Philip J Wilhelm Foundation Inc: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Philip J Wilhelm Foundation Inc (EIN 35-2157113)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201231369349101273
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:22:48-04:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352157113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip J Wilhelm Foundation Inc | BusinessNameLine1 |
| Business Name Line2 | C/O Chris Wilhelm President | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % GEORGE GABOR BKD LLP | InCareOfName |
| Name Control | PHIL | NameControl |
| Phone | 3176358900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3914 Prospect St | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS WILHELM | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 520139 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 180123 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 8 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7192 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7142 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 919 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27453 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 919 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 188242 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8069 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 88 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 88 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4485 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4485 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 189 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 189 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 213 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 213 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8775 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4674 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4101 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 59500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 59500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 68275 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4674 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 63601 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 119967 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3395 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 28177 | CashBOY |
| Cash EOY | 51160 | CashEOY |
| Cash EOYFMV | 51160 | CashEOYFMV |
| Investments Other BOY | 384097 | InvestmentsOtherBOY |
| Investments Other EOY | 481080 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 469219 | InvestmentsOtherEOYFMV |
| Other Assets BOY | -241 | OtherAssetsBOY |
| Other Assets EOY | 10028 | OtherAssetsEOY |
| Other Assets EOYFMV | -240 | OtherAssetsEOYFMV |
| Total Assets BOY | 412033 | TotalAssetsBOY |
| Total Assets EOY | 542268 | TotalAssetsEOY |
| Total Assets EOYFMV | 520139 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 412033 | RetainedEarningsBOY |
| Retained Earnings EOY | 542268 | RetainedEarningsEOY |
| Total Net Assets BOY | 412033 | TotalNetAssetsBOY |
| Total Net Assets EOY | 542268 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 412033 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 542268 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 412033 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 119967 | ExcessOfRevenueOverExpenses |
| Other Increases | 10268 | OtherIncreases |
| Subtotal | 542268 | Subtotal |
| Total Net Assets Fund Balances EOY | 542268 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|
| 781.308 SHS FAIRHOLME FDS COM | 2011-04-21 | 26962 | 26534 | 428 | 428 | |
| CAPITAL GAIN DIVIDENDS | 491 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 919 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 183171 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 320706 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.571149 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 78438 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 269320 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.291245 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88972 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 393417 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.226152 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 77811 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 508207 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.153109 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11405 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 484733 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.023528 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.265183 | TotalDistributionRatio |
| Average Distribution Ratio | 0.253037 | AverageDistributionRatio |
| Net Noncharitable Assets | 465637 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 117823 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 34 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 117857 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 63601 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 68 | InvestmentIncomeExciseTax |
| Subtotal | 68 | Subtotal |
| Tax Based On Investment Income | 68 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 405 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 405 | TotalCreditsAndPayments |
| Overpayment | 337 | Overpayment |
| Amount Credited To Next Year | 337 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE GABOR BKD LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3173834000 | BooksInCareOfPhoneNumber |
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| CHRISTOPHER WILHELM | ||||||
| 3914 PROSPECT ST | INDIANAPOLIS | IN | 46206 | PRESIDENT & DIRECTOR | 1.0 | 0 |
| PAUL J CORSARO | ||||||
| 4092 ROCKINGCHAIR ROAD | GREENWOOD | IN | 46142 | VICE-PRES & DIRECTOR | 1.0 | 0 |
| GEORGE GABOR | ||||||
| 1923 CAMARGUE DRIVE | ZIONSVILLE | IN | 46077 | TREASURER & DIRECTOR | 1.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 408080 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 64648 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 472728 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 472728 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7091 | CashDeemedCharitable |
| Net Noncharitable Assets | 465637 | NetNoncharitableAssets |
| Minimum Investment Return | 23282 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23282 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 68 | TaxBasedOnInvestmentIncome |
| Total Tax | 68 | TotalTax |
| Distributable Amount Before Adj | 23214 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 23214 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 23214 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 63601 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 63601 | QualifyingDistributions |
| Adj Qualifying Distributions | 63601 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23214 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 53623 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 69473 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 65017 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 167288 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 355401 | TotalExcessDistriCarryover |
| Qualifying Distributions | 63601 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 23214 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 40387 | RemainingDistriFromCorpus |
| Total Corpus | 395788 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 395788 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 53623 | ExcessFromYear4 |
| Excess From Year3 | 69473 | ExcessFromYear3 |
| Excess From Year2 | 65017 | ExcessFromYear2 |
| Excess From Year1 | 167288 | ExcessFromYear1 |
| Excess From Current Year | 40387 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| OUR LADY OF LOURDES | ||||||||
| 5333 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46219 | NONE | 501(C)(3) | GENERAL | $25,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| ST AUGUSTINES HOME | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | GENERAL | $10,000 | 2345 WEST 86TH STREET |
| CHRISTIAN HELP INC | ||||||||
| PO BOX 7112 | GREENWOOD | IN | 46142 | NONE | 501(C)(3) | GENERAL | $7,500 | |
| CATHOLIC RADIO | ||||||||
| 3500 DEPAUW BLVD | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| INDIANA PLAN | ||||||||
| 863 MASSACHUSETTS AVENUE | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| ARCHDIOCESE OF INDIANAPOLIS | ||||||||
| 1400 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | GENERAL | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 59500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,192 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $919 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,119 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8119 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | Philip J Wilhelm Estate | One Indiana Square Suite 115 | Indianapolis | IN | 46204 | 178862 | X | |
| 2 | Philip J Wilhelm Estate | One Indiana Square Suite 115 | Indianapolis | IN | 46204 | 1260 | X | X |
| 3 | Philip J Wilhelm Estate | One Indiana Square Suite 115 | Indianapolis | IN | 46204 | 1 | X | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 6,000 SHARES OF POLYMER TECHNOLOGY SYSTEMS, INC. | 1260 | 2011-09-22 |
| 3 | ASSIGNMENT OF INSTALLMENT PROMISSORY NOTE FROM SOUTHEASTERN SUPPLY COMPANY, INC. | 1 | 2011-09-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD, LLP | Category |
| Amount | $3,800 | Amount |
| Disbursements Charitable Prps | 3800 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (22 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| LEGG MASON VALUE TRUST | 1144 | 0 |
| BRANDYWINE FUNDS COM | 20141 | 14914 |
| LAUDUS TR ROSENBERG US DISCOV | 28 | 0 |
| THORNBURG INTL VALUE FUND CL A | 22129 | 24730 |
| HARRIS ASSOCIATES INVESTMENT | 43057 | 44086 |
| SELECTED AMERICAN SHARES INC | 16909 | 17052 |
| HARBOR CAPITAL APPREC. FUND | 829 | 0 |
| TCW GALILEO FDS INC | 1 | 0 |
| LOOMIS SAYLES INVT TR BD FD | 49548 | 51344 |
| BLACKROCK ALL CAP GLOBAL RES | 15051 | 17927 |
| PIMCO FDS DEVELOPING LOCAL MKT | 11 | 0 |
| HARBOR FD INTL FD | 52449 | 38887 |
| TURNER FUNDS CONCENTRATED GRWT | 4015 | 5213 |
| OAKMARK FDS OAKMARK GLOBAL FD | 30124 | 28030 |
| BLACKROCK FDS ENERGY & RES. | 26224 | 24477 |
| TOUCHSTONE FUNDS SANDS CAP SEL | 45000 | 47760 |
| EATON VANCE MUT FDS TR FLOAT. | 36738 | 36143 |
| SEQUOIA FD INC | 27116 | 27239 |
| ISHARES SELECT DIVIDEND | 29319 | 29574 |
| ISHARES MSCI HIGH DIV EQY | 30210 | 30525 |
| VANGUARD SPECIALIZED PORTFOLIO | 29777 | 30058 |
| POLYMER TECHNOLOGY SYSTEMS | 1260 | 1260 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BINGHAM MCHALE | Category |
| Amount | $88 | Amount |
| Disbursements Charitable Prps | 88 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DUE-TD WATERHOUSE | -241 | -241 | -241 |
| PROM. NOTE SOUTHEASTERN SUPPLY | 10269 | 1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSE | Description |
| Revenue And Expenses Per Books | 213 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 213 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT OF CONTRIBUTION TO COST BASIS | Description |
| Amount | $10,268 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $4,485 | Amount |
| Net Investment Income | 4485 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $189 | Amount |
| Net Investment Income | 189 | NetInvestmentIncome |