ARTHUR JORDAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR JORDAN FOUNDATION (EIN 35-0428850)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-22
- IRS object ID
- 201832959349100008
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-22T13:47:52-05:00 | 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 | 350428850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur Jordan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARGARET SALLEE | InCareOfNm |
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 3176351378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 N DELAWARE STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L KRAUUS | PersonNm |
| Person Title | VICE CHAIRMAN | PersonTitleTxt |
| Phone | 3176351378 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020182955000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A3918F54FB33634FB28EDFB12105AF57F04990A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE84B15E8AAC3117FE43EE989F958055A29C882F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,109,674 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $454,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $454,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $865,945 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,168,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $865,945 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,320,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,320,191 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $52,180 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,090 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,090 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,863 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,431 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,432 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,580 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,580 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,769 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,769 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,371 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,996 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,996 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,258 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,946 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $285,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,924 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $879,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,924 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $728,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $440,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,193,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110 | CashBOYAmt |
| Cash EOY | $110 | CashEOYAmt |
| Cash EOYFMV | $110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $370,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $400,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $400,096 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $19,836 | AcctRcvblAmt |
| Acct Rcvbl BOY | $26,366 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $19,836 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $19,836 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,297 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,338 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,338 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,601 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,601 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,185,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,584,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,584,606 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,281,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,760,569 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,760,569 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,180,609 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,193,518 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,193,518 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,045,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,109,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,109,674 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,032 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,581 | AccountsPayableEOYAmt |
| Grants Payable BOY | $50,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $50,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $17,038 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,167 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $77,070 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,748 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,945,037 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,990,241 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $18,146 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $18,185 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $5,500 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $5,500 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,968,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,013,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,045,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,109,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,968,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $440,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $604,969 | OtherIncreasesAmt |
| Subtotal | $17,013,926 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,013,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF INVESTMENTS | PropertyDesc |
| Gross Sales Price | $14,168,581 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,302,636 | CostOrOtherBasisAmt |
| Gain Or Loss | $865,945 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $865,945 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $865,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $832,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,584,070 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $638,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,276,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041794 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $632,406 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,974,372 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $630,473 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,319,699 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041154 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $651,211 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,499,832 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044912 | DistributionYr5Rt |
| Total Distribution | 0.224546 | TotalDistributionRt |
| Average Distribution | 0.044909 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,209,029 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $683,022 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,933 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $694,955 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $728,614 | 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 | $11,933 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,933 | SubtotalAmt |
| Tax Based On Investment Income | $11,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,743 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,743 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,810 | OverpaymentAmt |
| Applied To ES Tax | $19,810 | AppliedToESTaxAmt |
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 | WWW.ARTHURJORDANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET SALLEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176351378 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 N DELAWARE ST | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE E BEDEL | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | TREASURER | 1.0 | $4,800 | $0 | $0 |
| THOMAS P EWBANK | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.0 | $4,800 | $0 | $0 |
| GRACIA J FLOYD | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | SECRETARY | 1.0 | $4,800 | $0 | $0 |
| THOMAS A KING | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.0 | $4,800 | $0 | $0 |
| SAMUEL L ODLE | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | CHAIRMAN | 1.0 | $4,800 | $0 | $0 |
| SARA B COBB | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.0 | $4,800 | $0 | $0 |
| JOHN L KRAUSS | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | VICE CHAIRMAN | 1.0 | $4,800 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET SALLEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 N DELAWARE STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 36.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,180 | CompensationAmt |
| Employee Benefits | $16,863 | EmployeeBenefitsAmt |
| 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 | $15,415,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,440,639 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,440,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $231,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,209,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $760,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $760,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,933 | TotalTaxAmt |
| Distributable Before Adj | $748,518 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $748,518 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $748,518 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $728,614 | 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 | $728,614 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,933 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $716,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $748,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $716,712 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $728,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $716,712 | AppliedToYear1Amt |
| Applied To Current Year | $11,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $736,616 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET SALLEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 N DELAWARE STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3176311888 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OR NARRATIVE (2-3 PAGES), BUDGET, AUDITED FINANCIAL STATEMENTS IF AVAILABLE, PROOF OF TAX-EXEMPT STATUS, AND A LIST OF THE BOARD OF DIRECTORS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | March 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Marion County, Indiana Only. No medical research grants. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS FOR LEARNING | |||||||
| 546 E 17th St Suite 200 | INDIANAPOLIS | IN | 46202 | NONE | PC | Operating Funds | $4,000 |
| BENJAMIN HARRISON PRESIDENTIAL SITE INC | |||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | Operating Funds, Special Project, Endowment | $309,160 |
| BOSMA VISIONARY OPPORTUNITIES FOUNDATION | |||||||
| 8020 ZIONSVILLE ROAD | INDIANAPOLIS | IN | 46268 | NONE | PC | Special Projects | $2,000 |
| BOYS & GIRLS CLUBS OF INDIANAPOLIS | |||||||
| 3530 S KEYSTONE AVE SUITE 200 | INDIANAPOLIS | IN | 46227 | NONE | PC | Special Project | $4,416 |
| CENTER FOR LEADERSHIP DEVELOPMENT | |||||||
| 2425 DR MARTIN LUTHER KING JR STR | INDIANAPOLIS | IN | 462085546 | NONE | PC | Operating Funds | $10,000 |
| DANCE KALEIDOSCOPE | |||||||
| 4603 CLARENDON ROAD SUIRE 32 | INDIANAPOLIS | IN | 46208 | NONE | PC | Operating Funds | $1,500 |
| EITELJORG MUSEUM | |||||||
| 500 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | Operating Funds | $2,500 |
| INDIANA BLACK EXPO INC | |||||||
| 3145 N MERIDIAN STREET SUITE 100 | INDIANAPOLIS | IN | 46208 | NONE | PC | Special Project | $3,000 |
| INDIANA STATE MUSEUM FOUNDATION | |||||||
| 650 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | Operating Funds | $8,000 |
| INDIANAPOLIS CHILDREN'S CHOIR | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | Operating Funds | $10,000 |
| INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY FDN | |||||||
| PO BOX 6134 | INDIANAPOLIS | IN | 46206 | NONE | PC | Operating Funds | $3,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 32 E WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | Operating Funds | $22,000 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY INC | |||||||
| 1200 W WASHINGTON STREET | INDIANAPOLIS | IN | 46222 | NONE | PC | Operating Funds | $8,500 |
| JAMESON CAMP | |||||||
| 2001 BRIDGEPORT ROAD | INDIANAPOLIS | IN | 46231 | NONE | PC | CAPITAL FUNDS | $4,194 |
| NOBLE INC | |||||||
| 7701 EAST 21ST STREET | INDIANAPOLIS | IN | 46219 | NONE | PC | CAPITAL FUNDS | $6,000 |
| ST MARY'S CHILD CENTER | |||||||
| 901 DR MARTIN LUTHER KING JR STRE | INDIANAPOLIS | IN | 46202 | NONE | PC | Special Project | $4,000 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | Operating Funds | $50,000 |
| UNIVERSITY OF INDIANAPOLIS | |||||||
| 1400 E HANNA AVENUE | INDIANAPOLIS | IN | 46227 | NONE | PC | Operating Funds | $5,000 |
| YMCA OF GREATER INDIANAPOLIS | |||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | OPERATING FUNDS | $10,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 2960 N MERIDIAN STREET SUITE 150 | INDIANAPOLIS | IN | 46208 | NONE | PC | Special Projects | $3,000 |
| ARTS START | |||||||
| 401 E MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | None | PC | Special Project | $4,000 |
| HEARTLAND FILM | |||||||
| 1043 VIRGINIA AVENUE SUITE 2 | INDIANAPOLIS | IN | 46203 | NONE | PC | Operating Funds | $2,500 |
| INDIANA HISTORICAL SOCIETY | |||||||
| 450 W OHIO STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | Operating Funds | $5,000 |
| INDIANA MUSIC EDUCATION ASSOCIATION | |||||||
| 100 E THOMPSON ROAD | INDIANAPOLIS | IN | 46227 | NONE | PC | Operating Funds | $2,000 |
| INDIANAPOLIS CHAMBER ORCHESTRA | |||||||
| 4603 CLARENDON ROAD SUITE 036 | INDIANAPOLIS | IN | 46208 | NONE | PC | OPERATING FUNDS | $2,500 |
| INDIANAPOLIS JAZZ FOUNDATION | |||||||
| PO BOX 20857 | INDIANAPOLIS | IN | 46220 | NONE | PC | SPECIAL PROJECT | $2,000 |
| INDIANAPOLIS SYMPHONIC CHOIR | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | OPERATING FUNDS | $2,000 |
| JOY'S HOUSE | |||||||
| 2028 BROAD RIPPLE AVENUE | INDIANAPOLIS | IN | 46220 | NONE | PC | OPERATING FUNDS | $2,500 |
| METROPOLITAN INDPLS PUBLIC BROADCASTING | |||||||
| 1630 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | OPERATING FUNDS | $3,000 |
| MUSIC FOR ALL INC | |||||||
| 39 W JACKSON PLACE SUITE 150 | INDIANAPOLIS | IN | 46225 | NONE | PC | OPERATING FUNDS | $2,500 |
| BOOTH TARKINGTON CIVIC THEATRE | |||||||
| 3 CENTER GREEN 300 | CARMEL | IN | 46032 | NONE | PC | SPECIAL PROJECT | $1,500 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | Operating Funds | $45,000 |
| GIRLS INC | |||||||
| 3935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | Capital Funds | $2,000 |
| GLEANER'S FOOD BANK OF INDIANA | |||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | PC | Special Project | $10,000 |
| HARRISON CENTER FOR THE ARTS | |||||||
| 1505 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | Operating Funds | $2,500 |
| INDIANAPOLIS ART CENTER | |||||||
| 820 EAST 67TH STREET | INDIANAPOLIS | IN | 46220 | NONE | PC | Operating Funds | $2,500 |
| INDIANAPOLIS MUSEUM OF CONTEMPORARY ART | |||||||
| 216 E South St | INDIANAPOLIS | IN | 46204 | NONE | PC | Capital Funds | $2,500 |
| INDIANAPOLIS PARKS FOUNDATION | |||||||
| 615 N ALABAMA STREET 119 | INDIANAPOLIS | IN | 46204 | NONE | PC | Special Project | $2,500 |
| INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS | |||||||
| 32 E WASHINGTON STREET SUITE 1320 | INDIANAPOLIS | IN | 46204 | NONE | PC | Operating Funds | $2,500 |
| MID-NORTH SHEPHERD'S CENTER | |||||||
| 3808 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | Operating Funds | $1,500 |
| OUTREACH INC | |||||||
| 2822 E NEW YORK STREET | INDIANAPOLIS | IN | 46201 | NONE | PC | Capital Funds | $5,000 |
| SPIRIT AND PLACE THE POLIS CENTER | |||||||
| 301 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | NONE | PC | Operating Funds | $1,000 |
| 100 Black Men of Indianapolis | |||||||
| 1140 Dr Martin Luther King Jr St | Indianapolis | IN | 46202 | none | PC | Operating Funds | $2,500 |
| ArtMlx | |||||||
| 1505 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | Operating Funds | $1,000 |
| Damar Services Inc | |||||||
| 6067 Decatur Blvd | Indianapolis | IN | 46260 | NONE | PC | Special Project | $2,000 |
| Dayspring Center Inc | |||||||
| PO Box 44105 | Indianapolis | IN | 46244 | NONE | PC | Special Project | $1,500 |
| Freetown Village | |||||||
| 625 Indiana Avenue Suite 200 | Indianapolis | IN | 46202 | NONE | PC | Operating Funds | $1,000 |
| Indiana Landmarks | |||||||
| 1201 Central Avenue | Indianapolis | IN | 46202 | NONE | PC | Operating Funds | $2,500 |
| Indy Reads | |||||||
| 40 E St Clair St | Indianapolis | IN | 46202 | NONE | PC | Special Project | $5,000 |
| Starfish Initiative | |||||||
| 6958 Hillsdale Court | Indianapolis | IN | 46250 | NONE | PC | Operating Funds | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,770 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF CENTRAL INDIANA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 N MERIDIAN STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING FUNDS | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | 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 | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $454,206 | 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 | $865,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUNDRY | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,320,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,320,191 | 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 | ACCOUNTING FEES - BKD LLP | CategoryTxt |
| Amt | $17,160 | Amt |
| Net Investment Income | $8,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,580 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $0 | $0 |
| SCOUT CORE PLUS BOND FUND | $0 | $0 |
| JP MORGAN INFLATION BOND | $0 | $0 |
| IVA WORLDWIDE FUND | $0 | $0 |
| FIDELITY #526212 | $2,430,808 | $2,430,808 |
| FIDELITY #276215 | $2,329,761 | $2,329,761 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EUROPACIFIC GROWTH FUND | $575,516 | $575,516 |
| MATTHEWS ASIAN GROWTH & INCOME | $509,303 | $509,303 |
| ALERIAN MLP INDEX | $0 | $0 |
| RS GLOBAL NATURAL RESOURCES | $0 | $0 |
| FMI LARGE CAP FUND | $0 | $0 |
| VULCAN VALUE PTNRS SMALL CAP | $0 | $0 |
| VANGUARD 500 INDEX SIGNAL | $1,068,182 | $1,068,182 |
| SCHWAB FUNDAMENTAL US LARGE CO | $0 | $0 |
| DELAWARE US GROWTH | $649,493 | $649,493 |
| CAUSEWAY INTL VALUE FUND | $279,977 | $279,977 |
| WILLIAM BLAIR MACRO ALLOCATION | $0 | $0 |
| FIDELITY #276212 | $2,330,078 | $2,330,078 |
| FIDELITY #276214 | $2,021,005 | $2,021,005 |
| FIDELITY #526212 STOCK | $1,871,031 | $1,871,031 |
| FIDELITY #526212 ETP | $1,280,021 | $1,280,021 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,601 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,601 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VALUE OF HOME | $1 | $1 | $1 |
| PRESIDENT HARRISON ARTIFACTS | $1,180,608 | $1,180,608 | $1,180,608 |
| ACCRUED INTEREST | $0 | $12,909 | $12,909 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $13,316 | $10,286 | $3,030 |
| INSURANCE | $1,944 | $972 | $972 |
| REIMBURSABLE EXPENSES | $67,944 | $67,944 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUNDRY | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $604,969 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $17,038 | $29,137 |
| ANNUITY WITHHOLDING | $0 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY INVESTMENT EXPENSE | CategoryTxt |
| Amt | $53,769 | Amt |
| Net Investment Income | $53,769 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $24,379 | ||
| PAYROLL TAXES | $3,992 | $1,996 | $1,996 |