YUNKER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
YUNKER FOUNDATION INC (EIN 35-6041203)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202141339349103009
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T17:22:51-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320177573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCKAY ACCOUNTING SERVICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1412 E MAIN STAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP472503539ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356041203EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE YUNKER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O JOHN MUESSELBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlYUNKBusinessNameControlTxt
Phone8125990271PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 BROADWAY STAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MUESSELPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8122731426PhoneNum
Signature2021-04-30SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastMUESSELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J MCKAYPreparerPersonNm
PTINP00303870PTIN
Phone8122654623PhoneNum
Preparation2021-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,021,063FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9,705InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,705InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,332DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,332DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$455,465NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,050,210GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$455,465CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$528,502TotalRevAndExpnssAmt
Total Net Invst Incm$528,502TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$525AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$525AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$685TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$24,587OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,276OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$311OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,801TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$836TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$178,322TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,801TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$152,836TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$350,180ExcessRevenueOverExpensesAmt
Net Investment Income$503,701NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,897SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$163,210SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$163,210SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$509,961USGovernmentObligationsBOYAmt
US Government Obligations EOY$108,311USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$107,597USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,108,399CorporateStockBOYAmt
Corporate Stock EOY$1,375,761CorporateStockEOYAmt
Corporate Stock EOYFMV$3,016,500CorporateStockEOYFMVAmt
Corporate Bonds BOY$364,655CorporateBondsBOYAmt
Corporate Bonds EOY$714,810CorporateBondsEOYAmt
Corporate Bonds EOYFMV$733,756CorporateBondsEOYFMVAmt
Total Assets BOY$2,011,912TotalAssetsBOYAmt
Total Assets EOY$2,362,092TotalAssetsEOYAmt
Total Assets EOYFMV$4,021,063TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,011,912RetainedEarningBOYAmt
Retained Earning EOY$2,362,092RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,011,912TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,362,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,011,912TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,362,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,011,912TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$350,180ExcessRevenueOverExpensesAmt
Subtotal$2,362,092SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,362,092TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FEDERAL HOME LOAN BANKP2016-07-252020-04-27$150,000$149,775$225$225
FEDERAL FARM CREDITP2016-07-222020-03-16$135,000$134,875$125$125
FEDERAL FARM CREDITP2016-07-252020-03-04$117,000$117,000
SPDRP2003-05-152020-07-10$452,446$135,399$317,047$317,047
SPDRP2002-11-272020-07-10$195,764$57,696$138,068$138,068
FieldValueIRS element (for citing)
Capital Gain Net Income$455,465CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,001InvestmentIncomeExciseTaxAmt
Subtotal$7,001SubtotalAmt
Tax Based On Investment Income$7,001TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Tax Due$5,401TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN MUESSELIndividualWithBooksNm
Phone8125990271PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1411 BROADWAY STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FR CHRIS CRAIG
413 EAST 2ND STREET413 EAST 2ND STREETMADISONIN47250VICE-CHAIRMA1.00$0$0$0
JOHN MUESSEL
411 BROADWAY STREET411 BROADWAY STREETMADISONIN47250CHAIRMAN1.00$0$0$0
ERIN KINDLE
PO BOX 1590MADISONIN47250SECRETARY-TR1.00$0$0$0
JAMES THOMAS LISLE
4425 WEST 500 NORTH4425 WEST 500 NORTHMADISONIN47250DIRECTOR1.00$0$0$0
LONNIE COLLINS
150 ROCKWOOD BLVD150 ROCKWOOD BLVDMADISONIN47250DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,767,096AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,054AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,863,150TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,863,150AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,947CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,805,203NetVlNoncharitableAssetsAmt
Minimum Investment Return$190,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$190,260MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,001TaxBasedOnInvestmentIncomeAmt
Total Tax$7,001TotalTaxAmt
Distributable Before Adj$183,259DistributableBeforeAdjAmt
Distributable Before Ded$183,259DistributableBeforeDedAmt
Distributable As Adjusted$183,259DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$152,836ExpensesAndContributionsAmt
Qualifying Distributions$152,836QualifyingDistributionsAmt
Adjusted Qualifying Distri$152,836AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$183,259DistributableAsAdjustedAmt
Undistributed Income PY$37,256UndistributedIncomePYAmt
Qualifying Distributions$152,836QualifyingDistributionsAmt
Applied To Year1$37,256AppliedToYear1Amt
Applied To Current Year$115,580AppliedToCurrentYearAmt
Undistributed Income CY$67,679UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN MUESSEL THE YUNKER FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1411 BROADWAY STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8125990271RecipientPhoneNum
Form And Info And MaterialsSUBMIT A LETTER DESCRIBING THE NEED, PURPOSE, AND AMOUNT REQUESTED.FormAndInfoAndMaterialsTxt
Submission Deadlines90 DAYS BEFORE THE ANNUAL BOARD OF DIRECTORS MEETING IN JULY.SubmissionDeadlinesTxt
Restrictions On AwardsRECIPIENTS MUST BE RELIGIOUS, EDUCATIONAL, OR OTHER CHARITABLE ORGANIZATION OPERATING IN JEFFERSON COUNTY, INDIANA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS
411 W MAIN STREETMADISONIN47250N/APUBLICGENERAL DONATION$2,500
GIRLS INCORPORATED
109 W THIRD STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
HISTORIC MADISON
500 WEST STMADISONIN47250N/APUBLICGENERAL DONATION$10,000
IUPUI - RIOS-ALONSO
420 UNIVERSITY BLVDINDIANAPOLISIN46202SCHOLARSHIP$1,500
JEFFESON COUNTY UNITED WAY
301 E MAIN STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
LIDE WHITE MEMORIAL BOYSGIRLS CLUB
1551 MSH NORTHGATE ROADMADISONIN47250N/APUBLICGENERAL DONATION$4,500
PRINCE OF PEACE PARISH
305 W STATE STMADISONIN47250N/APUBLICGENERAL DONATION$70,000
SALVATION ARMY
331 E MAIN STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
SHAWE MEMEORIAL HIGH SCHOOL
201 STATE STMADISONIN47250N/APUBLICSCHOLARSHIP$40,000
IUPUI
420 UNIVERSITY BLVDINDIANAPOLISIN46202SCHOLARSHIP$2,500
UNIVERSITY OF SOUTHERN INDIANA
8600 UNIVERSITY BLVDEVANSVILLEIN47712SCHOLARSHIP$2,500
OVO LA CASA AMIGA
970 CROSS AVEMADISONIN47250GENERAL DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,705RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$63,332RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$455,465RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$528,502RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$528,502TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,050Amt
Net Investment Income$525NetInvestmentIncomeAmt
Disbursements Charitable Prps$525DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGERMAN AMERICANBondNm
EOY Book Value$714,810EOYBookValueAmt
EOYFMV$733,756EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGERMAN AMERICANStockNm
EOY Book Value$1,375,761EOYBookValueAmt
EOYFMV$3,016,500EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$108,311USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$107,597USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INVESTMENT AGENCY FEES$22,878$22,878
INSURANCE PREMIUM$1,086$1,086
OTHER DEDUCTIONS$600$300$300
ENTITY REPORT FILING$23$12$11

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$685
ESTIMATED TAX PAYMENTS

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