YUNKER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
YUNKER FOUNDATION INC (EIN 35-6041203)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202521339349101242
Schema version
2024v5.0
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)
Return2025-05-13T10:27:00-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J MCKAYPreparerPersonNm
PTINP00303870PTIN
Phone8122654623PhoneNum
Preparation2025-05-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,565,332FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$100,856DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,856DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,133,793NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,858,925GrossSalesPriceAmt
Total Rev And Expnss$2,234,649TotalRevAndExpnssAmt
Total Net Invst Incm$100,856TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$575AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$575AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,142TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,142TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$28,848OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,848OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$31,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,565TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$575TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$212,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$212,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$243,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,565TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$212,575TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,991,509ExcessRevenueOverExpensesAmt
Net Investment Income$70,291NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$137,056SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$129,981SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$129,981SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,175,955CorporateStockBOYAmt
Corporate Stock EOY$2,723,744CorporateStockEOYAmt
Corporate Stock EOYFMV$3,334,474CorporateStockEOYFMVAmt
Corporate Bonds BOY$702,665CorporateBondsBOYAmt
Corporate Bonds EOY$1,153,460CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,100,877CorporateBondsEOYFMVAmt
Total Assets BOY$2,015,676TotalAssetsBOYAmt
Total Assets EOY$4,007,185TotalAssetsEOYAmt
Total Assets EOYFMV$4,565,332TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,015,676RetainedEarningBOYAmt
Retained Earning EOY$4,007,185RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,015,676TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,007,185TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,015,676TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,007,185TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,015,676TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,991,509ExcessRevenueOverExpensesAmt
Subtotal$4,007,185SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,007,185TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$977InvestmentIncomeExciseTaxAmt
Subtotal$977SubtotalAmt
Tax Based On Investment Income$977TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,201EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,201TotalPaymentsAndCreditsAmt
Overpayment$224OverpaymentAmt
Applied To ES Tax$224AppliedToESTaxAmt

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$4,212,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$133,519AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,345,534TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,345,534AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,183CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,280,351NetVlNoncharitableAssetsAmt
Minimum Investment Return$214,018MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$214,018MinimumInvestmentReturnAmt
Tax Based On Investment Income$977TaxBasedOnInvestmentIncomeAmt
Total Tax$977TotalTaxAmt
Distributable Before Adj$213,041DistributableBeforeAdjAmt
Distributable Before Ded$213,041DistributableBeforeDedAmt
Distributable As Adjusted$213,041DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$212,575ExpensesAndContributionsAmt
Qualifying Distributions$212,575QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$213,041DistributableAsAdjustedAmt
Undistributed Income PY$160,677UndistributedIncomePYAmt
Qualifying Distributions$212,575QualifyingDistributionsAmt
Applied To Year1$160,677AppliedToYear1Amt
Applied To Current Year$51,898AppliedToCurrentYearAmt
Undistributed Income CY$161,143UndistributedIncomeCYAmt

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$45,000
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$90,000
SALVATION ARMY
331 E MAIN STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
SHAWE MEMORIAL HIGH SCHOOL
305 W STATE STMADISONIN47250N/APUBLICGENERAL DONATION$40,000
PURDUE UNIVERSITY-J DORAN IIL
HOVDE HALL OF ADMWEST LAFAYETTEIN47907N/ASCHOLARSHIP$2,500
HANOVER COLLEGE-A IBARRA
517 BALL DRHANOVERIN47243N/ASCHOLARSHIP$2,500
HABITAT FOR HUMANITY
931 LANIER DRIVEMADISONIN47250N/APUBLICGENERAL DONATION$5,000
XAVIER UNIVERSITY-K WELLS
3800 VICTORY PARKWAYCINCINNATIOH45207N/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$212,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$100,856RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,133,793RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,234,649RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,234,649TotalIncomeProducingActyAmt

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$1,150Amt
Net Investment Income$575NetInvestmentIncomeAmt
Disbursements Charitable Prps$575DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ISHARES TR CORE S&P 500 ETF2024-04PURCHASE2024-09$74,663$65,694$8,969
ISHARES TR CORE S&P 500 ETF2024-04PURCHASE2024-12$98,268$81,865$16,403
ISHARES RUSSELL 2000 ETF2018-01PURCHASE2024-01$4,153$3,338$815
ISHARES RUSSELL 2000 ETF2018-01PURCHASE2024-09$23,994$17,327$6,667
ISHARES RUSSELL 2000 ETF2018-01PURCHASE2024-12$9,351$6,200$3,151
ISHARES TR MSCI ACWI EX US2018-01PURCHASE2024-09$34,477$32,017$2,460
ISHARES TR MSCI ACWI EX US2018-01PURCHASE2024-12$16,260$15,875$385
ISHARES TR RUS MID CAP ETF2018-01PURCHASE2024-01$7,160$5,030$2,130
ISHARES TR RUS MID CAP ETF2018-01PURCHASE2024-09$41,794$25,969$15,825
ISHARES TR RUS MID CAP ETF2018-01PURCHASE2024-12$16,235$9,349$6,886
SPDR S&P ETF TRUST2002-11PURCHASE2024-01$73,660$14,027$59,633
SPDR S&P ETF TRUST2002-11PURCHASE2024-02$41,992$7,761$34,231
SPDR S&P ETF TRUST2002-11PURCHASE2024-04$2,416,918$440,680$1,976,238

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGERMAN AMERICANBondNm
EOY Book Value$1,153,460EOYBookValueAmt
EOYFMV$1,100,877EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GERMAN AMERICAN$2,723,744
$3,334,474

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT AGENCY FEES$28,848$28,848
INSURANCE PREMIUM

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES
ESTIMATED TAX PAYMENTS
FOREIGN TAXES$1,119$1,119
ENTITY REPORT$23$23

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