ELBA L AND GENE PORTTEUS BRANIGIN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: ELBA L AND GENE PORTTEUS BRANIGIN FOUNDATION INC (EIN 35-1697364)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-09
IRS object ID: 201941299349100224
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
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-09T08:47:50-07:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Bose McKinney & Evans LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 Monument Circle Suite 2700	AddressLine1Txt
City	Indianapolis	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	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	351697364	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Elba L and Gene Portteus Branigin Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ELBA	BusinessNameControlTxt
Phone	3174415251	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 574	AddressLine1Txt
City	Greenwood	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46142	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	John M Chiarotti	PersonNm
Person Title	President	PersonTitleTxt
Phone	3174415251	PhoneNum
Signature	2019-04-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Dawn M Zolnierek CPA	PreparerPersonNm
PTIN	P00186686	PTIN
Phone	3176845355	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	216.136.78.110	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-09	IPDt
IP Tm	08:47:41	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	40D437FEDE2743F1393E8C00337AFC81DD8959B4	AtSubmissionCreationDeviceId
At Submission Filing Device Id	40D437FEDE2743F1393E8C00337AFC81DD8959B4	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,322,918	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

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	$18	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$18	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$266,544	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$266,544	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$45,414	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,300,470	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$45,414	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$25	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$25	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$312,001	TotalRevAndExpnssAmt
Total Net Invst Incm	$312,001	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$25,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$12,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$12,500	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$8,149	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$8,149	LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss	$0	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$19,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$19,000	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$4,695	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,715	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$7,445	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$7,445	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$64,289	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$41,364	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$19,945	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$325,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$325,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$389,589	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$41,364	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$345,245	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$77,588	ExcessRevenueOverExpensesAmt
Net Investment Income	$270,637	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$119,410	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$27,155	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$27,155	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$230,327	CorporateStockBOYAmt
Corporate Stock EOY	$172,898	CorporateStockEOYAmt
Corporate Stock EOYFMV	$382,596	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$274,309	CorporateBondsBOYAmt
Corporate Bonds EOY	$121,213	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$117,823	CorporateBondsEOYFMVAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments BOY	$3,753,724	OtherInvestmentsBOYAmt
Other Investments EOY	$3,977,519	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,795,344	OtherInvestmentsEOYFMVAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,377,770	TotalAssetsBOYAmt
Total Assets EOY	$4,298,785	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,322,918	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$4,377,770	UnrestrictedBOYAmt
Unrestricted EOY	$4,298,785	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,377,770	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,298,785	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,377,770	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,298,785	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,377,770	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$77,588	ExcessRevenueOverExpensesAmt
Other Increases	$2,058	OtherIncreasesAmt
Subtotal	$4,302,240	SubtotalAmt
Other Decreases	$3,455	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,298,785	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly traded securities	PropertyDesc
Gross Sales Price	$1,300,470	GrossSalesPriceAmt
Depreciation	$0	DepreciationAmt
Cost Or Other Basis	$1,255,056	CostOrOtherBasisAmt
Gain Or Loss	$45,414	GainOrLossAmt
FMV As Of123169	$0	FMVAsOf123169Amt
Adjusted Basis As Of123169	$0	AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss	$0	ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses	$45,414	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$45,414	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$330,236	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,955,048	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.066646	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$380,820	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$4,893,273	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.077825	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$257,821	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$5,068,202	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.050870	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$308,621	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$5,373,099	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.057438	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$288,637	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,372,750	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.053722	DistributionYr5Rt
Total Distribution	0.306501	TotalDistributionRt
Average Distribution	0.061300	AverageDistributionRt
Net Vl Noncharitable Assets	$4,872,330	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$298,674	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,706	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$301,380	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$345,245	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	$2,706	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,706	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,706	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,560	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,560	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$2,560	OriginalReturnTaxPaidAmt
Tax Due	$146	TaxDueAmt
Applied To ES Tax	$0	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	John M Chiarotti	IndividualWithBooksNm
Phone	3174415251	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 574	AddressLine1Txt
City	Greenwood	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46142	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
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 (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
John M Chiarotti
PO Box 574	Greenwood	IN	46142	Pres/Treas/Dir	2.00	$10,000	$0	$0
Brooke Worland
101 Branigin Blvd	Franklin	IN	46131	VP/Dir	2.00	$6,000	$0	$0
Dustin Huddleston
98 West Jefferson St	Franklin	IN	46131	Secretary/Dir	1.00	$6,000	$0	$0
Alison Betts
1160 Hillview Drive	Franklin	IN	46131	Director	1.00	$3,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	None	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	None	Description1Txt
Expenses1	$0	Expenses1Amt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,816,024	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$130,504	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,946,528	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$4,946,528	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$74,198	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,872,330	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$243,617	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$243,617	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,706	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,706	TotalTaxAmt
Distributable Before Adj	$240,911	DistributableBeforeAdjAmt
Distributable Before Ded	$240,911	DistributableBeforeDedAmt
Distributable As Adjusted	$240,911	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$345,245	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$345,245	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$2,706	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$342,539	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$240,911	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$32,739	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$87,564	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$120,303	TotalExcessDistributionCyovAmt
Qualifying Distributions	$345,245	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$240,911	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$104,334	RemainingDistriFromCorpusAmt
Total Corpus	$224,637	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$224,637	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$32,739	ExcessFromYear2Amt
Excess From Year1	$87,564	ExcessFromYear1Amt
Excess From Current Year	$104,334	ExcessFromCurrentYearAmt

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	John M Chiarotti	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 574	AddressLine1Txt
City	Greenwood	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46142	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3174415251	RecipientPhoneNum
Form And Info And Materials	Written applications containing complete information about the submiting organization and proposed use of grant	FormAndInfoAndMaterialsTxt
Submission Deadlines	September 30	SubmissionDeadlinesTxt
Restrictions On Awards	Must be a qualified charitable activity	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ASSIST Indiana
72 E Jefferson St	Franklin	IN	46131	PC	Therapy Pet Care needs, books, workbooks,artwork	$5,000
Butler University
4600 Sunset Avenue	Indianapolis	IN	46208	PC	Scholarship fundendowment	$15,000
Indianapolis Symphony Orchestra
32 E Washington St	Indianapolis	IN	46204	PC	Educationalprograms for JohnsonCounty students	$10,000
Leadership Johnson County
101 Branigin Boulevard	Franklin	IN	46131	PC	Faculty/staff traningopportunies;2019 Annual Report	$19,000
Girls Inc
200 East Madison	Franklin	IN	46131	PC	Operational supportand strategic goalsand plans	$20,000
Boys and Girls Club of Franklin
101 N Hurricane Street	Franklin	IN	46131	PC	Continue STEM robotics program,update Teen Scene	$12,000
Franklin Parks & Recreation Dept
396 Branigin Boulevard	Franklin	IN	46131	GOV	Art ShowHangs on Art eventEnchanted Evening Concert	$2,500
Habitat for Humanity
98 South Edwards St	Franklin	IN	46131	PC	Generaloperating needs	$5,000
Johnson Co Community Foundation
PO Box 217	Franklin	IN	46131	PC	Color the CountyMural Program	$2,500
Johnson Co Community Foundation
PO Box 217	Franklin	IN	46131	PC	Dollars forScholars program	$10,000
Johnson Co Community Foundation
PO Box 217	Franklin	IN	46131	PC	Dolly Parton'sImagination Librarybooks for pre-schoolers	$3,500
Interchurch Food Pantry
2900 Graham Road Ste E	Franklin	IN	46131	PC	Purchase foodfor needy	$10,000
St Rose of Lima Catholic School
114 Lancelot Drive	Franklin	IN	46131	PC	Tuitionassistance	$10,000
Tara Treatment Center
6231 South US 31	Franklin	IN	46131	PC	Support for annualsymposium	$6,000
United Way of Johnson County
2525 N Morton Street	Franklin	IN	46131	PC	Fast Track Program	$5,000
Damar Services Inc
6324 Kentucky Avenue	Camby	IN	46113	PC	Support technologyupgrades for DamarCharter Academy	$10,000
Humane Society of Johnson Co
550 E Jefferson Street	Franklin	IN	46131	PC	Catio materialsand partial laborcosts	$10,000
Franklin Education Connection
PO Box 903	Franklin	IN	46131	PC	STEM Initiative,Project Lead the Way computerscience & engineering	$30,000
Hoosier Art Salon
714 E 65th Street	Indianapolis	IN	46220	PC	General operatingneeds	$10,000
Franklin Symphonic Council
PO Box 217	Franklin	IN	46131	PC	Public musicpresentations	$10,000
Franklin College of Indiana
101 Branigin Boulevard	Franklin	IN	46131	PC	Endowment-studentengaged learningexperiences	$100,000
Discover Downtown Franklin
70 E Monroe St	Franklin	IN	46131	PC	Holiday lighting	$500
Exponent Philanthropy
1720 N Street NW	Washington	DC	20036	PC	Support ongoing workand programs forsmall foundations	$1,800
First Presbyterian Church
100 E Madison St	Franklin	IN	46131	NC	Summer Camp ScholarshipsVacation Bible SchoolYouth mission work	$12,500
Indiana Reperatory Theater
140 W Washington St	Indianapolis	IN	46204	PC	Support tickets and travelfor Johnson Co. studentsin Student Matinee Program	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$325,300	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$18	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$266,544	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$45,414	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$311,976	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$311,976	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	N/A	LineNumberTxt
Relationship Statement	N/A	RelationshipStatementTxt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	Publicly traded securities	AssetDesc
Gross Sales Price	$1,300,470	GrossSalesPriceAmt
Basis	$1,255,056	BasisAmt
Total Net	$45,414	TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	See attached schedule	BondNm
EOY Book Value	$121,213	EOYBookValueAmt
EOYFMV	$117,823	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	See attached schedule	StockNm
EOY Book Value	$172,898	EOYBookValueAmt
EOYFMV	$382,596	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	See attached schedule-Mutual Funds	CategoryOrItemTxt
Book Value	$3,977,519	BookValueAmt
EOYFMV	$3,795,344	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Bose McKinney & Evans legal and tax	CategoryTxt
Legal Fees	$8,149	LegalFeesAmt
Net Investment Income	$8,149	NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Basis adjustments due to average cost method	Desc
Amt	$3,455	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Association dues	$1,500	$1,500
Bank Fees
Insurance	$5,623	$5,623
Post Office Box fee	$132	$132
Office expense	$190	$190

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Litigation settlement	Desc
Revenue And Expenses Per Books	$25	RevenueAndExpensesPerBooksAmt
Net Investment Income	$25	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Return of principal on mortgage bond	Desc
Amt	$2,058	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Stifel Investment advisory	CategoryTxt
Amt	$19,000	Amt
Net Investment Income	$19,000	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
2017 Form 990-PF	$420
2018 Form 990-PF	$2,560
Foreign tax paid	$1,526	$1,526
Investment expense	$189	$189