YUNKER FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
YUNKER FOUNDATION INC (EIN 35-6041203)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201831359349103108
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)
Return2018-05-15T13:29:39-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J MCKAYPreparerPersonNm
PTINP00303870PTIN
Phone8122654623PhoneNum
Preparation2018-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,458,346FMVAssetsEOYAmt
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$10,963InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,249InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$56,521DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,521DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,859NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$200,018GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,859CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,343TotalRevAndExpnssAmt
Total Net Invst Incm$105,629TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$475AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,053TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$19,927OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,327OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$600OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,802TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,802TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$93,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,987ExcessRevenueOverExpensesAmt
Net Investment Income$85,827NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$68,455SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$112,367SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$112,367SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$503,145USGovernmentObligationsBOYAmt
US Government Obligations EOY$509,961USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$490,513USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,005,017CorporateStockBOYAmt
Corporate Stock EOY$946,353CorporateStockEOYAmt
Corporate Stock EOYFMV$2,482,102CorporateStockEOYFMVAmt
Corporate Bonds BOY$377,069CorporateBondsBOYAmt
Corporate Bonds EOY$377,069CorporateBondsEOYAmt
Corporate Bonds EOYFMV$373,364CorporateBondsEOYFMVAmt
Total Assets BOY$1,953,686TotalAssetsBOYAmt
Total Assets EOY$1,945,750TotalAssetsEOYAmt
Total Assets EOYFMV$3,458,346TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,953,686CapitalStockBOYAmt
Capital Stock EOY$1,945,750CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,953,686TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,945,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,953,686TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,945,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,953,686TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,987ExcessRevenueOverExpensesAmt
Other Increases$51OtherIncreasesAmt
Subtotal$1,945,750SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,945,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES TR RUS MID CAP ETFP2016-11-022017-07-17$10,093$8,660$1,433$1,433
ISHARES RUSSELL 2000 ETFP2016-11-022017-07-17$10,096$8,256$1,840$1,840
ISHARES TR MSCI ACWIP2016-11-022017-07-17$19,919$17,287$2,632$2,632
SPDR S & P 500 ETF TRUSTP2003-10-022017-07-17$59,910$24,461$35,449$35,449
UK GEN RCPTS SER A BLDG AMERP2013-02-222017-02-22$25,000$25,000
UN KY GENL RCPTS SER A BLDP2010-11-192017-02-22$75,000$76,495-$1,495-$1,495
FieldValueIRS element (for citing)
Capital Gain Net Income$39,859CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,905NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$152,584AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,008,668NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050715DistributionYr1Rt
Adjusted Qlfy Distri Yr2$131,125AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,017,471NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043455DistributionYr2Rt
Adjusted Qlfy Distri Yr3$134,675AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,974,674NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045274DistributionYr3Rt
Adjusted Qlfy Distri Yr4$124,650AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,738,671NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045515DistributionYr4Rt
Adjusted Qlfy Distri Yr5$186,172AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,071,791NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.089860DistributionYr5Rt
Total Distribution0.274819TotalDistributionRt
Average Distribution0.054964AverageDistributionRt
Net Vl Noncharitable Assets$3,229,452NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$177,504AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$858NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$178,362AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$93,475QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,717InvestmentIncomeExciseTaxAmt
Subtotal$1,717SubtotalAmt
Tax Based On Investment Income$1,717TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$733TaxDueAmt

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

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-CHAIRMA2.00$0$0$0
JOHN MUESSEL
411 BROADWAY STREET411 BROADWAY STREETMADISONIN47250CHAIRMAN2.00$0$0$0
DOLORES SPOONMORE
1838 GULLION DRIVE1838 GULLION DRIVEMADISONIN47250SECRETARY-TR2.00$0$0$0
DR RALPH PRATT
2325 BLACKMORE STREET2325 BLACKMORE STREETMADISONIN47250DIRECTOR2.00$0$0$0
LONNIE COLLINS
150 ROCKWOOD BLVD150 ROCKWOOD BLVDMADISONIN47250DIRECTOR2.00$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$3,188,220AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,411AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,278,631TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,278,631AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,179CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,229,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$161,473MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$161,473MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,717TaxBasedOnInvestmentIncomeAmt
Total Tax$1,717TotalTaxAmt
Distributable Before Adj$159,756DistributableBeforeAdjAmt
Distributable Before Ded$159,756DistributableBeforeDedAmt
Distributable As Adjusted$159,756DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,475ExpensesAndContributionsAmt
Qualifying Distributions$93,475QualifyingDistributionsAmt
Adjusted Qualifying Distri$93,475AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$159,756DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$85,038ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$4,124ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$89,162TotalExcessDistributionCyovAmt
Qualifying Distributions$93,475QualifyingDistributionsAmt
Applied To Current Year$93,475AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$66,281ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$66,281ExcessDistributionCyovAppCYAmt
Total Corpus$22,881TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,757ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,124ExcessDistriCyovToNextYrAmt
Excess From Year1$4,124ExcessFromYear1Amt

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
EMALEE ANN COPELAND-MOREHEAD ST
5163 PECK PIKEMILTONKY40045SCHOLARSHIP$1,500N/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
KATELYN ROSE MOORE-IN ST UNIV
418 ELM STMADISONIN47250SCHOLARSHIP$1,500N/APUBLIC
LEWIS MACKENZIE - IUSE
3426 N PAPERMILL RDMADISONIN47250SCHOLARSHIP$1,500
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$40,000N/APUBLIC
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,963RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$56,521RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,859RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$107,343RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,343TotalIncomeProducingActyAmt

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)
Amt$950Amt
Net Investment Income$475NetInvestmentIncomeAmt
Disbursements Charitable Prps$475DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGERMAN AMERICANBondNm
EOY Book Value$377,069EOYBookValueAmt
EOYFMV$373,364EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGERMAN AMERICANStockNm
EOY Book Value$946,353EOYBookValueAmt
EOYFMV$2,482,102EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INVESTMENT AGENCY FEES$17,958$17,958
NEWSPAPER NOTICE COST$16$16
INSURANCE PREMIUM$753$753
OTHER DEDUCTIONS$1,200$600$600

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO FUND BALANCEDesc
Amt$51Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$1,053
FEDERAL TAXES$1,000

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