DEKKO FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DEKKO FOUNDATION INC (EIN 35-1528135)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-01-15
- IRS object ID
- 201620159349100702
- Schema version
- 2014v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-15T12:02:35-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | 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 | 200 E Main St Suite 700 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351528135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEKKO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEKKO FOUNDATION INC | InCareOfNm |
| Business Name Control | DEKK | BusinessNameControlTxt |
| Phone | 2603471278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LEEDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2603471278 | PhoneNum |
| Signature | 2016-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE A DULWORTH | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $233,299,924 | 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 | $319,903 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,492 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,863,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,855,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,091,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,480,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,091,319 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $315,029 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $19,591,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,947,899 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $453,239 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $63,840 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $389,399 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $188,946 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,787 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $167,159 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $220 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,502,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,169,539 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $332,541 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $51 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,693 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $115,112 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,302 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $112,810 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $122,537 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $122,537 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $44,961 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $44,961 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,777 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $116,447 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,879,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,260,291 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,458,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,662,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,662,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,541,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,260,291 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,121,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,049,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,687,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,947,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,678,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,678,407 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,526,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,073,036 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,062,911 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $109,762,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,016,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $137,520,342 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,068,465 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,244,791 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,625,264 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,650,809 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,001,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,320,483 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $720,969 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $628,452 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $101,210 | LandBOYAmt |
| Land EOY | $92,517 | LandEOYAmt |
| Land EOYFMV | $92,517 | LandEOYFMVAmt |
| Total Assets BOY | $193,056,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,106,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,299,924 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,772 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,572 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,572 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $193,051,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $199,101,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $193,051,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $199,101,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $193,056,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $199,106,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $193,051,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,049,489 | ExcessRevenueOverExpensesAmt |
| Subtotal | $199,101,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $199,101,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-31 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $61,480,703 | GrossSalesPriceAmt |
| Cost Or Other Basis | $47,389,384 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,091,319 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,091,319 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,091,319 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$444,862 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,886,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $242,174,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049084 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,957,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $223,259,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049082 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,240,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $209,011,678 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,915,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $222,792,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048995 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,937,687 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $205,556,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048345 | DistributionYr5Rt |
| Total Distribution | 0.244502 | TotalDistributionRt |
| Average Distribution | 0.0489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $243,398,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,902,197 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $176,876 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,079,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,121,048 | 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 | $176,876 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $176,876 | SubtotalAmt |
| Tax Based On Investment Income | $176,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150,037 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $150,037 | TotalPaymentsAndCreditsAmt |
| Tax Due | $26,839 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | DEKKOFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEKKO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2603471278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1208 LAKESIDE DR PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| ERICA DEKKO | |||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | DIRECTOR & SECRETARY | 2.0 | $0 | |
| C E DEKKO | |||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | CHAIRMAN | 1.0 | $0 | |
| PHIL SALSBERY | |||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | VICE-CHAIRMAN | 1.0 | $0 | |
| THOMAS LEEDY | |||||||
| PO BOX 548 | KENDALLVILLE | IN | 46755 | PRESIDENT | 40.0 | $147,875 | $41,477 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMI INVESTMENT MANAGEMENT INC | |||||
| 710 KRUEGER ST | KENDALLVILLE | IN | 46755 | INVESTMENT SERVICES | $617,414 |
| LINSCO PRIVATE LEDGER | |||||
| 9785 TOWNE CENTRE DR | SAN DIEGO | CA | 92121 | INVESTMENT SERVICES | $237,414 |
| DIANE SHOPPELL | |||||
| 100 A PINE CANYON LAKE | ANGOLA | IN | 46703 | PROGRAM CONSULTANT | $91,524 |
| WOLFRUM CAPITAL MANAGEMENT GROUP | |||||
| 8888 KEYSTONE CROSSING | INDIANAPOLIS | IN | 46240 | INVESTMENT SERVICES | $89,984 |
| ATLAS CAPITAL RESOURCES LP | |||||
| ONE SOUND SHORE DR | GREENWICH | CT | 06830 | INVESTMENT SERVICES | $87,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BEFORE 5 - SEE ATTACHED | Description1Txt |
| Expenses1 | $122,842 | Expenses1Amt |
| Description2 | BLOOM! - SEE ATTACHED | Description2Txt |
| Expenses2 | $170,361 | Expenses2Amt |
| Description3 | YOUTH PODS - SEE ATTACHED | Description3Txt |
| Expenses3 | $125,014 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $241,260,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,844,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $247,105,296 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $247,105,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,706,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $243,398,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,169,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,169,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $176,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $176,876 | TotalTaxAmt |
| Distributable Before Adj | $11,993,060 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,993,060 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,993,060 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,121,048 | 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 | $12,121,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $176,876 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,944,172 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,993,060 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,235,571 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $12,121,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,235,571 | AppliedToYear1Amt |
| Applied To Current Year | $7,885,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,107,583 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEKKO FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2603471278 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE ONLINE APPLICATION AT DEKKOFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED NOTE: SPECIFIC GEOGRAPHIC AREAS AND AREAS OF INTEREST | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $10,662,208 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,662,208 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 548 | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $6,022,008 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,022,008 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,492 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,863,730 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,318 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,091,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHED SCHEDULE | Desc |
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $313,711 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $315,029 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,956,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,271,570 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LORENE SALSBERY CHARITABLE LEAD ANN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 LAKESIDE DR | AddressLine1Txt |
| City | KENDALLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $319,903 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING CONSULTATION | ||
| - BKD LLP | $23,940 | $23,940 |
| ACCOUNTING SERVICES | ||
| - EMPLOYEE PLANS LLC | $900 | $900 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAND BLDG | PropertyDesc |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL SERVICES | ||
| - ICE MILLER DONADIO & RYAN | $220 | $220 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $21,261 | $1,897 | $19,364 |
| LIBRARY EXPENSE | $1,242 | $1,242 | |
| OFFICE SUPPLIES | $6,842 | $342 | $6,500 |
| INSURANCE | $25,882 | $333 | $25,549 |
| DUES & MEMBERSHIP | $22,220 | $22,220 | |
| TRAINING | $37,675 | $37,675 | |
| POSTAGE | $4,102 | $205 | $3,897 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS INCOME | Desc |
| Revenue And Expenses Per Books | $315,029 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEE ATTACHED SCHEDULE | CategoryTxt |
| Amt | $1,502,080 | Amt |
| Net Investment Income | $1,169,539 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $332,541 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COUNTY EXCISE | $51 | $51 | |
| FEDERAL EXCISE | $151,952 | ||
| KENTUCKY REAL PROPERTY | $46 | $46 |