JONES FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JONES FAMILY FOUNDATION INC (EIN 20-8337136)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349100027
- Schema version
- 2010v3.4
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T14:10:17-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGBC PARTNERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MERIDIAN ST STE 1100 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208337136 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JONE | NameControl |
| Phone | 3173467300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E JEFFERSON STREET | AddressLine1 |
| City | FRANKLIN | City |
| State | IN | State |
| ZIP Code | 46131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER AUGER | Name |
| Title | PRESIDENT | Title |
| Phone | 3173467300 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM R OWEN JR CPA | Name |
| Phone | 3176334700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 972716 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 55 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 55 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13475 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13475 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1589 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1589 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1589 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 15119 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15119 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5463 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2732 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2731 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3601 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1801 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1800 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 266 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 133 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 133 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 487 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 243 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 244 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9817 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4909 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4908 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41756 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41756 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51573 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4909 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 46664 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -36454 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10210 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 972433 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 274874 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 274874 | SavingsAndTempCashInvstEOYFMV |
| Other Assets BOY | 264 | OtherAssetsBOY |
| Other Assets EOY | 658408 | OtherAssetsEOY |
| Other Assets EOYFMV | 697842 | OtherAssetsEOYFMV |
| Total Assets BOY | 972697 | TotalAssetsBOY |
| Total Assets EOY | 933282 | TotalAssetsEOY |
| Total Assets EOYFMV | 972716 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3227 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 266 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3227 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 266 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 969470 | RetainedEarningsBOY |
| Retained Earnings EOY | 933016 | RetainedEarningsEOY |
| Total Net Assets BOY | 969470 | TotalNetAssetsBOY |
| Total Net Assets EOY | 933016 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 972697 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 933282 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 969470 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -36454 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 933016 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 933016 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1589 | GrossSalesPrice |
| Gain Or Loss | 1589 | GainOrLoss |
| Gains Minus Excess Or Losses | 1589 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1589 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 39538 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 991043 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039895 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 63891 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1030256 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062015 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 904411 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.023220 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.125130 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041710 | AverageDistributionRatio |
| Net Noncharitable Assets | 939591 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 39190 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 102 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39292 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 46664 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 102 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 102 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 102 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 264 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 264 | TotalCreditsAndPayments |
| Overpayment | 162 | Overpayment |
| Amount Credited To Next Year | 162 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER AUGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3173467300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E JEFFERSON STREET | AddressLine1 |
| City | FRANKLIN | City |
| State | IN | State |
| ZIP Code | 46131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL WELSH | ||||||||
| 5904 E SOUTHPORT ROAD | INDIANAPOLIS | IN | 46237 | TREASURER | 1.00 | 0 | 0 | 0 |
| AMY WELSH | ||||||||
| 5904 E SOUTHPORT ROAD | INDIANAPOLIS | IN | 46237 | SECRETARY | 1.00 | 0 | 0 | 0 |
| JENNIFER JONES AUGER | ||||||||
| 169 E JEFFERSON STREET | FRANKLIN | IN | 46131 | PRESIDENT | 1.50 | 0 | 0 | 0 |
| MARY JONES | ||||||||
| 150 N FORSYTHE STREET | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SUSAN JONES | ||||||||
| 7879 CLEARWATER COVE DRIVE | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| RICHARD GOSS | ||||||||
| 150 N FORSYTHE STREET | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| RUSSELL JONES | ||||||||
| 418 NORTH SHORE COURT | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 347894 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 606005 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 953899 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 953899 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14308 | CashDeemedCharitable |
| Net Noncharitable Assets | 939591 | NetNoncharitableAssets |
| Minimum Investment Return | 46980 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46980 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 102 | TaxBasedOnInvestmentIncome |
| Total Tax | 102 | TotalTax |
| Distributable Amount Before Adj | 46878 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46878 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 46878 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 46664 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 46664 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 102 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 46562 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46878 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 7280 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 7280 | TotalExcessDistriCarryover |
| Qualifying Distributions | 46664 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 46664 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 214 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 214 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7066 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7066 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 7066 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JENNIFER AUGER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E JEFFERSON STREET | AddressLine1 |
| City | FRANKLIN | City |
| State | IN | State |
| ZIP Code | 46131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3173467300 | RecipientPhoneNumber |
| Form And Info And Materials | NAME OF ORGANIZATION, CONTACT PERSON, ADDRESS, AMOUNT REQUESTED, AND REASON FOR REQUEST. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| LIVING HOPE CHURCH | |||||||
| 11605 PENDLETON PIKE | INDIANAPOLIS | IN | 46236 | N/A | CHURCH | RELIGEOUS EDUCATION/NICARAGUA MEDICAL CLINIC | $13,556 |
| SOUTHSIDE REBEL RUGBY FOOTBALL LEAUGE | |||||||
| 5904 E SOUTHPORT ROAD | INDIANAPOLIS | IN | 46237 | N/A | CHILDREN'S COMMUNITY | TO HELP PURCHASE UNIFORMS | $1,000 |
| ST ROSE OF LIMA CATHOLIC CHURCH | |||||||
| 114 LANCELOT DRIVE | FRANKLIN | IN | 46131 | N/A | PUBLIC CHARITY | SCHOLARSHIP FUND | $200 |
| VINEYARD COMMUNITY CHURCH | |||||||
| 512 SOUTH MADISON AVENUE | GREENWOOD | IN | 46142 | N/A | PUBLIC CHARITY | RELIGEOUS EDUCATION/NICARAGUA MEDICAL CLINIC | $27,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41756 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $55 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,475 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,589 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,119 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15119 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,463 | Amount |
| Net Investment Income | 2732 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2731 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | 264 | 264 | 264 |
| CHARLES SCHWAB - INVESTMENTS | 0 | 658144 | 697578 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER EXPENSES | 467 | 233 | 234 |
| POSTAGE | 20 | 10 | 10 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSEMENT DUE TO MIKE WELSH | Description |
| BOY Book Value | 3227 | BOYBookValue |
| EOY Book Value | 266 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $3,601 | Amount |
| Net Investment Income | 1801 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1800 | DisbursementsCharitablePrps |