YUNKER FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
YUNKER FOUNDATION INC (EIN 35-6041203)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202401369349102215
Schema version
2023v5.0
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)
Return2024-05-15T10:46:33-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN901509288PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCKAY ACCOUNTING SERVICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1412 E MAIN STAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP472503539ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356041203EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE YUNKER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O JOHN MUESSELBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlYUNKBusinessNameControlTxt
Phone8125990271PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 BROADWAY STAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MUESSELPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8122731426PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastMUESSELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J MCKAYPreparerPersonNm
PTINP00303870PTIN
Phone8122654623PhoneNum
Preparation2024-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,125,735FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,700InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,700InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,638DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,638DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$20,608NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$181,192GrossSalesPriceAmt
Total Rev And Expnss$64,730TotalRevAndExpnssAmt
Total Net Invst Incm$85,338TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$550AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,510TaxesRevAndExpnssAmt
Taxes Net Invst Incm$507TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$26,782OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,782OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$30,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,839TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$194,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$194,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,392TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,839TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$194,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$159,662ExcessRevenueOverExpensesAmt
Net Investment Income$57,499NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$176,262SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,056SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,056SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$108,311USGovernmentObligationsBOYAmt
Corporate Stock BOY$1,175,955CorporateStockBOYAmt
Corporate Stock EOY$1,175,955CorporateStockEOYAmt
Corporate Stock EOYFMV$3,336,758CorporateStockEOYFMVAmt
Corporate Bonds BOY$714,810CorporateBondsBOYAmt
Corporate Bonds EOY$702,665CorporateBondsEOYAmt
Corporate Bonds EOYFMV$651,921CorporateBondsEOYFMVAmt
Total Assets BOY$2,175,338TotalAssetsBOYAmt
Total Assets EOY$2,015,676TotalAssetsEOYAmt
Total Assets EOYFMV$4,125,735TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,175,338RetainedEarningBOYAmt
Retained Earning EOY$2,015,676RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,175,338TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,015,676TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,175,338TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,015,676TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,175,338TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$159,662ExcessRevenueOverExpensesAmt
Subtotal$2,015,676SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,015,676TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$799InvestmentIncomeExciseTaxAmt
Subtotal$799SubtotalAmt
Tax Based On Investment Income$799TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Overpayment$1,201OverpaymentAmt
Applied To ES Tax$1,201AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN MUESSELIndividualWithBooksNm
Phone8125990271PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1411 BROADWAY STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FR CHRIS CRAIG
1651 MICHIGAN ROAD1651 MICHIGAN ROADMADISONIN47250VICE-CHAIRMA2.00$0$0$0
JOHN MUESSEL
411 BROADWAY STREET411 BROADWAY STREETMADISONIN47250CHAIRMAN2.00$0$0$0
ANGELA RECORD
PO BOX 1590MADISONIN47250SECRETARY-TR2.00$0$0$0
JAMES THOMAS LISLE
4425 WEST 500 NORTH4425 WEST 500 NORTHMADISONIN47250DIRECTOR2.00$0$0$0
LONNIE COLLINS
1027 E TELEGRAPH POINT RD1027 E TELEGRAPH POINT RDMADISONIN47250DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,895,248AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$156,659AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,051,907TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,051,907AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,779CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,991,128NetVlNoncharitableAssetsAmt
Minimum Investment Return$199,556MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$199,556MinimumInvestmentReturnAmt
Tax Based On Investment Income$799TaxBasedOnInvestmentIncomeAmt
Total Tax$799TotalTaxAmt
Distributable Before Adj$198,757DistributableBeforeAdjAmt
Distributable Before Ded$198,757DistributableBeforeDedAmt
Distributable As Adjusted$198,757DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$194,550ExpensesAndContributionsAmt
Qualifying Distributions$194,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$198,757DistributableAsAdjustedAmt
Undistributed Income PY$156,470UndistributedIncomePYAmt
Qualifying Distributions$194,550QualifyingDistributionsAmt
Applied To Year1$156,470AppliedToYear1Amt
Applied To Current Year$38,080AppliedToCurrentYearAmt
Undistributed Income CY$160,677UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN MUESSEL THE YUNKER FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1411 BROADWAY STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8125990271RecipientPhoneNum
Form And Info And MaterialsSUBMIT A LETTER DESCRIBING THE NEED, PURPOSE, AND AMOUNT REQUESTED.FormAndInfoAndMaterialsTxt
Submission Deadlines90 DAYS BEFORE THE ANNUAL BOARD OF DIRECTORS MEETING IN JULY.SubmissionDeadlinesTxt
Restrictions On AwardsRECIPIENTS MUST BE RELIGIOUS, EDUCATIONAL, OR OTHER CHARITABLE ORGANIZATION OPERATING IN JEFFERSON COUNTY, INDIANA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS
411 W MAIN STREETMADISONIN47250N/APUBLICGENERAL DONATION$3,000
GIRLS INCORPORATED
109 W THIRD STMADISONIN47250N/APUBLICGENERAL DONATION$5,000
SPRINGDALE CEMETERY
600 W FIFTH STMADISONIN47250N/APUBLICGENERAL DONATION$15,000
JEFFESON COUNTY UNITED WAY
301 E MAIN STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
LIDE WHITE MEMORIAL BOYSGIRLS CLUB
1551 MSH NORTHGATE ROADMADISONIN47250N/APUBLICGENERAL DONATION$5,000
PRINCE OF PEACE PARISH
305 W STATE STMADISONIN47250N/APUBLICGENERAL DONATION$140,000
SALVATION ARMY
331 E MAIN STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
BOY SCOUTS CAMP LOUIS ERNST
9139 STATE HWY 7DUPONTIN47231N/APUBLICGENERAL DONATION$2,000
PURDUE UNIVERSITY-J DORANL
HOVDE HALL OF ADMWEST LAFAYETTEIN47907N/ASCHOLARSHIP$2,500
PURDUE UNIVERSITY-M PEREZ
HOVDE HALL OD ADMWEST LAFAYETTEIN47907N/ASCHOLARSHIP$2,500
HABITAT FOR HUMANITY
931 LANIER DRIVEMADISONIN47250N/APUBLICGENERAL DONATION$5,000
INDIANA UNIVERSITY-J LOPEZ
940 E 7TH STBLOOMINGTONIN47405N/ASCHOLARSHIP$2,500
PURDUE UNIVERSITY-SOPHIA HO
HOVDE HALL OF ADMWEST LAFAYETTEIN47907N/ASCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$194,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,700RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$80,638RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$20,608RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$64,730RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,730TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Net Investment Income$550NetInvestmentIncomeAmt
Disbursements Charitable Prps$550DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ISHARES TR IBOXX HI YD EFT2016-11PURCHASE2023-09$81,192$93,489-$12,297
MICHIGAN CITY IN SCH2017-02PURCHASE2023-07$100,000$108,311-$8,311

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGERMAN AMERICANBondNm
EOY Book Value$702,665EOYBookValueAmt
EOYFMV$651,921EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGERMAN AMERICANStockNm
EOY Book Value$1,175,955EOYBookValueAmt
EOYFMV$3,336,758EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT AGENCY FEES$25,314$25,314
INSURANCE PREMIUM$1,468$1,468

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$3
ESTIMATED TAX PAYMENTS$2,000
FOREIGN TAXES$507$507

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