STRATEGY STUDIO / PUBLIC DATA EXPLORER

BSA LIFESTRUCTURES FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BSA LIFESTRUCTURES FOUNDATION INC (EIN 30-0007233)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-06
IRS object ID
201221589349100402
Schema version
2011v1.2
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)
Timestamp2012-06-06T14:52:47-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN201717681EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SOMERSET CPAS PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13925 RIVER CROSSING PKWY STE 300AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300007233EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BSA LIFESTRUCTURES FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBSALNameControl
Phone3178197878Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19365 COUNSELORS ROWAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462403809ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKERRY DUNNName
TitleDIRECTORTitle
Phone3178197878Phone
Date Signed2012-06-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAY A FELLER CPAName
PTINP00115089PTIN
Phone3174722200Phone
Date Prepared2012-06-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY31753FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss209InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm209InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses209TotalRevenueAndExpenses
Total Net Investment Income209TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss2188OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm2188OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss-167OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm-167OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2021TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2021TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss80000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps80000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss82021TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2021TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps80000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-81812ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY113565SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY31753SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV31753SavingsAndTempCashInvstEOYFMV
Land Building And Equipment Basis12198LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip12198AccumDeprecLandBldgAndEquip
Total Assets BOY113565TotalAssetsBOY
Total Assets EOY31753TotalAssetsEOY
Total Assets EOYFMV31753TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY113565RetainedEarningsBOY
Retained Earnings EOY31753RetainedEarningsEOY
Total Net Assets BOY113565TotalNetAssetsBOY
Total Net Assets EOY31753TotalNetAssetsEOY
Total Liabilities Net Assets BOY113565TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY31753TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY113565TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-81812ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal31753Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY31753TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year150000QualifyingDistributionsYear1
Noncharitable Assets Year1137315NoncharitableAssetsYear1
Distribution Ratio Year10.364126DistributionRatioYear1
Qualifying Distributions Year251667QualifyingDistributionsYear2
Noncharitable Assets Year2188770NoncharitableAssetsYear2
Distribution Ratio Year20.273703DistributionRatioYear2
Qualifying Distributions Year388334QualifyingDistributionsYear3
Noncharitable Assets Year3179976NoncharitableAssetsYear3
Distribution Ratio Year30.490810DistributionRatioYear3
Qualifying Distributions Year4139996QualifyingDistributionsYear4
Noncharitable Assets Year4184118NoncharitableAssetsYear4
Distribution Ratio Year40.760360DistributionRatioYear4
Qualifying Distributions Year5170050QualifyingDistributionsYear5
Noncharitable Assets Year5254894NoncharitableAssetsYear5
Distribution Ratio Year50.667140DistributionRatioYear5
Total Distribution Ratio2.556139TotalDistributionRatio
Average Distribution Ratio0.511228AverageDistributionRatio
Net Noncharitable Assets71569NetNoncharitableAssets
Adjusted Noncharitable Assets36588AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One36588AdjNonchrtblAssetsAndOnePct
Qualifying Distributions80000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithINStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.BSALIFESTRUCTURES.COMWebsiteAddress
Books In Care Of Person NameKERRY DUNNBooksInCareOfPersonName
Books In Care Of Phone Number3178197878BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19365 COUNSELORS ROWAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DONALD ALTEMEYER
9365 COUNSELORS ROW SUITE 120INDIANAPOLISIN46240DIRECTOR0.00000
MONTE L HOOVER
9365 COUNSELORS ROW SUITE 120INDIANAPOLISIN46240DIRECTOR0.00000
SHAWN P MULHOLLAND
9365 COUNSELORS ROW SUITE 120INDIANAPOLISIN46240DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1DONATED FUNDS TO INDIANAPOLIS CULTURAL TRAILDescription1
Expenses120000Expenses1
Description2DONATED FUNDS TO ST. VINCENT FOUNDATIONDescription2
Expenses210000Expenses2
Description3DONATED FUNDS TO THE IU FOUNDATION - SCHOOL OF MEDICINEDescription3
Expenses350000Expenses3

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances72659AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets72659TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets72659AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1090CashDeemedCharitable
Net Noncharitable Assets71569NetNoncharitableAssets
Minimum Investment Return3578MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3578MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj3578DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded3578DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted3578DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions80000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions80000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions80000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3578DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5157305ExcessDistriCarryoverYear5
Excess Distri Carryover Year4130798ExcessDistriCarryoverYear4
Excess Distri Carryover Year379335ExcessDistriCarryoverYear3
Excess Distri Carryover Year242228ExcessDistriCarryoverYear2
Excess Distri Carryover Year143134ExcessDistriCarryoverYear1
Total Excess Distri Carryover452800TotalExcessDistriCarryover
Qualifying Distributions80000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3578AppliedToCurrentYear
Remaining Distri From Corpus76422RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus529222TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5157305ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year371917ExcessDistriCyovToNextYear
Excess From Year4130798ExcessFromYear4
Excess From Year379335ExcessFromYear3
Excess From Year242228ExcessFromYear2
Excess From Year143134ExcessFromYear1
Excess From Current Year76422ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMR DONALD B ALTEMEYER 317-819-7878RecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19365 COUNSELORS ROW SUITE 120AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3178197878RecipientPhoneNumber
Form And Info And MaterialsAPPLICATION SHOULD INCLUDE A DESCRIPTION FOR WHICH REQUESTED FUNDS ARE USED.FormAndInfoAndMaterials
Submission DeadlinesBY DECEMBER 1 OF CURRENT TAX YEARSubmissionDeadlines
Restrictions On AwardsCONTRIBUTIONS, AWARDS OR GRANTS MUST BE COMPATIBLE WITH THE EXEMPT PURPOSE OF THE FOUNDATION.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ST VINCENT FOUNDATION
8402 HARCOURT ROAD SUITE 210INDIANAPOLISIN46260N/ANONEDONATED FUNDS$10,000
INDIANAPOLIS CULTURAL TRAIL CO CENTRAL INDIANA COMMUNITY FOUNDATION
615 NORTH ALABAMA ST STE 119INDIANAPOLISIN46204N/ANONEDONATED FUNDS$20,000
IU FOUNDATION - SCHOOL OF MEDICINE
950 N MERIDIAN STREET SUITE 250INDIANAPOLISIN46204N/ANONEDONATED FUNDS$50,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year80000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$209ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$209ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA209TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES2402400
INSURANCE-407-4070

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategory
Amount$2,188Amount
Net Investment Income2188NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps