INDIANA MASONIC HOME FOUNDATION INCORPORATED: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
INDIANA MASONIC HOME FOUNDATION INCORPORATED (EIN 35-1091997)
Tax period
2017-04-01 to 2018-03-31
Filed
2018-09-28
IRS object ID
201812719349300241
Schema version
2017v2.3
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)
Return2018-09-28T12:46:44-05:00ReturnTs
Tax Period End2018-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400857ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351091997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA MASONIC HOME FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3176379582PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 N ILLINOIS ST PO BOX 44210AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462440210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE E GALYEANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3176379582PhoneNum
Signature2018-09-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT A SCHUSTERPreparerPersonNm
PTINP00019243PTIN
Phone3175802000PhoneNum
Preparation2018-09-18PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE E GALYEANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 N ILLINOIS ST PO BOX 44210AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462440210ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$60,057,191GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IMHF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1935FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO SUPPORT THE INDIANA MASONIC HOMEActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,249,749PYContributionsGrantsAmt
CY Contributions Grants$2,477,727CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,737,168PYInvestmentIncomeAmt
CY Investment Income$9,555,175CYInvestmentIncomeAmt
PY Other Revenue$8,684PYOtherRevenueAmt
CY Other Revenue$3,788CYOtherRevenueAmt
PY Total Revenue$6,995,601PYTotalRevenueAmt
CY Total Revenue$12,036,690CYTotalRevenueAmt
PY Grants And Similar Paid$3,650,638PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,654,616CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$358,686PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$384,276CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$378,357CYTotalFundraisingExpenseAmt
PY Other Expenses$888,250PYOtherExpensesAmt
CY Other Expenses$895,532CYOtherExpensesAmt
PY Total Expenses$4,897,574PYTotalExpensesAmt
CY Total Expenses$16,934,424CYTotalExpensesAmt
PY Revenues Less Expenses$2,098,027PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,897,734CYRevenuesLessExpensesAmt
Total Assets BOY$94,758,755TotalAssetsBOYAmt
Total Assets EOY$100,324,079TotalAssetsEOYAmt
Total Liabilities BOY$749,993TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,713,275TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$94,008,762NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$87,610,804NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,648,772ExpenseAmt
Grant$15,648,772GrantAmt
DescANNUAL DISTRIBUTION TO THE INDIANA MASONIC HOME FOR THE FRATERNAL BENEFIT AND SUPPORT OF THOSE IN THE MASONIC FAMILY WHO ARE UNABLE TO PROVIDE CARE FOR THEMSELVES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$5,844ExpenseAmt
Grant$5,844GrantAmt
DescSPECIAL EVENT AMOUNT RAISED FOR SHRINERS HOSPITAL FOR CHILDRENDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,844TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$5,844TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$15,654,616TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERY P ZARING EXEC DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3176379582PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 44210AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462440210ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GEORGE E GALYEAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
GREGORY N JORDAN
BOARD MEMBER1.00Yes (X)$0$0$0
ALEX L ROGERS
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
GARY E BRINLEY
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT D HEUCHAN
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM A SIGMAN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
CHARLES F MARLOWE
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES L CHESNEY
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD J ELMAN
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN K BUCHANAN
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL R ST PIERRE
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOEL R HARBAUGH
BOARD MEMBER1.00Yes (X)$0$0$0
JEFFERY P ZARING
EXECUTIVE DIRECTOR40.00Yes (X)$111,010$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$111,010TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line18888 KEYSTONE CROSSING 10TH FLOORAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
ServicesTRUST MANAGEMENTServicesDesc
Compensation$652,608CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$5,844FundraisingAmt
All Other Contributions$2,471,883AllOtherContributionsAmt
Total Contributions$2,477,727TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,306,177TotalRevenueColumnAmt
Exclusion$2,306,177ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,225RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$4,225RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,225TotalRevenueColumnAmt
Exclusion$4,225ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$55,259,081SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$48,010,083SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,248,998SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,248,998TotalRevenueColumnAmt
Exclusion$7,248,998ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$9,981FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$5,844ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,418FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$437TotalRevenueColumnAmt
Exclusion-$437ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,036,690TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,558,963ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,654,616TotalAmt
Program Services$15,654,616ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$111,010TotalAmt
Management And General$66,606ManagementAndGeneralAmt
Fundraising$44,404FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$203,050TotalAmt
Management And General$52,737ManagementAndGeneralAmt
Fundraising$150,313FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,455TotalAmt
Management And General$1,313ManagementAndGeneralAmt
Fundraising$2,142FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,438TotalAmt
Management And General$14,606ManagementAndGeneralAmt
Fundraising$23,832FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,323TotalAmt
Management And General$10,763ManagementAndGeneralAmt
Fundraising$17,560FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,937TotalAmt
Management And General$5,937ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,852TotalAmt
Management And General$18,852ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$658,762TotalAmt
Management And General$658,762ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,900TotalAmt
Management And General$722ManagementAndGeneralAmt
Fundraising$1,178FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$46,433TotalAmt
Fundraising$46,433FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,840TotalAmt
Management And General$3,920ManagementAndGeneralAmt
Fundraising$3,920FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,204TotalAmt
Management And General$9,958ManagementAndGeneralAmt
Fundraising$16,246FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$19,895TotalAmt
Fundraising$19,895FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,679TotalAmt
Management And General$9,679ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,940TotalAmt
Management And General$8,940ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PRINTING NEWSLETTER$46,000$46,000
TECHNOLOGY FEES/EQUIP$29,539$29,539
TELEPHONE$4,984$2,492$2,492
MISCELLANEOUS$4,485$4,485

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,082TotalAmt
Management And General$2,140ManagementAndGeneralAmt
Fundraising$3,942FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,934,424TotalAmt
Program Services$15,654,616ProgramServicesAmt
Management And General$901,451ManagementAndGeneralAmt
Fundraising$378,357FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,122,505BOYAmt
EOY$2,519,353EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$313,176BOYAmt
EOY$1,294,009EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$937,708LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$139,523LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$807,864BOYAmt
EOY$798,185EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$90,228,786BOYAmt
EOY$95,440,199EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$286,424BOYAmt
EOY$272,333EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$94,758,755BOYAmt
EOY$100,324,079EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$749,993BOYAmt
EOY$713,275EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$749,993BOYAmt
EOY$12,713,275EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$93,979,861BOYAmt
EOY$87,583,349EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,901BOYAmt
EOY$27,455EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$94,008,762BOYAmt
EOY$87,610,804EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$94,758,755BOYAmt
EOY$100,324,079EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,897,734ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,423,800NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$76,425OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INDIANA MASONIC HOMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN352187477EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$3,648,772SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$3,648,772SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$652,410CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$2,481,850PriorYearAmt
Current Year$2,310,395CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$2,481,850PriorYearAmt
Current Year$2,962,805CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$627,627PriorYearAmt
Current Year$658,762CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$1,854,223PriorYearAmt
Current Year$2,304,043CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$86,661,340PriorYearAmt
Current Year$92,740,873CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$4,892,114PriorYearAmt
Current Year$3,027,419CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$1,407,464PriorYearAmt
Current Year$2,364,527CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$92,960,918PriorYearAmt
Current Year$98,132,819CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$92,960,918PriorYearAmt
Current Year$98,132,819CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$1,394,414PriorYearAmt
Current Year$1,471,992CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$91,566,504PriorYearAmt
Current Year$96,660,827CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$3,204,828PriorYearAmt
Current Year$3,383,129CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$3,204,828PriorYearAmt
Current Year$3,383,129CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$1,854,223CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$1,576,090CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$3,204,828CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$3,204,828CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$3,204,828CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$3,648,772CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$3,648,772CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$3,648,772CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$3,204,828CYDistributableAsAdjustedAmt
CY Distribution Yr100.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$3,204,828CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,886,950ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,372,352ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,259,302TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$3,204,828CyovAppliedUnderdistrCPYAmt
Excess Distribution Cyov$13,054,474ExcessDistributionCyovAmt
CY Total Annual Distributions$3,648,772CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$3,648,772ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$16,703,246ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$3,682,122ExcessFromYear3Amt
Excess From Year2$9,372,352ExcessFromYear2Amt
Excess From Year1$3,648,772ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 6RAISED MONEY FOR SHRINERS HOSPITALS FOR CHILDREN AS PART OF A GOLF OUTING TOTALING $5,844.
PART IV, SECTION D, LINE 3THE SUPPORTED ORGANIZATION, INDIANA MASONIC HOME, HAS A SIGNIFICANT VOICE IN THE INVESTMENT AND GRANTMAKING POLICES OF INDIANA MASONIC HOME FOUNDATION. THE CHAIRMAN OF INDIANA MASONIC HOME'S BUDGET AND FINANCE COMMITTEE IS A MEMBER OF THE INVESTMENT COMMITTEE OF INDIANA MASONIC HOME FOUNDATION.
PART V, SECTION D, LINE 8ONE-HUNDERED PERCENT OF THE DISTRIBUTABLE AMOUNT IS DISTRIBUTED TO INDIANA MASONIC HOME, A SUPPORTED ORGANIZATION THAT MEETS THE "ATTENTIVENESS AND "RESPONSIVENESS" TESTS. THE "ATTENTIVENESS" TEST IS MET BECAUSE INDIANA MASONIC HOME FOUNDATION PROVIDED AT LEAST 10% OF THE TOTAL SUPPORT OF INDIANA MASONIC HOME. TEN PERCENT OF THE TOTAL SUPPORT FOR INDIANA MASONIC HOME FOR FISCAL YEAR END MARCH 31, 2017 IS $1,546,106. INDIANA MASONIC HOME FOUNDATION'S DISTRIBUTION OF $3,648,772 EXCEEDS THIS AMOUNT. THE "RESPONSIVENESS" TEST IS MET BECAUSE TWO MEMBERS OF THE INDIANA MASONIC HOME GOVERNING BOARD SERVE ON THE BOARD OF INDIANA MASONIC HOME FOUNDATION; IN ADDITION, ONE MEMBER OF THE BOARD OF INDIANA MASONIC HOME SERVES AS EXECUTIVE DIRECTOR OF INDIANA MASONIC HOME FOUNDATION.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,480,710BeginningYearBalanceAmt
Investment Earnings Or Losses$7,453,827InvestmentEarningsOrLossesAmt
Other Expenditures$15,648,772OtherExpendituresAmt
End Year Balance$85,285,765EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$88,550,086BeginningYearBalanceAmt
Contributions$1,615,754ContributionsAmt
Investment Earnings Or Losses$6,965,508InvestmentEarningsOrLossesAmt
Other Expenditures$3,650,638OtherExpendituresAmt
End Year Balance$93,480,710EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$98,886,969BeginningYearBalanceAmt
Contributions$613,738ContributionsAmt
Investment Earnings Or Losses-$3,114,804InvestmentEarningsOrLossesAmt
Other Expenditures$7,835,817OtherExpendituresAmt
End Year Balance$88,550,086EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$97,757,389BeginningYearBalanceAmt
Contributions$5,538ContributionsAmt
Investment Earnings Or Losses$4,961,862InvestmentEarningsOrLossesAmt
Other Expenditures$3,837,820OtherExpendituresAmt
End Year Balance$98,886,969EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$101,881,054BeginningYearBalanceAmt
Contributions$1,653,457ContributionsAmt
Investment Earnings Or Losses$9,888,070InvestmentEarningsOrLossesAmt
Other Expenditures$15,665,192OtherExpendituresAmt
End Year Balance$97,757,389EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$710,000InvestmentCostOrOtherBasisAmt
Book Value$710,000BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$178,746OtherCostOrOtherBasisAmt
Depreciation$91,281DepreciationAmt
Book Value$87,465BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,962OtherCostOrOtherBasisAmt
Depreciation$48,242DepreciationAmt
Book Value$720BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$798,185TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ANNUITY LIABILITY$630,534
TRUST LIABILITY$75,214
AFFINITY FUND$7,527
FieldValueIRS element (for citing)
Total Liability$713,275TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,948,285TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,423,800NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,423,800RevenueNotReportedAmt
Revenue Subtotal$11,372,085RevenueSubtotalAmt
Investment Expenses Not Incld$658,762InvestmentExpensesNotIncldAmt
Other Revenues Not Included$5,844OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$664,606RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,036,691TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,269,818TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$16,269,818ExpensesSubtotalAmt
Investment Expenses Not Incld2$658,762InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$5,844OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$664,606ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,934,424TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE INDIANA MASONIC HOME (THE HOME) AT FRANKLIN, INDIANA.
PART X, LINE 2:IMH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, IMH FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED TAXABLE BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2018 AND 2017. IMH FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2015.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INCOME FROM GOLF OUTING DESIGNATED FOR SHRINERS HOSPITALS FOR CHILDREN 5,844.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SHRINERS HOSPITALS FOR CHILDREN GRANT 5,844.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
INDIANA MASONIC HOME
690 S STATE STREETFRANKLININ46131352187477501(C)(3)$15,648,772ONGOING OPERATIONAL SUPPORT.
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 31356TAMPAFL336313365362193608501(C)(3)$5,844OPERATIONAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL MONIES DONATED TO THE INDIANA MASONIC HOME FOUNDATION, INC. GO INTO OUR ENDOWMENT FUND. ANNUALLY, A GRANT IS ISSUED TO THE INDIANA MASONIC HOME, INC. WE SOLELY ISSUE A GRANT TO THE INDIANA MASONIC HOME AND TO NO ONE ELSE. WE MAINTAIN RECORDS OF ALL MONIES DONATED TO THE FOUNDATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE FORM 990 WILL BE PROVIDED VIA EMAIL TO THE BOARD OF DIRECTORS AND QUESTIONS AND COMMENTS WILL BE REQUESTED. THE AUDIT COMMITTEE OF THE BOARD WILL REVIEW AND APPROVE THE RETURN. THE BOARD PRESIDENT WILL BE RESPONSIBLE FOR FINAL REVIEW AND SIGNING OF THE TAX RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15ASINCE THERE IS ONLY ONE TOP MANAGEMENT (KEY EMPLOYEE, CEO, EXECUTIVE DIRECTOR, ETC.), HIS COMPENSATION IS DETERMINED BY A REVIEW OF THE FOUNDATION BOARD'S EXECUTIVE COMMITTEE (PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER).
FORM 990, PART VI, SECTION C, LINE 19COPIES OF THE FORM 990 WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -76,425.
FORM 990, PART XII, LINE 2CTHERE HAS BEEN NO CHANGE IN THIS PROCESS FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ST CLAIR LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 NORTH ILLINOIS STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesREAL ESTATE HOLDING COMPANYPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Total Income$7TotalIncomeAmt
End Of Year Assets$11,268EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
INDIANA MASONIC HOME
690 STATE STREETFRANKLININ46131352187477SERVE CHARITABLE PURPOSE OF OPERATING INDIANA MASONIC HOME IN FRANKLIN, ININ501(C)(3)LINE 10N/A0
GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA
525 NORTH ILLINOIS STREETINDIANAPOLISIN46204350300010MEMBERS ONLY FRATERNAL ORGANIZATIONIN501(C)(10)N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INDIANA MASONIC HOMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$15,648,772InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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