JOSEPH B AND NANCY M TYNAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH B AND NANCY M TYNAN FAMILY FOUNDATION (EIN 26-6690290)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-30
- IRS object ID
- 201401209349100525
- Schema version
- 2013v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-30T14:36:54-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 680224722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266690290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH B & NANCY M TYNAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5742674300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EMS T40 LN | AddressLine1 |
| City | LEESBURG | City |
| State | IN | State |
| ZIP Code | 46538 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH TYNAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5742674300 | PhoneNum |
| Signature | 2014-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS R HEIN | PreparerPersonNm |
| PTIN | P00403100 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $592,434 | 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 | $353 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,190 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,335 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $701 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,077 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,077 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $198 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,559 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $344,360 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $481,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,177 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,177 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,308 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | -$448 | OtherAssetsBOYAmt |
| Other Assets EOY | -$614 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$614 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $479,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $467,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $592,434 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $479,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $467,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $467,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $467,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $467,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NYSE EURONEXT - 75 SHARES | P | 2012-09-17 | 2013-07-10 | $3,079 | $1,942 | $1,137 | $1,137 |
| HEINZ HJ COMANY - 150 SHARES | P | 2009-08-21 | 2013-05-16 | $10,863 | $6,366 | $4,497 | $4,497 |
| ISHS MBS - 100 SHARES | P | 2012-03-23 | 2013-05-29 | $10,639 | $10,783 | -$144 | -$144 |
| ISHS 3-7Y TRSY - 57 SHARES | P | 2012-03-23 | 2013-05-29 | $6,976 | $6,886 | $90 | $90 |
| NYSE EURONEXT - 100 SHARES | P | 2010-07-23 | 2013-07-10 | $4,104 | $5,246 | -$1,142 | -$1,142 |
| CAPITAL GAINS DIVIDENDS | P | $2,752 | $2,752 | $2,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,190 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,889 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $546,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,852 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $559,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051546 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $542,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050459 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,938 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $511,323 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $492,507 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.205495 | TotalDistributionRt |
| Average Distribution | 0.041099 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $576,077 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,676 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $219 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,701 | 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 | $219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $122 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $122 | TotalPaymentsAndCreditsAmt |
| Tax Due | $97 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATTHEW DERADO | IndividualWithBooksNm |
| Phone | 3178531100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8900 KEYSTONE CROSSING SUITE 400 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH B TYNAN | ||||||||
| 7 EMS T40 LANE | LEESBURG | IN | 46538 | FOUNDER AND CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| NANCY M TYNAN | ||||||||
| 7 EMS T40 LANE | LEESBURG | IN | 46538 | FOUNDER AND CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $560,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $584,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $584,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $576,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219 | TotalTaxAmt |
| Distributable Before Adj | $28,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,701 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $219 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,482 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,033 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,116 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,055 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $906 | ExcessFromYear2Amt |
| Excess From Year1 | $3,033 | ExcessFromYear1Amt |
| Excess From Current Year | $5,116 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH B TYNAN | ContributingManagerNm |
| Contributing Manager | NANCY M TYNAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAKE TIPPECANOE PROPERTY | |||||||
| PO BOX 224 | LEESBURG | IN | 46538 | NONE | 509(A)(1) | LAKE TIPPECANOE PRESERVATION | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 1261 W 86TH STREET SUITE E-2 | INDIANAPOLIS | IN | 46260 | NONE | 509(A)(1) | CYSTIC FIBROSIS RESEARCH | $1,000 |
| CREIGHTON PREPATORY SCHOOL | |||||||
| 7400 WESTERN AVENUE | OMAHA | NE | 68114 | NONE | 509(A)(1) | SUPPORT FOR SCHOOL ACTIVITIES | $5,000 |
| FONTENELLE FOREST | |||||||
| 1111 BELLEVUE BLVD NORTH | BELLEVUE | NE | 68005 | NONE | 509(A)(1) | SUPPORT OF NATURE ENVIRONMENTAL STEWARDSHIP AND EDUCATION AND THE REGIONS PREMIER NATURE CENTER | $1,000 |
| JESUIT ACADEMY OF OMAHA | |||||||
| 2311 N 22ND STREET | OMAHA | NE | 68110 | NONE | 509(A)(1) | SUPPORT FOR SCHOOL ACTIVITIES | $500 |
| AMERICAN RED CROSS | |||||||
| 320 N BUFFALO STREET | WARSAW | IN | 46580 | NONE | 509(A)(1) | DISASTER RELIEF | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY FL 14 | NEW YORK | NY | 10004 | NONE | 509(A)(1) | JUVENILE DIABETES RESEARCH | $1,000 |
| TIPPECANOE WATERSHED FOUNDATION | |||||||
| PO BOX 55 | NORTH WEBSTER | IN | 46555 | NONE | 509(A)(1) | WATER QUALITY IMPROVEMENT | $5,000 |
| CHRISTIAN FOUNDATION FOR CHILDREN AND AGING | |||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | KS | 66103 | NONE | 509(A)(1) | ASSIST WITH PROGRAMS RELATED TO THE POOR AND MARGINA | $2,000 |
| ST MARTIN DE PORRES PARISH | |||||||
| PO BOX 390 | FT WAYNE | IN | 46801 | NONE | 509(A)(1) | ANNUAL APPEAL | $1,000 |
| ST FRANCIS XAVIER CHURCH | |||||||
| 408 WEST CATHOLIC STREET | PIERCETON | IN | 46562 | NONE | 509(A)(1) | ANNUAL APPEAL | $1,000 |
| CATHEDRAL HIGH SCHOOL | |||||||
| 5225 EAST 56TH STREET | INDIANAPOLIS | IN | 46226 | NONE | 509(A)(1) | HIGH SCHOOL SUPPORT | $2,000 |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | NONE | 509(A)(1) | EDUCATION AND RESEARCH | $1,000 |
| CASA OF KOSCIUSKO COUNTY | |||||||
| 121 N LAKE STREET | WARSAW | IN | 46580 | NONE | 509(A)(1) | RENEWING A LIFE A CHILD CAMPAIGN | $1,000 |
| O'HANA HERITAGE FOUNDATION | |||||||
| 2930 W CLEVELAND ROAD | SOUTH BEND | IN | 46628 | NONE | 509(A)(1) | SUPPORT MEDICALLY FRAGILE CHILDREN | $2,000 |
| DAMAR SERVICES INC | |||||||
| PO BOX 41 | CAMBY | IN | 46113 | NONE | 509(A)(2) | RESIDENTIAL, EDUCATIONAL AND SUPPORT SERVICES FOR CH | $2,000 |
| BROTHERS OF HOLY CROSS | |||||||
| PO BOX 460 | NOTRE DAME | IN | 46556 | NONE | 509(A)(1) | BUILDING FUND | $500 |
| FOLDS OF HONOR | |||||||
| 7030 S YALE AVE SUITE 600 | TULSA | OK | 74136 | NONE | 509(A)(1) | TO PROVIDE FINANCIAL ASSISTANCE FOR THE EDUCATION OF SPOUSES AND DEPENDENT SONS AND DAUGHTERS OF SERVICE MEMBERS WHO ARE EITHER KILLED OR PERMANENTLY DISABLED WHILE SERVING AND DEFENDING OUR GREAT NATION | $750 |
| ST MARTIN DE PORRES PARISH | |||||||
| PO BOX 390 | FT WAYNE | IN | 46801 | NONE | 509(A)(1) | BUILDING FUND | $500 |
| CAMP CROSLEY - YMCA | |||||||
| 500 S MULBERRY STREET | MUNCIE | IN | 47305 | NONE | 509(A)(2) | CAMP CROSLEY ASSISTANCE | $1,000 |
| KOSCIUSKO COUNTY COMMUNITY FOUNDATION | |||||||
| 102 EAST MARKET STREET | WARSAW | IN | 46580 | NONE | 509(A)(1) | ASSIT WITH PROGRAMS TO HELP THE KOSCIUSKO COUNTY, IN. COMMUNITY | $1,000 |
| NORTH WEBSTER COMMUNITY FOUNDATION | |||||||
| PO BOX 379 | NORTH WEBSTER | IN | 46555 | NONE | 509(A)(2) | COMMUNITY CENTERS & FOOD BANKS | $1,000 |
| SALVATION ARMY OF KOSCIUSKO COUNTY | |||||||
| 501 EAST ARTHUR STREET | WARSAW | IN | 46586 | NONE | 509(A)(3) | HELP IMPROVE THE LIFE OF HURTING CHILDREN & ADULTS | $500 |
| COMBINED COMMUNITY SERVICES | |||||||
| 110 EAST PRAIRIE STREET | WARSAW | IN | 46580 | NONE | 509(A)(1) | ASSIST WITH PROGRAMS TO HELP THE KOSCIUSKO COUNTY, IN. COMMUNITY | $500 |
| RETIREMENT FUND FOR RELIGIOUS | |||||||
| 3211 4TH STREET NE | WASHINGTON DC | DC | 20017 | NONE | 509(A)(1) | TO SUPPORT THOSE RETIRED FROM RELIGIOUS LIFE | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,145 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,335 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $825 | Amt |
| Net Investment Income | $124 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $701 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $99,177 | EOYBookValueAmt |
| EOYFMV | $109,308 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $271,838 | $367,470 |
| MUTUAL FUNDS | $94,284 | $113,711 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | -$448 | BOYBookValueAmt |
| EOY Book Value | -$614 | EOYBookValueAmt |
| EOYFMV | -$614 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,077 | Amt |
| Net Investment Income | $4,077 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $198 | $198 | $0 |
| TAXES | $350 | $0 | $0 |