BIRK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BIRK FOUNDATION (EIN 20-0464855)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349102644
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:42:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351515068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONROE SHINE & CO INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22039 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402529804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200464855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O F JAMES WALKER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIRK | BusinessNameControlTxt |
| Phone | 5029058888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S WASHINGTON DR | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F JAMES WALKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5029058888 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S B SHAW CPA | PreparerPersonNm |
| PTIN | P00075273 | PTIN |
| Phone | 5024230311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,048,427 | 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 | $2,255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,609 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $283 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,513 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,948 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $685,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $684,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,026,479 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $708,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $706,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,048,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $708,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $706,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $708,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $706,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $708,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $706,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $708,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $706,835 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $706,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALIGN TECHNOLOGY INC | P | 2024-02-14 | 2024-12-23 | $1,657 | $2,405 | -$748 | -$748 |
| AMER ELEC PWR CO INC | P | 2023-11-03 | 2024-02-27 | $1,482 | $1,458 | $24 | $24 |
| APPLE INC | P | 2024-06-27 | 2024-07-15 | $2,591 | $2,346 | $245 | $245 |
| CASEYS GENL STORES INC | P | 2024-04-15 | 2024-08-29 | $4,325 | $3,757 | $568 | $568 |
| COCA COLA COMPANY | P | 2023-10-16 | 2024-02-14 | $887 | $801 | $86 | $86 |
| WALT DISNEY CO | P | 2024-02-14 | 2024-02-27 | $1,191 | $1,220 | -$29 | -$29 |
| FISERV INC | P | 2024-12-10 | $4,233 | $3,100 | $1,133 | $1,133 | |
| GE HLTHCARE TECHS INC | P | 2023-08-31 | 2024-02-29 | $3,501 | $2,910 | $591 | $591 |
| JPMORGAN CHASE & CO | P | 2023-11-14 | 2024-07-15 | $1,050 | $745 | $305 | $305 |
| MFS INTL EQ R6 | P | 2023-12-20 | 2024-02-27 | $1,496 | $1,435 | $61 | $61 |
| METTLER TOLEDO INTL INC | P | 2023-12-18 | 2024-11-25 | $3,675 | $3,699 | -$24 | -$24 |
| PIONEER NATURAL RES CO | P | 2023-08-15 | 2024-01-16 | $660 | $700 | -$40 | -$40 |
| STARBUCKS CORP | P | 2023-11-14 | 2024-05-14 | $6,662 | $9,283 | -$2,621 | -$2,621 |
| THERMO FISHER SCIENTIFIC | P | 2024-01-16 | 2024-02-27 | $1,128 | $1,098 | $30 | $30 |
| WASTE MANAGEMENT INT DEL | P | 2024-02-29 | $3,082 | $2,322 | $760 | $760 | |
| APTIV PLC | P | 2024-10-31 | $1,778 | $2,602 | -$824 | -$824 | |
| SPOTIFY TECHNOLOGY SA | P | 2024-02-14 | 2024-04-15 | $3,537 | $2,907 | $630 | $630 |
| ALIGN TECHNOLOGY INC | P | 2023-12-18 | 2024-12-23 | $7,869 | $10,066 | -$2,197 | -$2,197 |
| ALPHABET INC | P | 2020-09-24 | 2024-02-27 | $1,525 | $787 | $738 | $738 |
| AMPHENOL CORP CL A NEW | P | 2024-09-17 | $8,378 | $5,481 | $2,897 | $2,897 | |
| APPLE INC | P | 2020-09-24 | 2024-02-27 | $1,263 | $763 | $500 | $500 |
| ARISTA NETWORKS INC | P | 2023-07-13 | 2024-08-29 | $3,849 | $1,846 | $2,003 | $2,003 |
| BLACKROCK INC | P | 2020-09-24 | 2024-07-15 | $12,425 | $8,010 | $4,415 | $4,415 |
| CHIPOTLE MEXICAN GRILLS A | P | 2022-07-29 | 2024-06-27 | $2,992 | $1,506 | $1,486 | $1,486 |
| COCA COLA COMPANY | P | 2024-02-14 | $10,942 | $11,244 | -$302 | -$302 | |
| COPART INC | P | 2022-07-15 | 2024-09-30 | $3,767 | $2,087 | $1,680 | $1,680 |
| COSTCO WHOLESALE CORP | P | 2020-09-24 | 2024-09-30 | $4,449 | $1,709 | $2,740 | $2,740 |
| JACK HENRY & ASSOC INC | P | 2023-04-13 | 2024-08-20 | $12,372 | $11,862 | $510 | $510 |
| ISHS CORE S&P MDCP | P | 2020-09-24 | 2024-02-27 | $2,230 | $1,386 | $844 | $844 |
| ISHS CORE S&P SMCP | P | 2020-09-24 | 2024-02-27 | $1,935 | $1,217 | $718 | $718 |
| LAM RESEACH CORP | P | 2022-11-15 | 2024-02-27 | $1,860 | $981 | $879 | $879 |
| MFS INTL EQ R6 | P | 2020-09-24 | 2024-02-27 | $2,193 | $1,732 | $461 | $461 |
| MERCK & COMPANY INC | P | 2024-11-19 | $11,864 | $10,446 | $1,418 | $1,418 | |
| METTLER TOLEDO INTL INC | P | 2023-06-29 | 2024-11-25 | $7,381 | $7,884 | -$503 | -$503 |
| MICROSOFT CORP | P | 2020-09-24 | 2024-02-27 | $1,619 | $814 | $805 | $805 |
| NVIDIA CORP | P | 2020-09-24 | 2024-07-15 | $10,541 | $1,261 | $9,280 | $9,280 |
| PAYCHEX INC | P | 2024-08-19 | $12,137 | $11,682 | $455 | $455 | |
| PINNACLE WEST CAP CORP | P | 2024-02-15 | $9,817 | $9,936 | -$119 | -$119 | |
| PIONEER NATURAL RES CO | P | 2024-01-31 | $12,396 | $6,315 | $6,081 | $6,081 | |
| SERVICENOW INC | P | 2021-10-15 | 2024-03-14 | $4,675 | $3,981 | $694 | $694 |
| UNITED HEALTH GROUP INC | P | 2022-04-20 | 2024-02-27 | $1,045 | $1,092 | -$47 | -$47 |
| WASTE MANAGEMENT INT DEL | P | 2023-03-15 | 2024-04-30 | $10,658 | $7,865 | $2,793 | $2,793 |
| APTIV PLC | P | 2024-10-31 | $6,257 | $12,024 | -$5,767 | -$5,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,249 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,249 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,741 | OverpaymentAmt |
| Applied To ES Tax | $1,741 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | F JAMES WALKER | IndividualWithBooksNm |
| Phone | 5029058888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S WASHINGTON DR | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| F JAMES WALKER | ||||||||
| 36 S WASHINGTON DRIVE | SARASOTA | FL | 34236 | TRUSTEE, ADVISOR COMMITTEE | 0.00 | $0 | $0 | $0 |
| MERRITT K ALCORN | ||||||||
| ONE WEST SIXTH STREET | MADISON | IN | 47250 | ADVISOR COMMITTEE | 0.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $950,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $974,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $974,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $960,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $508 | TotalTaxAmt |
| Distributable Before Adj | $47,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $204,178 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,219 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,219 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $188,959 | 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 | $188,959 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $188,959 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRATERNAL ORDER OF POLICE 128 | |||||||
| 317 WALNUT ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FUTHER EXEMPT PURPOSE | $4,000 |
| GIRLS INCORPORATED OF JEFFERSON COUNTY | |||||||
| 109 W 3RD ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $3,175 |
| JEFFERSON COUNTY HOUSE OF HOPE | |||||||
| 100 E 2ND ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $5,000 |
| POPE JOHN XXIII ELEMENTARY SCHOOL | |||||||
| 221 W STATE ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $7,000 |
| PRINCE OF PEACE CATHOLIC SCHOOLS | |||||||
| 305 W STATE ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $13,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,275 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,255 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,609 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $173,825 | $223,547 |
| BOND | AT COST | $35,000 | $34,525 |
| STOCKS | AT COST | $476,062 | $768,407 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES, SUPPLIES, SHIPPING, TRAVEL REIMBURSEMENT | Desc |
| Revenue And Expenses Per Books | $3,977 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,521 | Amt |
| Net Investment Income | $8,521 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $283 | Amt |
| Net Investment Income | $283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |