LANDMARK FARM FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LANDMARK FARM FOUNDATION INC (EIN 46-1861007)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349101997
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T16:07:03-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274221070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES HOSKINS & ANDERSON CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 REEVES WAY | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47201 | 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 | 461861007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARK FARM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 8125795632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RO ANNE WHITTINGTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8125795632 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER L FROMER | PreparerPersonNm |
| PTIN | P00014298 | PTIN |
| Phone | 8126577741 | PhoneNum |
| Preparation | 2015-11-13 | PreparationDt |
| 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 | $634,069 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,038 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,038 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,619 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,619 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $167 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $90,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,657 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,205 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,410 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,855 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $9,855 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,220 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $68 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,366 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,589 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,205 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $535,907 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $577,645 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $634,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $535,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $577,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $634,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $499,935 | CapitalStockBOYAmt |
| Capital Stock EOY | $499,935 | CapitalStockEOYAmt |
| Retained Earning BOY | $35,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $535,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $577,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $535,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $577,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $535,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,738 | ExcessRevenueOverExpensesAmt |
| Subtotal | $577,645 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $577,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 45.62 DFA LARGE CAP VALUE FUND | P | 2014-12-15 | 2014-12-17 | $1,500 | $1,489 | $11 | $11 |
| 35.934 MAINSTAY ICAP SELECT EQUITY | P | 2013-12-23 | 2014-12-10 | $1,875 | $1,750 | $125 | $125 |
| 14.014 MAINSTAY ICAP SELECT EQUITY | P | 2014-04-24 | 2014-12-10 | $731 | $700 | $31 | $31 |
| 35.454 DFA EMERG MKTS CORE EQUITY | P | 2013-02-22 | 2014-12-17 | $652 | $725 | -$73 | -$73 |
| 29.699 DFA US SMALL CAP PORTFOLIO | P | 2013-02-22 | 2014-12-17 | $899 | $727 | $172 | $172 |
| 18.371 GOLDMAN SACHS MID CAP VALUE | P | 2013-02-22 | 2014-12-17 | $742 | $782 | -$40 | -$40 |
| 29.46 GOLDMAN SACHS GROWTH OPPORT | P | 2013-02-22 | 2014-12-17 | $796 | $775 | $21 | $21 |
| 19.398 HARBOR FD INTL FD | P | 2013-02-22 | 2014-12-17 | $1,276 | $1,237 | $39 | $39 |
| 665.567 MAINSTAY ICAP SELECT EQUITY | P | 2013-02-22 | 2014-12-10 | $34,723 | $27,308 | $7,415 | $7,415 |
| 2.493 MAINSTAY ICAP SELECT EQUITY | P | 2013-06-07 | 2014-12-10 | $130 | $110 | $20 | $20 |
| 131.557 MAINSTAY ICAP SELECT EQUITY | P | 2013-08-26 | 2014-12-10 | $6,863 | $5,899 | $964 | $964 |
| 266.452 PIMCO TOTAL RETURN FD | P | 2013-02-22 | 2014-12-17 | $2,891 | $2,984 | -$93 | -$93 |
| 259.624 PIONEER STRATEGIC INCOME | P | 2013-02-22 | 2014-12-17 | $2,765 | $2,944 | -$179 | -$179 |
| 28.777 T ROWE PRICE GROWTH | P | 2013-02-22 | 2014-12-17 | $1,457 | $1,134 | $323 | $323 |
| 37.848 VANGUARD 500 INDEX ADMIRAL | P | 2013-02-22 | 2014-12-17 | $7,022 | $5,301 | $1,721 | $1,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,619 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $167 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $515,973 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057612 | DistributionYr1Rt |
| Total Distribution | 0.057612 | TotalDistributionRt |
| Average Distribution | 0.057612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $597,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,851 | 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 | $406 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $406 | SubtotalAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $450 | AppliedToEsTaxAmt |
| Total Payments And Credits | $770 | TotalPaymentsAndCreditsAmt |
| Overpayment | $364 | OverpaymentAmt |
| Applied To ES Tax | $364 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | CHARLES WHITTINGTON | IndividualWithBooksNm |
| Phone | 8125795632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472369708 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SALIN BANK AND TRUST | ||||||||
| 8455 KEYSTONE CROSSING | INDIANAPOLIS | IN | 46240 | TRUSTEE | 2.00 | $3,161 | $0 | $0 |
| KRISTIN WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | CFO | 2.00 | $200 | $0 | $0 |
| JOHN WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | SECRETARY | 2.00 | $200 | $0 | $0 |
| RO ANNE WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | PRESIDENT | 2.00 | $200 | $0 | $0 |
| CHARLES WHITTINGTON | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | VICE PRESIDE | 2.00 | $200 | $0 | $0 |
| HALEY GLOVER | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | DIRECTOR | 2.00 | $249 | $0 | $0 |
| JUSTIN HARVEY | ||||||||
| 6400 S 1000 E | ELIZABETHTOWN | IN | 47232 | DIRECTOR | 2.00 | $200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT SUPPORT OF VARIOUS ORGANIZED CHARITIES. | Description1Txt |
| Expenses1 | $32,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $606,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $606,594 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $606,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $597,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $406 | TotalTaxAmt |
| Distributable Before Adj | $29,469 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,469 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,469 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,851 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,851 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $406 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,469 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $4,243 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,851 | QualifyingDistributionsAmt |
| Applied To Current Year | $29,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,382 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,625 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $23,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,243 | ExcessFromYear1Amt |
| Excess From Current Year | $19,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES WHITTINGTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472369708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8125795632 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM STATING NATURE OF REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTHOLOMEW COUNTY SCHOOL FDN | ||||||
| FOR ROCKCREEK SCHOOL | 1200 CENTRAL AVENUE | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $11,000 |
| COLUMBUS REGIONAL SHELTER FOR | ||||||
| VICTIMS OF DOMESTIC VIOLENCE | PO BOX 103 | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $6,000 |
| ORPHAN GRAIN TRAIN INDIANA BRANCH | ||||||
| 11670 S 340 E | ELIZABETHTOWN | IN | 47232 | CHARITABLE CONTRIBUTION | $3,500 | |
| BARTHOLOMEW COUNTY | ||||||
| HISTORICAL SOCIETY | 524 3RD ST | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $3,000 |
| LINCOLN CENTRAL NEIGHBORHOOD | ||||||
| FAMILY CENTER | 1039 SYCAMORE STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $3,000 |
| TRUSTEES OF PURDUE UNIVERSITY | ||||||
| BARTHOLOMEW CO 4-H COUNCIL | 1971 STATE STREET | COLUMBUS | IN | 47201 | CHARITABLE CONTRIBUTION | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,619 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,657 | 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 | CHARLES RO ANNE WHITTINGTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 S 1000 E | AddressLine1Txt |
| City | ELIZABETHTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,220 | Amt |
| Disbursements Charitable Prps | $1,220 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $577,645 | BookValueAmt |
| EOYFMV | $634,069 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,855 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,855 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEES | $850 | $850 |
| MISCELLANEOUS | $516 | $516 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $68 | Amt |
| Net Investment Income | $68 | NetInvestmentIncomeAmt |