Philip J Wilhelm Foundation Inc: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- Philip J Wilhelm Foundation Inc (EIN 35-2157113)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-27
- IRS object ID
- 201840869349100009
- 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
- Depreciation Schedule
- Dissolution Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-27T16:35:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | 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 | 352157113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip J Wilhelm Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | C/O Chris Wilhelm President | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GEORGE GABOR | InCareOfNm |
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 3173595411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3914 Prospect St | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS WILHELM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3173595411 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY M PANTZER | PreparerPersonNm |
| PTIN | P00137289 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2018-05-15 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,548 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,670 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $19,389 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,389 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,497 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,207 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,239 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$393,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,230 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Other Investments BOY | $363,399 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,028 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $411,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $411,657 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $411,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $411,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $411,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$393,488 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,169 | SubtotalAmt |
| Other Decreases | $18,169 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 550.00 SHS ISHARES SELECT DIVIDEND ETF | P | 2017-06-20 | $51,624 | $29,317 | $22,307 | $22,307 |
| 550.00 SHS VANGUARD DIVIDEND APPRECIATION ETF | P | 2017-06-22 | $51,794 | $29,777 | $22,017 | $22,017 |
| 2864.15 SHS DODGE & COX FUNDS GLOBAL STOCK | P | 2017-06-15 | $37,783 | $36,292 | $1,491 | $1,491 |
| 3971.73 SHS EATON VANCE MUT FDS TR FLOATING RATE | P | 2017-06-15 | $37,016 | $36,738 | $278 | $278 |
| 643.90 SHS T ROWE PRICE HEALTH SCIENCES COM | P | 2017-06-15 | $44,345 | $29,782 | $14,563 | $14,563 |
| 95.00 GUGGENHEIM S&P 500 EQ WGT UTILITIES ETF | P | 2017-06-20 | $8,416 | $8,206 | $210 | $210 |
| 150.00 SHS ISHARES CORE S&P 500 ETF | P | 2017-06-22 | $37,071 | $32,060 | $5,011 | $5,011 |
| 200.00 SHS ISHARES CORE S&P MID-CAP ETF | P | 2017-06-22 | $35,179 | $31,484 | $3,695 | $3,695 |
| 300.00 SHS ISHARES CORE S&P SMALL-CAP ETF | P | 2017-06-22 | $21,082 | $20,016 | $1,066 | $1,066 |
| 1450.53 SHS VANGUARD EQUITY INCOME FUND | P | 2017-06-15 | $50,324 | $44,202 | $6,122 | $6,122 |
| CAPITAL GAIN DIVIDENDS | P | $3,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,548 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $379,408 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093764 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,026 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $426,641 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,405 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $461,792 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137302 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $509,899 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,110 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $514,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.186659 | DistributionYr5Rt |
| Total Distribution | 0.647144 | TotalDistributionRt |
| Average Distribution | 0.129429 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $330,047 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,718 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $801 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,519 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $471,334 | 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 | $801 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $801 | SubtotalAmt |
| Tax Based On Investment Income | $801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $499 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $499 | RefundAmt |
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 | Yes (true) | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE GABOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3174397521 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1923 CAMARGUE DRIVE | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER WILHELM | ||||||||
| 3914 PROSPECT ST | INDIANAPOLIS | IN | 46206 | PRESIDENT & DIRECTOR | 1.0 | $0 | $0 | $0 |
| PAUL J CORSARO | ||||||||
| 4092 ROCKINGCHAIR ROAD | GREENWOOD | IN | 46142 | VICE-PRES & DIRECTOR | 1.0 | $0 | $0 | $0 |
| GEORGE GABOR | ||||||||
| 1923 CAMARGUE DRIVE | ZIONSVILLE | IN | 46077 | TREASURER & DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $151,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $335,073 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $335,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $330,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $801 | TotalTaxAmt |
| Distributable Before Adj | $15,701 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,701 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $471,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $801 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $470,533 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,447 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,356 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,850 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $15,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $455,633 | RemainingDistriFromCorpusAmt |
| Total Corpus | $650,650 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $70,447 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $580,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,051 | ExcessFromYear4Amt |
| Excess From Year3 | $41,313 | ExcessFromYear3Amt |
| Excess From Year2 | $9,356 | ExcessFromYear2Amt |
| Excess From Year1 | $17,850 | ExcessFromYear1Amt |
| Excess From Current Year | $455,633 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROGRESS HOUSE | |||||||
| 201 SHELBY ST | INDIANAPOLIS | IN | 462023943 | NONE | PC | GENERAL | $3,556 |
| SECOND HELPINGS ORGANIZATION | |||||||
| 1121 SOUTHEASTERN AVE | INDIANAPOLIS | IN | 462023946 | NONE | PC | GENERAL | $1,067 |
| WHEELER MISSION | |||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 462042114 | NONE | PC | GENERAL | $711 |
| ROMAN CATHOLIC ARCHDIOCESE OF INDIANAPOLIS | |||||||
| 1400 N MERIDIAN ST | INDIANAPOLIS | IN | 462022305 | NONE | PC | GENERAL | $42,674 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1400 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL | $259,352 |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION | |||||||
| 2501 W COTA DR | BLOOMINGTON | IN | 474034204 | NONE | PC | GENERAL | $356 |
| DAMAR FOUNDATION | |||||||
| 6067 DECATUR BLVD | INDIANAPOLIS | IN | 462419606 | NONE | SO I | GENERAL | $4,765 |
| HEARTS & HANDS OF INDIANA CORPORATION | |||||||
| 337 N WARMAN AVE | INDIANAPOLIS | IN | 462224079 | NONE | PC | GENERAL | $10,669 |
| HOPE ACADEMY | |||||||
| 8102 CLEARVISTA PKY | INDIANAPOLIS | IN | 46256 | NONE | PC | GENERAL | $3,556 |
| INDEPENDENT COLLEGES OF INDIANA | |||||||
| 30 S MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 462043567 | NONE | SO I | GENERAL | $12,447 |
| OPTIMIST INTERNATIONAL FOUNDATION | |||||||
| 4494 LINDELL BLVD | ST LOUIS | MO | 63106 | NONE | PC | GENERAL | $7,112 |
| OUR LADY OF GREENWOOD CATHOLIC CHURCH & SCHOOL | |||||||
| 335 S MERIDIAN ST | GREENWOOD | IN | 461431605 | NONE | PC | GENERAL | $7,112 |
| INDIANA PLAN FOR EQUAL EMPLOYMENT INC | |||||||
| 3530 S RURAL ST | INDIANAPOLIS | IN | 462371128 | NONE | PC | GENERAL | $6,757 |
| LUMEN CHRISTI | |||||||
| 580 STEVENS ST | INDIANAPOLIS | IN | 462031737 | NONE | PC | GENERAL | $19,759 |
| LUMEN CHRISTI | |||||||
| 580 STEVENS ST | INDIANAPOLIS | IN | 462031737 | NONE | PC | GENERAL | $62,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,095 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMEN CHRISTI | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 STEVENS ST | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462031737 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL - A REFUND OF $499 IS EXPECTED ON THE 2017 TAX RETURN. THE FOUNDATION WAS DISSOLVED IN 2017 AND THE REFUND WILL BE GIVEN TO THE CHARITY NAMED IN THE FINAL MINUTES OF THE BOARD OF DIRECTORS. | GrantOrContributionPurposeTxt |
| Amt | $499 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $499 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP | CategoryTxt |
| Amt | $9,850 | Amt |
| Disbursements Charitable Prps | $9,850 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUMEN CHRISTI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 STEVENS ST | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462031737 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | DURING THE YEAR THE FOUNDATION MADE THE FINAL DISTRIBUTION OF THE FOUNDATION'S FINAL ASSETS. THE FINAL DISTRIBUTION OF 6,717.330 SHARES OF CARTER VALIDUS MISSION CRITICAL WAS MADE ON DECEMBER 31, 2017 AND WAS VALUED AT $62,202. | ShortExplanationTxt |
| Dissolution | $62,202 | DissolutionAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGG MASON VALUE TRUST | $0 | $0 |
| LAUDUS TR ROSENBERG US DISCOV | $0 | $0 |
| HARBOR CAPITAL APPREC. FUND | $0 | $0 |
| TCW GALILEO FDS INC | $0 | $0 |
| CV MISSION CRITICAL | $0 | $0 |
| PIMCO FDS DEVELOPING LOCAL MKT | $0 | $0 |
| EATON VANCE MUT FDS TR FLOAT. | $0 | $0 |
| ISHARES SELECT DIVIDEND | $0 | $0 |
| DODGE & COX FUNDS GLOBAL STOCK | $0 | $0 |
| VANGUARD SPECIALIZED PORTFOLIO | $0 | $0 |
| POLYMER TECHNOLOGY SYSTEMS | $0 | $0 |
| PRICE T ROWE HEALTH SCIENCES | $0 | $0 |
| GUGGENHEIM S&P 500 EQ WGT | $0 | $0 |
| ISHARES CORE S&P 500 ETF | $0 | $0 |
| ISHARES CORE S&P MID-CAP ETF | $0 | $0 |
| ISHARES CORE S&P SMALL-CAP ETF | $0 | $0 |
| VANGUARD EQUITY INCOME FUND | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ICE MILLER | CategoryTxt |
| Legal Fees | $19,389 | LegalFeesAmt |
| Disbursements Charitable Prps | $19,389 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE-TD WATERHOUSE | -$241 | $0 | $0 |
| PROM. NOTE SOUTHEASTERN SUPPLY | $10,269 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $18,169 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,497 | Amt |
| Net Investment Income | $3,497 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $2,207 | Amt |