TELAMON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TELAMON FOUNDATION INC (EIN 46-3702028)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202003209349100255
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T10:16:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 463702028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Telamon Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHANIE KIM | InCareOfNm |
| Business Name Control | TELA | BusinessNameControlTxt |
| Phone | 3178186627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 116th Street | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE KIM | PersonNm |
| Person Title | CHAIR/DIRECTOR | PersonTitleTxt |
| Phone | 3178186627 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A BODKIN | PreparerPersonNm |
| PTIN | P01350681 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020203205000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E43C2FEF5D838BC286DC3B96AF984EDC8464B4B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E43C2FEF5D838BC286DC3B96AF984EDC8464B4B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $889,814 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,320 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,076 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,503 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $405 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $405 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,882 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,278 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,648 | CashBOYAmt |
| Cash EOY | $126,691 | CashEOYAmt |
| Cash EOYFMV | $126,691 | CashEOYFMVAmt |
| Corporate Stock BOY | $524,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $494,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $601,005 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $222,298 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $155,028 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $162,118 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $803,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $775,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $889,814 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $803,567 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $775,862 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $803,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $775,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $803,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $775,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $803,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,705 | ExcessRevenueOverExpensesAmt |
| Subtotal | $775,862 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $775,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #3200 | P | $31,090 | $37,701 | -$6,611 | -$6,611 |
| FIDELITY #3200 | P | $309,429 | $295,742 | $13,687 | $13,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,076 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,613 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $880,158 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071138 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,426 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $890,160 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $877,290 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,425 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $915,450 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050713 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,467 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $965,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063664 | DistributionYr5Rt |
| Total Distribution | 0.307791 | TotalDistributionRt |
| Average Distribution | 0.061558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $843,828 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,073 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $425 | SubtotalAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,050 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,350 | TotalPaymentsAndCreditsAmt |
| Overpayment | $925 | OverpaymentAmt |
| Applied To ES Tax | $925 | 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 |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE KIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178186627 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 116TH STREET | 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 | Yes (true) | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Albert Chen | ||||||||
| 1000 E 116th Street | Carmel | IN | 46032 | Director | 0.25 | $0 | $0 | $0 |
| Stanley Chen | ||||||||
| 1000 E 116th Street | Carmel | IN | 46032 | Secretary/Treasurer/Director | 0.25 | $0 | $0 | $0 |
| Stephanie Kim | ||||||||
| 1000 E 116th Street | Carmel | IN | 46032 | Chair/Director | 1.0 | $0 | $0 | $0 |
| 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 | $750,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $856,678 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $856,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $843,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $41,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,073 | 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 | $47,073 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,684 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,396 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,737 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,235 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $41,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,307 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,542 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,684 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $652 | ExcessFromYear4Amt |
| Excess From Year3 | $5,766 | ExcessFromYear3Amt |
| Excess From Year2 | $6,396 | ExcessFromYear2Amt |
| Excess From Year1 | $19,737 | ExcessFromYear1Amt |
| Excess From Current Year | $5,307 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA INC | |||||||
| 1433 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | none | PC | GENERAL | $1,000 |
| CARMEL CLAY PUBLIC LIBRARY FOUNDATION | |||||||
| 55 4TH AVE SE | CARMEL | IN | 46032 | NONE | PC | GENERAL | $1,000 |
| DAYTON FOUNDATION DEPOSITORY INC | |||||||
| 1401 S MAIN STREET SUITE 100 | DAYTON | OH | 45409 | NONE | PC | GENERAL | $1,000 |
| INDIANA DISABLED HOCKEY INC | |||||||
| 9169 N WATERFRONT WAY | MCCORDSVILLE | IN | 46055 | NONE | PC | GENERAL | $500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | GENERAL | $1,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| ALLISON GEHL 32 E WASHINGTON STREET | INDIANAPOLIS | IN | 45244 | NONE | PC | GENERAL | $12,500 |
| KIPP INDIANAPOLIS INC | |||||||
| 1740 EAST 30TH STREET | INDIANAPOLIS | IN | 46218 | NONE | PC | GENERAL | $10,000 |
| THE CENTER OF THE PERFORMING ARTS | |||||||
| 355 CITY CENTER DRIVE | CARMEL | IN | 46032 | NONE | PC | GENERAL | $10,000 |
| UNITED WAY OF CENTRAL INDIANA INC | |||||||
| C/O TELAMON CORPORATION 1000 E 116T | CARMEL | IN | 46032 | NONE | PC | GENERAL | $5,000 |
| YMCA | |||||||
| 615 N ALABAMA ST STE 200 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,107 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,320 | 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 | $7,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,503 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,950 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY #2300 | BondNm |
| EOY Book Value | $155,028 | EOYBookValueAmt |
| EOYFMV | $162,118 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY #2300 | StockNm |
| EOY Book Value | $494,143 | EOYBookValueAmt |
| EOYFMV | $601,005 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $405 | LegalFeesAmt |
| Disbursements Charitable Prps | $405 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCING | $7,278 | $7,278 | |
| INSURANCE | $863 | $863 | |
| MISCELLANEOUS | $330 | $330 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REFUNDED | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $1,882 | Amt |
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