Philip J Wilhelm Foundation Inc: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Philip J Wilhelm Foundation Inc (EIN 35-2157113)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201511289349100311
- Schema version
- 2014v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T08:37:31-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 BKD LLP | InCareOfNm |
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 3176358900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3914 Prospect St | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| 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 | 3176358900 | PhoneNum |
| Signature | 2015-05-15 | 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 | 3176358900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $496,206 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,940 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $205 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $205 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,679 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,679 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,097 | CashBOYAmt |
| Cash EOY | $26,685 | CashEOYAmt |
| Cash EOYFMV | $26,685 | CashEOYFMVAmt |
| Other Investments BOY | $346,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $338,345 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $469,761 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,028 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,028 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $389,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $496,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $389,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $375,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $389,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $389,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $389,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,204 | ExcessRevenueOverExpensesAmt |
| Subtotal | $375,058 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $375,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 1048.10 SHS - OAKMARK FDS OAKMARK GLOBAL FD CL I | 2014-08-27 | $33,078 | $31,600 | $1,478 | $1,478 | |
| 9.01 SHS - THORNBURG INTERNATIONAL VALUE A | 2014-02-14 | $272 | $195 | $77 | $77 | |
| 572.52 SHS - AMG YACKTMAN FUND SVC | 2014-12-04 | $14,976 | $11,448 | $3,528 | $3,528 | |
| 577.73 SHS - T ROWE PRICE HEALTH SCIENCES | 2014-12-04 | $44,000 | $23,253 | $20,747 | $20,747 | |
| 1039.08 SHS - THORNBURG INTERNATIONAL VALUE A | 2014-02-14 | $31,328 | $22,465 | $8,863 | $8,863 | |
| CAPITAL GAIN DIVIDENDS | $14,247 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,940 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,095 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $509,899 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.159041 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $514,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.186659 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $465,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.136589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,171 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $320,706 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.571149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $269,320 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.291245 | DistributionYr5Rt |
| Total Distribution | 1.344683 | TotalDistributionRt |
| Average Distribution | 0.268937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $461,792 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,193 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $499 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,405 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $998 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $998 | SubtotalAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $498 | 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 BKD LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173834000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | $442,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $468,824 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $468,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $461,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $998 | TotalTaxAmt |
| Distributable Before Adj | $22,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,405 | 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 | $63,405 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,017 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $167,288 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,387 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,447 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,051 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $399,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $22,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,313 | RemainingDistriFromCorpusAmt |
| Total Corpus | $440,503 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $65,017 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $375,486 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $167,288 | ExcessFromYear4Amt |
| Excess From Year3 | $40,387 | ExcessFromYear3Amt |
| Excess From Year2 | $70,447 | ExcessFromYear2Amt |
| Excess From Year1 | $56,051 | ExcessFromYear1Amt |
| Excess From Current Year | $41,313 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| LITTLE SISTERS OF THE POOR | ||||||||
| ST AUGUSTINES HOME | 2345 WEST 86TH STREET | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL | $2,000 |
| INDIANA PLAN | ||||||||
| 863 MASSACHUSETTS AVENUE | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $1,000 | |
| SCECINA HIGH SCHOOL | ||||||||
| 5000 NOWLAND AVE | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL | $20,000 | |
| DAMIEN CENTER | ||||||||
| 26 N ARSENAL AVE | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL | $1,000 | |
| ARCHDIOCESE OF INDIANAPOLIS | ||||||||
| 1400 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL | $15,000 | |
| Lumen Christi Catholic School | ||||||||
| 580 E STEVENS ST | INDIANAPOLIS | IN | 46203 | NONE | PC | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,000 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,794 | 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 | $48,940 | 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 | $54,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,737 | 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 | $4,200 | Amt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGG MASON VALUE TRUST | $1,144 | $0 |
| LAUDUS TR ROSENBERG US DISCOV | $28 | $0 |
| YACKTMAN FD INC COM | $39,181 | $48,668 |
| HARBOR CAPITAL APPREC. FUND | $829 | $0 |
| TCW GALILEO FDS INC | $1 | $0 |
| CV MISSION CRITICAL | $50,000 | $50,000 |
| PIMCO FDS DEVELOPING LOCAL MKT | $11 | $0 |
| TOUCHSTONE FUNDS SANDS CAP SEL | $18,256 | $53,534 |
| EATON VANCE MUT FDS TR FLOAT. | $36,738 | $36,580 |
| SEQUOIA FD INC | $41,262 | $70,924 |
| ISHARES SELECT DIVIDEND | $29,319 | $43,670 |
| DODGE & COX FUNDS GLOBAL STOCK | $34,236 | $31,681 |
| VANGUARD SPECIALIZED PORTFOLIO | $29,777 | $44,638 |
| POLYMER TECHNOLOGY SYSTEMS | $1,260 | $1,260 |
| PRICE T ROWE HEALTH SCIENCES | $56,303 | $88,806 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ICE MILLER | CategoryTxt |
| Legal Fees | $205 | LegalFeesAmt |
| Disbursements Charitable Prps | $205 | DisbursementsCharitablePrpsAmt |
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 | $127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $127 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,679 | Amt |
| Net Investment Income | $4,679 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $34 | $34 |
| EXCISE TAXES PAID | $696 |