THE DOUGLAS & ANGELA BRALY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DOUGLAS & ANGELA BRALY FAMILY FOUNDATION (EIN 37-6553888)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201741359349102119
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T10:33:11-05:00 | 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 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | 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 | 376553888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Douglas & Angela Braly Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Douglas A Braly and Angela F Braly | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DOUGLAS & ANGELA BRALY | InCareOfNm |
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 3177220901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 832 Alverna Drive | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462604955 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS BRALY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3177220901 | PhoneNum |
| Signature | 2017-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donna J Larson | PreparerPersonNm |
| PTIN | P00043751 | PTIN |
| Phone | 3142315544 | PhoneNum |
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 | 43032820171355000027 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 827D96FA1CEA71C6A3B7B38BF6204A355415A370 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 19B0E2D7222DAF200CD14DEAE8742AB190425550 | 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 | $4,552,614 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $100,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,585 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $323,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,619 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $60,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,501 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,501 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,026 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$281,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $744,989 | CashBOYAmt |
| Cash EOY | $263,569 | CashEOYAmt |
| Cash EOYFMV | $263,569 | CashEOYFMVAmt |
| Acct Rcvbl | $10,671 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,240 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,671 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,671 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,845,751 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,040,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,278,374 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,595,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,314,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,552,614 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,595,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,314,702 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,595,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,314,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,595,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,314,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,595,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$281,278 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,314,702 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,314,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS | $320,054 | $374,745 | -$54,691 | -$54,691 | |
| CAPITAL GAIN DIVIDENDS | $3,106 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,585 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $319,068 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,913,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064938 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,116 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,499,377 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $402,780 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00211 | DistributionYr3Rt |
| Total Distribution | 0.099658 | TotalDistributionRt |
| Average Distribution | 0.033219 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,397,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $147,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $335,844 | 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 | $956 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $956 | SubtotalAmt |
| Tax Based On Investment Income | $956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $156 | 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 | DOUGLAS & ANGELA BRALY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177220901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 832 ALVERNA DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462604955 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas A Braly | ||||||||
| 832 Alverna Drive | Indianapolis | IN | 462604955 | Trustee | 0.25 | $0 | $0 | $0 |
| Angela F Braly | ||||||||
| 832 Alverna Drive | Indianapolis | IN | 462604955 | Trustee | 0.25 | $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 | $3,817,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $647,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,464,569 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,464,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,397,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $956 | TotalTaxAmt |
| Distributable Before Adj | $218,924 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $218,924 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,924 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,844 | 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 | $335,844 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $956 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,888 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,924 | 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 Yr1 | $37,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $218,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,920 | RemainingDistriFromCorpusAmt |
| Total Corpus | $154,286 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $154,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $37,366 | ExcessFromYear1Amt |
| Excess From Current Year | $116,920 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS A ANGELA F BRALY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TABERNACLE PRESBYTERIAN CHURCH | ||||||||
| 418 EAST 34TH STREET | INDIANAPOLIS | IN | 46205 | NONE | PC | RELIGIOUS | $21,300 | |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | ||||||||
| 1530 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | PC | INDEPENDENT POLICY STUDIES | $5,000 | SUITE 400 |
| NETWORK OF ENLIGHTENED WOMEN | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | EDUCATIONAL PURPOSES | $5,000 | |
| IMPACT 100 | ||||||||
| P O Box 40531 | INDIANAPOLIS | IN | 46240 | NONE | PC | CHARITABLE PURPOSES | $1,000 | |
| ALLISON'S FRIENDS OF HOPE | ||||||||
| PO BOX 987 | EDWARDSVILLE | IL | 62025 | NONE | PC | CANCER RESEARCH | $7,500 | |
| IVY TECH FOUNDATION | ||||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 46208 | NONE | PC | EDUCATION SUPPORT FUND | $4,622 | |
| GIRL SCOUTS OF CENTRAL INDIANA | ||||||||
| 2611 WATERFRONT PARKWAY EAST DRIVE | INDIANAPOLIS | IN | 46214 | NONE | PC | LEADERSHIP & LEARNING CENTER | $5,000 | SUITE 100 |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE PURPOSES | $57,000 | |
| WOMEN'S FUND OF CENTRAL INDIANA | ||||||||
| 615 ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | CHARITABLE PURPOSES | $9,500 | SUITE 119 |
| LUGAR SERIES | ||||||||
| 303 NORTH ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | NC | EDUCATION | $2,500 | SUITE 390 |
| CROSSROADS OF AMERICA COUNCIL | ||||||||
| 7125 FALL CREEK ROAD NORTH | INDIANAPOLIS | IN | 46256 | NONE | PC | YOUTH PROGRAMS | $500 | |
| TEENWORKS | ||||||||
| 2820 N MERIDAN ST | INDIANAPOLIS | IN | 46208 | NONE | SO I | YOUTH PROGRAMS | $10,000 | SUITE 1250 |
| WASHINGTON UNIVERSITY | ||||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | EDUCATION | $10,000 | |
| UNITED WAY OF CENTRAL INDIANA - SCHOOL 48 | ||||||||
| 2955 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | EDUCATION | $160,000 | SUITE 300 |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 255 N MICHIGAN AVE | CHICAGO | IL | 606017633 | NONE | PC | CHARITY | $100 | FL17 |
| ESKENAZI HEALTH | ||||||||
| 720 ESKENAZI AVE | INDIANAPOLIS | IN | 46202 | NONE | PC | CHARITY DONATION | $1,000 | |
| OAKS ACADMEY | ||||||||
| 2301 N PARK AVE | INDIANAPOLIS | IN | 46205 | NONE | PC | EDUCATION | $25,000 | |
| EITELJORG MUSEUM | ||||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PC | EDUCATION | $1,000 | |
| IL SOUTH CONFERENCE-UNITED CHURCH OF CHRIST | ||||||||
| 1312 BROADWAY | HIGHLAND | IL | 62249 | NONE | PC | RELIGIOUS PROGRAMS | $1,000 | |
| INDIANA FIRST LADY'S CHARITABLE FOUNDATION | ||||||||
| 4750 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | CHARITY | $2,047 | |
| MARINERS CHURCH | ||||||||
| 5001 NEWPORT COAST DR | IRVINE | CA | 926030164 | NONE | PC | FAMILIES HOME BUILD | $200 | |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 32 E WASHINGTON ST | INDIANAPOLIS | IN | 462042919 | NONE | PC | SUPPORT OF THE ARTS | $1,000 | SUITE 600 |
| LYDIA FAITH COX FOUNDATION | ||||||||
| 714 WILDVIEW LANE | MANCHESTER | MO | 63021 | NONE | PC | BIKE CAMP | $250 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | NONE | PC | HOME ASSISTED VENTILATION | $500 | 433 FRANKLIN BUILDING |
| METHODIST HEALTH FOUNDATION | ||||||||
| 1800 N CAPITOL AVE | INDIANAPOLIS | IN | 462077168 | NONE | PC | TRAUMA PROGRAMS | $1,200 | PO BOX 7168 |
| ACCESS ACADEMIES | ||||||||
| 3711 W PINE MALL 222 | ST LOUIS | MO | 631083305 | NONE | EDUCATION | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,719 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,184 | 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 | -$51,585 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| US TREASURY INCOME FIT REFUND | 01 | $9,608 |
| NON DIVIDEND INCOME | 14 | $2,011 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,218 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,250 | Amt |
| Net Investment Income | $3,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,125 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECU., AT COST | StockNm |
| EOY Book Value | $4,040,462 | EOYBookValueAmt |
| EOYFMV | $4,278,374 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXP | Desc |
| Revenue And Expenses Per Books | $1,026 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| US TREASURY INCOME - FIT REFUND | $9,608 |
| NON DIVIDEND INCOME | $2,011 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,501 | Amt |
| Net Investment Income | $1,501 | NetInvestmentIncomeAmt |