JONES FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JONES FAMILY FOUNDATION INC (EIN 20-8337136)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349100521
- Schema version
- 2017v2.3
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T09:57:48-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205804172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGBC PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MERIDIAN ST STE 1100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208337136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONE | BusinessNameControlTxt |
| Phone | 3173467300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 E JEFFERSON STREET | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER AUGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3173467300 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA M MCCULLOUGH CPA | PreparerPersonNm |
| PTIN | P01261354 | PTIN |
| Phone | 3176334700 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 14:11:17 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 182ED9806514301305E78FD2479EE8EDC2EB92D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 329D7B08AF4D84547847DE0C1ED58A2B1F60336C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $416,155 | 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 |
| Dividends Rev And Expnss | $5,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,819 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,343 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,692 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,846 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,846 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,079 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,079 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $298 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,176 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,176 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $281 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $297,905 | OtherAssetsBOYAmt |
| Other Assets EOY | $402,081 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $415,874 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $346,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $416,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $346,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $402,362 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $346,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $402,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $346,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $402,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $346,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,205 | OtherIncreasesAmt |
| Subtotal | $402,362 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $402,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CAPITAL INCOME BLDR FUND | P | 2017-06-27 | $890 | $895 | -$5 | -$5 | |
| EUROPACIFIC GROWTH | P | 2010-09-22 | $11,745 | $8,637 | $3,108 | $3,108 | 2017-06-26 |
| EUROPACIFIC GROWTH | P | 2017-06-15 | $253 | $250 | $3 | $3 | 2017-06-26 |
| GOLDMAN SACHS EMERGING MKTS | P | 2016-12-21 | $7,884 | $7,500 | $384 | $384 | 2017-06-26 |
| GOLDMAN SACHS EMERGING MKTS | P | 2015-12-30 | $28,462 | $26,000 | $2,462 | $2,462 | 2017-06-26 |
| GUDDENHEIM S&P 500 EQUAL | P | $19,294 | $10,809 | $8,485 | $8,485 | 2017-06-26 | |
| INVESTMENT CO AMER CL C | P | $4,090 | $4,048 | $42 | $42 | 2017-06-27 | |
| ISHARES RUSSELL | P | 2010-11-23 | $11,960 | $5,445 | $6,515 | $6,515 | 2017-06-26 |
| ISHARES S&P 500 GROWTH | P | 2010-06-29 | $3,531 | $1,393 | $2,138 | $2,138 | 2017-06-26 |
| ISHARES TRUST ISHARES | P | 2015-12-30 | $9,261 | $8,436 | $825 | $825 | 2017-06-26 |
| IVY FDS INC | P | 2012-12-19 | $8,663 | $6,222 | $2,441 | $2,441 | 2017-06-26 |
| JOHN HANCOCK DISCIPLINED VALUE | P | 2012-12-19 | $7,920 | $4,649 | $3,271 | $3,271 | 2017-06-26 |
| OPPENHEIMER SENIOR FLOATING RATE | P | 2010-11-23 | $3,996 | $4,077 | -$81 | -$81 | 2017-06-26 |
| POWERSHARES FTSE | P | 2010-09-14 | $30,764 | $14,977 | $15,787 | $15,787 | 2017-06-26 |
| SSGA FUNDS HIGH YIELD BOND FUND | P | 2016-12-21 | $10,214 | $10,000 | $214 | $214 | 2017-06-26 |
| SGA FUNDS HIGH YIELD BOND FUND | P | 2012-12-19 | $5,468 | $6,178 | -$710 | -$710 | 2017-06-26 |
| T ROWE PRICE HIGH YIELD | P | 2010-03-26 | $7,003 | $6,828 | $175 | $175 | 2017-06-26 |
| T ROWE PRICE REAL ESTATE | P | 2011-04-05 | $5,521 | $3,557 | $1,964 | $1,964 | 2017-06-26 |
| VANGUARD FIXED INCOME - ADMIRAL SHS | P | 2015-06-26 | $31,116 | $31,020 | $96 | $96 | 2017-06-26 |
| VANGUARD FIXED INCOME - ADMIRAL CL | P | 2016-12-22 | $36,595 | $36,020 | $575 | $575 | 2017-06-26 |
| VANGUARD FIXED INCOME - ADMIRAL CL | P | 2014-12-19 | $18,018 | $18,020 | -$2 | -$2 | 2017-06-26 |
| VANGUARD SHORT TERM INFLATION | P | $23,710 | $24,504 | -$794 | -$794 | 2017-06-26 | |
| CAPITAL GAINS DIVIDENDS | P | $19,926 | $19,926 | $19,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,819 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,501 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $392,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064993 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,746 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $465,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.233855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,294 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $581,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,651 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $828,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076819 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,667 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $916,674 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060727 | DistributionYr5Rt |
| Total Distribution | 0.567565 | TotalDistributionRt |
| Average Distribution | 0.113513 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $387,060 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,936 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $682 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,618 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,933 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $1,372 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER AUGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173467300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 E JEFFERSON STREET | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| AMY WELSH | ||||||||
| 5904 E SOUTHPORT ROAD | INDIANAPOLIS | IN | 46237 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JENNIFER JONES AUGER | ||||||||
| 42 E JEFFERSON STREET | FRANKLIN | IN | 46131 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| MARY JONES | ||||||||
| 150 N FORSYTHE STREET | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN JONES | ||||||||
| 7879 CLEARWATER COVE DRIVE | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD GOSS | ||||||||
| 150 N FORSYTHE STREET | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUSSELL JONES | ||||||||
| 418 NORTH SHORE COURT | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $374,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $392,954 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $392,954 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,363 | TotalTaxAmt |
| Distributable Before Adj | $17,990 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,990 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,990 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,933 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,933 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,933 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,588 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $173,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,057 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,057 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,624 | 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 |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $163,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,588 | ExcessFromYear4Amt |
| Excess From Year3 | $47,722 | ExcessFromYear3Amt |
| Excess From Year2 | $85,675 | ExcessFromYear2Amt |
| Excess From Year1 | $6,181 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER AUGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 E JEFFERSON STREET | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3173467300 | RecipientPhoneNum |
| Form And Info And Materials | NAME OF ORGANIZATION, CONTACT PERSON, ADDRESS, AMOUNT REQUESTED, AND REASON FOR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RESTAVEK FREEDOM FOUNDATION | |||||||
| 11160 KENWOOD RD | CINCINNATI | OH | 45242 | N/A | PUBLIC CHARITY | CHARITABLE | $5,497 |
| ST ROSE OF LIMA CATHOLIC SCHOOL | |||||||
| 114 LANCELOT DRIVE | FRANKLIN | IN | 46131 | N/A | PUBLIC CHARITY | TO SUPPORT AND ASSIST TEACHERS AND CHILDREN IN ACADEMIC AND SOCIAL ENDEAVERS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,497 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,343 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,692 | Amt |
| Net Investment Income | $2,846 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,846 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| BOY Book Value | $297,905 | BOYBookValueAmt |
| EOY Book Value | $402,081 | EOYBookValueAmt |
| EOYFMV | $415,874 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $427 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $214 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $213 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADJUSTMENT | Desc |
| Amt | $1,205 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,158 | Amt |
| Net Investment Income | $1,079 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,079 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $37 | $37 | $0 |
| FEDERAL EXCISE TAX | $298 | $0 | $298 |