SALIN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SALIN FOUNDATION INC (EIN 35-2047694)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349100639
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T06:11:52-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPLEY & WALL AN ASSOCIATION OF PC'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8465 KEYSTONE XING DR STE 160 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | 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 | 352047694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALI | BusinessNameControlTxt |
| Phone | 3175322260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10587 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460329204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI FRITSCH | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3175322260 | PhoneNum |
| Signature | 2019-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN L SHIPLEY CPA | PreparerPersonNm |
| PTIN | P01255400 | PTIN |
| Phone | 3172550777 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.52.16.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 06:11:41 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,552,970 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,299 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,791 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,245 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,546 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,585 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $52,036 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $14,025 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,025 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $104,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,891 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,546 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,080 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,230 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $443 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $22 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,524 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $264,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,928 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,928 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,817,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,887,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,433,042 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,081,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,007,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,552,970 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,081,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,007,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,081,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,007,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,081,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,007,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,081,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,615 | OtherIncreasesAmt |
| Subtotal | $2,014,820 | SubtotalAmt |
| Other Decreases | $7,143 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,007,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 500 SHRS GENERAL ELECTRIC CO | P | 2004-05-18 | 2018-01-26 | $2,389 | $0 | $4,524 | -$2,135 | $0 | $0 | $0 | -$2,135 |
| 497.81 SHRS GOLDMAN SACHS MID CAP VALUE | P | 2011-03-30 | 2018-06-11 | $18,100 | $0 | $19,001 | -$901 | $0 | $0 | $0 | -$901 |
| 609.288 SHRS GOLDMAN SACHS MID CAP VALUE | P | 2011-12-29 | 2018-06-11 | $22,154 | $0 | $23,257 | -$1,103 | $0 | $0 | $0 | -$1,103 |
| 600.644 SHRS GOLDMAN SACHS MID CAP VALUE | P | 2011-12-30 | 2018-06-11 | $21,839 | $0 | $22,926 | -$1,087 | $0 | $0 | $0 | -$1,087 |
| 609.288 SHRS GOLDMAN SACHS MID CAP VALUE | P | 2012-01-18 | 2018-06-11 | $22,154 | $0 | $23,257 | -$1,103 | $0 | $0 | $0 | -$1,103 |
| 754.71 SHRS GOLDMAN SACHS GROWTH | P | 2011-04-04 | 2018-06-11 | $20,219 | $0 | $19,577 | $642 | $0 | $0 | $0 | $642 |
| 927.51 SHRS GOLDMAN SACHS GROWTH | P | 2011-12-29 | 2018-06-11 | $24,848 | $0 | $24,060 | $788 | $0 | $0 | $0 | $788 |
| 903.034 SHRS GOLDMAN SACHS GROWTH | P | 2011-12-30 | 2018-06-11 | $24,192 | $0 | $22,974 | $1,218 | $0 | $0 | $0 | $1,218 |
| 927.51 SHRS GOLDMAN SACHS GROWTH | P | 2012-01-18 | 2018-06-11 | $24,848 | $0 | $24,060 | $788 | $0 | $0 | $0 | $788 |
| 325.533 SHRS HARBOR FD INTL FD | P | 2004-11-16 | 2018-06-11 | $22,227 | $0 | $13,399 | $8,828 | $0 | $0 | $0 | $8,828 |
| 94.195 SHRS HARBOR FD INTL FD | P | 2004-12-30 | 2018-06-11 | $6,432 | $0 | $5,467 | $965 | $0 | $0 | $0 | $965 |
| 1639.956 SHRS HARBOR FD INTL FD | P | 2011-12-27 | 2018-06-11 | $111,976 | $0 | $72,152 | $39,824 | $0 | $0 | $0 | $39,824 |
| 100000 SHRS INDIANA UNIV REVS BAB | P | 2011-12-27 | 2018-08-01 | $100,000 | $0 | $100,743 | -$743 | $0 | $0 | $0 | -$743 |
| 129 LAMB WESTON HOLDINGS | P | 2011-12-27 | 2018-04-16 | $8,311 | $0 | $2,256 | $6,055 | $0 | $0 | $0 | $6,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $204,723 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,719,486 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,646,008 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $172,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,640,808 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065428 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $172,110 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,601,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066152 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,406,314 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062407 | DistributionYr5Rt |
| Total Distribution | 0.360803 | TotalDistributionRt |
| Average Distribution | 0.072161 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,647,823 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,070 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $192,303 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $222,440 | 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 | $1,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,200 | OriginalReturnTaxPaidAmt |
| Tax Due | $33 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | SHERRI FRITSCH | IndividualWithBooksNm |
| Phone | 3175322260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10578 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 N SALIN SR | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SHERRI FRITSCH | ||||||||
| 10587 COPPERGATE DR | CARMEL | IN | 46032 | SEC/TREAS | 3.00 | $0 | $0 | $0 |
| WILLIAM N SALIN II | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| M JANE SALIN | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSIE MCCLAIN | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP AWARDS THROUGH SCHOLARSHIP AMERICA. SCHOLARSHIP AMERICA AWARDED 14 SCHOLARSHIPS TO INDIVIDUAL STUDENTS DURING 2018. | Description1Txt |
| Expenses1 | $28,000 | Expenses1Amt |
| Description2 | SCHOLARSHIP AWARDS TO 12 DEPENDENTS OF EMPLOYEES OF SALIN BANK | Description2Txt |
| Expenses2 | $20,004 | Expenses2Amt |
| Description3 | DONATIONS TO 2 LOCAL CHURCHES AND 6 LOCAL CULTURAL ORGANIZATIONS TO HELP PROVIDE CULTURAL AND RELIGIOUS AWARENESS AND EDUCATION | Description3Txt |
| Expenses3 | $27,100 | Expenses3Amt |
| Description4 | LOCAL OUTREACH ACTIVITIES INCLUDING DONATIONS TO 2 UNIVERSITY TO ENCOURAGE LOCAL HIGHER EDUCATION IN INDIANA | Description4Txt |
| Expenses4 | $116,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,495,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,688,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,688,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,647,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,233 | TotalTaxAmt |
| Distributable Before Adj | $131,158 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,158 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,440 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $222,440 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,233 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $221,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,158 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,908 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,181 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,973 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $244,274 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,440 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,282 | RemainingDistriFromCorpusAmt |
| Total Corpus | $335,556 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $335,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,212 | ExcessFromYear4Amt |
| Excess From Year3 | $43,908 | ExcessFromYear3Amt |
| Excess From Year2 | $111,181 | ExcessFromYear2Amt |
| Excess From Year1 | $70,973 | ExcessFromYear1Amt |
| Excess From Current Year | $91,282 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRI FRITSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10587 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3175322260 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE RESIDENT WITHIN STATE OF INDIANA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SCHOLARSHIP AMERICA | ||||||
| PO BOX 297 ST | PETE | MN | 56082 | 501C3 | EDUCATION | $28,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | 501C3 | CHARITABLEDONATION | $5,000 |
| KAYLEE AVALLE | ||||||
| PO BOX 477 | WALTON | IN | 46994 | I | SCHOLARSHIP | $1,667 |
| CREWMEMBER FAMILY ASSIST | ||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | NC | SCHOLARSHIP | $10,247 |
| IU FOUNDATION | ||||||
| 1500 N STATE ROAD 46 BYPASS | BLOOMINGTON | IN | 47408 | 501C3 | CHARITABLEDONATION | $106,000 |
| EMILY VARANKA | ||||||
| 13698 STONE HAVEN DR | CARMEL | IN | 46033 | I | SCHOLARSHIPS | $1,667 |
| ELIJAH DAVIS | ||||||
| 327 WHISPERING WILLOW CT | NOBLESVILLE | IN | 46060 | I | SCHOLARSHIPS | $1,667 |
| CROSSROADS OF AMERICA COUNCIL | ||||||
| 7125 FALL CREEK ROAD N | INDIANAPOLIS | IN | 46256 | 501C3 | CHARITABLE DONATION | $1,000 |
| INDIANA HISTORICAL SOCIETY | ||||||
| 450 W OHIO STREET | INDIANAPOLIS | IN | 46202 | 501C3 | CHARITABLEDONATION | $8,750 |
| KELSIE ELLINGTON | ||||||
| 1212 E CR 75 N | LOGANSPORT | IN | 46947 | I | SCHOLARSHIP | $1,667 |
| KYLE BUSWELL | ||||||
| 39 W WOODSAGE CT | WESTFIELD | IN | 46074 | I | SCHOLARSHIP | $1,667 |
| ZACHARY ELLINGTON | ||||||
| 1212 E CR 75 N | LOGANSPORT | IN | 46947 | I | SCHOLARSHIP | $1,667 |
| ALLYSON BUCHS | ||||||
| 122 RILEY PLACE | FT WAYNE | IN | 46825 | I | SCHOLARSHIP | $1,667 |
| UMC INDIANA CONFERENCE | ||||||
| 301 PENNSYLVANIA PKWY | INDIANAPOLIS | IN | 46280 | 501C3 | CHARITABLE DONATION | $5,000 |
| VERA BRADLEY FOUNDATION | ||||||
| 12420 STONEBRIDGE RD | ROANOKE | IN | 46783 | 501C3 | CHARITABLEDONATION | $1,000 |
| EITELJORG MUSEUM | ||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | 501C3 | CHARITABLEDONATION | $5,250 |
| ANDERSON UNIVERSITY | ||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | 501C3 | CHARITABLEDONATION | $10,000 |
| AMERICAN DIABETES ASSOC | ||||||
| 2451 CRYSTAL DR STE 900 | ARLINGTON | VA | 22202 | 501C3 | CHARITABLEDONATION | $200 |
| BRIDGE TO EUROPE | ||||||
| PO BOX 682873 | FRANKLIN | TN | 37068 | 501C3 | CHARITABLEDONATION | $200 |
| FT WAYNE PHILHARMONIC | ||||||
| 4901 FULLER DRIVE | FT WAYNE | IN | 46835 | 501C3 | CHARITABLEDONATION | $500 |
| ST LUKES METHODIST | ||||||
| 100 W 86TH STREET | INDIANAPOLIS | IN | 46260 | 501C3 | CHARITABLEDONATION | $100 |
| BAILEY BENN | ||||||
| 804 S CENTER STREET | FLORA | IN | 46929 | I | SCHOLARSHIP | $1,667 |
| ELIANA BUCKLIN | ||||||
| 13512 DAVENPORT DRIVE | FISHERS | IN | 46037 | I | SCHOLARSHIP | $1,667 |
| REED DILLER | ||||||
| 13115 TOSCANA PASSAGE 4684 | FT WAYNE | IN | 46845 | I | SCHOLARSHIP | $1,667 |
| CONNOR MARSH | ||||||
| 1015 FAIRBANKS DRIVE | CARMEL | IN | 46033 | I | SCHOLARSHIP | $1,667 |
| ABIGAIL WALKER | ||||||
| 318 W SUMMIT STREET | DELPHI | IN | 46923 | I | SCHOLARSHIP | $1,667 |
| ARTIS-NAPLES | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | 501C3 | CHARITABLEDONATION | $2,500 |
| LEWY BODY DEMENTIA ASSOC | ||||||
| 912 KILLIAN HILL RD SW | LILBURN | GA | 30047 | 501C3 | CHARITABLEDONATION | $100 |
| MENTAL HEALTH AMERICA | ||||||
| 500 MONTGOMERY ST STE 820 | ALEXANDRIA | VA | 22314 | 501C3 | CHARITABLE DONATION | $300 |
| SERVANTS AT WORK | ||||||
| PO BOX 68831 | INDIANAPOLIS | IN | 46268 | 501C3 | CHARITABLE DONATION | $1,000 |
| AMERICAN HEART ASSOC | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 501C3 | CHARITABLEDONATION | $5,000 |
| THE GARDEN COMM CHURCH | ||||||
| 9301 N MICHIGAN RD | INDIANAPOLIS | IN | 46268 | 501C3 | CHARITABLEDONATION | $5,000 |
| NATIONAL CHRISTIAN FOUNDATION | ||||||
| 70 E 91ST ST STE 100 | INDIANAPOLIS | IN | 46240 | 501C3 | CHARITABLE DONATION | $2,000 |
| CARMELITE MONASTERY | ||||||
| 949 N RIVER RD | DES PLAINES | IL | 60016 | 501C3 | CHARITABLEDONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,151 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,791 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,585 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $68,376 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,376 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME CONTRIBUTES ADDITIONAL SCHOLARSHIP FUNDING AND |
| 3 | RELATES TO THE REST OF THE INVESTMENT ACTIVITIES USED TO FUND |
| 3 | ALL CHARITABLE ACTIVITIES |
| 4 | DIVIDEND INCOME IS A MAJOR SOURCE OF ADDITIONAL FUNDING RELATED |
| 4 | TO THE INVESTMENT ACTIVITIES USED FOR SCHOLARSHIPS AND OTHER |
| 4 | LOCAL CHARITABLE GIVING |
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 | KENT J. SHIPLEY TAX RETURNS | CategoryTxt |
| Amt | $2,080 | Amt |
| Net Investment Income | $2,080 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $1,887,749 | EOYBookValueAmt |
| EOYFMV | $2,433,042 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 2017 TAX PAID WITH 990 | $312 |
| 2018 ESTIMATED TAX PAYMENTS | $1,200 |
| ADJUSTMENT FOR INCOME TAXABLE IN 2019 | $263 |
| 1099 VS TAX LEDGER DIVIDEND INCOME DIFFERENCE | $5,367 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| SILENT AUCTION PURCHASES | $59 | $59 | ||
| 1099 PREPARATION | $20 | $20 | ||
| LOCAL FEES | $22 | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| S-T CAP GAIN DIVIDEND | $429 | $429 |
| L-T CAP GAIN DIVIDEND | $13,596 | $13,596 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME TAXED IN PRIOR YEAR | $994 |
| CAPITAL GAIN | $52,036 |
| 1099 VS TAX LEDGER INTEREST INCOME DIFFERENCE | $212 |
| 1099 VS TAX LEDGER FOREIGN TAX DIFFERENCE | $373 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHOLARSHIP AMERICA SCHOLARSHIP MANAGEMENT | CategoryTxt |
| Amt | $4,230 | Amt |
| Disbursements Charitable Prps | $4,230 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $443 | Amt |
| Net Investment Income | $443 | NetInvestmentIncomeAmt |
Comments