ELBA L AND GENE PORTTEUS BRANIGIN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELBA L AND GENE PORTTEUS BRANIGIN FOUNDATION INC (EIN 35-1697364)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201701259349100535
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T11:16:10-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bose McKinney & Evans LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Monument Circle Suite 2700 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351697364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elba L and Gene Portteus Branigin Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELBA | BusinessNameControlTxt |
| Phone | 3174415251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 574 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE L HENDERSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3174415251 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN M ZOLNIEREK CPA | PreparerPersonNm |
| Phone | 3176845355 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.136.78.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 11:16:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7F74A41409A8F7D5A4CFB53C96E9843CF66FAF6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7F74A41409A8F7D5A4CFB53C96E9843CF66FAF6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,693,058 | 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 |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $946,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,218 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $241,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,385 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,270 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,135 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,135 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,002 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,697 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,305 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,289 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,289 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,751 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,324 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $418,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$177,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,014 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $309,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $493,018 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $290,509 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $254,798 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $251,637 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,986,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,724,371 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,777,389 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,638,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,459,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,693,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,638,370 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,459,264 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,638,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,459,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,638,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,459,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,638,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$177,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,977 | OtherIncreasesAmt |
| Subtotal | $4,465,921 | SubtotalAmt |
| Other Decreases | $6,657 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,459,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $946,669 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $846,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $100,218 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $100,218 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,218 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,068,202 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $308,621 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,373,099 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057438 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $288,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,372,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053722 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $287,834 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,098,357 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056456 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $244,143 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,180,329 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047129 | DistributionYr5Rt |
| Total Distribution | 0.265615 | TotalDistributionRt |
| Average Distribution | 0.053123 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,893,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $259,945 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $262,044 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,919 | 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 | $2,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,099 | SubtotalAmt |
| Tax Based On Investment Income | $2,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,360 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,360 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,261 | OverpaymentAmt |
| Applied To ES Tax | $2,120 | AppliedToESTaxAmt |
| Refund | $1,141 | 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 | 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 | JOHN M CHIAROTTI | IndividualWithBooksNm |
| Phone | 3174415251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 574 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46142 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE L HENDERSON | ||||||||
| 111 Monument Circle 2700 | Indianapolis | IN | 46204 | Chairman/Dir | 1.00 | $0 | $0 | $0 |
| JOHN M CHIAROTTI | ||||||||
| PO Box 574 | Greenwood | IN | 46142 | Pres/Treas/Dir | 2.00 | $10,270 | $0 | $0 |
| STEPHEN E DEVOE | ||||||||
| 111 Monument Circle 2700 | Indianapolis | IN | 46204 | Secretary/Dir | 2.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,889,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,967,790 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,967,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,893,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,099 | TotalTaxAmt |
| Distributable Before Adj | $242,565 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $242,565 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $242,565 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,919 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $382,919 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $380,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $107,615 | UndistributedIncomePYAmt |
| Qualifying Distributions | $382,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $107,615 | AppliedToYear1Amt |
| Applied To Current Year | $242,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,739 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,739 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,739 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN M CHIAROTTI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 574 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN APPLICATIONS CONTAINING COMPLETE INFORMATION ABOUT THE SUBMITING ORGANIZATION AND PROPOSED USE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A QUALIFIED CHARITABLE ACTIVITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Butler University | ||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | PC | endowmentScholarship fund | $20,000 |
| Indianapolis Symphony Orchestra | ||||||
| 32 E Washington St | Indianapolis | IN | 46204 | PC | programs for JohnsonConcert and educationalCounty students | $10,000 |
| Leadership Johnson County | ||||||
| 101 Branigin Boulevard | Franklin | IN | 46131 | PC | 2017 AnnualUnderwriteReport | $19,000 |
| Youth Connections | ||||||
| 460 N Morton Street Ste A | Franklin | IN | 46131 | PC | Group MentoringJump StartProgram | $20,000 |
| Girls Inc | ||||||
| 200 East Madison | Franklin | IN | 46131 | PC | and capitalOperational supportcampaign | $20,000 |
| Boys and Girls Club of Franklin | ||||||
| 101 N Hurricane Street | Franklin | IN | 46131 | PC | assistanceTeen Program | $12,000 |
| Franklin Parks & Recreation Dept | ||||||
| 396 Branigin Boulevard | Franklin | IN | 46131 | GOV | Art Show | $2,500 |
| Habitat for Humanity | ||||||
| 98 South Edwards St | Franklin | IN | 46131 | PC | operating needsGeneral | $5,000 |
| Johnson Co Community Foundation | ||||||
| PO Box 217 | Franklin | IN | 46131 | PC | ArtworkElks Community | $12,500 |
| Johnson Co Community Foundation | ||||||
| PO Box 217 | Franklin | IN | 46131 | PC | Branigin Fund | $5,000 |
| Johnson Co Community Foundation | ||||||
| PO Box 217 | Franklin | IN | 46131 | PC | ScholarsDollars for | $15,000 |
| Interchurch Food Pantry | ||||||
| 2900 Graham Road Ste E | Franklin | IN | 46131 | PC | and general fundCapital campaign | $10,000 |
| Exponent Philanthropy | ||||||
| 1720 N Street NW | Washington | DC | 20036 | PC | for smallSupport programsfoundations | $2,000 |
| St Rose of Lima Catholic School | ||||||
| 114 Lancelot Drive | Franklin | IN | 46131 | PC | assistanceTuition | $10,000 |
| Tara Treatment Center | ||||||
| 6231 South US 31 | Franklin | IN | 46131 | PC | annual symposiumProvide food for | $5,000 |
| United Way of Johnson County | ||||||
| 2525 N Morton Street | Franklin | IN | 46131 | PC | Fast Track Program | $5,000 |
| Damar Services Inc | ||||||
| 6324 Kentucky Avenue | Camby | IN | 46113 | PC | Specialized AutismSupport forServices | $10,000 |
| First Presbyterian Church | ||||||
| 100 East Madison | Franklin | IN | 46131 | PC | bible school, missionSummer camp, vacationactivities | $15,500 |
| Humane Society of Johnson Co | ||||||
| 550 E Jefferson Street | Franklin | IN | 46131 | PC | renovations toStructuralbuilding | $15,000 |
| Franklin Education Connection | ||||||
| PO Box 903 | Franklin | IN | 46131 | PC | Mission support | $24,800 |
| Hoosier Art Salon | ||||||
| 714 E 65th Street | Indianapolis | IN | 46220 | PC | needsGeneral operating | $10,000 |
| Franklin Symphonic Council | ||||||
| PO Box 217 | Franklin | IN | 46131 | PC | presentationsPublic music | $10,000 |
| Franklin College of Indiana | ||||||
| 101 Branigin Boulevard | Franklin | IN | 46131 | PC | Endowment | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,218 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $240,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,385 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly traded securities | AssetDesc |
| Gross Sales Price | $946,669 | GrossSalesPriceAmt |
| Basis | $846,451 | BasisAmt |
| Total Net | $100,218 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See attached schedule | BondNm |
| EOY Book Value | $254,798 | EOYBookValueAmt |
| EOYFMV | $251,637 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See attached schedule | StockNm |
| EOY Book Value | $309,081 | EOYBookValueAmt |
| EOYFMV | $493,018 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See attached schedule-Mutual Funds | CategoryOrItemTxt |
| Book Value | $3,724,371 | BookValueAmt |
| EOYFMV | $3,777,389 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bose McKinney & Evans legal and tax | CategoryTxt |
| Legal Fees | $21,002 | LegalFeesAmt |
| Net Investment Income | $7,697 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,305 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustments due to average cost method | Desc |
| Amt | $6,657 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Association dues | $1,500 | $1,500 | |
| Bank Fees | $20 | $20 | |
| Insurance | $4,299 | $4,299 | |
| Post Office Box fee | $130 | $130 | |
| Secretarial services | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2015 Form 990-PF overpayment | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of principal on mortgage bond | Desc |
| Amt | $4,977 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Stifel Investment advisory | CategoryTxt |
| Amt | $16,289 | Amt |
| Net Investment Income | $16,289 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2016 Form 990-PF estimates | $4,360 | |
| 2015 Form 990-PF applied | $1,000 | |
| 2015 Form 990-PF balance pd | $67 | |
| Foreign tax paid | $1,324 | $1,324 |