YUNKER FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
YUNKER FOUNDATION INC (EIN 35-6041203)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201931359349100413
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T07:25:23-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J MCKAYPreparerPersonNm
PTINP00303870PTIN
Phone8122654623PhoneNum
Preparation2019-05-14PreparationDt
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)
IP2019-05-15IPDt
IP Tm07:25:23IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id99A97613E9AF7C99539ADC502D0982AD76F0AA8FAtSubmissionCreationDeviceId
At Submission Filing Device Id68420084D0EAED0B3F59D61B9F542E3D2000D972AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,135,487FMVAssetsEOYAmt
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$59,776DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,776DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$248,371NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$375,040GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$248,371CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$320,262TotalRevAndExpnssAmt
Total Net Invst Incm$320,262TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,435TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,088OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,477OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$611OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,523TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,977TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,111TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$171,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$171,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$196,423TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,977TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$173,011TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$123,839ExcessRevenueOverExpensesAmt
Net Investment Income$299,285NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$112,367SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,766SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,766SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$509,961USGovernmentObligationsBOYAmt
US Government Obligations EOY$509,961USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$484,262USGovtObligationsEOYFMVAmt
Corporate Stock BOY$946,353CorporateStockBOYAmt
Corporate Stock EOY$1,119,793CorporateStockEOYAmt
Corporate Stock EOYFMV$2,225,832CorporateStockEOYFMVAmt
Corporate Bonds BOY$377,069CorporateBondsBOYAmt
Corporate Bonds EOY$377,069CorporateBondsEOYAmt
Corporate Bonds EOYFMV$362,627CorporateBondsEOYFMVAmt
Total Assets BOY$1,945,750TotalAssetsBOYAmt
Total Assets EOY$2,069,589TotalAssetsEOYAmt
Total Assets EOYFMV$3,135,487TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,945,750CapitalStockBOYAmt
Retained Earning EOY$2,069,589RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,945,750TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,069,589TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,945,750TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,069,589TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,945,750TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$123,839ExcessRevenueOverExpensesAmt
Subtotal$2,069,589SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,069,589TotNetAstOrFundBalancesEOYAmt

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
SPDR S & P 500 ETF TRUSTP2003-10-022018-01-24$5,380$1,905$3,475$3,475
SPDR S & P 500 ETF TRUSTP2003-05-152018-01-24$294,500$98,748$195,752$195,752
SPDR S & P 500 ETF TRUSTP2003-05-152018-11-06$75,160$26,016$49,144$49,144
FieldValueIRS element (for citing)
Capital Gain Net Income$248,371CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$93,475AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,229,452NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028945DistributionYr1Rt
Adjusted Qlfy Distri Yr2$152,584AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,008,668NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050715DistributionYr2Rt
Adjusted Qlfy Distri Yr3$131,125AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,017,471NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043455DistributionYr3Rt
Adjusted Qlfy Distri Yr4$134,675AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,974,674NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045274DistributionYr4Rt
Adjusted Qlfy Distri Yr5$124,650AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,738,671NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045515DistributionYr5Rt
Total Distribution0.213904TotalDistributionRt
Average Distribution0.042781AverageDistributionRt
Net Vl Noncharitable Assets$3,672,922NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$157,131AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,993NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$160,124AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$173,011QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,993InvestmentIncomeExciseTaxAmt
Subtotal$2,993SubtotalAmt
Tax Based On Investment Income$2,993TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,710EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,710TotalPaymentsAndCreditsAmt
Tax Due$1,283TaxDueAmt

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-CHAIRMA000.00$0$0$0
JOHN MUESSEL
411 BROADWAY STREET411 BROADWAY STREETMADISONIN47250CHAIRMAN000.00$0$0$0
DOLORES SPOONMORE
1838 GULLION DRIVE1838 GULLION DRIVEMADISONIN47250SECRETARY-TR000.00$0$0$0
DR RALPH PRATT
2325 BLACKMORE STREET2325 BLACKMORE STREETMADISONIN47250DIRECTOR000.00$0$0$0
LONNIE COLLINS
150 ROCKWOOD BLVD150 ROCKWOOD BLVDMADISONIN47250DIRECTOR000.00$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$3,641,288AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,567AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,728,855TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,728,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,933CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,672,922NetVlNoncharitableAssetsAmt
Minimum Investment Return$183,646MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$183,646MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,993TaxBasedOnInvestmentIncomeAmt
Total Tax$2,993TotalTaxAmt
Distributable Before Adj$180,653DistributableBeforeAdjAmt
Distributable Before Ded$180,653DistributableBeforeDedAmt
Distributable As Adjusted$180,653DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$173,011ExpensesAndContributionsAmt
Qualifying Distributions$173,011QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,993PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$170,018AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$180,653DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$4,124ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$4,124TotalExcessDistributionCyovAmt
Qualifying Distributions$173,011QualifyingDistributionsAmt
Applied To Current Year$173,011AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$4,124ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,124ExcessDistributionCyovAppCYAmt
Undistributed Income CY$3,518UndistributedIncomeCYAmt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxt
AUDREY KINNE - ST MARY OF WOODS
3168 MARTIN RDVEVAYIN47043SCHOLARSHIP$1,500
BIG BROTHERS BIG SISTERS
411 W MAIN STREETMADISONIN47250GENERAL DONATION$1,400N/APUBLIC
GIRLS INCORPORATED
109 W THIRD STMADISONIN47250GENERAL DONATION$4,500N/APUBLIC
HISTORIC MADISON
500 WEST STMADISONIN47250GENERAL DONATION$5,000N/APUBLIC
JEFFESON COUNTY UNITED WAY
301 E MAIN STMADISONIN47250GENERAL DONATION$4,500N/APUBLIC
LIDE WHITE MEMORIAL BOYSGIRLS CLUB
1551 MSH NORTHGATE ROADMADISONIN47250GENERAL DONATION$4,500N/APUBLIC
PRINCE OF PEACE PARISH
305 W STATE STMADISONIN47250GENERAL DONATION$22,000N/APUBLIC
SALVATION ARMY
331 E MAIN STMADISONIN47250GENERAL DONATION$4,500N/APUBLIC
SHAWE MEMEORIAL HIGH SCHOOL
201 STATE STMADISONIN47250SCHOLARSHIP$120,000N/APUBLIC
UNIVERSITY OF INDIANAPOLIS - STUART
1812 BLACKMORE STREETMADISONIN47250SCHOLARSHIP$1,500
UNIVERSITY OF KY - B SEDAM
792 GOSSOM LANEMILTONKY40045SCHOLARSHIP$1,500
STELLAR MADISON FOUNDATION
101 W MAIN STREETMADISONIN47250GENERAL DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$171,900TotalGrantOrContriPdDurYrAmt

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$59,776RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$248,371RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$320,262RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$320,262TotalIncomeProducingActyAmt

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$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGERMAN AMERICANBondNm
EOY Book Value$377,069EOYBookValueAmt
EOYFMV$362,627EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGERMAN AMERICANStockNm
EOY Book Value$1,119,793EOYBookValueAmt
EOYFMV$2,225,832EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$108,311USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$104,699USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INVESTMENT AGENCY FEES$19,055$19,055
NEWSPAPER NOTICE COST$16$16
INSURANCE PREMIUM$795$795
OTHER DEDUCTIONS$1,222$611$611

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$725
FEDERAL EXCISE TAX$1,710

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