Philip J Wilhelm Foundation Inc: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- Philip J Wilhelm Foundation Inc (EIN 35-2157113)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-24
- IRS object ID
- 201720839349100702
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-24T13:05:02-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2016-01-01 | 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 | 46206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS WILHELM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3173595411 | PhoneNum |
| Signature | 2017-05-15 | 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 | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.22.227.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020170835000019 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-03-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89F86BF8EB3E5A2A28C6CF2AE44EC3D929E95A58 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 38B65482745ED49102433FB7E9CDDD5C488491C6 | 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 | $448,442 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,737 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,904 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $54 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,520 | CashBOYAmt |
| Cash EOY | $38,230 | CashEOYAmt |
| Cash EOYFMV | $38,230 | CashEOYFMVAmt |
| Other Investments BOY | $347,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $363,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $410,452 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,028 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,028 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $376,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $411,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $448,442 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $376,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $411,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $376,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $411,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $411,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $376,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,651 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,373 | OtherIncreasesAmt |
| Subtotal | $411,657 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $411,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,200.57 SHS MANAGERS AMG YACKTMAN | P | 2012-01-19 | 2016-11-07 | $50,237 | $44,705 | $5,532 | $5,532 |
| 342.66 SHS SEQUOIA FD INC COM | P | 2012-01-17 | $59,219 | $48,592 | $10,627 | $10,627 | |
| 493.58 SHS T ROWE PRICE HEALTH SCIENCES | P | 2012-01-01 | $31,000 | $22,528 | $8,472 | $8,472 | |
| 3,261.72 SHS TOUCHSTONE SANDS CAP | P | 2010-11-01 | $47,435 | $22,822 | $24,613 | $24,613 | |
| CAPITAL GAIN DIVIDENDS | P | $6,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,737 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $426,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,405 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $461,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137302 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,095 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $509,899 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.159041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,110 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $514,897 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.186659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,601 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $465,637 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136589 | DistributionYr5Rt |
| Total Distribution | 0.689969 | TotalDistributionRt |
| Average Distribution | 0.137994 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $379,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,356 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $622 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,978 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,575 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,245 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,245 | SubtotalAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $338 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $338 | TotalPaymentsAndCreditsAmt |
| Tax Due | $907 | 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 |
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 | $349,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $385,186 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $385,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $379,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,245 | TotalTaxAmt |
| Distributable Before Adj | $17,725 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,725 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,725 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,575 | 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 | $35,575 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,387 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,447 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,051 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,313 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $217,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $17,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,850 | RemainingDistriFromCorpusAmt |
| Total Corpus | $235,404 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $195,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,447 | ExcessFromYear4Amt |
| Excess From Year3 | $56,051 | ExcessFromYear3Amt |
| Excess From Year2 | $41,313 | ExcessFromYear2Amt |
| Excess From Year1 | $9,356 | ExcessFromYear1Amt |
| Excess From Current Year | $17,850 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INDIANA PLAN FOR EQUAL EMPLOYMENT INC | |||||||
| 3530 S RURAL ST | INDIANAPOLIS | IN | 462371128 | NONE | PC | GENERAL | $1,000 |
| ROMAN CATHOLIC ARCHDIOCESE OF INDIANAPOLIS | |||||||
| 1400 N MERIDIAN ST | INDIANAPOLIS | IN | 462022305 | NONE | PC | GENERAL | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,000 | TotalGrantOrContriPdDurYrAmt |
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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,467 | 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 | $55,737 | 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 | $66,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,208 | 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 | $4,575 | Amt |
| Disbursements Charitable Prps | $4,575 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGG MASON VALUE TRUST | $1,144 | |
| LAUDUS TR ROSENBERG US DISCOV | $28 | |
| HARBOR CAPITAL APPREC. FUND | $829 | |
| TCW GALILEO FDS INC | $1 | |
| CV MISSION CRITICAL | $62,575 | $62,575 |
| PIMCO FDS DEVELOPING LOCAL MKT | $11 | |
| EATON VANCE MUT FDS TR FLOAT. | $36,738 | $36,778 |
| ISHARES SELECT DIVIDEND | $29,319 | $48,714 |
| DODGE & COX FUNDS GLOBAL STOCK | $36,292 | $34,112 |
| VANGUARD SPECIALIZED PORTFOLIO | $29,777 | $46,849 |
| POLYMER TECHNOLOGY SYSTEMS | $1,260 | $1,260 |
| PRICE T ROWE HEALTH SCIENCES | $29,782 | $38,042 |
| GUGGENHEIM S&P 500 EQ WGT | $8,206 | $7,674 |
| ISHARES CORE S&P 500 ETF | $32,059 | $33,748 |
| ISHARES CORE S&P MID-CAP ETF | $31,484 | $33,068 |
| ISHARES CORE S&P SMALL-CAP ETF | $20,016 | $20,628 |
| VANGUARD EQUITY INCOME FUND | $43,878 | $47,004 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE-TD WATERHOUSE | -$241 | -$241 | -$241 |
| PROM. NOTE SOUTHEASTERN SUPPLY | $10,269 | $10,269 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CV MISSION CRITICAL BASIS ADJUSTMENT | Desc |
| Amt | $8,373 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,904 | Amt |
| Net Investment Income | $3,904 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $24 | Amt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |