JONES FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JONES FAMILY FOUNDATION INC (EIN 20-8337136)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-05
- IRS object ID
- 201731869349100108
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-05T13:06:18-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205804172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGBC PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MERIDIAN ST STE 1100 | 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 | 208337136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONE | BusinessNameControlTxt |
| Phone | 3173467300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 E JEFFERSON STREET | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER AUGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3173467300 | PhoneNum |
| Signature | 2017-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD I GROSS CPAABVCFF CFP | PreparerPersonNm |
| PTIN | P00109138 | PTIN |
| Phone | 3176334700 | PhoneNum |
| Preparation | 2017-06-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.109.176.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-08 | IPDt |
| IP Tm | 12:59:04 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 22F60D287130DBBD063E9AE642556CFA14104256 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22D33DCD478FA3073FF2D24D9E105D3071E16F49 | 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 | $390,258 | 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 |
| Dividends Rev And Expnss | $7,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,058 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,029 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,029 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,615 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,615 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $90 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $127 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,018 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $320,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $297,905 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $341,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $357,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $346,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $390,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $357,507 | RetainedEarningBOYAmt |
| Retained Earning EOY | $346,923 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $357,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $346,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $357,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $346,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $357,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $346,923 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $346,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P NORTH AM FD | P | 2013-05-22 | 2016-12-21 | $363 | $408 | -$45 | -$45 |
| ISHARES S&P NORTH AM FD | P | 2010-06-29 | 2016-12-21 | $10,899 | $9,335 | $1,564 | $1,564 |
| JHANCOCK DISCIPLINED | P | 2012-12-19 | 2016-12-21 | $6,000 | $3,683 | $2,317 | $2,317 |
| HARBOR BOND FUND INST CL | P | 2010-06-29 | 2016-11-23 | $40 | $45 | -$5 | -$5 |
| HARBOR BOND FUND INST CL | P | 2013-09-17 | 2016-11-23 | $12,264 | $12,739 | -$475 | -$475 |
| VANGUARD INT TRM INVESTMENT GRADE | P | 2010-03-26 | 2016-11-23 | $16,810 | $16,954 | -$144 | -$144 |
| POWERSHS FTSE RAFI DEVELOPED MKTS | P | 2014-09-10 | 2016-11-23 | $2,926 | $3,167 | -$241 | -$241 |
| ISHARES S&P 500 CITI/BARRA VALUE | P | 2010-06-29 | 2016-03-29 | $14,189 | $8,041 | $6,148 | $6,148 |
| PRINCIPAL SHORT TERM | P | 2011-02-01 | 2016-03-29 | $173 | $171 | $2 | $2 |
| PRINCIPAL SHORT TERM | P | 2014-09-10 | 2016-03-29 | $5,532 | $5,590 | -$58 | -$58 |
| PRINCIPAL SHORT TERM | P | 2010-06-29 | 2016-03-29 | $13,895 | $13,742 | $153 | $153 |
| MANAGERS MICRO CAP FD | P | 2012-12-19 | 2016-11-23 | $3,155 | $2,852 | $303 | $303 |
| CAPITAL GAINS DIVIDENDS | P | $1,367 | $1,367 | $1,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,886 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,746 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $465,014 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.233855 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,294 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $581,638 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,651 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $828,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076819 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $916,674 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,106 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $932,054 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089164 | DistributionYr5Rt |
| Total Distribution | 0.591736 | TotalDistributionRt |
| Average Distribution | 0.118347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $392,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,584 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,501 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $298 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER AUGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173467300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 E JEFFERSON STREET | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL WELSH | ||||||||
| 5904 E SOUTHPORT ROAD | INDIANAPOLIS | IN | 46237 | TREASURER | 1.00 | $0 | $0 | $0 |
| AMY WELSH | ||||||||
| 5904 E SOUTHPORT ROAD | INDIANAPOLIS | IN | 46237 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JENNIFER JONES AUGER | ||||||||
| 42 E JEFFERSON STREET | FRANKLIN | IN | 46131 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| MARY JONES | ||||||||
| 150 N FORSYTHE STREET | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN JONES | ||||||||
| 7879 CLEARWATER COVE DRIVE | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD GOSS | ||||||||
| 150 N FORSYTHE STREET | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUSSELL JONES | ||||||||
| 418 NORTH SHORE COURT | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $346,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $398,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $398,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $392,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $19,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,320 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,501 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,083 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,515 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,722 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,181 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $210,764 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $37,083 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $173,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,515 | ExcessFromYear4Amt |
| Excess From Year3 | $23,588 | ExcessFromYear3Amt |
| Excess From Year2 | $47,722 | ExcessFromYear2Amt |
| Excess From Year1 | $85,675 | ExcessFromYear1Amt |
| Excess From Current Year | $6,181 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER AUGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 E JEFFERSON STREET | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3173467300 | RecipientPhoneNum |
| Form And Info And Materials | NAME OF ORGANIZATION, CONTACT PERSON, ADDRESS, AMOUNT REQUESTED, AND REASON FOR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 50 E 91ST ST 100 | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | FIGHT ALZHEIMERS DESEASE THROUGH VITAL RESEARCH AND ESSENTIAL SUPPORT PROGRAMS | $1,000 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | WORKS TO DEFEAT POVERTY ACROSS THE GLOBE | $250 |
| FOOD FOR AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | EDUCATIONAL PROGRAM FOCUSING ON AGRICULTURAL LITERACY IN ELEMENTARY SCHOOLS AND COMMUNITIES | $200 |
| GREENWOOD CHRISITAN ACADEMY | |||||||
| 835 WEST WORTHSVILLE RD | GREENWOOD | IN | 46143 | N/A | PUBLIC CHARITY | DONATION TO BE USED FOR LIBRARY | $7,500 |
| JOHNSON COUNTY COMMUNITY FOUNDATION | |||||||
| 398 SOUTH MAIN STREET | FRANKLIN | IN | 46131 | N/A | PUBLIC CHARITY | THANKSGIVING BANQUET | $1,000 |
| MAKE-A-WISH | |||||||
| 7330 WOODLAND DR STE 201 | INDIANAPOLIS | IN | 46278 | N/A | PUBLIC CHARITY | GRANTS WISHES FOR CHILDREN WITH A LIFE THREATENING MEDICAL CONDITION | $250 |
| RESTAVEK FREEDOM FOUNDATION | |||||||
| 11160 KENWOOD RD | CINCINNATI | OH | 45242 | N/A | PUBLIC CHARITY | CHARITABLE | $1,440 |
| ST ROSE OF LIMA CATHOLIC CHURCH | |||||||
| 114 LANCELOT DRIVE | FRANKLIN | IN | 46131 | N/A | PUBLIC CHARITY | DINNER AUCTION SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,640 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,886 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,718 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,718 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,058 | Amt |
| Net Investment Income | $2,029 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,029 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAB - INVESTMENTS | Desc |
| BOY Book Value | $320,490 | BOYBookValueAmt |
| EOY Book Value | $297,905 | EOYBookValueAmt |
| EOYFMV | $341,240 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $255 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $127 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,230 | Amt |
| Net Investment Income | $1,615 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,615 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $29 | $29 | $0 |
| FEDERAL EXCISE TAX | $90 | $0 | $90 |