GRUBE FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRUBE FAMILY FOUNDATION INC (EIN 20-0477803)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-08
- IRS object ID
- 202220989349100312
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-08T12:33:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200477803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grube Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET KRAMPE GRUBE | InCareOfNm |
| Business Name Control | GRUB | BusinessNameControlTxt |
| Phone | 3178870860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6497 DEERFIELD DR | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Janet Krampe Grube | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3178870860 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Janet | PersonFirstNm |
| Person Last | Krampe Grube | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD J RAWE | PreparerPersonNm |
| PTIN | P00851529 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,479,726 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $700 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $922 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $922 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,695 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | -$808 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$808 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $113,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $230 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $302,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,050,614 | CashBOYAmt |
| Cash EOY | $1,873,955 | CashEOYAmt |
| Cash EOYFMV | $1,873,955 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,968,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,953,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,410,074 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $196,505 | OtherAssetsBOYAmt |
| Other Assets EOY | $195,697 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $195,697 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,215,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,022,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,479,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,215,942 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,022,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,215,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,022,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,215,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,022,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,215,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,161 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,022,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,022,781 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,759 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,759 | SubtotalAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,661 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,661 | TotalPaymentsAndCreditsAmt |
| Overpayment | $902 | OverpaymentAmt |
| Applied To ES Tax | $902 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET KRAMPE GRUBE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178870860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6497 DEERFIELD DRIVE | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JANET KRAMPE GRUBE | |||||||||
| 6497 Deerfield Dr | GREENWOOD | IN | 46143 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| JENNIFER GRUBE STRAUMINS | |||||||||
| 2838 SHADWELL PLACE | GREENWOOD | IN | 46143 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| WILLIAM FERDINAND GRUBE | |||||||||
| 4342 WHITETAIL WOODS DR | BARGERSVILLE | IN | 46106 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| ROBERT ELZER | |||||||||
| 600 EAST 96TH ST | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.0 | $0 | $0 | $0 | SUITE 600 |
| JOHN GARDNER | |||||||||
| 600 EAST 96TH ST | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.0 | $0 | $0 | $0 | SUITE 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,709,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,979,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,688,621 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,688,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,588,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $329,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $329,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,759 | TotalTaxAmt |
| Distributable Before Adj | $327,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $327,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $327,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $304,658 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $327,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $302,483 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $304,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $302,483 | AppliedToYear1Amt |
| Applied To Current Year | $2,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $325,481 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANET KAMPE GRUBE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IU FOUNDATION - CARDIOLOGY FELLOWSHIP | |||||||
| PO BOX 7072 | INDIANAPOLIS | IN | 462077072 | NONE | PC | CARDIOLOGY FELLOWSHIP | $84,535 |
| CORNEA RESEARCH FOUNDATION OF AMERICA | |||||||
| 9002 N MERIDIAN STREET STE 212 | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL | $17,500 |
| RONCALLI HIGH SCHOOL | |||||||
| 3300 PRAGUE ROAD | INDIANAPOLIS | IN | 46227 | NONE | PC | Annual Fund | $20,000 |
| ST VINCENT FOUNDATION | |||||||
| 8402 HARCOURT ROAD | INDIANAPOLIS | IN | 46260 | NONE | SO I | HEALTH WELLNESS & PREVENTIVE CARE INSTITUTE | $17,500 |
| PROVIDENCE CRISTO REY | |||||||
| 75 NORTH BELLVIEW PLACE | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL | $10,000 |
| Lutheran Child and Family Services | |||||||
| 1525 NORTH RITTER AVE | INDIANAPOLIS | IN | 46219 | NONE | PC | LCFS Foundation | $20,000 |
| IU Foundation - Advance Fellowship | |||||||
| PO BOX 7072 | Indianapolis | IN | 462077072 | NONE | PC | Advance Fellowship | $90,800 |
| Biglife | |||||||
| PO Box 110431 | Naples | FL | 34108 | NONE | PC | Winter Jam 2022 | $10,000 |
| PALS - People & Animals | |||||||
| 7644 W Elwren Road | Bloomington | IN | 47403 | NONE | PC | Scholarship Fund | $2,500 |
| Best Buddies | |||||||
| 8604 Allisonville Rd 165 | Indianapolis | IN | 46250 | NONE | GENERAL | $2,500 | |
| University of Dayton | |||||||
| 300 College Park | Dayton | OH | 45469 | NONE | PC | GENERAL | $10,000 |
| Lutheran Scholarship Granting Organization of IN | |||||||
| PO Box 5174 | Fort Wayne | IN | 46895 | NONE | PC | School Scholarships | $17,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,483 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $922 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | -$808 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,202 | 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 | BKD, LLP | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,175 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLGATE PALMOLIVE | $515,322 | $1,109,420 |
| CONOCO PHILLIPS | $309,692 | $577,440 |
| NUCOR | $533,922 | $1,369,800 |
| ANTHEM INC. | $67,467 | $393,082 |
| GREAT ATLANTIC & PAC. TEA COM. | $606 | $1 |
| NISOURCE INC. | $375,697 | $1,485,386 |
| UNION PACIFIC CORP. | $8,051 | $71,368 |
| FRONTIER COMMUNICATIONS | $0 | |
| PHILLIPS 66 | $92,036 | $289,840 |
| DEVON ENERGY | $50,336 | $113,737 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WAKEFIELD ASSOCIATES, LLC | Desc |
| BOY Book Value | $196,505 | BOYBookValueAmt |
| EOY Book Value | $195,697 | EOYBookValueAmt |
| EOYFMV | $195,697 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WAKEFIELD ASSOCIATES, LLC | Desc |
| Revenue And Expenses Per Books | -$808 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$808 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $230 | Amt |
| Net Investment Income | $230 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES 990T | CategoryTxt |