GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201913179349101296
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- 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 | 2019-11-13T12:39:31-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C THOMAS BATES CPA | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2019-11-08 | 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 | 2019-11-13 | IPDt |
| IP Tm | 12:39:31 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6865D9B00E23A994D8B728C97FA93DEE7C243F3F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9C8D2941258FFE3B782981129C68587A6832BEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,060,859 | 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 | $222,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$234,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,572,112 | GrossSalesPriceAmt |
| Cost Of Goods Sold | $1,838 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$1,838 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | -$13,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,669 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $45 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $63,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,887 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,995 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $534 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $80,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $405,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$419,775 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,264 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $2,424 | InventoriesBOYAmt |
| Inventories EOY | $586 | InventoriesEOYAmt |
| Inventories EOYFMV | $586 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $6,736,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,036,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,036,741 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,217 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,268 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,268 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,753,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,060,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,060,859 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,575 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,575 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,753,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,058,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,753,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,058,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,753,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,060,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,753,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$419,775 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$275,060 | OtherIncreasesAmt |
| Subtotal | $6,058,284 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,058,284 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $319,165 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,588,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,112 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,120,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049363 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $238,140 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,502,401 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $344,945 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,705,657 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051441 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $406,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,543,839 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062182 | DistributionYr5Rt |
| Total Distribution | 0.248051 | TotalDistributionRt |
| Average Distribution | 0.049610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,652,559 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $330,033 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $331,615 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $324,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,165 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,165 | SubtotalAmt |
| Tax Based On Investment Income | $3,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,735 | OverpaymentAmt |
| Applied To ES Tax | $6,735 | 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 | $6,724,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,854 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,753,867 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,753,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,652,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $332,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $332,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,165 | TotalTaxAmt |
| Distributable Before Adj | $329,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $329,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $329,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $324,850 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $324,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,158 | UndistributedIncomePYAmt |
| Qualifying Distributions | $324,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,158 | AppliedToYear1Amt |
| Applied To Current Year | $301,692 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,771 | UndistributedIncomeCYAmt |
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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDRIA COMMUNITY CENTER | |||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 |
| ALEXANDRIA COMMUNITY SCHOOLS | |||||||
| 202 E WASHINGTON ST | ALEXANDIRA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| ALEXANDRIA COMM SCHOOL CORP | |||||||
| 800 N CENTRAL ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| ALEXANDRIA ELK LODGE | |||||||
| 1810 SOUTH HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLFING FOR CANCER | $300 |
| ALEXANDRIA 1ST CHURCH OF NAZARENE | |||||||
| 1401 SOUTH HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | CHURCH | GENERAL SUPPORT | $10,000 |
| ALTERNATIVES INC | |||||||
| PO BOX 1302 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 5635 W 96TH ST STE 100 | INDIANAPOLIS | IN | 46278 | N/A | PUBLIC CHARI | RELAY FOR LIFE OF MADISON CNTY | $250 |
| ANDERSON EDUCATION FNDN | |||||||
| 1600 HILLCREST AVE | ANDERSON | IN | 46011 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| ANDERSON HABITAT FOR HUMANITY | |||||||
| PO BOX 131 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 |
| ANDERSON SYMPHONY ORCHESTRA | |||||||
| PO BOX 741 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $15,000 |
| ANDERSON UNIVERSITY | |||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | UNIVERSITY | GENERAL SUPPORT | $100,000 |
| BEAUTY FOR ASHES | |||||||
| PO BOX 285 | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $6,000 |
| WESTSIDE COM FOOD PANTRY | |||||||
| 1505 REV JT MENIFEE ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| CHRISTIAN COUNSELING CENTER | |||||||
| 501 COLLEGE DRIVE | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| CHURCH OF GOD GLOBAL MINISTRIES | |||||||
| PO BOX 2420 | ANDERSON | IN | 46018 | N/A | CHURCH | GENERAL SUPPORT | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| CHURCH ST COMMONS | |||||||
| 204 WEST CHURCH ST | ALEXANDRIA | IN | 46013 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,500 |
| 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 |
| CORPORATION FOR ECON DEVEL | |||||||
| 793 MAIN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| DELTA THETA TAU | |||||||
| 202 E JOHN ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $375 |
| DOVE HARBOR | |||||||
| 1400 BROADWAY | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 1201 W MCGALLIARD | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $7,500 |
| FIRE RESCUE HOUSE MADISON CNTY | |||||||
| 824 W 3RD ST | ANDERSON | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| FIRST BAPTIST CHURCH OF ALEXANDRIA | |||||||
| 2107 S PARK AVE | ALEXANDRIA | IN | 46001 | N/A | CHURCH | GENERAL SUPPORT | $5,250 |
| FIRST CHOICE | |||||||
| 3020 OAKWOOD AVE | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| FRACTURED ATLAS | |||||||
| 248 W 35TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PUBLIC CHARI | DUENDE PRODUCTIONS | $10,000 |
| GOSPEL MUSIC TRUST FUND | |||||||
| PO BOX 932 | BRENTWOOD | TN | 37024 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| HEART TO HONDURAS | |||||||
| PO BOX 38 | XENIA | OH | 45385 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 |
| HIGHER LEVEL SPORTS CAMP | |||||||
| 648 N PENDLETON AVE | PENDLETON | IN | 46064 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 |
| HILLCROFT SERVICES | |||||||
| 114 E STREETER AVE | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 |
| HOPE FOR THE WORLD | |||||||
| PO BOX 1463 | SANTA ROSA BEACH | FL | 32459 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| HOPPER HERITAGE FOUNDATION | |||||||
| 2811 US HWY 220 | MADISON | NC | 27025 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $200 |
| 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 | $13,500 |
| 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 |
| LEADERSHIP ACAD MADISON CNTY | |||||||
| 1100 EAST 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 |
| LIBERTY CHRISTIAN SCHOOL | |||||||
| 2323 COLUMBUS AVE | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $25,125 |
| LIVING HOPE CHRISTIAN CHURCH | |||||||
| 15401 W CR 1100 N | SUMMITVILLE | IN | 46070 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| MADISON COUNTY CHAPLAINCY PROGRAM | |||||||
| PO BOX 171 | ANDERSON | IN | 46017 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| MADISON COUNTY COMMUNITY FNDN | |||||||
| 33 WEST 10TH ST STE 600 | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | PROJECT DEE PARSON | $4,000 |
| 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 |
| MASTERWORKS CHORALE | |||||||
| 520 E MAIN ST | MUNCIE | IN | 47305 | 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 |
| PARAMOUNT THEATRE HERITAGE FNDN | |||||||
| 1124 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $700 |
| 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 |
| ROD & STAFF MINISTRIES | |||||||
| 560 TRACY RD SUITE B | NEW WHITELAND | IN | 46184 | N/A | PUBLIC CHARI | GOLF TOURNAMENT SPONSOR | $75 |
| ROYAL FAMILY KIDS CAMP | |||||||
| 1503 W 35TH ST | KEARNEY | NE | 68845 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $250 |
| 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 | $550 |
| ST VINCENT ANDERSON REG FNDN | |||||||
| 2015 JACKSON ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| THE CHRISTIAN CENTER | |||||||
| 625 MAIN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| THE CROHN'S & COLITIS FNDN | |||||||
| 11831 N 750 W | ELWOOD | IN | 46036 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $25 |
| UNITED WAY OF MADISON CNTY | |||||||
| 205 W 11TH ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| WHEELER MISSIONS | |||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 |
| YOUTH FOR SERVING CHRIST MINISTRIES | |||||||
| 1010 W 8TH ST STE 3 | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| YOUTH LEADERSHIP ACADEMY OF MADISON | |||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | YLA DANCE MARATHON | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,669 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$234,829 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,838 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,669 | ExclusionAmt |
| Related Or Exempt Function Incm | -$236,667 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,998 | 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 | $45 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UBS - SHORT TERM | 2018-01 | PURCHASE | 2018-12 | $778,696 | $788,576 | -$9,880 |
| UBS - LONG TERM | 2017-01 | PURCHASE | 2018-12 | $1,793,416 | $2,018,365 | -$224,949 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $6,036,741 | EOYBookValueAmt |
| EOYFMV | $6,036,741 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $2,217 | BOYBookValueAmt |
| EOY Book Value | $3,268 | EOYBookValueAmt |
| EOYFMV | $3,268 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MKT VALUE OF INVESTMENTS | -$273,536 |
| ACCRUAL TO CASH CONVERSION | -$1,524 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE | Desc |
| EOY Book Value | $2,575 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $63,887 | Amt |
| Net Investment Income | $63,887 | NetInvestmentIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALE OF BOOKS | CategoryTxt |
| Cost Of Goods Sold | $1,838 | CostOfGoodsSoldAmt |
| Net | -$1,838 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX ON DIVIDENDS | $534 | $534 |
| FEDERAL INCOME TAXES PAID | $16,461 |
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