2021-11-15T07:09:41-06:00 2020-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2020-01-01 351091997 INDIANA MASONIC HOME FOUNDATION INC INDI 3176379582 525 N ILLINOIS ST PO BOX 44210 INDIANAPOLIS IN 462440210 JEFFREY ZARING PRESIDENT 3176379582 2021-11-12 1 JEFFREY ZARING 999009999 SCOTT A SCHUSTER P00019243 3175802000 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFFREY P ZARING 525 N ILLINOIS ST PO BOX 44210 INDIANAPOLIS IN 462440210 42012949 0 X WWW.IMHF.ORG X 1935 IN TO SUPPORT THE INDIANA MASONIC HOME 13 12 7 13 0 0 539067 561114 0 0 2868363 4246407 6646 8450 3414076 4815971 2758651 3603617 0 0 273101 397181 0 0 394299 672013 668389 3703765 4669187 -289689 146784 91945204 98366921 735837 691144 91209367 97675777 X TO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES. 0 0 3603617 3603617 ANNUAL DISTRIBUTION TO THE INDIANA MASONIC HOME FOR THE FRATERNAL BENEFIT AND SUPPORT OF THOSE IN THE MASONIC FAMILY WHO ARE UNABLE TO PROVIDE CARE FOR THEMSELVES. SPECIAL EVENT AMOUNT RAISED FOR SHRINERS HOSPITAL FOR CHILDREN 3603617 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 20 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X ERIC VERMEULEN EXEC DIRECTOR 3176379582 PO BOX 44210 INDIANAPOLIS IN 462440210 RICHARD J ELMAN BOARD MEMBER 1.00 41.30 X 0 99338 0 GREGORY N JORDAN TREASURER 1.00 5.00 X X 0 0 0 ALEX L ROGERS VICE PRESIDENT 1.00 X X 0 0 0 GARY E BRINLEY BOARD MEMBER 1.00 6.00 X 0 0 0 ROBERT D HEUCHAN BOARD MEMBER 1.00 X 0 0 0 JEFFERY P ZARING PRESIDENT 1.00 X X 0 0 0 CHARLES F MARLOWE BOARD MEMBER 1.00 X 0 0 0 JAMES L CHESNEY BOARD MEMBER 1.00 X 0 0 0 JOEL R HARBAUGH BOARD MEMBER 1.00 X 0 0 0 DONNA M CLUTTER SECRETARY 1.00 X X 0 0 0 LINVILLE D CONER BOARD MEMBER 1.00 X 0 0 0 GORDON J HUSK BOARD MEMBER 1.00 X 0 0 0 RONALD BUSKIRK BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC J VERMEULEN EXECUTIVE DIRECTOR 40.00 1.00 X 90000 0 41409 90000 99338 41409 0 0 0 0 UBS FINANCIAL SERVICES 8888 KEYSTONE CROSSING 10TH FLOOR INDIANAPOLIS IN 46240 TRUST MANAGEMENT 375029 1 69600 491514 561114 2007684 2007684 8450 0 8450 8450 8450 39435701 37196978 2238723 2238723 2238723 4815971 0 0 4254857 3603617 3603617 131409 70548 60861 240246 74398 165848 25526 9955 15571 26000 26000 422364 422364 4330 1689 2641 38677 38677 18948 9474 9474 28496 11113 17383 28839 28839 6703 6703 9037 9037 PRINTING NEWSLETTER 46000 46000 TECHNOLOGY FEES/EQUIP 19625 19625 TRAINING 7202 7202 12168 10365 1803 4669187 3603617 671271 394299 1628652 2094674 1066727 5000 937708 162422 781989 775286 87126634 95209124 1341202 282837 91945204 98366921 735837 691144 735837 691144 X 90158071 97419159 1051296 256618 91209367 97675777 91945204 98366921 X 146784 6397929 -78303 X X 0 1 X 1 0 X X 1 INDIANA MASONIC HOME 352187477 10 1 3603617 0 1 3603617 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 45918 0 0 0 2047849 2016134 2093767 2016134 0 0 455170 422364 0 0 1638597 1593770 84377374 86042096 2654495 1892199 2168800 1063093 89200669 88997388 0 0 0 89200669 88997388 1338010 1334961 87862659 87662427 3075193 3068185 0 0 3075193 3068185 1638597 1392807 3075193 3075193 0 3075193 3603617 0 0 0 0 0 3603617 3603617 3075193 100.000000000000 3075193 0 0 6428206 3648772 3648604 2758651 16484233 0 3075193 0 13409040 3603617 0 3603617 0 0 17012657 3353013 3648772 3648604 2758651 3603617 PART V, SECTION D, LINE 8 EIGHTY-FIVE PERCENT OF THE DISTRIBUTABLE AMOUNT IS DISTRIBUTED TO INDIANA MASONIC HOME, A SUPPORTED ORGANIZATION THAT MEETS THE "ATTENTIVENESS AND "RESPONSIVENESS" TESTS. THE "ATTENTIVENESS" TEST IS MET BECAUSE INDIANA MASONIC HOME FOUNDATION PROVIDED AT LEAST 10% OF THE TOTAL SUPPORT OF INDIANA MASONIC HOME. TEN PERCENT OF THE TOTAL SUPPORT FOR INDIANA MASONIC HOME FOR FISCAL YEAR END DECEMBER 31, 2020 IS $1,279,711. INDIANA MASONIC HOME FOUNDATION'S DISTRIBUTION OF $3,603,617 EXCEEDS THIS AMOUNT. THE "RESPONSIVENESS" TEST IS MET BECAUSE THREE MEMBERS OF THE INDIANA MASONIC HOME GOVERNING BOARD SERVE ON THE BOARD OF INDIANA MASONIC HOME FOUNDATION; IN ADDITION, THE EXECUTIVE DIRECTOR OF INDIANA MASONIC HOME FOUNDATION SERVES AS A BOARD MEMBER ON INDIANA MASONIC HOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89634799 10586712 3603617 96617894 84323410 8070040 2758651 89634799 85285765 2686249 3648604 84323410 93480710 7453827 15648772 85285765 88550086 1615754 6965508 3650638 93480710 1.00000 0 0 710000 710000 178746 113624 65122 48962 48798 164 775286 ANNUITY LIABILITY 622964 TRUST LIABILITY 65480 AFFINITY FUND 2700 691144 X 10806194 6397929 6397929 4408265 422364 -14658 407706 4815971 4246823 0 4246823 422364 422364 4669187 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE INDIANA MASONIC HOME (THE HOME) AT FRANKLIN, INDIANA. THE PRIOR YEAR ENDOWMENT IN PART V IS FOR THE PERIOD 04/01/2019 - 12/31/2019. PART X, LINE 2: IMH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS OTHERWISE EXCLUDED BY THE IRC. ST. CLAIR IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY WHOSE INCOME OR LOSS IS REPORTED BY IMH FOUNDATION. IN ADDITION, IMH FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2020 AND 2019. IMH FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. IMH FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2017. MANAGEMENT BELIEVES THAT THE FOUNDATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN MATERIAL CHANGE. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -14,658. 1 INDIANA MASONIC HOME 690 S STATE STREET FRANKLIN IN 46131 352187477 501(C)(3) 3603617 ONGOING OPERATIONAL SUPPORT. OPERATIONAL SUPPORT 1 1 PART I, LINE 2: ALL MONIES DONATED TO THE INDIANA MASONIC HOME FOUNDATION, INC. GO INTO OUR ENDOWMENT FUND. ANNUALLY, A GRANT IS ISSUED TO THE INDIANA MASONIC HOME, INC. WE SOLELY ISSUE A GRANT TO THE INDIANA MASONIC HOME AND TO NO ONE ELSE. WE MAINTAIN RECORDS OF ALL MONIES DONATED TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WILL BE PROVIDED VIA EMAIL TO THE BOARD OF DIRECTORS AND QUESTIONS AND COMMENTS WILL BE REQUESTED. THE AUDIT COMMITTEE OF THE BOARD WILL REVIEW AND APPROVE THE RETURN. THE BOARD PRESIDENT WILL BE RESPONSIBLE FOR FINAL REVIEW AND SIGNING OF THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 SINCE THERE IS ONLY ONE TOP MANAGEMENT (KEY EMPLOYEE, CEO, EXECUTIVE DIRECTOR, ETC.), HIS COMPENSATION IS DETERMINED BY A REVIEW OF THE FOUNDATION BOARD'S EXECUTIVE COMMITTEE (PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER). FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIALS WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -78,303. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR ST CLAIR LLC 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 REAL ESTATE HOLDING COMPANY IN 4 4000 N/A INDIANA MASONIC HOME 690 STATE STREET FRANKLIN IN 46131 352187477 SERVE CHARITABLE PURPOSE OF OPERATING INDIANA MASONIC HOME IN FRANKLIN, IN IN 501(C)(3) LINE 10 N/A 0 GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 350300010 MEMBERS ONLY FRATERNAL ORGANIZATION IN 501(C)(10) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INDIANA MASONIC HOME B 3603617 CASH