MOBEL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MOBEL FOUNDATION INC (EIN 35-2126479)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-01-09
- IRS object ID
- 201840099349100204
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-09T13:03:00-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351515068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monroe Shine & Co Inc CPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1407 | AddressLine1Txt |
| City | New Albany | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471511407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352126479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mobel Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOBE | BusinessNameControlTxt |
| Phone | 8123671214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 Industrial Park Road | AddressLine1Txt |
| City | Ferdinand | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL RUHE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8123671214 | PhoneNum |
| Signature | 2017-12-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Phillip D Beaman CPA | PreparerPersonNm |
| PTIN | P00815487 | PTIN |
| Phone | 8129452311 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.143.169.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-07 | IPDt |
| IP Tm | 17:49:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FFB2A85598DA524C6BE2E7CCBA97FC8C4F6A2BA8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,506,849 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $573,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,445 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $387 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $131,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,659 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $383 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,225 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,243,309 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,287,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,472,624 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,275,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,321,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,506,849 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,275,483 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,321,257 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,275,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,275,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,321,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,275,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,321,257 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JPMORGAN INTREPID VALUE SELECT CL - JPIVX | 2012-06-29 | 2017-07-25 | $262,983 | $198,150 | $64,833 | $64,833 |
| PUTNAM SMALL CAP VALUE CL Y - PYSVX | 2013-07-05 | 2017-05-12 | $56,958 | $43,216 | $13,742 | $13,742 |
| NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX | 2015-10-22 | 2017-05-12 | $53,460 | $52,983 | $477 | $477 |
| AQR MANAGED FUTURES STRATEGY CL I - AQMIX | 2015-10-22 | 2017-05-12 | $45,379 | $55,038 | -$9,659 | -$9,659 |
| HARDING LOEVNER EMERGING MARKETS ADVISOR CL - HLEMX | 2015-11-18 | 2017-09-14 | $23,785 | $17,473 | $6,312 | $6,312 |
| HARBOR CAP APPREC INSTL CL - HACAX | 2012-06-29 | 2017-09-13 | $22,174 | $18,061 | $4,113 | $4,113 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2010-10-08 | 2017-02-17 | $20,454 | $16,404 | $4,050 | $4,050 |
| JPMORGAN INTREPID VALUE SELECT CL - JPIVX | 2014-08-11 | 2017-03-20 | $15,303 | $15,753 | -$450 | -$450 |
| CAUSEWAY INTL VALUE INSTL CL - CIVIX | 2015-11-18 | 2017-09-14 | $15,057 | $13,323 | $1,734 | $1,734 |
| CLEARBRIDGE LARGE CAP GROWTH CL I - SBLYX | 2016-04-19 | 2017-09-13 | $12,317 | $10,219 | $2,098 | $2,098 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2012-03-16 | 2017-02-17 | $11,631 | $9,464 | $2,167 | $2,167 |
| JOHN HANCOCK DISCIPLINED VALUE CL I - JVLIX | 2017-07-25 | 2017-09-15 | $7,690 | $7,625 | $65 | $65 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2014-08-11 | 2017-02-17 | $3,548 | $3,548 | $0 | $0 |
| PUTNAM SMALL CAP VALUE CL Y - PYSVX | 2014-08-11 | 2017-05-12 | $3,222 | $2,788 | $434 | $434 |
| AQR MANAGED FUTURES STRATEGY CL I - AQMIX | 2015-12-22 | 2017-05-12 | $3,037 | $3,432 | -$395 | -$395 |
| PUTNAM SMALL CAP VALUE CL Y - PYSVX | 2014-12-09 | 2017-05-12 | $3,000 | $2,530 | $470 | $470 |
| NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX | 2016-04-08 | 2017-05-12 | $1,770 | $1,588 | $182 | $182 |
| NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX | 2016-03-18 | 2017-05-12 | $1,661 | $1,527 | $134 | $134 |
| JPMORGAN INTREPID VALUE SELECT CL - JPIVX | 2017-06-29 | 2017-07-25 | $1,593 | $1,200 | $393 | $393 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2016-12-19 | 2017-02-17 | $1,528 | $1,474 | $54 | $54 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2012-12-18 | 2017-02-17 | $1,214 | $1,053 | $161 | $161 |
| NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX | 2015-12-24 | 2017-05-12 | $1,089 | $1,050 | $39 | $39 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2014-12-17 | 2017-02-17 | $843 | $828 | $15 | $15 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2015-12-17 | 2017-02-17 | $841 | $828 | $13 | $13 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2013-12-17 | 2017-02-17 | $713 | $626 | $87 | $87 |
| PUTNAM SMALL CAP VALUE CL Y - PYSVX | 2013-12-10 | 2017-05-12 | $711 | $594 | $117 | $117 |
| PUTNAM SMALL CAP VALUE CL Y - PYSVX | 2016-12-09 | 2017-05-12 | $540 | $530 | $10 | $10 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2010-12-20 | 2017-02-17 | $457 | $351 | $106 | $106 |
| MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX | 2011-12-19 | 2017-02-17 | $446 | $307 | $139 | $139 |
| NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX | 2016-12-23 | 2017-05-12 | $355 | $350 | $5 | $5 |
| AQR MANAGED FUTURES STRATEGY CL I - AQMIX | 2016-12-21 | 2017-05-12 | $8 | $9 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,445 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,358,583 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,210 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,490,640 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,230,770 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043875 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,048,613 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039099 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $821,163 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038360 | DistributionYr5Rt |
| Total Distribution | 0.216722 | TotalDistributionRt |
| Average Distribution | 0.043344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,443,691 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,575 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,000 | 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 | $1,134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $66 | OverpaymentAmt |
| Applied To ES Tax | $66 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Paul A Ruhe | IndividualWithBooksNm |
| Phone | 8123671214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 Industrial Park Rd | AddressLine1Txt |
| City | FERDINAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Frank J Lamkin | ||||||||
| 2130 INDUSTRIAL PARK ROAD | Ferdinand | IN | 47532 | Director | 0.00 | $0 | $0 | $0 |
| Phillip A Ruhe | ||||||||
| 2130 INDUSTRIAL PARK ROAD | Ferdinand | IN | 47532 | Director | 0.00 | $0 | $0 | $0 |
| Francis J Schipp | ||||||||
| 2130 INDUSTRIAL PARK ROAD | Ferdinand | IN | 47532 | Director | 0.00 | $0 | $0 | $0 |
| Stanley J ruhe | ||||||||
| 2130 INDUSTRIAL PARK ROAD | Ferdinand | IN | 47532 | Director | 0.00 | $0 | $0 | $0 |
| Paul A Ruhe | ||||||||
| 2130 INDUSTRIAL PARK ROAD | Ferdinand | IN | 47532 | Director | 0.00 | $0 | $0 | $0 |
| Kenneth J Lamkin | ||||||||
| 2130 INDUSTRIAL PARK ROAD | Ferdinand | IN | 47532 | Director | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,438,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,465,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,465,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,443,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,134 | TotalTaxAmt |
| Distributable Before Adj | $71,051 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,051 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,051 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,051 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,354 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,354 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $64,405 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | board of directors mobel foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 Industrial Park Road | AddressLine1Txt |
| City | Ferdinand | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8123671214 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | no specific form required. purpose and amount of contribution requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | applicant must be a 501(c)(3) charitable organization located within dubois county, indiana, or the southwestern indiana area. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST VINCENT DEPAUL SOCIETY | |||||||
| 706 E LEWIS CLARK PKWY | CLARKSVILLE | IN | 47129 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,500 |
| SOUTHEAST DUBOIS ENDOWMENT FUND | |||||||
| 432 E 15TH STREET | FERDINAND | IN | 47532 | NONE | OTHER PUBLIC CHARITY | GENERAL | $60,500 |
| DUBOIS COUNTY LEADERSHIP ACADEMY | |||||||
| 2065 MAIN STREET | FERDINAND | IN | 47532 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,000 |
| Vincennes University Foundation | |||||||
| 313 W 9th st | Ferdinand | IN | 47532 | None | oTHER PUBLIC CHARITY | general | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,214 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,445 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $387 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $131,046 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,046 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | the income produced is used to provide funds for charitable donations made to select 501(c)(3) organizations. |
| 8 | the income produced is used to provide funds for charitable donations made to select 501(c)(3) organizations. |
| 11 | the income produced is used to provide funds for charitable donations made to select 501(c)(3) organizations. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $1,287,032 | EOYBookValueAmt |
| EOYFMV | $1,472,624 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | investment advisory fees | Desc |
| Revenue And Expenses Per Books | $16,889 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,889 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $387 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $387 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $383 | Amt |
| Net Investment Income | $383 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments