DANIEL LAIDIG FAMILY FOUNDATION INC: Form 990PF, tax year 2023
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- Organization
- DANIEL LAIDIG FAMILY FOUNDATION INC (EIN 46-1511527)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349103106
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T15:01:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351307701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUGGEL LAWTON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 W FRANKLIN STREET | AddressLine1Txt |
| City | ELKHART | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461511527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL LAIDIG FAMILY FOUNDATION INC AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 5742560204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14350 MADISON RD | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46544 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL LAIDIG | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5742560204 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GABRIEL VERVYNCKT | PreparerPersonNm |
| PTIN | P02099725 | PTIN |
| Phone | 5742642247 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,752,075 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $350,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,846 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,846 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$176,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,674,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $234,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,530 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,416 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $996 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,037 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,037 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $512,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $714,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $714,196 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,030,413 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,905,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,037,879 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,543,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,619,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,752,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $382,613 | CapitalStockBOYAmt |
| Capital Stock EOY | $382,309 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,160,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,237,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,543,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,543,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,619,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,543,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,619,850 | SubtotalAmt |
| Other Decreases | $304 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1454.011 INVESCO EQV ASIA PACIFIC EQUITY | 2023-03-27 | $41,483 | $43,226 | -$1,743 | -$1,743 | ||
| 709.387 COHEN & STEERS REALTY | 2023-03-27 | $40,194 | $38,016 | $2,178 | $2,178 | ||
| 255.906 DODGE & COX STOCK | 2023-03-27 | $54,467 | $39,167 | $15,300 | $15,300 | ||
| 3279.967 FMI LARGE CAP | 2023-03-27 | $45,296 | $55,362 | -$10,066 | -$10,066 | ||
| 349.928 FIDELITY 500 INDEX FUND | 2023-03-27 | $48,458 | $34,874 | $13,584 | $13,584 | ||
| 5819.748 MATTHEWS ASIA INNOVATORS FUND INSTL. | 2023-03-27 | $66,054 | $112,988 | -$46,934 | -$46,934 | ||
| 4142.387 MATTHEWS JAPAN FUND INSTL. | 2023-03-27 | $65,160 | $95,607 | -$30,447 | -$30,447 | ||
| 4008.108 MATTHEWS CHINA FUND INSTL. | 2023-03-27 | $55,993 | $92,412 | -$36,419 | -$36,419 | ||
| 1328.249 NEUBERGER BERMAN SUSTAINABLE EQUITY INSTL. | 2023-03-27 | $47,671 | $45,653 | $2,018 | $2,018 | ||
| 1834.402 NEUBERGER BERMAN GENESIS INSTL. | 2023-03-27 | $103,809 | $120,170 | -$16,361 | -$16,361 | ||
| 300. SPDR S&P CHINA ETF | 2023-03-27 | $23,846 | $28,869 | -$5,023 | -$5,023 | 2020-04-27 | |
| 2754.453 TEMPLETON CHINA WORLD ADV | 2023-03-27 | $26,195 | $44,821 | -$18,626 | -$18,626 | ||
| 2413.773 TIAA-CREF INSTL SOCIAL CHOICE EQ RETAIL | 2023-03-27 | $47,310 | $41,377 | $5,933 | $5,933 | ||
| 739.977 VANGUARD US GROWTH FUND ADMIRAL | 2023-03-27 | $83,321 | $116,094 | -$32,773 | -$32,773 | ||
| 1117.755 VANGUARD EXPLORER ADM | 2023-03-27 | $100,218 | $125,014 | -$24,796 | -$24,796 | ||
| 1386.281 VANGUARD WINDSOR II ADM | 2023-03-27 | $93,269 | $92,289 | $980 | $980 | ||
| 1043.947 VANGUARD LARGE CAP INDEX ADMIRAL | 2023-03-27 | $95,333 | $69,770 | $25,563 | $25,563 | ||
| 132.144 VANGUARD 500 INDEX FUND ADMIRAL SHARES | 2023-03-27 | $48,476 | $35,137 | $13,339 | $13,339 | ||
| 2288.893 ALLSPRING GROWTH INST. | 2023-03-27 | $82,789 | $125,764 | -$42,975 | -$42,975 | ||
| 60164.948 VANGUARD ULTRA-SHORT TERM BOND ADMIRAL | 2023-09-06 | $1,191,266 | $1,193,575 | -$2,309 | -$2,309 | ||
| 14975.301 VANGUARD ULTRA-SHORT TERM BOND ADMIRAL | 2023-09-06 | $296,511 | $300,746 | -$4,235 | -$4,235 | ||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,903 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$176,909 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $656 | OverpaymentAmt |
| Applied To ES Tax | $656 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Individual With Books | DANIEL LAIDIG | IndividualWithBooksNm |
| Phone | 5742560204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14350 MADISON RD | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Wyn Laigdig | ||||||
| 14450 Madison Rd | Mishawaka | IN | 46544 | Board Member | 1 | $0 |
| Daniel Laidig | ||||||
| 14450 Madison Rd | Mishawaka | IN | 46544 | Board Member | 1 | $0 |
| Allison Shelly | ||||||
| 14450 Madison Rd | Mishwaka | IN | 46544 | Board Member | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,883,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $465,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,349,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,349,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,314,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $784 | TotalTaxAmt |
| Distributable Before Adj | $114,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,928 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,037 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $150,037 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $240,757 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,262,774 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $360,815 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,864,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,109 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,899,455 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,899,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $240,757 | ExcessFromYear4Amt |
| Excess From Year3 | $1,262,774 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $360,815 | ExcessFromYear1Amt |
| Excess From Current Year | $35,109 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL LAIDIG | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Compassion International | |||||||
| 12290 VOYAGER PARKWAY | Colorado Springs | CO | 80921 | NONE | GIFT | EXEMPT | $134,137 |
| Modern Day Missions - CTB | |||||||
| PO BOX 535578 | Grand Prairie | TX | 75053 | NONE | GIFT | EXEMPT | $15,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,037 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,846 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$176,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$115,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$115,379 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Wyn and Carol Laidig Foundation | ||||||
| 1 | 14450 Madison Rd | Mishawaka | IN | 46544 | $200,000 | Yes (X) |
| Daniel Laidig | ||||||
| 2 | 14350 Madison Rd | Mishawaka | IN | 46544 | $150,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $690 | Amt |
| Net Investment Income | $690 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INDIANA TRUST INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,905,350 | BookValueAmt |
| EOYFMV | $2,037,879 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $304 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE/EXECUTOR FEES-PRINCIPA | CategoryTxt |
| Amt | $3,416 | Amt |
| Net Investment Income | $3,416 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,476 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,440 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $702 | $702 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $294 | $294 | $0 |
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