GLENCOE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GLENCOE FAMILY FOUNDATION INC (EIN 35-2015504)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-26
- IRS object ID
- 201842079349100009
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-26T12:21:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351859884 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRAPER & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10333 N MERIDIAN ST SUITE 250 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46290 | 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 | 352015504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENCOE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLEN | BusinessNameControlTxt |
| Phone | 3175734848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10333 N MERIDIAN STREET SUITE 250 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46290 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN HENDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3175734848 | PhoneNum |
| Signature | 2018-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK E DRAPER | PreparerPersonNm |
| PTIN | P01014045 | PTIN |
| Phone | 3175734848 | PhoneNum |
| Preparation | 2018-07-18 | 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 | $1,296,046 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $380,074 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $51,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,053 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,065 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $431,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,053 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,065 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,950 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $637 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $637 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $433 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $433 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $112 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,699 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,699 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,699 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,699 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,354 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,366 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,947 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $400,751 | CorporateStockBOYAmt |
| Corporate Stock EOY | $782,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,287,099 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $400,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $791,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,296,046 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $400,799 | UnrestrictedBOYAmt |
| Unrestricted EOY | $791,306 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $400,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $791,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $400,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $791,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $400,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,507 | ExcessRevenueOverExpensesAmt |
| Subtotal | $791,306 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $791,306 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $664,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $610,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040968 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,967 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $638,227 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042253 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,584 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $551,637 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044566 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $466,253 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043802 | DistributionYr5Rt |
| Total Distribution | 0.209191 | TotalDistributionRt |
| Average Distribution | 0.041838 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,160,101 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,433 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $947 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $947 | SubtotalAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $885 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $885 | TotalPaymentsAndCreditsAmt |
| Tax Due | $62 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK E DRAPER | IndividualWithBooksNm |
| Phone | 3175734848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10333 N MERIDIAN ST STE 250 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46290 | 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 |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT M HENDERSON | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | V PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRIAN HENDERSON | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LOUISE HENDERSON | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | CFO | 2.00 | $0 | $0 | $0 |
| ROBERT ACKER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | CFO | 2.00 | $0 | $0 | $0 |
| LISA ACKER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | TREASURER | 2.00 | $0 | $0 | $0 |
| JOSEPH GERHARDINGER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | COO | 2.00 | $0 | $0 | $0 |
| KATHLEEN GERHARDINGER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MARK E DRAPER | ||||||||
| 10333 N MERIDIAN ST STE 250 | INDIANAPOLIS | IN | 46290 | ASST SEC | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,153,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,177,768 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,177,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,160,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $947 | TotalTaxAmt |
| Distributable Before Adj | $57,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,433 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,433 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,356 | UndistributedIncomePYAmt |
| Qualifying Distributions | $36,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,356 | AppliedToYear1Amt |
| Applied To Current Year | $19,077 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $37,981 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT M NANCY B HENDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NEW ORLEANS PUBLIC DEFENDER | ||||||
| 2601 TULANE AVE | NEW ORLEANS | LA | 70119 | PUBLIC | ENDOWMENT | $6,000 |
| GLOBAL MENTAL HEALTH PROGRAM | ||||||
| 1051 RIVERSIDE DR | NEW YORK | NY | 10032 | PUBLIC | ENDOWMENT | $4,500 |
| GIVE DIRECTLY | ||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PUBLIC | ENDOWMENT | $7,500 |
| CAMFED USA | ||||||
| 465 CALIFORNIA ST | SANFRANCISCO | CA | 94104 | PUBLIC | ENDOWMENT | $5,500 |
| CONVOY OF HOPE | ||||||
| 330 S PATTERSON AVE | SPRINGFIELD | MO | 65802 | PUBLIC | ENDOWMENT | $5,000 |
| AARK TOLEDO | ||||||
| 1531 UPPER STUMP RD | CHESTNUT | PA | 18914 | PUBLIC | ENDOWMENT | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,065 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT M HENDERSON | ||||||
| 1 | 10333 N MERIDIAN ST SUITE 250 | INDIANAPOLIS | IN | 46290 | $18,881 | Yes (X) |
| NANCY B HENDERSON | ||||||
| 2 | 10333 N MERIDIAN ST SUITE 250 | INDIANAPOLIS | IN | 46290 | $361,193 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | OLD NATIONAL BANCORP STOCK | $138,728 | 2018-07-01 |
| 2 | VARIOUS COMMON STOCKS | $673,699 | 2018-07-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,950 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,950 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHNSON & JOHNSON | $114,426 | $229,420 |
| PAYCHEX | $98,767 | $224,119 |
| NATIONAL GRID | $109,155 | $139,909 |
| PROCTOR & GAMBLE | $35,791 | $53,934 |
| SPECTRA ENERGY | ||
| BERKSHIRE HATHAWAY | $78,012 | $107,237 |
| COMPASS MINERALS | $80,010 | $77,545 |
| ENBRIDGE INC | $147,283 | $172,710 |
| OLD NATIONAL BANCORP | $18,881 | $138,728 |
| UNILEVER PLC | $100,034 | $143,497 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS | $112 | $112 | $112 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECRETARY OF STATE FEE | $22 | $22 | $22 |
| FOREIGN TAXES | $615 | $615 | $615 |
| TAX ON NET INVESTMENT INCOME | $500 |