SALIN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SALIN FOUNDATION INC (EIN 35-2047694)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202101329349101775
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T13:38:27-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPLEY & WALL AN ASSOCIATION OF PC'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8465 KEYSTONE XING DR STE 160 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352047694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALI | BusinessNameControlTxt |
| Phone | 3175322260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10587 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI FRITSCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3175322260 | PhoneNum |
| Signature | 2021-04-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERRI | PersonFirstNm |
| Person Last | FRITSCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN L SHIPLEY CPA | PreparerPersonNm |
| PTIN | P01255400 | PTIN |
| Phone | 3172550777 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,196,682 | 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 | $88,754 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $60,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,789 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $2 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $14,559 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,559 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $163,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,350 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,110 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,323 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $883 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,308 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,308 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,613 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $306,269 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $306,269 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $328,607 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,562,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,462,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,615,874 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $104,588 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,004,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,015,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,196,682 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,004,733 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,015,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,004,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,015,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,004,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,015,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,004,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113 | OtherIncreasesAmt |
| Subtotal | $2,018,955 | SubtotalAmt |
| Other Decreases | $2,974 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,015,981 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS 1.9% 08/24/20 | P | 2017-08-18 | 2020-08-24 | $100,000 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 |
| VIATRIS INC | P | 2012-11-07 | 2020-12-11 | $5 | $0 | $3 | $2 | $0 | $0 | $0 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,400 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,816 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $1,016 | RefundAmt |
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 |
| 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 | SHERRI FRITSCH | IndividualWithBooksNm |
| Phone | 3175322260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10578 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SHERRI FRITSCH | ||||||||
| 10587 COPPERGATE DR | CARMEL | IN | 46032 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| WILLIAM N SALIN II | ||||||||
| 10587 COPPERGATE DR | CARMEL | IN | 46032 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| M JANE SALIN | ||||||||
| 10587 COPPERGATE DR | CARMEL | IN | 46032 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSIE MCCLAIN | ||||||||
| 10587 COPPERGATE DR | CARMEL | IN | 46032 | SECR/TREAS | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO 1 LOCAL CHURCH AND 11 LOCAL CULTURAL ORGANIZATIONS TO HELP PROVIDE CULTURAL AND RELIGIOUS AWARENESS AND EDUCATION | Description1Txt |
| Expenses1 | $122,308 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,951,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,043,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,043,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,997,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $584 | TotalTaxAmt |
| Distributable Before Adj | $149,304 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $149,304 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $149,304 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,308 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,308 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,308 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,304 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,908 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,181 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $404,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,308 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,996 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,996 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $377,745 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,912 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $360,833 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,181 | ExcessFromYear4Amt |
| Excess From Year3 | $70,973 | ExcessFromYear3Amt |
| Excess From Year2 | $91,282 | ExcessFromYear2Amt |
| Excess From Year1 | $87,397 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRI FRITSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10381 HIGH GROVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3175322260 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE RESIDENT WITHIN STATE OF INDIANA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | 501C3 | DONATIONGENERAL FUNDS | $22,000 |
| INDIANA HISTORICAL SOCIETY | ||||||
| 450 W OHIO STREET | INDIANAPOLIS | IN | 46202 | 501C3 | DONATION TOHISTORICPRESERVATION | $8,750 |
| UMC INDIANA CONFERENCE | ||||||
| 301 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | 501C3 | DONATION TOOUTREACH FUNDS | $5,000 |
| HABITAT FOR HUMANITY | ||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | 501C3 | COMMUNITYOUTREACH &EDUCATION | $1,000 |
| IN TOUCH MINISTRIES | ||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | 501C3 | RELIGIOUSEDUCATION | $5,000 |
| HERITAGE FUND | ||||||
| 538 FRANKLIN ST | COLUMBUS | IN | 47201 | 501C3 | COMMUNITYOUTREACH | $1,000 |
| WAWASEE AREA CONSERVANCY | ||||||
| 11586 N SR 13 | SYRACUSE | IN | 46567 | 501C3 | PRESERVINGWAWASEE AREAWATERSHED | $1,000 |
| ZIONSVILLE UMC | ||||||
| 644 WHITESTOWN ROAD | ZIONSVILLE | IN | 46077 | 501C3 | YOUTH CHAPELPROJECT 2020 | $77,508 |
| ALDRIDGE EDUCATIONAL TRUST | ||||||
| 3280 RUM ROW | NAPLES | FL | 34102 | 501C3 | EDUCATIONSCHOLARSHIPS | $100 |
| ASCENSION ST VINCENT | ||||||
| 8402 HARCOURT ROAD | INDIANAPOLIS | IN | 46260 | 501C3 | HEALTH PROGRAMS,CAPITAL PROJECTS,PATIENT CARE | $300 |
| NAPLES HISTORICAL SOCIETY | ||||||
| 137 12TH AVENUE S | NAPLES | FL | 34102 | 501C3 | HISTORICPRESERVATION | $350 |
| INDIANA UMC CHILDREN'S HOME | ||||||
| 9333 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 501C3 | CHILDREN CAREAND EDUCATION | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,308 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,686 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,686 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,686 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME CONTRIBUTES ADDITIONAL SCHOLARSHIP FUNDING AND |
| 3 | RELATES TO THE REST OF THE INVESTMENT ACTIVITIES USED TO FUND |
| 3 | ALL CHARITABLE ACTIVITIES |
| 4 | DIVIDEND INCOME IS A MAJOR SOURCE OF ADDITIONAL FUNDING RELATED |
| 4 | TO THE INVESTMENT ACTIVITIES USED FOR SCHOLARSHIPS AND OTHER |
| 4 | LOCAL CHARITABLE GIVING |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JANE SALIN | ||||||
| 1 | 10587 COPPERGATE DRIVE | CARMEL | IN | 46033 | $33,754 | Yes (X) |
| HORIZON TRUST | ||||||
| 2 | 515 FRANKLIN SQUARE | MICHIGAN CITY | IN | 46360 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KENT J. SHIPLEY TAX RETURNS | CategoryTxt |
| Amt | $5,110 | Amt |
| Net Investment Income | $5,110 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $104,588 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $616,907 | $1,603,103 |
| FOREIGN STOCK | $30,142 | $81,998 |
| MUTUAL FUNDS - EQUITY | $577,293 | $683,963 |
| ETF's | $17,757 | $22,048 |
| MARKETABLE CD's | $100,000 | $102,946 |
| MUTUAL FUNDS - FIXED INCOME | $120,000 | $121,816 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $306,269 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $328,607 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENTS | Desc |
| Amt | $2,974 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | L-T CAP GAIN DIVIDEND | Desc |
| Revenue And Expenses Per Books | $14,559 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,559 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MISCELLANEOUS | $109 |
| CAPITAL GAIN | $2 |
| OTHER CASH DEPOSIT | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HORIZON BANK INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $21,589 | Amt |
| Net Investment Income | $19,323 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $861 | $861 |
| ENTITY RENEWAL | $22 | $22 |
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