BIRK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BIRK FOUNDATION (EIN 20-0464855)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202111309349102226
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T14:43:10-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | F | PersonFirstNm |
| Person Last | JAMES WALKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S B SHAW CPA | PreparerPersonNm |
| PTIN | P00075273 | PTIN |
| Phone | 5024230311 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,158,511 | 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 | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,122,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,323 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,454 | 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 | $1,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,360 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $857,609 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,010,932 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,136,151 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $869,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,033,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,158,511 | 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 | $869,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,033,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $869,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,033,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $869,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,033,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $869,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,033,292 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,033,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AIR PDTS & CHEMICALS XXX-XX-XXXX | P | 2020-09-24 | 2020-11-25 | $4,455 | $4,605 | -$150 | -$150 |
| AMCAP A XXX-XX-XXXX | P | 2020-06-18 | 2020-09-23 | $4,150 | $4,022 | $128 | $128 |
| BLKRCK CAP APRC 09251R107 | P | 2019-12-06 | 2020-09-23 | $42,569 | $34,401 | $8,168 | $8,168 |
| CAP INC BLDR XXX-XX-XXXX | P | 2019-12-23 | 2020-09-23 | $1,529 | $1,683 | -$154 | -$154 |
| COSTCO WHOLESALE CORP 22160K105 | P | 2020-09-24 | 2020-12-15 | $4,814 | $4,444 | $370 | $370 |
| DANAHER CORP XXX-XX-XXXX | P | 2020-09-24 | 2020-11-25 | $3,451 | $3,254 | $197 | $197 |
| GOLDMAN SACHS GROUP INC 38141G104 | P | 2020-09-24 | 2020-09-29 | $9,053 | $8,953 | $100 | $100 |
| HRTFRD DIV GRW XXX-XX-XXXX | P | 2019-12-11 | 2020-09-23 | $4,822 | $5,191 | -$369 | -$369 |
| INCOME RD OF AMER XXX-XX-XXXX | P | 2019-12-18 | 2020-09-23 | $3,270 | $3,497 | -$227 | -$227 |
| MCCORMICK & CO INC XXX-XX-XXXX | P | 2020-09-24 | 2020-12-15 | $11,402 | $11,792 | -$390 | -$390 |
| NIKE INC XXX-XX-XXXX | P | 2020-09-24 | 2020-12-15 | $4,439 | $3,973 | $466 | $466 |
| SALESFORCE.COM INC 79466L302 | P | 2020-09-24 | 2020-12-15 | $4,368 | $4,733 | -$365 | -$365 |
| THERMO FISHER SCIENTIFIC XXX-XX-XXXX | P | 2020-09-24 | 2020-11-25 | $5,772 | $5,432 | $340 | $340 |
| WALMART INC XXX-XX-XXXX | P | 2020-09-24 | 2020-12-15 | $4,067 | $3,812 | $255 | $255 |
| WASTE MANAGEMENT 94106L109 | P | 2020-09-24 | 2020-10-30 | $3,857 | $3,986 | -$129 | -$129 |
| AON PLC A G0403H108 | P | 2020-09-24 | 2020-10-30 | $7,258 | $8,016 | -$758 | -$758 |
| AMCAP A XXX-XX-XXXX | P | 2020-09-23 | $90,765 | $71,586 | $19,179 | $19,179 | |
| BLKRCK CAP APRC 09251R107 | P | 2020-09-23 | $165,671 | $137,247 | $28,424 | $28,424 | |
| CAP INC BLDR XXX-XX-XXXX | P | 2020-09-23 | $11,110 | $10,535 | $575 | $575 | |
| HRTFRD DIV GRW XXX-XX-XXXX | P | 2020-09-23 | $76,040 | $74,719 | $1,321 | $1,321 | |
| INCOME RD OF AMER XXX-XX-XXXX | P | 2020-09-23 | $19,176 | $17,736 | $1,440 | $1,440 | |
| AMCAP A XXX-XX-XXXX | P | 2020-09-23 | $148,351 | $82,919 | $65,432 | $65,432 | |
| BLKRCK CAP APRC 09251R107 | P | 2020-09-23 | $65,686 | $61,427 | $4,259 | $4,259 | |
| CAP INC BLDR XXX-XX-XXXX | P | 2020-09-23 | $150,327 | $135,311 | $15,016 | $15,016 | |
| HRTFRD DIV GRW XXX-XX-XXXX | P | 2020-09-23 | $91,012 | $63,268 | $27,744 | $27,744 | |
| INCOME FD OF AMER XXX-XX-XXXX | P | 2020-09-23 | $130,546 | $106,341 | $24,205 | $24,205 | |
| AMCAP A XXX-XX-XXXX | P | 2020-01-21 | $10,165 | $9,782 | $383 | $383 | |
| AMCAP A XXX-XX-XXXX | P | 2020-01-21 | $14,835 | $13,907 | $928 | $928 | |
| BLKRCK CAP APRC 09251R305 | P | 2020-01-21 | $24,336 | $27,358 | -$3,022 | -$3,022 | |
| BLKRCK CAP APRC 09251R305 | P | 2020-01-21 | $664 | $701 | -$37 | -$37 | |
| CAPITAL GAINS DIVIDENDS | P | $4,994 | $4,994 | $4,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,323 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | 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 | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,353 | TaxDueAmt |
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 | $1,089,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,107,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,107,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,090,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,953 | TotalTaxAmt |
| Distributable Before Adj | $51,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,790 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,127 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $132,162 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $257,885 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,581 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,581 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,304 | 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 | $250,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,336 | ExcessFromYear4Amt |
| Excess From Year3 | $47,806 | ExcessFromYear3Amt |
| Excess From Year2 | $132,162 | ExcessFromYear2Amt |
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 | $3,000 |
| GIRLS INCORPORATED OF JEFFERSON COUNTY | |||||||
| 109 W 3RD ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $1,500 |
| 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 | $24,500 |
| JEFFERSON COUNTY UNITED WAY | |||||||
| 100 E 2ND ST | MADISON | IN | 472403536 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | 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 | $43 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,454 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,454 | 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 | $1,425 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,010,932 | BookValueAmt |
| EOYFMV | $1,136,151 | EOYFMVAmt |
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 | $1,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAYMENT | CategoryTxt |
| Amt | $1,892 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |