LASALLE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LASALLE FAMILY FOUNDATION INC (EIN 20-8090370)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-04
- IRS object ID
- 201802479349100000
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-04T06:27:12-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271315948 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Timpe CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 Northwestern Drive | AddressLine1Txt |
| City | Zionsville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | 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 | 208090370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LASALLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LASA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5832 HOSLER ROAD | AddressLine1Txt |
| City | LEO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46765 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM B LASALLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2606275198 | PhoneNum |
| Signature | 2018-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary M Timpe CPA Atty at Law | PreparerPersonNm |
| PTIN | P00548287 | PTIN |
| Phone | 3172171660 | PhoneNum |
| Preparation | 2018-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $659,075 | 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 | $17,868 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $13,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $352,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,238 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,238 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $238 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $238 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,610 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,632 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $303 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $303 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $16,573 | CashEOYAmt |
| Cash EOYFMV | $16,573 | CashEOYFMVAmt |
| Corporate Stock EOY | $459,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $538,875 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $563,274 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $104,717 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $103,627 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $563,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $580,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $659,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $563,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | $580,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $563,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $580,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $563,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $580,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $563,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,381 | OtherIncreasesAmt |
| Subtotal | $580,821 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $580,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 141 S U S COMMODITY INDEX FUND | P | 2016-11-18 | 2017-01-05 | $5,825 | $5,945 | -$120 |
| 141 S POWERSHARES DB COMMODITY INDE | P | 2017-11-18 | 2017-01-05 | $6,359 | $6,438 | -$79 |
| CAPITAL GAIN DISTRIUTIONS | P | $4 | $4 | |||
| COOKE FINANCIAL COVERED SECURITIES | P | 2016-12-01 | 2017-09-29 | $48,581 | $48,700 | -$119 |
| COOKE FINANCIAL SERVICES NON-COVER | P | 2016-08-18 | 2017-01-10 | $9,226 | $9,361 | -$135 |
| 33SH DELPHI SECURITIES | P | 2016-12-01 | 2017-12-14 | $16 | $11 | $5 |
| COOKE FINANCIAL SERVICES COVERED SE | P | 2016-08-19 | 2017-11-14 | $282,379 | $268,697 | $13,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,238 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$210 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,541 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $612,376 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049873 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,184 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $567,733 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,098 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $540,508 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037184 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,167 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $486,771 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033213 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,169 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $486,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033217 | DistributionYr5Rt |
| Total Distribution | 0.201368 | TotalDistributionRt |
| Average Distribution | 0.040274 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $620,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,997 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,940 | 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 | $56 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $56 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | WILLIAM B LASALLE | IndividualWithBooksNm |
| Phone | 2606275198 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5832 HOSLER ROAD | AddressLine1Txt |
| City | LEO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46765 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMANDA G LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER W LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE CONTRIBUTIONS TO THE NEW AMERICAN YOUTH BALLET | Description1Txt |
| Expenses1 | $11,000 | Expenses1Amt |
| Description2 | CHARITABLE CONTRIBUTIONS TO TRINITY ENGLISH CHURCH | Description2Txt |
| Expenses2 | $5,000 | Expenses2Amt |
| Description3 | CHARITABLE CONTRIBUTIONS TO 70 VARIOUS CHARTIES ALL UNDER 5000 | Description3Txt |
| Expenses3 | $20,040 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $604,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $630,135 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $630,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $620,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56 | TotalTaxAmt |
| Distributable Before Adj | $30,978 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,978 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,940 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,940 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $56 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,978 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $7,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,940 | QualifyingDistributionsAmt |
| Applied To Current Year | $30,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,962 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,366 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,990 | ExcessFromYear2Amt |
| Excess From Year1 | $6,414 | ExcessFromYear1Amt |
| Excess From Current Year | $13,962 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW AMERICAN YOUTH BALLETT | |||||||
| 921 NORTHCREST SHOPPING CENTER 1-A | FORT WAYNE | IN | 46805 | NONE | PC | TO SUPPORT PUBLIC CHARITY DEDICATED TO THE ARTS | $11,000 |
| TRINITY ENGLISH CHURCH | |||||||
| 450 WEST WASHINGTON BOULEVARD | FORT WAYNE | IN | 46802 | NONE | PC | TO SUPPORT A RELIGIOUS PUBLIC CHARITY | $5,000 |
| 70 VARIOUS CHARTIES | |||||||
| VARIOUS | FORT WAYNE | IN | 46802 | NONE | PC | TO SUPPORT 70 PUBLIC CAHARTIES | $20,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,040 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,868 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,868 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,868 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 03 | LineNumberTxt |
| Relationship Statement | FUNDS EARNED ON INVESTMENT ARE USED TO MAKE CHARITABLE CONTR | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $104,717 | EOYBookValueAmt |
| EOYFMV | $103,627 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $459,531 | EOYBookValueAmt |
| EOYFMV | $538,875 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $238 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $238 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $27 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO CORRECT BEGINNING BALANCE | Desc |
| Amt | $31,381 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE ADVISORY FEES | $7,610 | $7,610 | $0 | $7,610 |
| OTHER FEES | $22 | $0 | $0 | $22 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $226 | $0 | $0 | $226 |
| FEDERAL EXCISE TAX | $77 | $0 | $0 | $77 |