E A & FRANCES REICHART FOUNDATIONINC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- E A & FRANCES REICHART FOUNDATIONINC (EIN 26-0533447)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349104737
- 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
- Schedule B
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:47:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 W BERRY STREET SUITE 600 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260533447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EA & FRANCES REICHART | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EA&F | BusinessNameControlTxt |
| Phone | 7657547527 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3545 WEST 1100 NORTH | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA REICHART ANDERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7657547527 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN A WARNER | PreparerPersonNm |
| PTIN | P00369624 | PTIN |
| Phone | 2604968297 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.132.79.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 16:10:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8742F3985EA151063956B046DE4E005049B9C75C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0AA9C5F9424A6E263E74B96BABC7E99CD5F0C4B3 | 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 | $4,820,572 | 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 | $398,759 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $572,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,575 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $578,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,148 | 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 |
| Taxes Rev And Expnss | $1,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $783 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,747 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,002 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $350,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $529,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $545,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $545,123 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,140,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,452,494 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,941,266 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,232,939 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,328,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,333,591 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $71,903 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,402 | OtherAssetsBOYAmt |
| Other Assets EOY | $592 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $592 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,976,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,327,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,820,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,976,330 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,327,048 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,976,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,327,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,976,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,327,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,976,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $350,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,327,048 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,327,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $157,286 | $154,303 | $2,983 | $2,983 | |
| PUBLICLY TRADED SECURITIES - LT | $377,620 | $322,375 | $55,245 | $55,245 | |
| CAPITAL GAINS DIVIDENDS | $37,347 | $37,347 | $37,347 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,575 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,609,367 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066947 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,907 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,395,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,506,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041207 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,127 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,008,981 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041585 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,467 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,426,941 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039336 | DistributionYr5Rt |
| Total Distribution | 0.247649 | TotalDistributionRt |
| Average Distribution | 0.049530 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,892,243 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $192,783 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $194,319 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $201,002 | 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 | $1,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $740 | 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 |
| Individual With Books | TINA REICHART ANDERSON | IndividualWithBooksNm |
| Phone | 7657547527 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3545 WEST 1100 NORTH | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN L REICHART | ||||||||
| 120 EAST OAK STREET | ORESTES | IN | 46063 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| GARY B REICHART | ||||||||
| PO BOX 311 | ORESTES | IN | 46063 | V. PRESIDENT | 0.10 | $0 | $0 | $0 |
| TINA REICHART ANDERSON | ||||||||
| 120 EAST OAK STREET | ORESTES | IN | 46063 | TREASURER | 0.50 | $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 | $3,832,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,951,516 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,951,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,273 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,892,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,536 | TotalTaxAmt |
| Distributable Before Adj | $193,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $201,002 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,536 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $15,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,926 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,565 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,565 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $15,639 | ExcessFromYear1Amt |
| Excess From Current Year | $7,926 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TINA REICHART ANDERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 EAST OAK ST | AddressLine1Txt |
| City | ORESTES | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7657547527 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS DEVELOPED APPLICATIONS FOR SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS. THE FOUNDATION'S APPLICATIONS INCLUDE THE FOLLOWING: - A TRANSCRIPT OF PRIOR ACADEMIC, MUSICAL, LITERARY, AND/OR OTHER ACHIEVEMENTS, DEPENDING ON THE TYPE OF SCHOLARSHIP OR OTHER EDUCATIONAL GRANT TO BE AWARDED. - A REPORT OF PERFORMANCE ON TESTS DESIGNED TO MEASURE ABILITY AND APTITUDE. - A DESCRIPTION OF FINANCIAL NEED. - AN ESSAY WRITTEN BY THE APPLICANT DESCRIBING THE APPLICANT'S INTERESTS AND ASPIRATIONS. - A DESCRIPTION OF PAST INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. - A LIST OF PAST HONORS AND RECOGNITIONS. - WRITTEN RECOMMENDATIONS BY INDIVIDUALS NOT RELATED TO THE APPLICANT. - THE NAMES OF THE EDUCATIONAL INSTITUTIONS TO WHICH THE APPLICANT INTENDS TO APPLY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE NUMBER OF ANNUAL SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS MADE BY THE FOUNDATION WILL BE DEPENDENT UPON THE FOUNDATION'S RESOURCES AND OTHER PROGRAMS. WITH RESPECT TO SCHOLARSHIPS AWARDED FOR REGULAR STUDY AT AN EDUCATIONAL INSTITUTION EACH SCHOLARSHIP WILL BE AWARDED BY THE SELECTION COMMITTEE IN AN AMOUNT DETERMINED BY IT, NOT TO EXCEED THE ANTICIPATED COST OF THE RECIPIENT'S TUITION, BOARD, ROOM, FEES. BOOKS, SUPPLIES, TRAVEL COSTS, AND INCIDENTAL EXPENSES FOR HIS OR HER ATTENDANCE AT SUCH EDUCATIONAL INSTITUTION. WITH RESPECT TO SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS USED TO ACHIEVE A SPECIFIC OBJECTIVE OR TO ENHANCE RECIPIENTS' CAPACITIES OR SKILLS EACH SUCH SCHOLARSHIP OR OTHER EDUCATIONAL GRANT WILL BE AWARDED BY THE SELECTION COMMITTEE AND THE AMOUNT OF SUCH A SCHOLARSHIP OR EDUCATIONAL GRANT WILL NOT EXCEED THE ANTICIPATED COST OF THE PARTICULAR EDUCATIONAL ACTIVITY DESIGNED TO ACHIEVE A SPECIFIC OBJECTIVE OR TO ENHANCE THE RECIPIENT'S CAPACITIES OR SKILLS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE THERAPEUTIC RIDING RESOURCES INC | |||||||
| 24970 MT PLEASANT RD | CICERO | IN | 46024 | N/A | PC | GENERAL SUPPORT | $47,050 |
| ALEXANDRIA COMMUNITY CENTER | |||||||
| 315 S HARRISON ST | ALEXANDER | IN | 46001 | N/A | PC | $750 FOR KIDS FALL SPORTS; $250 FOR KIDS SPONSORSHIPS TO THE LEAGUES | $1,000 |
| EAST MAIN ST CHRISTIAN CHURCH | |||||||
| 1801 MAIN ST | ELWOOD | IN | 46036 | N/A | PC | $15,000 FOR BUILDING FUND; $1,000 FOR BIBLES FOR SOLDIERS | $16,000 |
| ELWOOD COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 108 S ANDERSON ST | ELWOOD | IN | 460362013 | N/A | PC | TO PROVIDE ENTERTAINMENT FOR THE ANNUAL GLASS FESTIVAL | $1,500 |
| ELWOOD CONCERTS IN THE PARK | |||||||
| 2132 NORTH A ST | ELWOOD | IN | 46036 | N/A | PC | GENERAL SUPPORT | $2,000 |
| ELWOOD ELEMENTARY SCHOOL | |||||||
| 1803 NORTH J ST | ELWOOD | IN | 46036 | N/A | PC | EARLY EDUCATION MATCHING GRANT FOR FRAN AND ERNIE LEARNING CENTER | $25,000 |
| ELWOOD ELEMENTARY SCHOOL | |||||||
| 1803 NORTH J ST | ELWOOD | IN | 46036 | N/A | PC | GENERAL SUPPORT | $35,000 |
| ELWOOD INTERMEDIATE SCHOOL | |||||||
| 1207 N 19TH ST | ELWOOD | IN | 46036 | N/A | PC | LIBRARY PROJECT | $40,000 |
| ELWOOD JRSR HIGH SCHOOL | |||||||
| 1137 N 19TH ST | ELWOOD | IN | 46036 | N/A | PC | $10,000 FOR NEW UNIFORMS FOR PANTHER BAND | $10,000 |
| INDIANA FAMILY AND SOCIAL SECURITY ADMINISTRATION | |||||||
| 402 W WASHINGTON ST ROOM W-361 | INDIANAPOLIS | IN | 46204 | N/A | GOV | OFFICE OF EARLY CHILDHOOD AND OUT OF SCHOOL LEARNING | $4,452 |
| OPTIMIST INTERNATIONAL - OPTIMIST CLUB OF ELWOOD IN | |||||||
| 1208 MAIN ST | ELWOOD | IN | 46036 | N/A | NC | FOR FIREWORKS IN THE PARK | $1,000 |
| ORESTES CHRISTIAN CHURCH | |||||||
| 17 E OAK ST | ORESTES | IN | 46036 | N/A | PC | GENERAL SUPPORT | $3,000 |
| RUNNIN WJ THERAPEUTIC CENTER | |||||||
| 4802 SOUTH KINGS HIGHWAY | TEXARKANA | TX | 75501 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST VINCENT MERCY HOSPITAL FUND | |||||||
| 1331 SOUTH A ST | ELWOOD | IN | 46036 | N/A | PC | TO HELP PURCHASE NEW EQUIPMENT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,002 | 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 | $3,601 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,148 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,148 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REICHART FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3545 W 1100 N | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $398,759 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPTIMIST INTERNATIONAL - OPTIMIST CLUB OF ELWOOD IN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1208 MAIN ST | AddressLine1Txt |
| City | ELWOOD | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-05-25 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | THE PURPOSE OF THE GRANT WAS TO PROMOTE CIVIC PRIDE AND LESSEN THE FINANCIAL BURDEN ON LOCAL GOVERNMENT BY PROVIDING FIREWORKS THROUGH THE OPTIMISTS' EVENT. | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 10/26/17 | DatesOfReportsByGranteeTxt |
| Verification | 2017-10-26 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARILLON REAMS CORE PLUS BOND CL I (SCPZX) | $629,000 | $627,048 |
| DODGE & COX INCOME (DODIX) | $615,774 | $622,984 |
| JP MORGAN INFLATION MANAGED BOND (JRBSX) | $84,065 | $83,559 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR MANAGED FUTURES FUND (AQMIX) | $132,014 | $128,827 |
| ARTISAN INTERNATIONAL ADV (APDIX) | $292,758 | $327,705 |
| FMI LARGE CAP FUND (FMIHX) | $146,850 | $178,398 |
| OAKMARK INTERNATIONAL CL (OAKIX) | $63,119 | $100,184 |
| LAZARD US EQTY CONCENTRATED PRT (LEVIX) | $167,536 | $177,876 |
| NUANCE CONCENTRATED VALUE FUND | $163,202 | $178,269 |
| MATTHEW ASIAN GROWTH & INCOME (MICSX) | $144,485 | $155,050 |
| TORTOISE MLP & PIPELINE FD INSTL (TORIX) | $78,200 | $77,112 |
| SCHWAB FUNDAMENTAL US LARGE CO (SFLNX) | $365,860 | $433,308 |
| TWEEDY BROWNE GLOBAL VALUE (TBGVX) | $260,146 | $281,891 |
| VANGUARD 500 INDEX ADMIRAL (VFIAX) | $395,360 | $579,262 |
| VANGUARD TOTAL STOCK MARKET (VTSAX) | $31,318 | $78,055 |
| VICTORY GLOBAL NATURAL RESOURCES | $89,363 | $118,651 |
| WILLIAM BLAIR MACRO ALLOCATION (WMCIX) | $122,283 | $126,678 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $1,402 | BOYBookValueAmt |
| EOY Book Value | $592 | EOYBookValueAmt |
| EOYFMV | $592 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $25,607 | $25,607 | $0 |
| BANK FEES | $140 | $140 | $0 |
| PENALTIES & INTEREST | $28 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $629 | $0 | $0 |
| FOREIGN TAXES | $783 | $783 | $0 |