YUNKER FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
YUNKER FOUNDATION INC (EIN 35-6041203)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-10
IRS object ID
202011629349100721
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-10T12:31:58-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320177573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCKAY ACCOUNTING SERVICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1412 E MAIN STAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP472503539ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356041203EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE YUNKER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O DOLORES J SPOONMOREBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlYUNKBusinessNameControlTxt
Phone8122731426PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11838 GULLION DRIVEAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MUESSELPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8122731426PhoneNum
Signature2020-05-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J MCKAYPreparerPersonNm
PTINP00303870PTIN
Phone8122654623PhoneNum
Preparation2020-06-04PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.64.174.181IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-10IPDt
IP Tm12:31:58IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id99A97613E9AF7C99539ADC502D0982AD76F0AA8FAtSubmissionCreationDeviceId
At Submission Filing Device IdE6DDFF71A2B0DB776193B6B7C3730D9A86CC8191AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,705,235FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12,115InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,115InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$62,493DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,493DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,925NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$49,733GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,925CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$100,533TotalRevAndExpnssAmt
Total Net Invst Incm$100,533TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$525AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$525AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,783TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,377OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,772OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$605OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,297TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,130TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$158,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,297TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133,130TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$57,677ExcessRevenueOverExpensesAmt
Net Investment Income$79,236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$62,766SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,897SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,897SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$509,961USGovernmentObligationsBOYAmt
US Government Obligations EOY$509,961USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$503,387USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,119,793CorporateStockBOYAmt
Corporate Stock EOY$1,108,399CorporateStockEOYAmt
Corporate Stock EOYFMV$2,804,030CorporateStockEOYFMVAmt
Corporate Bonds BOY$377,069CorporateBondsBOYAmt
Corporate Bonds EOY$364,655CorporateBondsEOYAmt
Corporate Bonds EOYFMV$368,921CorporateBondsEOYFMVAmt
Total Assets BOY$2,069,589TotalAssetsBOYAmt
Total Assets EOY$2,011,912TotalAssetsEOYAmt
Total Assets EOYFMV$3,705,235TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,069,589RetainedEarningBOYAmt
Retained Earning EOY$2,011,912RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,069,589TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,011,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,069,589TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,011,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,069,589TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$57,677ExcessRevenueOverExpensesAmt
Subtotal$2,011,912SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,011,912TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES TR IBOXX HI YD ETFP2016-11-022019-11-02$1,208$1,190$18$18
ISHARES TR INTRM GOVP2016-11-022019-11-20$11,311$11,224$87$87
SPDR S & PP2003-05-152019-11-20$37,214$11,394$25,820$25,820
FieldValueIRS element (for citing)
Capital Gain Net Income$25,925CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$170,018AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,672,922NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046290DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,475AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,229,452NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.028945DistributionYr2Rt
Adjusted Qlfy Distri Yr3$152,584AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,008,668NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050715DistributionYr3Rt
Adjusted Qlfy Distri Yr4$131,125AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,017,471NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043455DistributionYr4Rt
Adjusted Qlfy Distri Yr5$134,675AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,974,674NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045274DistributionYr5Rt
Total Distribution0.214679TotalDistributionRt
Average Distribution0.042936AverageDistributionRt
Net Vl Noncharitable Assets$3,369,056NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$144,654AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$792NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$145,446AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$133,130QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,585InvestmentIncomeExciseTaxAmt
Subtotal$1,585SubtotalAmt
Tax Based On Investment Income$1,585TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Overpayment$915OverpaymentAmt
Applied To ES Tax$915AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOLORES J SPOONMOREIndividualWithBooksNm
Phone8122731426PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11838 GULLION DRAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FR CHRIS CRAIG
413 EAST 2ND STREET413 EAST 2ND STREETMADISONIN47250VICE-CHAIRMA1.00$0$0$0
JOHN MUESSEL
411 BROADWAY STREET411 BROADWAY STREETMADISONIN47250CHAIRMAN1.00$0$0$0
DOLORES SPOONMORE
1838 GULLION DRIVE1838 GULLION DRIVEMADISONIN47250SECRETARY-TR1.00$0$0$0
JAMES THOMAS LISLE
4425 WEST 500 NORTH4425 WEST 500 NORTHMADISONIN47250DIRECTOR1.00$0$0$0
LONNIE COLLINS
150 ROCKWOOD BLVD150 ROCKWOOD BLVDMADISONIN47250DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,374,529AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,420,361TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,420,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,305CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,369,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$168,453MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$168,453MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,585TaxBasedOnInvestmentIncomeAmt
Total Tax$1,585TotalTaxAmt
Distributable Before Adj$166,868DistributableBeforeAdjAmt
Distributable Before Ded$166,868DistributableBeforeDedAmt
Distributable As Adjusted$166,868DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,130ExpensesAndContributionsAmt
Qualifying Distributions$133,130QualifyingDistributionsAmt
Adjusted Qualifying Distri$133,130AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$166,868DistributableAsAdjustedAmt
Undistributed Income PY$3,518UndistributedIncomePYAmt
Qualifying Distributions$133,130QualifyingDistributionsAmt
Applied To Year1$3,518AppliedToYear1Amt
Applied To Current Year$129,612AppliedToCurrentYearAmt
Undistributed Income CY$37,256UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN MUESSEL THE YUNKER FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1411 BROADWAY STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47250ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8122656140RecipientPhoneNum
Form And Info And MaterialsSUBMIT A LETTER DESCRIBING THE NEED, PURPOSE, AND AMOUNT REQUESTED.FormAndInfoAndMaterialsTxt
Submission Deadlines90 DAYS BEFORE THE ANNUAL BOARD OF DIRECTORS MEETING IN JULY.SubmissionDeadlinesTxt
Restrictions On AwardsRECIPIENTS MUST BE RELIGIOUS, EDUCATIONAL, OR OTHER CHARITABLE ORGANIZATION OPERATING IN JEFFERSON COUNTY, INDIANA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS
411 W MAIN STREETMADISONIN47250N/APUBLICGENERAL DONATION$2,500
FRIENDS OF SHAWE AND POPE JOHN
201 STATE STMADISONIN47250GENERAL DONATION$40,000
GIRLS INCORPORATED
109 W THIRD STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
HANOVER COLLEGE - AVALOS
517 BALL DRIVEHANOVERIN47250SCHOLARSHIP$1,500
HISTORIC MADISON
500 WEST STMADISONIN47250N/APUBLICGENERAL DONATION$5,000
IUPUI - RIOS-ALONSO
420 UNIVERSITY BLVDINDIANAPOLISIN46202SCHOLARSHIP$1,500
JEFFESON COUNTY UNITED WAY
301 E MAIN STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
LIDE WHITE MEMORIAL BOYSGIRLS CLUB
1551 MSH NORTHGATE ROADMADISONIN47250N/APUBLICGENERAL DONATION$4,500
PRINCE OF PEACE PARISH
305 W STATE STMADISONIN47250N/APUBLICGENERAL DONATION$20,000
SALVATION ARMY
331 E MAIN STMADISONIN47250N/APUBLICGENERAL DONATION$4,500
SHAWE MEMEORIAL HIGH SCHOOL
201 STATE STMADISONIN47250N/APUBLICSCHOLARSHIP$40,000
ULSTER PROJECT
PO BOX 422MADISONIN47250GENERAL DONATION$2,000
UNIVERSITY OF INDIANAPOLIS - STUART
1812 BLACKMORE STREETMADISONIN47250SCHOLARSHIP$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,115RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$62,493RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,925RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$100,533RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,533TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,050Amt
Net Investment Income$525NetInvestmentIncomeAmt
Disbursements Charitable Prps$525DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGERMAN AMERICANBondNm
EOY Book Value$364,655EOYBookValueAmt
EOYFMV$368,921EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGERMAN AMERICANStockNm
EOY Book Value$1,108,399EOYBookValueAmt
EOYFMV$2,804,030EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$108,311USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$106,506USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INVESTMENT AGENCY FEES$19,110$19,110
INSURANCE PREMIUM$1,056$1,056
OTHER DEDUCTIONS$1,200$600$600
POSTAGE$11$6$5

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$1,283
ESTIMATED TAX PAYMENTS$2,500

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