VANN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VANN FAMILY FOUNDATION INC (EIN 35-2008538)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202041279349101519
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Cash Distribution Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T19:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361561860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | 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 | 352008538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VANN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANN | BusinessNameControlTxt |
| Phone | 2603414777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11008 CARNOUSTIE LANE | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY S CONNOLLY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2603414777 | PhoneNum |
| Signature | 2020-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT JONES | PreparerPersonNm |
| PTIN | P01791647 | PTIN |
| Phone | 3126306000 | PhoneNum |
| Preparation | 2020-04-20 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,838,735 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $277,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $780,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,962 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$355 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $422,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $420,527 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,730 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,515 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,215 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,728 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $13,762 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,762 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $633,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $603,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$211,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,034 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $294,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,529 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $7,514,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,337,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,668,722 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $741,909 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $741,909 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $760,605 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $101,527 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,879 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,652,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,440,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,838,735 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,652,518 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,440,340 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,652,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,440,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,652,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,440,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,652,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$211,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,441,388 | SubtotalAmt |
| Other Decreases | $1,048 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,440,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 165. ABBOTT LABORATORIES | 2017-08-15 | 2019-02-07 | $11,943 | $7,647 | $4,296 | $4,296 | |
| 170. ABBVIE INC COM USD0.01 | 2017-08-15 | 2019-01-29 | $13,098 | $11,721 | $1,377 | $1,377 | |
| 247. ABBVIE INC COM USD0.01 | 2015-11-27 | 2019-02-04 | $19,300 | $13,282 | $6,018 | $6,018 | |
| 57. ABBVIE INC COM USD0.01 | 2014-08-11 | 2019-04-16 | $4,617 | $3,054 | $1,563 | $1,563 | |
| 103. ABBVIE INC COM USD0.01 | 2018-06-13 | 2019-08-05 | $6,754 | $8,061 | -$1,307 | -$1,307 | |
| 44. AIR PRODUCTS & CHEMICALS INC COM | 2018-06-13 | 2019-07-09 | $9,949 | $6,952 | $2,997 | $2,997 | |
| 300. ALTRIA GROUP INC | 2016-01-26 | 2019-01-24 | $13,068 | $16,007 | -$2,939 | -$2,939 | |
| 128. ALTRIA GROUP INC | 2018-06-13 | 2019-09-10 | $5,618 | $6,331 | -$713 | -$713 | |
| 199. ALTRIA GROUP INC | 2014-08-11 | 2019-09-23 | $8,198 | $8,396 | -$198 | -$198 | |
| 58. AMGEN INC | 2017-10-17 | 2019-02-07 | $10,863 | $10,722 | $141 | $141 | |
| 81. AMGEN INC | 2017-10-17 | 2019-03-07 | $14,688 | $14,770 | -$82 | -$82 | |
| 28. AMGEN INC | 2017-07-13 | 2019-05-16 | $4,785 | $4,825 | -$40 | -$40 | |
| 51. AMGEN INC | 2018-06-13 | 2019-07-09 | $9,237 | $9,122 | $115 | $115 | |
| 6. BLACKROCK INC CL A | 2017-08-15 | 2019-02-20 | $2,592 | $2,571 | $21 | $21 | |
| 186. CISCO SYS INC | 2018-06-13 | 2019-08-13 | $9,802 | $7,976 | $1,826 | $1,826 | |
| 416. MFO DFA INVT DIMENSIONS GROUP INC INTL SMALL CAP VALUE PORTFOLIO | 2018-12-17 | 2019-10-11 | $7,505 | $6,922 | $583 | $583 | |
| 11222.18 MFO DFA INVT DIMENSIONS GROUP INC INTL SMALL CAP VALUE PORTFO | 2017-12-14 | 2019-10-11 | $202,448 | $231,927 | -$29,479 | -$29,479 | |
| 100. FARMERS BANCORP FRANKFORT IND CDT-SHS CDT-SHS | 1997-04-18 | 2019-06-19 | $4,225 | $1,321 | $2,904 | $2,904 | |
| 184. HP INC COM | 2018-03-09 | 2019-10-15 | $3,081 | $4,470 | -$1,389 | -$1,389 | |
| 241. HP INC COM | 2018-06-13 | 2019-10-16 | $4,084 | $5,633 | -$1,549 | -$1,549 | |
| 192. HP INC COM | 2017-11-14 | 2019-10-21 | $3,260 | $4,086 | -$826 | -$826 | |
| 186. HP INC COM | 2017-11-14 | 2019-10-22 | $3,150 | $3,958 | -$808 | -$808 | |
| 53. HASBRO INC | 2015-01-23 | 2019-02-20 | $4,590 | $2,885 | $1,705 | $1,705 | |
| 36. HASBRO INC | 2015-01-23 | 2019-03-07 | $3,117 | $1,960 | $1,157 | $1,157 | |
| 23. HASBRO INC | 2018-06-13 | 2019-03-07 | $1,991 | $2,094 | -$103 | -$103 | |
| 950. JOHNSON & JOHNSON | 2013-11-05 | 2019-10-11 | $125,339 | $64,210 | $61,129 | $61,129 | |
| 36. MCCORMICK & CO INC NON-VTG | 2017-08-11 | 2019-01-29 | $4,352 | $3,487 | $865 | $865 | |
| 93. MCCORMICK & CO INC NON-VTG | 2017-08-15 | 2019-02-04 | $11,284 | $9,003 | $2,281 | $2,281 | |
| 11. MCCORMICK & CO INC NON-VTG | 2018-06-13 | 2019-02-04 | $1,335 | $1,162 | $173 | $173 | |
| 42. MICROSOFT CORP COM | 2017-08-15 | 2019-05-16 | $5,357 | $3,075 | $2,282 | $2,282 | |
| 73. MICROSOFT CORP COM | 2017-08-15 | 2019-06-06 | $9,206 | $5,344 | $3,862 | $3,862 | |
| 56. MICROSOFT CORP COM | 2018-06-13 | 2019-06-20 | $7,674 | $5,673 | $2,001 | $2,001 | |
| 34. MICROSOFT CORP COM | 2018-06-13 | 2019-08-13 | $4,701 | $3,135 | $1,566 | $1,566 | |
| 34. MICROSOFT CORP COM | 2017-08-15 | 2019-11-18 | $5,073 | $2,136 | $2,937 | $2,937 | |
| 31. NEXTERA ENERGY INC COM | 2017-08-15 | 2019-01-25 | $5,508 | $4,624 | $884 | $884 | |
| 7. NEXTERA ENERGY INC COM | 2018-06-13 | 2019-10-07 | $1,628 | $1,104 | $524 | $524 | |
| 22. NEXTERA ENERGY INC COM | 2018-06-13 | 2019-10-08 | $5,088 | $3,469 | $1,619 | $1,619 | |
| 79. PAYCHEX INC | 2018-06-13 | 2019-12-19 | $6,712 | $5,302 | $1,410 | $1,410 | |
| 31. PAYCHEX INC | 2017-08-15 | 2019-12-20 | $2,654 | $1,715 | $939 | $939 | |
| 334. PFIZER INC COM | 2018-06-13 | 2019-11-18 | $12,363 | $11,761 | $602 | $602 | |
| 74. TEXAS INSTRUMENTS INC | 2018-06-13 | 2019-08-05 | $8,683 | $8,464 | $219 | $219 | |
| 54. 3M CO | 2017-08-15 | 2019-05-02 | $9,942 | $9,907 | $35 | $35 | |
| 29. 3M CO | 2015-10-26 | 2019-05-16 | $5,039 | $4,548 | $491 | $491 | |
| 49. 3M CO | 2015-10-26 | 2019-05-29 | $7,925 | $6,975 | $950 | $950 | |
| 59. 3M CO | 2014-08-11 | 2019-06-06 | $9,647 | $8,304 | $1,343 | $1,343 | |
| 44. 3M CO | 2014-08-11 | 2019-06-13 | $7,422 | $6,193 | $1,229 | $1,229 | |
| 20. 3M CO | 2018-06-13 | 2019-06-13 | $3,374 | $4,100 | -$726 | -$726 | |
| 325. UNITEDHEALTH GROUP INC | 2013-01-08 | 2019-10-11 | $74,042 | $16,741 | $57,301 | $57,301 | |
| 1000. MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | 2017-08-11 | 2019-06-19 | $41,529 | $42,480 | -$951 | -$951 | |
| 57. WEC ENERGY GROUP INC COM | 2017-08-15 | 2019-04-04 | $4,397 | $3,673 | $724 | $724 | |
| 34. WEC ENERGY GROUP INC COM | 2017-08-15 | 2019-04-09 | $2,624 | $2,191 | $433 | $433 | |
| CAPITAL GAIN DIVIDENDS | $15,570 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $436,339 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,145,743 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039148 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $408,707 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,701,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04213 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $263,672 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,816,415 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $263,943 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,404,963 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048833 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $233,190 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,714,941 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040804 | DistributionYr5Rt |
| Total Distribution | 0.204648 | TotalDistributionRt |
| Average Distribution | 0.04093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,279,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $502,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,910 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $506,502 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $603,752 | 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 | $3,910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,597 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,597 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,687 | OverpaymentAmt |
| Applied To ES Tax | $21,687 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | SHERRY S CONNOLLY | IndividualWithBooksNm |
| Phone | 2603414777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11008 CARNOUSTIE LANE | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46814 | 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 | Yes (true) | 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 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES M VANN | ||||||
| 2850 CLASSIC DRIVE 1515 | HIGHLANDS RANCH | CO | 80126 | CHAIRMAN | 5 | $0 |
| MAJORIE LEE VANN | ||||||
| 2850 CLASSIC DRIVE 1515 | HIGHLANDS RANCH | CO | 80126 | PRESIDENT | 5 | $0 |
| SHERRY S CONNOLLY | ||||||
| 11008 CARNOUSTIE LANE | FORT WAYNE | IN | 46814 | SECRETARY/TREASURER | 5 | $0 |
| STEPHANIE MOEN | ||||||
| 1327 CASTLEPOINT CIRCLE | CASTLE PINES | CO | 80108 | DIRECTOR | 5 | $0 |
| JAMES VANN III | ||||||
| 745 WEXFORD DRIVE | LAFAYETTE | IN | 47905 | DIRECTOR | 5 | $0 |
| DEBBIE GILREATH | ||||||
| 1000 AUTUMN MEADOWS LANE | WAKE FOREST | NC | 27587 | DIRECTOR | 5 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMEN | ServiceTypeTxt |
| Compensation | $76,730 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,466,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,466,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,466,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,279,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $613,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $613,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,910 | TotalTaxAmt |
| Distributable Before Adj | $610,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $610,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $610,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $603,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $603,752 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,910 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $599,842 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $542,534 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $603,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $542,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,218 | 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 | $548,837 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM AND LEE VANN 2850 CLASSIC DRIVE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRY CONNOLLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11008 CARNOUSTIE LANE | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2603414777 | RecipientPhoneNum |
| Recipient Email Address | SHERRY2919@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ORGANIZATION'S EXPENSE RATIO INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VERA BRADLEY FOUNDATION | ||||||||
| 12420 STONEBRIDGE ROAD | roanoke | IN | 46783 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| MAYO CLINIC | ||||||||
| 201 WEST CENTER STREET | ROCHESTER | MN | 55902 | NONE | PUBLIC CHARITY | BIOMEDICAL ETHIC RESEARCH & | $520,000 | |
| UNIVERSITY OF ST FRANCIS | ||||||||
| 2701 SPRING STREET | FORT WAYNE | IN | 46808 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| WREATHS ACROSS AMERICA | ||||||||
| 4 POINT STREET | COLUMBIA | ME | 04623 | NONE | PUBLIC CHARITY | FOR SUPPORT OF VETERANS | $2,000 | |
| CLEMSON UNIVERSITY | ||||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | NONE | PUBLIC CHARITY | TIGER TIES BUSINESS SCHOOL | $1,000 | |
| JUST NEIGHBORS INTERFAITH | ||||||||
| 2925 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | HOMELESS NETWORK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $422,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $422,115 | 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 | N/A - ALL INCOME IS FROM INVESTMENTS USED TO CARRY OUT THE |
| 4 | FOUNDATION'S CHARITABLE PURPOSES; THE FOUNDATION CONDUCTS |
| 4 | NO INCOME-PRODUCING ACTIVITES OR EVENTS |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | N/A | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $741,909 | EOYBookValueAmt |
| EOYFMV | $760,605 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $7,337,171 | EOYBookValueAmt |
| EOYFMV | $11,668,722 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $101,731 | BookValueAmt |
| EOYFMV | $149,879 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $1,048 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY EQUIPMENT | $2,000 | $0 | $2,000 |
| SERVICE CHARGES | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Revenue And Expenses Per Books | -$355 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST INVESTMENT FEES | $25,515 | $25,515 | |
| NORTHERN TRUST ADVISORY FEES | $51,215 | $51,215 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,728 | Amt |
| Net Investment Income | $2,728 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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