GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202313049349101101
- 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
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T13:38:13-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450491842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANKENSHIP CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 WARD CIRCLE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370272304 | 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 | 352020501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAITHER CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAIT | BusinessNameControlTxt |
| Phone | 7657248278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BRISCO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7657248278 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GINA | PersonFirstNm |
| Person Last | BRISCO | 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 | C THOMAS BATES CPA | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2023-10-30 | PreparationDt |
| 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 | $6,722,204 | 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 |
| Dividends Rev And Expnss | $183,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,812 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$62,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $393,411 | GrossSalesPriceAmt |
| Gross Sales Less Ret And Allwnc | $60 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $315 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$255 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $121,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,812 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,225 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $59,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,907 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $605 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $70,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $275,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,982 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,982 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $315 | InventoriesBOYAmt |
| Corporate Stock BOY | $7,962,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,615,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,615,716 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,546 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,506 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,506 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,024,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,722,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,722,204 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $250 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,024,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,722,204 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,024,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,722,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,024,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,722,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,024,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $210 | OtherIncreasesAmt |
| Subtotal | $7,799,573 | SubtotalAmt |
| Other Decreases | $1,077,369 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,722,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS | P | 2022-12-20 | 2022-12-19 | $13,413 | $15,196 | -$1,783 | -$1,783 |
| UBS | P | 2019-08-23 | 2022-12-19 | $379,998 | $440,630 | -$60,632 | -$60,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$62,415 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,714 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,714 | SubtotalAmt |
| Tax Based On Investment Income | $1,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,623 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,623 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $5,907 | OverpaymentAmt |
| Applied To ES Tax | $5,907 | AppliedToESTaxAmt |
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 |
| 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GINA BRISCO | IndividualWithBooksNm |
| Phone | 7657248278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | VICE PRESIDE | 10.00 | $0 | $0 | $0 |
| GLORIA L GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BARRY W JENNINGS | ||||||||
| 5188 WADDELL HOLLOW ROAD | FRANKLIN | TN | 37064 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| GINA BRISCO | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | SECRETARY/TR | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8415 MADDOX DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 101 | AddressLine2Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADV. | ServiceTypeTxt |
| Compensation | $59,907 | CompensationAmt |
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 | $7,086,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,133,108 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,133,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,026,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $351,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $351,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,714 | TotalTaxAmt |
| Distributable Before Adj | $349,592 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $349,592 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $349,592 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $275,890 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $275,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,289 | UndistributedIncomePYAmt |
| Qualifying Distributions | $275,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,289 | AppliedToYear1Amt |
| Applied To Current Year | $212,601 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $136,991 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J GAITHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GINA BRISCO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7657248278 | RecipientPhoneNum |
| Form And Info And Materials | NO PREDETERMINED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDRIA COMMUNITY CENTER | ||||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| ALEXANDRIA COMMUNITY CENTER | ||||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLF SPONSORSHIP | $1,000 | |
| ALEXANDRIA ELK LODGE | ||||||||
| 1810 S HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLFIN' FOR CANCER | $350 | |
| ALEXANDRIA HISTORICAL SOCIETY | ||||||||
| 313 N HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| ALEXANDRIA MAIN STREET | ||||||||
| 25 FAIRWAY DR | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 | |
| ALEXANDRIA TOY DRIVE | ||||||||
| 804 S PARKE AVE | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| ALTERNATIVES INC | ||||||||
| PO BOX 1302 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GOLF TOURNAMENT SPONSOR | $500 | |
| ANDERSON CHRISTIAN CENTER | ||||||||
| 625 MAIN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,500 | |
| ANDERSON SYMPHONY ORCHESTRA | ||||||||
| PO BOX 741 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $15,000 | |
| ANDERSON UNIVERSITY | ||||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | UNIVERSITY | GENERAL SUPPORT | $100,000 | |
| BIBLES FOR BALLERS | ||||||||
| PO BOX 111 | ANDERSON | IN | 47362 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | |
| CHURCH ST COMMONS | ||||||||
| 204 W CHURCH ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,500 | |
| COMM HOSP ANDERSON FNDN | ||||||||
| 1515 N MADISON AVE | ANDERSON | IN | 46011 | N/A | PUBLICH CHAR | COMM CHEFS APRON SPONSORSHIP | $6,000 | |
| CROSSROADS AMER COUNCIL - BSA | ||||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARI | TABLE SPONSORSHIPS | $3,500 | |
| DELTA THETA TAU | ||||||||
| 202 E JOHN ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | LANE SPONSORSHIP | $50 | |
| EAST SIDE CHURCH OF GOD | ||||||||
| 2600 E 5TH ST | ANDERSON | IN | 46012 | N/A | CHURCH | HARVEST FUND | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 1201 W MCGALLIARD | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | HOLE SPONSORSHIP | $200 | |
| FRACTURED ATLAS | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $15,000 | |
| HABITAT FOR HUMANITY MADISON CNTY | ||||||||
| 429 E 14TH ST | ANDERSON | IN | 46001 | N/A | PUBLIC CHARI | LADDER SPONSOR | $2,500 | |
| HIGHER LEVEL SPORTS CAMP | ||||||||
| 648 N PENDLETON AVE | PENDLETON | IN | 46064 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON ST | MARION | IN | 46953 | N/A | UNIVERSITY | GENERAL SUPPORT | $20,000 | |
| INTERSECT | ||||||||
| 630 NICHOL AVE | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | BREAKFAST CELEBRATION | $250 | |
| LEADERSHIP ACADEMY MADISON CNTY | ||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | SCHOOL | GENERAL SUPPORT | $7,500 | |
| LEVISWAY INC | ||||||||
| 10699 N 200 W | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $7,500 | |
| LIBERTY CHRISTIAN SCHOOL | ||||||||
| 2323 COLUMBUS AVE | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $15,000 | |
| MADISON CNTY CHAPLAINCY PROGRAM | ||||||||
| PO BOX 171 | ANDERSON | IN | 46017 | N/A | PUBLIC CHARI | SANTIAGO SCRAMBLE | $250 | |
| MADISON CNTY COMMUNITY FNDN | ||||||||
| 911 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| MADISON CNTY SPECIAL OLYMPICS | ||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | |
| MAN 4 MAN MINISTRIES | ||||||||
| 415 MAIN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,100 | |
| OPERATION LOVE | ||||||||
| PO BOX 917 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GOLDEN CAKE SPONSOR | $1,000 | |
| ORAGEHAUS MUSIC | ||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | SCHOOL | SCHOLARSHIP | $1,390 | ANDERSON UNIVERSITY |
| PARAMOUNT HERITAGE FNDN | ||||||||
| 1124 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | EVENT SPONSORSHIPS | $2,700 | |
| PROJECT GENESIS | ||||||||
| 2523 163RD TER E | PARRISH | FL | 34219 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 6621 N OLD SR 3 | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| SECRET FAMILIES OF MADISON CNTY | ||||||||
| PO BOX 2031 | ANDERSON | IN | 46018 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,100 | |
| ST VINCENT ANDERSON REG FNDN | ||||||||
| 2015 JACKSON ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | ASCENSION ST VINCENT KIDS CLASSIC | $1,000 | |
| ST VINCENT ANDERSON REG FNDN | ||||||||
| 2015 JACKSON ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| UNITED WAY OF MADISON CNTY | ||||||||
| 205 W 11TH ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| WOMEN OF PHILANTHROPY | ||||||||
| 911 MERIDIAN ST | ANDERSON | IN | 460161484 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | MADISON COUNTY COMMUNITY FNDN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,890 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$62,415 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$255 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $183,812 | ExclusionAmt |
| Related Or Exempt Function Incm | -$62,670 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,142 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SUPPORTS FOUNDATION'S CHARITABLE AND EDUCATIONAL MISSION | RelationshipStatementTxt |
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 | ACCOUNTING AND TAX SERVICES | CategoryTxt |
| Amt | $3,225 | Amt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT ADVISOR FEES | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $6,615,716 | EOYBookValueAmt |
| EOYFMV | $6,615,716 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $3,546 | BOYBookValueAmt |
| EOY Book Value | $3,506 | EOYBookValueAmt |
| EOYFMV | $3,506 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MKT VALUE OF INVESTMENTS | Desc |
| Amt | $1,077,369 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH CONVERSION | Desc |
| Amt | $210 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE | Desc |
| BOY Book Value | $250 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $59,907 | Amt |
| Net Investment Income | $59,907 | NetInvestmentIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALE OF BOOKS | CategoryTxt |
| Gross Sales | $60 | GrossSalesAmt |
| Cost Of Goods Sold | $315 | CostOfGoodsSoldAmt |
| Net | -$255 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX ON DIVIDENDS | $605 | $605 |
| INCOME TAX | $6,472 |