499,935 | CapitalStockBOYAmt |
| Capital Stock EOY | $499,935 | CapitalStockEOYAmt |
| Retained Earning BOY | $656,933 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,568,446 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,156,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,068,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,156,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,068,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,156,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $912,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,069,761 | SubtotalAmt |
| Other Decreases | $1,380 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,068,381 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,796 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,256,883 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065078 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,103,243 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050759 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,994 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $731,789 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061485 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $597,495 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081080 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,726 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $515,973 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057612 | DistributionYr5Rt |
| Total Distribution | 0.316014 | TotalDistributionRt |
| Average Distribution | 0.063203 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,876,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $473 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $119,096 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,263 | 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 | $473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $473 | SubtotalAmt |
| Tax Based On Investment Income | $473 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $73 | 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 | 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 | Yes (true) | 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 | CHARLES WHITTINGTON | IndividualWithBooksNm |
| Phone | 8125795632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472369708 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTIN WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | CFO | 000.00 | $0 | $0 | $0 |
| JOHN WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | SECRETARY | 000.00 | $0 | $0 | $0 |
| RO ANNE WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CHARLES WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| HALEY GLOVER | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JUSTIN HARVEY | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RAYMOND JAMES | ||||||||
| 201 NORTH BROADWAY | GREENSBURG | IN | 47240 | TRUSTEE | 000.00 | $14,262 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT SUPPORT OF VARIOUS ORGANIZED CHARITIES. | Description1Txt |
| Expenses1 | $137,262 | Expenses1Amt |
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 | $1,861,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,905,437 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,905,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,876,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $473 | TotalTaxAmt |
| Distributable Before Adj | $93,370 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,370 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,263 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $137,263 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $473 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $136,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,370 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,382 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,344 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,263 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,893 | RemainingDistriFromCorpusAmt |
| Total Corpus | $97,365 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,243 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,382 | ExcessFromYear4Amt |
| Excess From Year3 | $8,961 | ExcessFromYear3Amt |
| Excess From Year2 | $1,344 | ExcessFromYear2Amt |
| Excess From Year1 | $19,542 | ExcessFromYear1Amt |
| Excess From Current Year | $43,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES WHITTINGTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472369708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8125795632 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM STATING NATURE OF REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| BARTHOLOMEW CONSOLIDATED SCHOOL COR | ||||||
| 1200 CENTRAL AVENUE | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $30,987 | |
| BARTHOLOMEW CONSOLIDATED SCHOOL FDN | ||||||
| 1200 CENTRAL AVENUE | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $27,676 | |
| BARTHOLOMEW COUNTY HISTORICAL | ||||||
| 524 3RD STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $2,000 | SOCIETY |
| BARTHOLOMEW COUNTY PUBLIC LIBRARY | ||||||
| 536 5TH STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $9,000 | |
| COLUMBUS REGIONAL SHELTER FOR | ||||||
| PO BOX 103 | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $15,000 | VICTIMS OF DOMESTIC VIOLENCE |
| KIDSCOMMONS | ||||||
| 309 WASHINGTON STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $20,000 | |
| UNITED WAY OF BARTHOLOMEW | ||||||
| 1531 13TH STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $25,000 | |
| YOUNG MARINES | ||||||
| 4664 RAY BOLL BLVD | COLUMBUS | IN | 47203 | CHARITABLE CONTRIBUTION | $1,000 | |
| REINS TO RECOVERY | ||||||
| 10861 US HIGHWAY 31 | SEYMOUR | IN | 47274 | CHARITABLE CONTRIBUTION | $6,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,263 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,145 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,118 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,118 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,523 | 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 | CHARLES RO ANNE WHITTINGTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AS REPORTED BY RAYMOND JAMES | 2018-11 | PURCHASE | 2018-12 | $11,657 | $11,834 | -$177 |
| AS REPORTED BY RAYMOND JAMES | 2016-03 | PURCHASE | 2018-12 | $190,954 | $173,659 | $17,295 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,012,671 | BookValueAmt |
| EOYFMV | $1,962,133 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,380 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,105 | Amt |
| Net Investment Income | $1,105 | NetInvestmentIncomeAmt |