MOBEL FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MOBEL FOUNDATION INC (EIN 35-2126479)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-15
- IRS object ID
- 202020469349100402
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-15T12:56:18-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 1407 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471511407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352126479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOBEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOBE | BusinessNameControlTxt |
| Phone | 8123671490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 130 | AddressLine1Txt |
| City | FERDINAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL RUHE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8123671490 | PhoneNum |
| Signature | 2020-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP D BEAMAN CPA | PreparerPersonNm |
| PTIN | P00815487 | PTIN |
| Phone | 8129452311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,489,596 | 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 |
| Dividends Rev And Expnss | $81,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $618,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,814 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $111,119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,305 | 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 |
| Taxes Rev And Expnss | $4,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,448 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,300,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,343,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,469,224 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,348,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,364,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,489,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,348,662 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,364,147 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,348,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,364,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,348,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,364,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,348,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,364,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,364,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ARTISAN MID CAP ADVISOR CL | 2019-07-31 | $57,594 | $56,001 | $1,593 | $1,593 |
| ARTISAN MID CAP ADVISOR CL | 2019-07-31 | $15,347 | $11,458 | $3,889 | $3,889 |
| CAUSEWAY INTL VALUE INSTL CL | 2019-07-31 | $94,448 | $94,159 | $289 | $289 |
| CAUSEWAY INTL VALUE INSTL CL | 2019-07-31 | $3,384 | $3,120 | $264 | $264 |
| CREDIT SUISSE FLOATING RATE HIGH INCOME INSTL CL | 2019-07-31 | $30,111 | $30,788 | -$677 | -$677 |
| CREDIT SUISSE FLOATING RATE HIGH INCOME INSTL CL | 2019-07-31 | $2,244 | $2,273 | -$29 | -$29 |
| HARBOR CAP APPREC INSTL CL | 2019-07-31 | $36,511 | $26,031 | $10,480 | $10,480 |
| CLEARBRIDGE LARGE CAP GROWTH CL I | 2019-09-05 | $23,391 | $17,754 | $5,637 | $5,637 |
| PIMCO REAL RETURN CL I2 | 2019-09-05 | $8,013 | $7,708 | $305 | $305 |
| JOHN HANCOCK DISCIPLINED VALUE CL I | 2019-09-05 | $6,301 | $6,570 | -$269 | -$269 |
| MFS VALUE CL I | 2019-09-05 | $18,931 | $17,779 | $1,152 | $1,152 |
| ARTISAN MID CAP ADVISOR CL | 2019-09-05 | $7,255 | $7,255 | $0 | $0 |
| CREDIT SUISSE FLOATING RATE HIGH INCOME INSTL CL | 2019-09-18 | $30,730 | $31,611 | -$881 | -$881 |
| CREDIT SUISSE FLOATING RATE HIGH INCOME INSTL CL | 2019-09-18 | $1,253 | $1,253 | $0 | $0 |
| DEAN SMALL CAP VALUE | 2019-09-18 | $59,895 | $69,422 | -$9,527 | -$9,527 |
| DEAN SMALL CAP VALUE | 2019-09-18 | $1,810 | $1,701 | $109 | $109 |
| HARBOR CAP APPREC INSTL CL | 2019-09-18 | $32,661 | $17,803 | $14,858 | $14,858 |
| HARDING LOEVNER EMERGING MKTS ADVISOR CL | 2019-09-18 | $25,318 | $19,725 | $5,593 | $5,593 |
| MAINGATE MLP CL I | 2019-09-18 | $32,248 | $43,157 | -$10,909 | -$10,909 |
| MAINGATE MLP CL I | 2019-09-18 | $2,798 | $2,989 | -$191 | -$191 |
| CLEARBRIDGE SMALL CAP CL I | 2019-09-18 | $66,409 | $61,827 | $4,582 | $4,582 |
| PIMCO REAL RETURN CL I2 | 2019-09-18 | $56,503 | $55,079 | $1,424 | $1,424 |
| PIMCO REAL RETURN CL I2 | 2019-09-18 | $1,145 | $1,126 | $19 | $19 |
| AMERICAN BEACON SIM HIGH YIELD OPPTYS CL Y | 2019-09-19 | $3,828 | $3,828 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,542,737 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042133 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,866 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,443,691 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046316 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,717 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,358,583 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,210 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,490,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,230,770 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043875 | DistributionYr5Rt |
| Total Distribution | 0.227712 | TotalDistributionRt |
| Average Distribution | 0.045542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,483,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,555 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $887 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $993 | OverpaymentAmt |
| Applied To ES Tax | $993 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | PAUL A RUHE | IndividualWithBooksNm |
| Phone | 8123671214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 130 | AddressLine1Txt |
| City | FERDINAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK J LAMKIN | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PHILLIP A RUHE | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| FRANCIS J SCHIPP | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STANLEY J RUHE | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAUL A RUHE | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KENNETH J LAMKIN | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 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 | $1,468,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,505,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,505,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,483,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $887 | TotalTaxAmt |
| Distributable Before Adj | $73,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $887 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,694 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,694 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $72,975 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOARD OF DIRECTORS MOBEL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 130 | AddressLine1Txt |
| City | FERDINAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8123671490 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. PURPOSE AND AMOUNT OF CONTRIBUTION REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANT MUST BE A 501(C)(3) CHARITABLE ORGANIZATION LOCATED WITHIN DUBOIS COUNTY, INDIANA, OR THE SOUTHWESTERN INDIANA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FERDINAND VOLUNTEER FIRE DEPARTMENT | |||||||
| 221 E FOURTH ST | FERDINAND | IN | 47532 | NONE | OTHER PUBLIC CHARITY | GENERAL | $25,000 |
| TRI COUNTY YMCA | |||||||
| 131 E 16TH ST | FERDINAND | IN | 47532 | NONE | OTHER PUBLIC CHARITY | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | 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 | $81,594 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,711 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $1,814 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $111,119 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,119 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE INCOME PRODUCED IS USED TO PROVIDE FUNDS FOR CHARITABLE DONATIONS MADE TO SELECT 501(C)(3) ORGANIZATIONS. |
| 8 | THE INCOME PRODUCED IS USED TO PROVIDE FUNDS FOR CHARITABLE DONATIONS MADE TO SELECT 501(C)(3) ORGANIZATIONS. |
| 11 | THE INCOME PRODUCED IS USED TO PROVIDE FUNDS FOR CHARITABLE DONATIONS MADE TO SELECT 501(C)(3) ORGANIZATIONS. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $1,343,775 | EOYBookValueAmt |
| EOYFMV | $1,469,224 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $16,186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,186 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,814 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,814 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,448 | Amt |
| Net Investment Income | $4,448 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments