JOSEPH B AND NANCY M TYNAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH B AND NANCY M TYNAN FAMILY FOUNDATION (EIN 26-6690290)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-17
- IRS object ID
- 202611079349100511
- Schema version
- 2025v4.1
- 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
- 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 | 2026-04-17T12:17:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT ST STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 FOUNDATI | BusinessNameLine1Txt |
| 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 | 625 KEY ROYAL DR | AddressLine1Txt |
| City | HOLMES BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH TYNAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5742674300 | PhoneNum |
| Signature | 2026-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN L KOZIOL CPA | PreparerPersonNm |
| PTIN | P01544037 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $874,364 | 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 | $407 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,074 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,060 | 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 | $1,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $173 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $982 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,958 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,491 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,672 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $329,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $808,276 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,262 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $58,523 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $61,158 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,238 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,258 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,258 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $397,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $393,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $874,364 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $397,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $393,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $397,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $393,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $397,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $393,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $397,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $393,250 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $393,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $100,873 | $70,571 | $30,302 | $30,302 | |
| CAPITAL GAINS DIVIDENDS | $5,201 | $5,201 | $5,201 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $681 | 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 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH B TYNAN | ||||||||
| 625 KEY ROYALE DR | HOLMES BEACH | FL | 34217 | FOUNDER AND CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
| NANCY M TYNAN | ||||||||
| 625 KEY ROYALE DR | HOLMES BEACH | FL | 34217 | 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 | $821,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $827,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $827,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $814,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $660 | TotalTaxAmt |
| Distributable Before Adj | $40,079 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,079 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,079 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,682 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,682 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,442 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,547 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,682 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,079 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,603 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,886 | 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 | $4,551 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,442 | ExcessFromYear4Amt |
| Excess From Year3 | $6,209 | ExcessFromYear3Amt |
| Excess From Year2 | $1,534 | ExcessFromYear2Amt |
| Excess From Year1 | $6,547 | ExcessFromYear1Amt |
| Excess From Current Year | $11,603 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 220 W COLFAX AVE SUITE 510 | SOUTH BEND | IN | 46601 | PC | GENERAL SUPPORT | $500 | |
| BROTHERS OF HOLY CROSS | |||||||
| 835 E 6TH STREET | LONG BEACH | CA | 90802 | PC | BUILDING FUND | $1,000 | |
| CAMP CROSLEY - YMCA | |||||||
| 500 S MULBERRY STREET | MUNCIE | IN | 47305 | PC | CAMP CROSLEY ASSISTANCE | $1,000 | |
| CARDINAL SERVICES INC OF INDIANA | |||||||
| 504 NORTH BAY DRIVE | WARSAW | IN | 46580 | PC | SUPPORT PROGRAMS FOR PEOPLE WITH DISABILITIES | $1,000 | |
| CATHEDRAL HIGH SCHOOL | |||||||
| 5225 E 56TH ST | INDIANAPOLIS | IN | 46226 | PC | GENERAL SUPPORT | $1,000 | |
| CATHOLIC CHARITIES DIOCESE OF VENICE INC | |||||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC DIOCESE OF FORT WAYNE-SOUTH BEND | |||||||
| 915 S CLINTON ST | FORT WAYNE | IN | 46802 | PC | GENERAL SUPPORT | $2,000 | |
| COMBINED COMMUNITY SERVICES | |||||||
| 1195 MARINERS DRIVE | WARSAW | IN | 46582 | PC | GENERAL SUPPORT | $1,000 | |
| DAMAR SERVICES INC | |||||||
| 6067 DECATUR BLVD | INDIANAPOLIS | IN | 46241 | PC | GENERAL SUPPORT | $5,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | PC | SUPPORT SCHOLARSHIPS FOR GOLF CADDIES | $1,000 | |
| JESUS IN HAITI MINISTRIES INC | |||||||
| 6066 E STATE BLVD | FORT WAYNE | IN | 46815 | PC | EDUCATE AND TRAIN HAITIAN NATIONALS | $2,000 | |
| KOSCIUSKO COUNTY COMMUNITY CENTER | |||||||
| 1013 N LONG DR | SYRACUSE | IN | 46567 | GOV | SUPPORT OF THE FOOD BANK | $1,000 | |
| LAKE TIPPECANOE PROPERTY | |||||||
| PO BOX 224 | LEESBURG | IN | 46538 | PC | LAKE TIPPECANOE PRESERVATION | $2,000 | |
| NORTH WEBSTER COMMUNITY FOUNDATION | |||||||
| PO BOX 379 | NORTH WEBSTER | IN | 46555 | PC | COMMUNITY CENTERS & FOOD BANKS | $2,000 | |
| O'HANA HERITAGE FOUNDATION | |||||||
| 53131 QUINCE ROAD | SOUTH BEND | IN | 46628 | PC | SUPPORT MEDICALLY FRAGILE CHILDREN | $1,000 | |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | PC | EDUCATION AND RESEARCH | $1,000 | |
| TABLE FOUNDATION | |||||||
| 900 EAST FAYETTE STREET PO BOX | BALTIMORE | MD | 21203 | PC | GENERAL SUPPORT | $3,000 | 13086 |
| THE WATERSHED FOUNDATION | |||||||
| PO BOX 55 | NORTH WEBSTER | IN | 46555 | PC | GENERAL SUPPORT | $10,000 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL SUPPORT | $5,000 | |
| UNBOUND | |||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | KS | 66103 | PC | ASSIST WITH PROGRAMS RELATED TO THE POOR | $2,200 | |
| WOUNDED WARRIORS PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | GENERAL SUPPORT | $1,000 | |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON DC | VA | 200906231 | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,060 | 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 | $1,155 | Amt |
| Net Investment Income | $173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $982 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 10+ YEAR INVESTMENT GRADE CORP BOND ETFIGLB | $3,830 | $3,330 |
| ISHARES 0-5 YEAR TIPS BOND ETF | $25,043 | $26,417 |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | $15,027 | $15,039 |
| ISHARES INTL SELECT DIVIDEND ETF | $14,623 | $16,372 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN GROWTH ADVANTAGE CL I | $28,324 | $39,935 |
| LORD ABBETT FLOATING RATE CL I | $13,837 | $12,616 |
| LORD ABBETT SHORT DURATION INCOME CL I | $39,628 | $37,651 |
| MFS INTL INTRINSIC VALUE CL I | $13,320 | $17,977 |
| MFS INCOME CL I | $25,000 | $25,911 |
| ADVANCED MICRO DEVICES INC | $13,240 | $26,770 |
| AMAZON.COM INC | $13,345 | $23,082 |
| BOEING COMPANY | $6,156 | $26,706 |
| BROADCOM INC | $5,529 | $86,871 |
| CISCO SYSTEMS INC | $7,913 | $31,197 |
| CONOCOPHILLIPS | $12,425 | $19,658 |
| COSTCO WHOLESALE CORP | $13,070 | $20,696 |
| GENUINE PARTS CO | $5,686 | $16,600 |
| GOLDMAN SACHS GROUP INC | $15,237 | $24,612 |
| HARTFORD FINANCIAL SERVICES GROUP INC | $14,562 | $31,005 |
| HASBRO INC | $10,138 | $21,812 |
| MCDONALDS CORP | $5,697 | $25,062 |
| MERCK & COMPANY INC NEW | $12,066 | $27,683 |
| NEXTERA ENERGY INC | $2,111 | $24,887 |
| PAYCHEX INC | $4,800 | $20,192 |
| PHILIP MORRIS INTL INC | $11,365 | $35,609 |
| PHILLIPS 66 | $2,746 | $5,291 |
| QUALCOMM INC | $9,890 | $28,052 |
| RTX CORP | $4,758 | $42,732 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONTSMADR | $2,087 | $60,778 |
| VISA INC CL A | $14,371 | $24,550 |
| WASTE MANAGEMENT INC DEL | $4,958 | $31,638 |
| LULULEMON ATHLETICA INC | $17,538 | $18,703 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $4,238 | BOYBookValueAmt |
| EOY Book Value | $1,258 | EOYBookValueAmt |
| EOYFMV | $1,258 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,208 | Amt |
| Net Investment Income | $6,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $188 | $188 | $0 |
| TAXES | $407 | $0 | $0 |