STRATEGY STUDIO / PUBLIC DATA EXPLORER

OTT FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OTT FOUNDATION INC (EIN 26-3299645)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201411269349100741
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-06T14:58:28-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REA LOGAN & CO LLC CPA'SBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1202 S WASHINGTON STAddressLine1
CityMARIONCity
StateINState
ZIP Code469528637ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263299645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OTT FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlOTTFBusinessNameControlTxt
Phone7646645400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 N WABASH ROADAddressLine1
Address Line2ROOM/SUITE 300AddressLine2
CityMARIONCity
StateINState
ZIP Code46952ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY L OTTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7646645400PhoneNum
Signature2014-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J LOGAN CPAPreparerPersonNm
PTINP00118145PTIN
Phone7656642366PhoneNum
Preparation2014-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$621,552FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,244InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,244InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9,244InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$309,444TotalRevAndExpnssAmt
Total Net Invst Incm$9,244TotalNetInvstIncmAmt
Total Adj Net Incm$9,244TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,475AccountingFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,733TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$1,174OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,382TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$271,412ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$271,412ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$276,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$271,412TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,650ExcessRevenueOverExpensesAmt
Net Investment Income$9,244NetInvestmentIncomeAmt
Adjusted Net Income$9,244AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,300CashBOYAmt
Cash EOY$299,703CashEOYAmt
Cash EOYFMV$299,703CashEOYFMVAmt
Sav And Temp Cash Invst BOY$582,602SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$321,849SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$321,849SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$588,902TotalAssetsBOYAmt
Total Assets EOY$621,552TotalAssetsEOYAmt
Total Assets EOYFMV$621,552TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$588,902UnrestrictedBOYAmt
Unrestricted EOY$621,552UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$588,902TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$621,552TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$588,902TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$621,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$588,902TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,650ExcessRevenueOverExpensesAmt
Subtotal$621,552SubtotalAmt
Tot Net Ast Or Fund Balances EOY$621,552TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$279,172AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$441,423NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.632436DistributionYr1Rt
Adjusted Qlfy Distri Yr2$207,338AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$292,636NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.708518DistributionYr2Rt
Adjusted Qlfy Distri Yr3$154,096AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$177,780NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.866779DistributionYr3Rt
Adjusted Qlfy Distri Yr4$165,496AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$154,000AdjustedQlfyDistriYr5Amt
Total Distribution2.207733TotalDistributionRt
Average Distribution0.735911AverageDistributionRt
Net Vl Noncharitable Assets$516,385NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$380,013AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$92NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$380,105AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$271,412QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$185InvestmentIncomeExciseTaxAmt
Subtotal$185SubtotalAmt
Tax Based On Investment Income$185TaxBasedOnInvestmentIncomeAmt
Tax Due$185TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTREASURERIndividualWithBooksNm
Phone7656645400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11800 N WABASH RD SUITE 300AddressLine1
CityMARIONCity
StateINState
ZIP Code46952ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY OTT
1800 N WABASH ROADMARIONIN46952PRESIDENT1.00$0$0$0
CONNIE OTT
1800 N WABASH ROADMARIONIN46952TREASURER1.00$0$0$0
BRADLEY OTT
16403 STONY RIDGE DRIVENOBLESVILLEIN460608071V-PRESIDENT1.00$0$0$0
SARAH OTT
16403 STONY RIDGE DRIVENOBLESVILLEIN460608071DIRECTOR1.00$0$0$0
RYAN OTT
1050 LONG BRANCH COURTGAS CITYIN46933DIRECTOR1.00$0$0$0
AMIE OTT
1050 LONG BRANCH COURTGAS CITYIN46933DIRECTOR1.00$0$0$0
DANIEL SHOWALTER
16739 BURKET DRIVEWESTFIELDIN46074DIRECTOR1.00$0$0$0
JENNIFER SHOWALTER
16739 BURKET DRIVEWESTFIELDIN46074DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RELIEF FOR THE POOR, DISTRESSED OR UNDERPRIVILEGED. ADVANCEMENT OF EDUCATION WHICH INCLUDE CONTRIBUTING TO EDUCATIONAL INSTITUTIONS FOR THE SUPPORT AND FURTHERANCE OF THE EDUCATIONAL INSTITUTION OR REWARDING OF SCHOLARSHIPS. SUPPORT OF RELIGIOUS ORGANIZATIONS.Description1Txt
Expenses1$271,412Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$524,249AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$524,249TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$524,249AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,864CashDeemedCharitableAmt
Net Vl Noncharitable Assets$516,385NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,819MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,819MinimumInvestmentReturnAmt
Tax Based On Investment Income$185TaxBasedOnInvestmentIncomeAmt
Total Tax$185TotalTaxAmt
Distributable Before Adj$25,634DistributableBeforeAdjAmt
Distributable Before Ded$25,634DistributableBeforeDedAmt
Distributable As Adjusted$25,634DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$271,412ExpensesAndContributionsAmt
Qualifying Distributions$271,412QualifyingDistributionsAmt
Adjusted Qualifying Distri$271,412AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,634DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$165,504ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$145,211ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$192,748ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$257,172ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$760,635TotalExcessDistributionCyovAmt
Qualifying Distributions$271,412QualifyingDistributionsAmt
Applied To Current Year$25,634AppliedToCurrentYearAmt
Remaining Distri From Corpus$245,778RemainingDistriFromCorpusAmt
Total Corpus$1,006,413TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,006,413ExcessDistriCyovToNextYrAmt
Excess From Year4$165,504ExcessFromYear4Amt
Excess From Year3$145,211ExcessFromYear3Amt
Excess From Year2$192,748ExcessFromYear2Amt
Excess From Year1$257,172ExcessFromYear1Amt
Excess From Current Year$245,778ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KINGDOM BUILDING MINIST
14485 E EVANS AVEAURORACO80014NONECHARITYGENERAL MINISTRY NEEDS & TUITION$75,600
INDIANA WESLEYAN UNIV
4201 S WASHINGTON STMARIONIN46953NONEEDUCATIONALSTUDENT SCHOLARSHIP$20,000
GRANT CO RESCUE MISSION
423 S GALLATIN STMARIONIN46953NONECHARITYGENERAL MINISTRY NEEDS$3,000
THE SOLD PROJECT
3037-T HOPYARD ROADPLEASANTONCA94588NONECHARITYOPERATIONS & EDUCATION FOR CHILDREN$5,000
GLOBAL PARTNERS
PO BOX 50434INDIANAPOLISIN46250NONECHARITYMISSIONARY SUPPORT$4,000
NEIGHBOR HOPE MINISTRIES
5500 S SIMMS ST UNIT OLITTLETONCO80127NONECHARITYPROJECT ABRAHAM$2,000
COLLEGE WESLEYAN CHURCH
200 E 38TH STREETMARIONIN46953NONECHARITYOUTREACH FUND$10,000
WORLD HOPE INTERNATIONAL
625 SLATERS LANE STE 200ALEXANDRIAVA22314NONECHARITYGENERAL MINISTRY & STAFFING$100,000
ST JAMES LUTHERAN CHURCH
1206 N MILLER AVENUEMARIONIN46952NONECHARITYMOLDOVA ACCOUNT$2,700
INDIANA NORTH DISTRICT OFFICE
401 W 39TH STREETMARIONIN46952NONECHARITYFAIRMOUNT CAMP$2,000
THE STOREHOUSE
5313 S COLONY BLVDTHE COLONYTX75056NONECHARITYMISSIONARY SUPPORT$5,000
THE WILSON VAUGHAN HOUSE
723 W FOURTH STREETMARIONIN46953NONECHARITYTHE HOSTESS HOUSE$2,000
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONECHARITYCHILDREN SPONSORSHIP$912
PRINCETON ALLIANCE CHURCH
20 SCHALKS CROSSING RDPLAINSBORONJ08536NONECHARITYNEW ZEALAND CHURCH PLANTING$5,000
SPECIAL OLYMPICS INDIANA
PO BOX 497INDIANAPOLISIN46206NONECHARITYSUPPORT$200
GILEAD MINISTRIES
PO BOX 134MARIONIN46952NONECHARITYMINISTRY SUPPORT$1,000
GRIP OUTREACH FOR YOUTH
PO BOX 10310CHICAGOIL60610NONECHARITYGENERAL MINISTRY$25,000
FAMILY SERVICE SOCIETY INC
101 S WASHINGTON STMARIONIN46952NONECHARITYGENERAL SUPPORT$5,000
CAREY SERVICES
2724 S CAREYMARIONIN46953NONECHARITYGENERAL SUPPORT$1,000
PIONEERS
10123 WILLIAM CAREY DRIVEORLANDOFL32832NONECHARITYMISSIONARY SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$271,412TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,244ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,244ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,244TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGARY CONNIE OTTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11800 N WABASH ROADAddressLine1
CityMARIONCity
StateINState
ZIP Code46952ZIPCode
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,475Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (8 entries)

GARY OTT
CONNIE OTT
BRADLEY OTT
SARAH OTT
RYAN OTT
AMIE OTT
DANIEL SHOWALTER
JENNIFER SHOWALTER

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
TAX EXPENSE$71
BANK FEES$41
LEGAL FEES$10
TRAVEL - MINISTRY$1,052