YUNKER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- YUNKER FOUNDATION INC (EIN 35-6041203)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349103742
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:41:04-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 901509288 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKAY ACCOUNTING SERVICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 E MAIN ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 472503539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356041203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE YUNKER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN MUESSEL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YUNK | BusinessNameControlTxt |
| Phone | 8125990271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 BROADWAY ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MUESSEL | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8122731426 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MUESSEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J MCKAY | PreparerPersonNm |
| PTIN | P00303870 | PTIN |
| Phone | 8122654623 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,664,760 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $264,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,522 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,224 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $27,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,300 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,262 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $108,311 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $108,311 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,927 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,375,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,175,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,752,142 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $714,810 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $714,810 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $636,429 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,235,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,175,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,664,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,235,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,175,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,235,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,235,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,175,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,235,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,176 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,175,338 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF | P | 2018-01-24 | 2022-01-31 | $2,598 | $2,066 | $532 | $532 |
| ISHARES TR MSCI ACWI EX US | P | 2018-01-24 | 2022-01-31 | $28,428 | $28,115 | $313 | $313 |
| ISHARES TR RUSSELL MID CAP | P | 2018-01-24 | 2022-01-31 | $5,817 | $4,155 | $1,662 | $1,662 |
| SPDR S&P 500 ETF TRUST | P | 2020-11-25 | 2022-01-31 | $151,721 | $122,237 | $29,484 | $29,484 |
| SPDR S&P 500 ETF TRUST | P | 2002-11-27 | 2022-01-31 | $35,012 | $7,294 | $27,718 | $27,718 |
| ISHARES RUSSELL 2000 ETF | P | 2020-11-25 | 2022-01-31 | $15,190 | $13,946 | $1,244 | $1,244 |
| ISHARES TR RUSSELL MID CAP | P | 2020-11-25 | 2022-01-31 | $25,562 | $21,993 | $3,569 | $3,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,522 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,492 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,492 | SubtotalAmt |
| Tax Based On Investment Income | $1,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,489 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,489 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN MUESSEL | IndividualWithBooksNm |
| Phone | 8125990271 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 BROADWAY STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47250 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FR CHRIS CRAIG | |||||||||
| 1651 MICHIGAN ROAD | 1651 MICHIGAN ROAD | MADISON | IN | 47250 | VICE-CHAIRMA | 1.00 | $0 | $0 | $0 |
| JOHN MUESSEL | |||||||||
| 411 BROADWAY STREET | 411 BROADWAY STREET | MADISON | IN | 47250 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ANGELA RECORD | |||||||||
| PO BOX 1590 | MADISON | IN | 47250 | SECRETARY-TR | 1.00 | $0 | $0 | $0 | |
| JAMES THOMAS LISLE | |||||||||
| 4425 WEST 500 NORTH | 4425 WEST 500 NORTH | MADISON | IN | 47250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LONNIE COLLINS | |||||||||
| 1027 E TELEGRAPH POINT RD | 1027 E TELEGRAPH POINT RD | MADISON | IN | 47250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,001,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,107,810 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,107,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,046,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,492 | TotalTaxAmt |
| Distributable Before Adj | $200,818 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $200,818 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $200,818 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $167,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,202 | UndistributedIncomePYAmt |
| Qualifying Distributions | $167,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,202 | AppliedToYear1Amt |
| Applied To Current Year | $44,348 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $156,470 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN MUESSEL THE YUNKER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 BROADWAY STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8125990271 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A LETTER DESCRIBING THE NEED, PURPOSE, AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 90 DAYS BEFORE THE ANNUAL BOARD OF DIRECTORS MEETING IN JULY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST BE RELIGIOUS, EDUCATIONAL, OR OTHER CHARITABLE ORGANIZATION OPERATING IN JEFFERSON COUNTY, INDIANA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 411 W MAIN STREET | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $3,000 |
| GIRLS INCORPORATED | |||||||
| 109 W THIRD ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $5,000 |
| SPRINGDALE CEMETERY | |||||||
| 600 W FIFTH ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $15,000 |
| RIVER VALLEY RESOURCES | |||||||
| 100 E SECOND ST SUITE E | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $2,000 |
| JEFFESON COUNTY UNITED WAY | |||||||
| 301 E MAIN ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $4,500 |
| LIDE WHITE MEMORIAL BOYSGIRLS CLUB | |||||||
| 1551 MSH NORTHGATE ROAD | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $5,000 |
| PRINCE OF PEACE PARISH | |||||||
| 305 W STATE ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $110,000 |
| SALVATION ARMY | |||||||
| 331 E MAIN ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $4,500 |
| BOY SCOUTS CAMP LOUIS ERNST | |||||||
| 9139 STATE HWY 7 | DUPONT | IN | 47231 | N/A | PUBLIC | GENERAL DONATION | $2,000 |
| PURDUE UNIVERSITY-A HILL | |||||||
| HOVDE HALL OF ADM | WEST LAFAYETTE | IN | 47907 | N/A | SCHOLARSHIP | $2,500 | |
| PURDUE UNIVERSITY-M PEREZ | |||||||
| HOVDE HALL OD ADM | WEST LAFAYETTE | IN | 47907 | N/A | SCHOLARSHIP | $2,500 | |
| OHIO VALLEY OPPURTUNITIES | |||||||
| 421 WALNUT ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $3,500 |
| HABITAT FOR HUMANITY | |||||||
| 931 LANIER DRIVE | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $5,000 |
| INDIANA UNIVERSITY-J LOPEZ | |||||||
| 940 E 7TH ST | BLOOMINGTON | IN | 47405 | N/A | SCHOLARSHIP | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,700 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,002 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,522 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $135,224 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,224 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GERMAN AMERICAN | BondNm |
| EOY Book Value | $714,810 | EOYBookValueAmt |
| EOYFMV | $636,429 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GERMAN AMERICAN | StockNm |
| EOY Book Value | $1,175,955 | EOYBookValueAmt |
| EOYFMV | $2,752,142 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $108,311 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,927 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT AGENCY FEES | $26,072 | $26,072 |
| INSURANCE PREMIUM | $1,206 | $1,206 |
| OTHER DEDUCTIONS | ||
| ENTITY REPORT FILING | $22 | $22 |
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