GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202023149349100802
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T08:23:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450491842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANKENSHIP CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 WARD CIRCLE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370272304 | 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 | 352020501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAITHER CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAIT | BusinessNameControlTxt |
| Phone | 7657248278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BRISCO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7657248278 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C THOMAS BATES CPA | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2020-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.95.147.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 08:23:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 63FD74F1367F6D951C20703D05A98574059F14E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FF22A3575D487113D4098C86AC7ADC86D7C3EB3E | 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 | $6,950,842 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $271,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,210,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,437 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $60 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $96 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$36 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $667 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $667 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $344,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,621 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,913 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $516 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $62 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $65,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,765 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,765 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $282,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,651 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $586 | InventoriesBOYAmt |
| Inventories EOY | $490 | InventoriesEOYAmt |
| Inventories EOYFMV | $490 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $6,036,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,906,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,906,393 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,268 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,308 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,308 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,060,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,950,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,950,842 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,575 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $2,575 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,058,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,950,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,058,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,950,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,060,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,950,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,058,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $965,804 | OtherIncreasesAmt |
| Subtotal | $6,950,842 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,950,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS | P | 2019-01-01 | 2019-12-31 | $142,600 | $150,468 | -$7,868 | -$7,868 |
| UBS | P | 2018-01-01 | 2019-12-31 | $1,068,389 | $988,084 | $80,305 | $80,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,437 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $324,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,652,559 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048831 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $319,165 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,588,548 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,112 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,120,176 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $238,140 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,502,401 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $344,945 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,705,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051441 | DistributionYr5Rt |
| Total Distribution | 0.234700 | TotalDistributionRt |
| Average Distribution | 0.046940 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,494,326 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $304,844 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,822 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $307,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $352,765 | 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 | $2,822 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,822 | SubtotalAmt |
| Tax Based On Investment Income | $2,822 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,735 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,735 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,913 | OverpaymentAmt |
| Applied To ES Tax | $3,913 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GINA BRISCO | IndividualWithBooksNm |
| Phone | 7657248278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| GLORIA L GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| BARRY W JENNINGS | ||||||||
| 5188 WADDELL HOLLOW ROAD | FRANKLIN | TN | 37064 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GINA BRISCO | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,566,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,593,224 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,593,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,494,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,822 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,822 | TotalTaxAmt |
| Distributable Before Adj | $321,894 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $321,894 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $321,894 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,765 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $352,765 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,822 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $349,943 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,771 | UndistributedIncomePYAmt |
| Qualifying Distributions | $352,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,771 | AppliedToYear1Amt |
| Applied To Current Year | $321,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,100 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J GAITHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GINA BRISCO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7657248278 | RecipientPhoneNum |
| Form And Info And Materials | NO PREDETERMINED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A TOWN CENTER INC | ||||||||
| 1206 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $250 | |
| ALEXANDRIA CAMPUS LIFE | ||||||||
| PO BOX 99 | MUNCIE | IN | 47308 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 | |
| ALEXANDRIA CHURCH OF THE NAZARENE | ||||||||
| 1401 S HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | CHURCH | GENERAL SUPPORT | $10,200 | |
| ALEXANDRIA COMMUNITY CENTER | ||||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,900 | |
| ALEXANDRIA ELK LODGE | ||||||||
| 1810 S HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLFING FOR CANCER | $300 | |
| ANDERSON CHILDREN'S CHOIR | ||||||||
| PO BOX 547 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,500 | |
| ANDERSON CHRISTIAN CENTER | ||||||||
| 625 MAIN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,400 | |
| ANDERSON EDUCATION FNDN | ||||||||
| 1600 HILLCREST AVE | ANDERSON | IN | 46011 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| ANDERSON PREPARATORY ACADEMY | ||||||||
| 101 W 29TH ST | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $5,000 | |
| ANDERSON SYMPHONY ORCHESTRA | ||||||||
| PO BOX 741 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $20,000 | |
| ANDERSON UNIVERSITY | ||||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | UNIVERSITY | GENERAL SUPPORT | $100,000 | |
| ANIMAL PROTECTION LEAGUE | ||||||||
| 613 DEWEY ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 | |
| BEAUTY FOR ASHES | ||||||||
| PO BOX 285 | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| BETHEL UNIVERSITY RENAISSANCE | ||||||||
| 28 LEE AVE | MCKENZIE | TN | 38201 | N/A | UNIVERSITY | GENERAL SUPPORT | $1,500 | |
| BIBLES FOR BALLERS | ||||||||
| PO BOX 111 | NEW CASTLE | IN | 47362 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| CORPORATION FOR ECON DEVEL | ||||||||
| 793 MAIN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 901 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,750 | STE 305 |
| CHURCH ST COMMONS | ||||||||
| 204 WEST CHURCH ST | ALEXANDRIA | IN | 46013 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | |
| CIA SPORTS INC | ||||||||
| PO BOX 2763 | ANDERSON | IN | 46018 | N/A | PUBLIC CHARI | YOUTH SPORTS PROGRAM | $250 | |
| COMMUNITY HOSPITAL ANDERSON FNDN | ||||||||
| 1515 NORTH MADISON AVE | ANDERSON | IN | 46011 | N/A | PUBLIC CHARI | COMMUNITY CHEFS - APRON SPONSOR | $6,000 | |
| CROSSROADS OF AMERICA COUNCIL BSA | ||||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 | |
| DELTA THETA TAU | ||||||||
| 202 E JOHN ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $125 | |
| DOVE HARBOR | ||||||||
| 1400 BROADWAY | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 1201 W MCGALLIARD | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| FELLOWSHIP OF PERFORMING ARTS | ||||||||
| 630 9TH AVE 14TH FL | NEW YORK | NY | 10036 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $20,000 | |
| FRACTURED ATLAS | ||||||||
| 248 W 35TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| GRACE CHURCH | ||||||||
| 13068 SINCLAIR PL | FISHERS | IN | 46038 | N/A | CHURCH | GENERAL SUPPORT | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR DR | AMERICUS | GA | 317093498 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| HIGHER LEVEL SPORTS CAMP | ||||||||
| 648 N PENDLETON AVE | PENDLETON | IN | 46064 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | |
| HOPE FOR THE WORLD | ||||||||
| PO BOX 1463 | SANTA ROSA BEACH | FL | 32459 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | |
| HOPE PREGNANCY | ||||||||
| PO BOX 161 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | VOIDED CHECK ISSUED IN 2018 | -$1,000 | |
| INDIANA CLASS BASKETBALL | ||||||||
| PO BOX 1275 | BROWNSBURG | IN | 46112 | N/A | PUBLIC CHARI | LEGENDS AUTOGRAPH SESSION SPONSOR | $1,500 | |
| INDIANA HISTORICAL SOCIETY | ||||||||
| 450 W OHIO STREET | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON ST | MARION | IN | 46053 | N/A | UNIVERSITY | GENERAL SUPPORT | $10,000 | |
| INDIANAPOLIS CHILDRENS CHOIR | ||||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | |
| JOY FM | ||||||||
| 600 W CLEMMONSVILLE RD | WINSTON SALEM | NC | 27127 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $300 | |
| KCBI 909 FM | ||||||||
| 750 N ST PAUL ST | DALLAS | TX | 75201 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,800 | STE 1050 |
| LEADERSHIP ACAD MADISON CNTY | ||||||||
| 1100 EAST 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $160 | |
| LEE UNIVERSITY | ||||||||
| PO BOX 3450 | CLEVELAND | TN | 373203450 | N/A | UNIVERSITY | GENERAL SUPPORT | $900 | |
| LIBERTY CHRISTIAN SCHOOL | ||||||||
| 2323 COLUMBUS AVE | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $10,000 | |
| LEADERSHIP ACAD MADISON CNTY | ||||||||
| 1100 EAST 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,790 | |
| MADISON CNTY SPECIAL OLYMPICS | ||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | |
| MADISON PARK CHURCH OF GOD | ||||||||
| PO BOX 2479 | ANDERSON | IN | 46018 | N/A | CHURCH | CHRISTMAS PROGRAM | $4,000 | |
| MAN 4 MAN MINISTRIES | ||||||||
| 415 MAIN ST | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| MISSION HAITI MEDICAL | ||||||||
| PO BOX 2252 | ANDERSON | IN | 46018 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | |
| ONE ORPHAN FOUNDATION | ||||||||
| 9615 E 148TH ST STE 5 | NOBLESVILLE | IN | 46060 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,200 | |
| ORANGEHAUS MUSIC BUSINESS CAMP | ||||||||
| 1100 E 5TH ST STE 5 | NOBELSVILLE | IN | 46060 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,390 | |
| PARAMOUNT THEATRE HERITAGE FNDN | ||||||||
| 1124 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $6,200 | |
| PARK PLACE CHILDRENS MINISTRY | ||||||||
| 501 COLLEGE DR | ANDERSON | IN | 46012 | N/A | CHURCH | CHILDRENS MINISTRY | $5,000 | |
| PARK PLACE CHURCH OF GOD | ||||||||
| 501 COLLEGE DR | ANDERSON | IN | 46012 | N/A | CHURCH | GENERAL SUPPORT | $15,000 | |
| RILEY CHILDREN'S FOUNDATION | ||||||||
| 30 S MERIDIAN ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | STE 200 |
| SCIENCE CENTRAL | ||||||||
| 1950 N CLINTON ST | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 6621 N OLD SR 3 | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| SECRET FAMILIES OF MADISON CNTY | ||||||||
| PO BOX 2031 | ANDERSON | IN | 46018 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,100 | |
| ST VINCENT ANDERSON REG FNDN | ||||||||
| 2015 JACKSON ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,500 | |
| THE CHRISTIAN CENTER | ||||||||
| 625 MAIN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | |
| UNITED WAY OF MADISON CNTY | ||||||||
| 205 W 11TH ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | |
| VFW | ||||||||
| PO BOX 42352 | INDIANAPOLIS | IN | 46242 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $250 | |
| VILLAGE PROJECT AFRICA | ||||||||
| PO BOX 382 | NOBLESVILLE | IN | 46061 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | |
| WHEELER MISSIONS | ||||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $25,000 | |
| YOUTH FOR SERVING CHRIST MINISTRIES | ||||||||
| 1010 W 8TH ST STE 3 | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,400 | |
| YOUTH LEADERSHIP ACADEMY OF MADISON | ||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | YLA DANCE MARATHON | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,765 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,517 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $667 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,437 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$36 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $272,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $72,401 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,585 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SUPPORTS FOUNDATION'S CHARITABLE AND EDUCATIONAL MISSION | RelationshipStatementTxt |
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 AND TAX SERVICES | CategoryTxt |
| Amt | $2,575 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $6,906,393 | EOYBookValueAmt |
| EOYFMV | $6,906,393 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $3,268 | BOYBookValueAmt |
| EOY Book Value | $3,308 | EOYBookValueAmt |
| EOYFMV | $3,308 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS | $62 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $667 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $667 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MKT VALUE OF INVESTMENTS | $963,189 |
| ACCRUAL TO CASH CONVERSION | $2,615 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE | Desc |
| BOY Book Value | $2,575 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $61,913 | Amt |
| Net Investment Income | $61,913 | NetInvestmentIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALE OF BOOKS | CategoryTxt |
| Gross Sales | $60 | GrossSalesAmt |
| Cost Of Goods Sold | $96 | CostOfGoodsSoldAmt |
| Net | -$36 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX ON DIVIDENDS | CategoryTxt |
| Amt | $516 | Amt |
| Net Investment Income | $516 | NetInvestmentIncomeAmt |
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