SALIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SALIN FOUNDATION INC (EIN 35-2047694)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-08
- IRS object ID
- 202031299349101303
- Schema version
- 2019v5.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-08T04:59:09-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPLEY & WALL AN ASSOCIATION OF PC'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8465 KEYSTONE XING DR STE 160 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352047694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALI | BusinessNameControlTxt |
| Phone | 3175322260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10587 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI FRITSCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3175322260 | PhoneNum |
| Signature | 2020-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN L SHIPLEY CPA | PreparerPersonNm |
| PTIN | P01255400 | PTIN |
| Phone | 3172550777 | PhoneNum |
| Preparation | 2020-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,890,144 | 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 | $757 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $63,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,847 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $152,438 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $12,289 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,289 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $76,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,574 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $195 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,120 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,758 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,758 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $370 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,270 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,270 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,362 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $306,269 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $314,554 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,887,749 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,562,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,438,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $100,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,251 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,007,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,004,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,890,144 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,007,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,004,733 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,007,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,004,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,007,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,004,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,007,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $153,308 | OtherIncreasesAmt |
| Subtotal | $2,006,369 | SubtotalAmt |
| Other Decreases | $1,636 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,004,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 300 SHRS MCCORMICK & CO INC | P | 2012-11-07 | 2019-03-25 | $43,117 | $0 | $18,555 | $24,562 | $0 | $0 | $0 | $24,562 |
| 210 SHRS CSX CORP | P | 2011-12-27 | 2019-05-22 | $16,266 | $0 | $2,951 | $13,315 | $0 | $0 | $0 | $13,315 |
| 330 SHRS LOWES COS INC | P | 2013-12-10 | 2019-05-22 | $31,768 | $0 | $15,764 | $16,004 | $0 | $0 | $0 | $16,004 |
| 300 SHRS TJX COS INC | P | 2011-12-27 | 2019-05-22 | $15,483 | $0 | $2,887 | $12,596 | $0 | $0 | $0 | $12,596 |
| 430 SHRS AFLAC INC | P | 2011-12-27 | 2019-11-18 | $23,344 | $0 | $9,886 | $13,458 | $0 | $0 | $0 | $13,458 |
| 550 SHRS AT&T INC | P | 2012-11-07 | 2019-11-18 | $21,566 | $0 | $18,557 | $3,009 | $0 | $0 | $0 | $3,009 |
| 40 SHRS MICROSOFT CORP | P | 2014-01-28 | 2019-12-19 | $6,209 | $0 | $1,451 | $4,758 | $0 | $0 | $0 | $4,758 |
| 50 SHRS ACCENTURE PLC | P | 2012-11-07 | 2019-12-19 | $10,381 | $0 | $3,345 | $7,036 | $0 | $0 | $0 | $7,036 |
| 53 EVEREST RE GROUP | P | 2011-12-27 | 2019-12-20 | $14,771 | $0 | $4,418 | $10,353 | $0 | $0 | $0 | $10,353 |
| 7 SHRS BRIGHTHOUSE | P | 2007-02-22 | 2019-05-22 | $261 | $0 | $558 | -$297 | $0 | $0 | $0 | -$297 |
| 270 SHRS CSX CORP | P | 2009-10-06 | 2019-05-22 | $20,914 | $0 | $3,854 | $17,060 | $0 | $0 | $0 | $17,060 |
| 400 SHRS TJX COS | P | 2009-10-06 | 2019-05-22 | $20,644 | $0 | $3,849 | $16,795 | $0 | $0 | $0 | $16,795 |
| 200 SHRS AFLAC INC | P | 2009-12-08 | 2019-11-18 | $10,858 | $0 | $4,598 | $6,260 | $0 | $0 | $0 | $6,260 |
| 12 SHRS AMGEN INC | P | 2009-10-01 | 2019-12-19 | $2,895 | $0 | $716 | $2,179 | $0 | $0 | $0 | $2,179 |
| 70 SHRS MEDTRONIC PLC | P | 2009-10-01 | 2019-12-19 | $7,934 | $0 | $2,584 | $5,350 | $0 | $0 | $0 | $5,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,438 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $221,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,647,823 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083543 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $204,723 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,719,486 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $242,205 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,646,008 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091536 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $172,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,640,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065428 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,110 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,601,746 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066152 | DistributionYr5Rt |
| Total Distribution | 0.381939 | TotalDistributionRt |
| Average Distribution | 0.076388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,680,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $204,776 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $206,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $219,270 | 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 | $2,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,600 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $574 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | 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 | SHERRI FRITSCH | IndividualWithBooksNm |
| Phone | 3175322260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10578 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SHERRI FRITSCH | ||||||||
| 10587 COPPERGATE DR | CARMEL | IN | 46032 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| WILLIAM N SALIN II | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| M JANE SALIN | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSIE MCCLAIN | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | SECR/TREAS | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO 1 LOCAL CHURCH AND 19 LOCAL CULTURAL ORGANIZATIONS TO HELP PROVIDE CULTURAL AND RELIGIOUS AWARENESS AND EDUCATION | Description1Txt |
| Expenses1 | $209,900 | Expenses1Amt |
| Description2 | DONATION TO 1 THEOLOGICAL SEMINARY | Description2Txt |
| Expenses2 | $5,000 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,643,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,721,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,721,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,680,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,164 | TotalTaxAmt |
| Distributable Before Adj | $131,873 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,873 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,270 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,270 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,873 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,212 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,908 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,181 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,973 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $335,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,270 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,397 | RemainingDistriFromCorpusAmt |
| Total Corpus | $422,953 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,212 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $404,741 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,908 | ExcessFromYear4Amt |
| Excess From Year3 | $111,181 | ExcessFromYear3Amt |
| Excess From Year2 | $70,973 | ExcessFromYear2Amt |
| Excess From Year1 | $91,282 | ExcessFromYear1Amt |
| Excess From Current Year | $87,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRI FRITSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10381 HIGH GROVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3175322260 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE RESIDENT WITHIN STATE OF INDIANA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | 501C3 | DONATIONGENERAL FUNDS | $16,500 |
| CREWMEMBER FAMILY ASSIST | ||||||
| 10381 HIGH GROVE | CARMEL | IN | 46032 | NC | ASSISTANCETO NEEDY | $4,370 |
| INDIANA HISTORICAL SOCIETY | ||||||
| 450 W OHIO STREET | INDIANAPOLIS | IN | 46202 | 501C3 | DONATION TOHISTORICPRESERVATION | $62,500 |
| UMC INDIANA CONFERENCE | ||||||
| 301 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | 501C3 | DONATION TOOUTREACH FUNDS | $5,000 |
| FT WAYNE PHILHARMONIC | ||||||
| 4901 FULLER DRIVE | FT WAYNE | IN | 46835 | 501C3 | DONATION TOGENERAL FUNDS | $1,000 |
| ST LUKES METHODIST | ||||||
| 100 W 86TH STREET | INDIANAPOLIS | IN | 46260 | 501C3 | DONATION TOSANCTUARYLIGHTING | $100,000 |
| ARTIS-NAPLES | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | 501C3 | DONATION TOGENERAL FUNDS | $2,500 |
| CARMELITE MONASTERY | ||||||
| 949 N RIVER RD | DES PLAINES | IL | 60016 | 501C3 | DONATION TORESTOREBELL TOWER | $100 |
| HOLY FAMILY SHELTER | ||||||
| 907 N HOLMES AVE | INDIANAPOLIS | IN | 46222 | 501C3 | DONATION TOHOUSING FOR HOMELESS | $300 |
| INDIANAPOLIS PRIZE FOUNDATION | ||||||
| 1200 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | 501C3 | ANIMAL CONSERVATION | $5,000 |
| BEAVER CREEK RELIGIOUS FONDATION | ||||||
| PO BOX 1781 | EAGLE | CO | 81631 | 501C3 | DONATION TOGENERAL FUNDS | $5,000 |
| MAYO CLINIC | ||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | 501C3 | TREATMENTS AND MEDICALEDUCATION | $1,000 |
| THE LEAGUE CLUB | ||||||
| 5051 CASTELLO DR STE 240 | NAPLES | FL | 34103 | 501C3 | COMMUNITYOUTREACH &EDUCATION | $1,500 |
| PROVIDENCE CRISTO REY | ||||||
| 75 N BELLEVIEW PL | INDIANAPOLIS | IN | 46222 | 501C3 | CHRISTIANEDUCATION | $1,000 |
| FRIENDS OF HOLIDAY PARK | ||||||
| 6363 SPRING MILL RD | INDIANAPOLIS | IN | 46260 | 501C3 | COMMUNITY OUTREACH | $1,000 |
| GIRL SCOUTS OF CENTRAL IN | ||||||
| 7201 GIRL SCOUTS LANE | INDIANAPOLIS | IN | 46214 | 501C3 | COMMUNITYOUTREACH | $3,000 |
| UNITED THEOLOGICAL SEMINARY | ||||||
| 4501 DENLINGER RD | DAYTON | OH | 45426 | 501C3 | THEOLOGICALEDUCATIONSUPPORT | $5,000 |
| SALVATION ARMY | ||||||
| PO BOX 308 | INDIANAPOLIS | IN | 46206 | 501C3 | COMMUNITYOUTREACH | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | 501C3 | COMMUNITYOUTREACH &EDUCATION | $1,500 |
| IN TOUCH MINISTRIES | ||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | 501C3 | RELIGIOUSEDUCATION | $1,000 |
| ESKENAZI HEALTH FOUNDATION | ||||||
| 720 ESKENAZI AVE | INDIANAPOLIS | IN | 46202 | 501C3 | MEDICAL EDUCATION& SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,270 | 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 | $63,051 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,051 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,051 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME CONTRIBUTES ADDITIONAL SCHOLARSHIP FUNDING AND |
| 3 | RELATES TO THE REST OF THE INVESTMENT ACTIVITIES USED TO FUND |
| 3 | ALL CHARITABLE ACTIVITIES |
| 4 | DIVIDEND INCOME IS A MAJOR SOURCE OF ADDITIONAL FUNDING RELATED |
| 4 | TO THE INVESTMENT ACTIVITIES USED FOR SCHOLARSHIPS AND OTHER |
| 4 | LOCAL CHARITABLE GIVING |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| KENT J. SHIPLEY TAX RETURNS | $2,090 |
| KRUGGEL LSWTON & CO TAX | $30 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,251 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $1,562,102 | EOYBookValueAmt |
| EOYFMV | $2,438,977 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $306,269 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $314,554 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BEERS, MALLERS, BACKS & SALIN LEGAL | CategoryTxt |
| Legal Fees | $195 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 TAX PAID WITH 990 | $33 |
| 2019 ESTIMATED TAX PAYMENTS | $1,600 |
| ROUNDING | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | L-T CAP GAIN DIVIDEND | Desc |
| Revenue And Expenses Per Books | $12,289 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,289 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL GAIN | $152,438 |
| VOIDED 2018 CHECK | $870 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| HORIZON BANK AGENCY FEES | $6,599 | $6,599 |
| HORIZON BANK INVESTMENT MGMT FEES | $2,159 | $2,159 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $370 | Amt |
| Net Investment Income | $370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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