GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-31
- IRS object ID
- 202203049349100820
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets 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 | 2022-10-31T14:35:42-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C THOMAS BATES CPA | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
| 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 | $8,024,570 | 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 | $178,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $443,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $743,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $443,782 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $482 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $86 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $396 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $622,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $621,982 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $69,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,432 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $31 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $31 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $582 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $86,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $377,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $377,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $158,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $551,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,509 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $385 | InventoriesBOYAmt |
| Inventories EOY | $315 | InventoriesEOYAmt |
| Inventories EOYFMV | $315 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $7,451,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,962,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,962,200 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,475 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,546 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,546 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,478,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,024,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,024,570 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $250 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,478,015 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,024,320 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,478,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,024,320 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,478,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,024,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,478,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $158,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $388,201 | OtherIncreasesAmt |
| Subtotal | $8,024,320 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,024,320 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-10-14 | AcquiredDt |
| Sold | 2021-12-21 | SoldDt |
| Gross Sales Price | $743,275 | GrossSalesPriceAmt |
| Cost Or Other Basis | $299,493 | CostOrOtherBasisAmt |
| Gain Or Loss | $443,782 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $443,782 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $443,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,672 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,672 | SubtotalAmt |
| Tax Based On Investment Income | $7,672 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $77 | EsPenaltyAmt |
| Overpayment | $1,151 | OverpaymentAmt |
| Applied To ES Tax | $1,151 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,793,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,842,041 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,842,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,724,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,672 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,672 | TotalTaxAmt |
| Distributable Before Adj | $378,549 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $378,549 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $378,549 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $377,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,340 | UndistributedIncomePYAmt |
| Qualifying Distributions | $377,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,340 | AppliedToYear1Amt |
| Applied To Current Year | $315,260 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $63,289 | 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 (46 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 |
|---|---|---|---|---|---|---|---|---|
| A TOWN CENTER INC | ||||||||
| 1206 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $250 | |
| ALEXANDRIA CHURCH OF THE NAZARENE | ||||||||
| 1401 S HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | CHURCH | GENERAL SUPPORT | $5,000 | |
| ALEXANDRIA COMMUNITY CENTER | ||||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $4,500 | |
| ALEXANDRIA ELK LODGE | ||||||||
| 1810 S HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLFING FOR CANCER | $300 | |
| ALEXANDRIA ELK LODGE | ||||||||
| 1810 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | FRED STARR MEMORIAL GOLF | $300 | |
| ALEXANDRIA HISTORICAL SOCIETY | ||||||||
| 313 N HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| ALEXANDRIA MAIN STREET | ||||||||
| 25 FAIRWAY DR | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $300 | |
| 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 | $2,500 | |
| ANDERSON PREPARATORY ACADEMY | ||||||||
| 2200 W 22ND ST | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $10,000 | |
| 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 | |
| ANDERSON YOUNG BALLET THEATRE | ||||||||
| 29 YOUNG DR | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $250 | |
| BETHEL UNIVERSITY | ||||||||
| 28 LEE AVE | MCKENZIE | TN | 38201 | N/A | UNIVERSITY | GENERAL SUPPORT | $1,000 | |
| CHRIST FELLOWSHIP CHURCH | ||||||||
| 5343 NORTHLAKE BLVD | PALM BEACH GARDENS | FL | 33418 | N/A | CHURCH | JILL BENJAMIN SUPPORT | $5,000 | |
| CHURCH ST COMMONS | ||||||||
| 204 W CHURCH ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| CITY OF ALEXANDRIA | ||||||||
| 125 W WAYNE ST | ALEXANDRIA | IN | 46001 | N/A | MUNICIPALITY | TENNIS COURTS RESURFACING | $10,000 | |
| COMM HOSP ANDERSON FNDN | ||||||||
| 1515 N MADISON AVE | ANDERSON | IN | 46011 | N/A | PUBLICH CHAR | COMM CHEFS APRON SPONSORSHIP | $6,000 | |
| CORPORATION FOR ECON DEVEL | ||||||||
| 793 MAIN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $4,000 | |
| CROSSROADS AMER COUNCIL - BSA | ||||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARI | TABLE SPONSOR DISTING CITZENS DINNER | $1,000 | |
| DOVE HARBOR | ||||||||
| 1400 BROADWAY | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 1201 W MCGALLIARD | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | 200 HOLE SPONSORSHIP | $200 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR DRIVE | AMERICUS | GA | 317093498 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| HIGHER LEVEL SPORTS CAMP | ||||||||
| 648 N PENDLETON AVE | PENDLETON | IN | 46064 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | |
| INDIANA BANDITS INC | ||||||||
| PO BOX 156 | GREENFIELD | IN | 46140 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $250 | |
| INDIANA HISTORICAL SOCIETY | ||||||||
| 450 W OHIO ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARI | TED GREEN DOCUMENTARY | $100,000 | |
| INDIANA HISTORICAL SOCIETY | ||||||||
| 450 W OHIO ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARI | INDIANA LIVING LEGENDS | $5,000 | |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON ST | MARION | IN | 46953 | N/A | UNIVERSITY | SONGWRITERS | $10,000 | |
| LIBERTY CHRISTIAN SCHOOL | ||||||||
| 2323 COLUMBUS AVE | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $20,000 | |
| MADISON CNTY COMMUNITY FNDN | ||||||||
| 33 W 10TH ST STE 600 | ANDERSON | IN | 460161484 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| MADISON CNTY HISTORICAL SOCIETY | ||||||||
| 15 W 11TH ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $250 | |
| 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 | $10,000 | |
| PARAMOUNT HERITAGE FNDN INC | ||||||||
| 1124 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | DANCING LIKE THE STARS | $2,500 | |
| RUSS TAFFFPRODUCTIONS | ||||||||
| 102 PEACOCK ST | BELL BUCKLE | TN | 37020 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| SALVATION ARMY | ||||||||
| 1615 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| 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 | $1,500 | |
| ST VINCENT ANDERSON REG FNDN | ||||||||
| 2015 JACKSON ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | ASCENSION ST VINCENT KIDS CLASSIC | $1,500 | |
| THE CHRISTIAN CENTER | ||||||||
| 625 MAIN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| UNITED WAY OF MADISON CNTY | ||||||||
| 205 W 11TH ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| WHEELER MISSIONS | ||||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| WOMEN OF PHILANTHROPY | ||||||||
| 33 W 10TH ST STE 600 | ANDERSON | IN | 460161484 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | MADISON COUNTY COMMUNITY FNDN |
| YOUTH LEADERSHIP ACADEMY | ||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | MADISON COUNTY |
| YOUTH OPPORTUNITY CENTER | ||||||||
| 3700 W KILGORE AVE | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | GOLF CLASSIC SPONSORSHIP | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $377,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $443,782 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $396 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $621,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $396 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $622,378 | 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 | $2,600 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $7,962,200 | EOYBookValueAmt |
| EOYFMV | $7,962,200 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $3,475 | BOYBookValueAmt |
| EOY Book Value | $3,546 | EOYBookValueAmt |
| EOYFMV | $3,546 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MKT VALUE OF INVESTMENTS | $388,380 |
| ACCRUAL TO CASH CONVERSION | -$179 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE | Desc |
| EOY Book Value | $250 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $69,432 | Amt |
| Net Investment Income | $69,432 | NetInvestmentIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALE OF BOOKS | CategoryTxt |
| Gross Sales | $482 | GrossSalesAmt |
| Cost Of Goods Sold | $86 | CostOfGoodsSoldAmt |
| Net | $396 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX ON DIVIDENDS | $582 | $582 |
| INCOME TAX | $14,029 |
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