HALL FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HALL FAMILY FOUNDATION INC (EIN 32-0556847)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349102439
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:20:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814649247 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIQ TAX & BUSINESS SERV LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E 90TH DR | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | 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 | 320556847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 2197509247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4259 E LINCOLN HWY | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDOLPH HALL | PersonNm |
| Person Title | RANDOLPH HALL | PersonTitleTxt |
| Phone | 2197509247 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANDOLPH | PersonFirstNm |
| Person Last | HALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH M SARKEY | PreparerPersonNm |
| PTIN | P00281226 | PTIN |
| Phone | 2197368902 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
| 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 | $11,136 | 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 | $97,930 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $65 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,303 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,303 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $473,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $547 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $547 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $94,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,378 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,915 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $93 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,816 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,816 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,681 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,681 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,915 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,580 | CashBOYAmt |
| Cash EOY | $4,912 | CashEOYAmt |
| Cash EOYFMV | $4,912 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $6,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,224 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $173,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $152,260 | CorporateStockEOYAmt |
| Total Assets BOY | $181,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,136 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $81,278 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $81,278 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $100,404 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $163,396 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $163,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,992 | ExcessRevenueOverExpensesAmt |
| Subtotal | $163,396 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $163,396 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2018-10-01 | RulingLetterDt |
| Investment Income Excise Tax | $35 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35 | SubtotalAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $35 | TaxDueAmt |
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 | Yes (true) | 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 | RANDOLPH HALL | IndividualWithBooksNm |
| Phone | 2197509247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4259 LINCOLN HWY | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDOLPH HALL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4259 E LINCOLN HWY | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | RANDOLPH HAL | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HOBART YMCA | Description1Txt |
| Expenses1 | $16,000 | Expenses1Amt |
| Description2 | BOYS & GIRLS CLUB | Description2Txt |
| Expenses2 | $13,181 | Expenses2Amt |
| Description3 | ST JUDE HOSPITAL | Description3Txt |
| Expenses3 | $500 | Expenses3Amt |
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 | $151,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,964 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $161,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,681 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,681 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $29,681 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $29,681 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,681 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-10-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,915 | CurrentYearAmt |
| Year1 | $7,046 | Year1Amt |
| Total | $11,961 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,178 | CurrentYearAmt |
| Year1 | $5,989 | Year1Amt |
| Total | $10,167 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,681 | CurrentYearAmt |
| Year1 | $66,327 | Year1Amt |
| Year2 | $19,132 | Year2Amt |
| Total | $115,140 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,681 | CurrentYearAmt |
| Year1 | $66,327 | Year1Amt |
| Year2 | $19,132 | Year2Amt |
| Total | $115,140 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,318 | CurrentYearAmt |
| Year1 | $4,697 | Year1Amt |
| Year2 | $2,569 | Year2Amt |
| Total | $12,584 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BOYSGIRLS CLUB | |||||
| 8392 MISSISSIPPI | MERRILLVILLE | IN | 46410 | SCHOLARSHIPS | $13,181 |
| HOBART YMCA | |||||
| 601 W 40TH PLACE | HOBART | IN | 46342 | OPERATING FUNDS | $16,000 |
| ST JUDE CHILDRENS HOSPITAL | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | RESEARCH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,681 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,303 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$8,263 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Related Or Exempt Function Incm | $547 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,348 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,348 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RANDOLPH HALL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8502 DOUBLETREE | AddressLine1Txt |
| City | CROWN POINT | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $97,930 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (21 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AMERICAN ELEC PWR 24 SH | $2,177 | 2020-11-05 |
| 1 | HORMEL FOODS 59 SH | $2,924 | 2020-11-05 |
| 1 | PEPSICO INC 26 SH | $3,589 | 2020-11-05 |
| 1 | WASTE MANAGEMENT 39 SH | $4,668 | 2020-11-05 |
| 1 | BERKSHIRE HATHAWAY 33.25 SH | $6,898 | 2020-11-05 |
| 1 | KIMBERLY-CLARK 32 SH | $4,298 | 2020-11-05 |
| 1 | PROCTER AND GAMBLE 36 SH | $5,126 | 2020-11-05 |
| 1 | XCEL ENERGY 46 SH | $3,391 | 2020-11-05 |
| 1 | CLOROX CO 4 SH | $852 | 2020-11-05 |
| 1 | ELI LILLY 35 SH | $5,093 | 2020-11-05 |
| 1 | SOUTHERN CO 57 SH | $3,430 | 2020-11-05 |
| 1 | UNITEDHEALTH GROUP 55 SH | $19,492 | 2020-11-05 |
| 1 | COLGATE-PALMOLIVE 35 SH | $2,905 | 2020-11-05 |
| 1 | MCCORMICK & CO 11 SH | $2,074 | 2020-11-05 |
| 1 | TARGET CORP 31 SH | $4,918 | 2020-11-05 |
| 1 | DOMINION ENERGY 20 SH | $1,663 | 2020-11-05 |
| 1 | MCDONALD S CORP 5 SH | $1,082 | 2020-11-05 |
| 1 | VISA INC 51.76 SH | $10,230 | 2020-11-05 |
| 1 | HONEYWELL INT'L 26 SH | $4,765 | 2020-11-05 |
| 1 | NORTHROP GRUMMAN CORP 9 SH | $2,767 | 2020-11-05 |
| 1 | WEC ENERGY GROUP 55 SH | $5,588 | 2020-11-05 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| FIDELITY STMT AVAIL ON REQUEST | PURCHASE | $354,496 | $364,722 | -$10,226 |
| FIDELITY STMT AVAIL ON REQUEST | DONATION | $118,239 | $101,488 | $16,751 |
| FIDELITY STMT AVAIL ON REQUEST | PURCHASE | $596 | $596 | |
| APPRECIATION OF DONATED STOCK | DONATION | $15,457 | -$15,457 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| QYLD 562 | $12,813 |
| PFFD 495 | $12,771 |
| VYMI 173 | $10,515 |
| DHS | $3,911 |
| DEM 162 | $6,665 |
| GOVT 319 | $8,690 |
| IUSB 254 | $13,863 |
| USHY 342 | $14,111 |
| WFHY 269 | $14,123 |
| AGGY 280 | $15,033 |
| HRL 59 | $2,750 |
| KMB 32 | $4,315 |
| LLY 35 | $5,909 |
| NOC 9 | $2,742 |
| V 51.760 | $11,321 |
| WEC 55 | $5,062 |
| WM 39 | $4,599 |
| XEL 46 | $3,067 |
| 109 FDN | |
| 443 FXO | |
| 210 FXL | |
| 514 FXU | |
| 153 QTEC | |
| 80 FDT | |
| 175 FEM | |
| 390 PDP | |
| 426 SPLV | |
| 110 FMB | |
| 58 FTSM | |
| 200 FIXD | |
| 56 JNK | |
| 188 FCVT | |
| 140 PSK |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISOR FEE | $1,574 | $1,574 |
| BANK CHARGES | $40 | $40 |
| INVESTMENT FEE | $202 | $202 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Revenue And Expenses Per Books | $547 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $547 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RH | Desc |
| BOY Book Value | $81,278 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $50 | $50 |
| BUSINESS REGISTRATION | $43 |
Comments