SALIN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SALIN FOUNDATION INC (EIN 35-2047694)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349100135
- 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
- Schedule B
- 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 | 2017-05-12T10:32:38-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 CROSSING 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 | 2016-01-01 | 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 | 2017-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT J SHIPLEY CPA JD | PreparerPersonNm |
| Phone | 3172550777 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.195.136.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 10:32:22 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 904DE9EDB92EFEA2F709E02290004394942A3BF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 904DE9EDB92EFEA2F709E02290004394942A3BF4 | 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 | $2,698,480 | 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 | $62,191 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,090 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,090 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,836 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,609 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,613 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,251 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $28,362 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $155,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,362 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,470 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $470 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $658 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $658 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $970 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $970 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,782 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,061 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,061 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $246,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $970 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,392 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,878 | CashBOYAmt |
| Cash EOY | $45,287 | CashEOYAmt |
| Cash EOYFMV | $45,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $423,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $535,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $535,022 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,813,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,572,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,118,171 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,243,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,153,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,698,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,243,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,153,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,243,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,153,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,243,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,153,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,243,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,023 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,805 | OtherIncreasesAmt |
| Subtotal | $2,157,322 | SubtotalAmt |
| Other Decreases | $4,128 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,153,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 200 SHS BAXALTA INC | P | 2013-06-07 | 2016-04-14 | $8,170 | $0 | $6,448 | $1,722 | $0 | $0 | $0 | $1,722 |
| 100000 SHS FED HOME LN BK | P | 2012-01-18 | 2016-12-09 | $100,000 | $0 | $100,217 | -$217 | $0 | $0 | $0 | -$217 |
| 28 SHS HALYARD HEALTH | P | 2012-11-07 | 2016-04-13 | $873 | $0 | $769 | $104 | $0 | $0 | $0 | $104 |
| 50000 SHS TOWER BANK CD 3% | P | 2010-02-16 | 2016-02-26 | $50,000 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 |
| 83000 SHS TOWER BANK CD 3% | P | 2011-12-27 | 2016-02-26 | $83,000 | $0 | $83,000 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,609 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $172,782 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,640,808 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065428 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $172,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,601,746 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,170 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,406,314 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,570 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,877,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,270 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,033,235 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024457 | DistributionYr5Rt |
| Total Distribution | 0.244841 | TotalDistributionRt |
| Average Distribution | 0.048968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,646,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $129,570 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $638 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,208 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $242,843 | 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 | $638 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $638 | SubtotalAmt |
| Tax Based On Investment Income | $638 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,700 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $1,055 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $255 | RefundAmt |
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 SCHOLARSHIPSTO INDIVIDUAL STUDENTS DURING 2016. | Description1Txt |
| Expenses1 | $28,000 | Expenses1Amt |
| Description2 | SCHOLARSHIP AWARDS TO 8 DEPENDENTS OF EMPLOYEES OFSALIN BANK | Description2Txt |
| Expenses2 | $16,000 | Expenses2Amt |
| Description3 | DONATIONS TO 1 LOCAL CHURCH AND 5 LOCAL CULTURALORGANIZATIONS TO HELP PROVIDE CULTURAL AND RELIGIOUSAWARENESS AND EDUCATION | Description3Txt |
| Expenses3 | $118,000 | Expenses3Amt |
| Description4 | LOCAL OUTREACH ACTIVITIES INCLUDING DONATIONS TO 1UNIVERSITY TO ENCOURAGE FAITH-BASED EDUCATION IN INDIANA | Description4Txt |
| Expenses4 | $73,061 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,181,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $505,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,686,303 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,686,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,646,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $638 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $638 | TotalTaxAmt |
| Distributable Before Adj | $131,662 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,662 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,843 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $242,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $638 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $242,205 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,662 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $18,212 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,843 | QualifyingDistributionsAmt |
| Applied To Current Year | $131,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,181 | RemainingDistriFromCorpusAmt |
| Total Corpus | $173,301 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $173,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $18,212 | ExcessFromYear2Amt |
| Excess From Year1 | $43,908 | ExcessFromYear1Amt |
| Excess From Current Year | $111,181 | 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 (32 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 ZOO | ||||||
| 1201 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | 501C3 | DONATIONCHARITABLE | $5,000 |
| ANDERSON UNIVERSITY | ||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | 501C3 | DONATIONCHARITABLE | $10,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | 501C3 | DONATIONCHARITABLE | $5,000 |
| ST LUKE UNITED METHODIST CHURCH | ||||||
| 100 W 86TH ST | INDIANAPOLIS | IN | 46260 | 501C3 | DONATIONCHARITABLE | $101,000 |
| EITELJORG MUSEUM | ||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | 501C3 | DONATIONCHARIATABLE | $5,000 |
| SARAH BOURNIQUE | ||||||
| 1206 HOLMAN DRIVE | MARION | IN | 46952 | I | SCHOLARSHIP | $2,000 |
| SHELBY LANNAN | ||||||
| 11943 N SHELBY 700 W | NEW PALESTINE | IN | 46163 | I | SCHOLARSHIP | $2,000 |
| KAYLEE AVALLE | ||||||
| PO BOX 477 | WALTON | IN | 46994 | I | SCHOLARSHIP | $2,000 |
| CREWMEMBER FAMILY ASSIST | ||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | NC | SCHOLARSHIP | $8,211 |
| THE SALVATION ARMY | ||||||
| 1357 W 86TH STREET | INDIANAPOLIS | IN | 46260 | 501C3 | DONATIONCHARITABLE | $7,250 |
| INDIANAPOLIS MUSEUM OF ART | ||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | 501C3 | DONATIONCHARITABLE | $1,500 |
| NORTH NAPLES UMC | ||||||
| 6000 GOODLETTE ROAD N | NAPLES | FL | 34109 | 501C3 | DONATIONCHARITABLE | $2,000 |
| FT WAYNE PHILHARMONIC | ||||||
| 4901 FULLER DRIVE | FORT WAYNE | IN | 46835 | 501C3 | DONATIONSCHARITABLE | $500 |
| IU FOUNDATION | ||||||
| 1500 N STATE ROAD 46 BYPASS | BLOOMINGTON | IN | 47408 | 501C3 | DONATIONCHARITABLE | $1,100 |
| ST VINCENT FOUNDATION | ||||||
| 8402 HARCOURT RD | INDIANAPOLIS | IN | 46260 | 501C3 | DONATIONCHARITABLE | $7,500 |
| EMILY VARANKA | ||||||
| 13698 STONE HAVEN DR | CARMEL | IN | 46033 | I | SCHOLARSHIPS | $2,000 |
| ATALIA DERRICK | ||||||
| 7027 CHADWICK DR | FORT WAYNE | IN | 46816 | I | SCHOLARSHIPS | $2,000 |
| GARRETT BELDEN | ||||||
| 5871 TRAVIS ROAD | GREENWOOD | IN | 46143 | I | SCHOLARSHIPS | $2,000 |
| ELIJAH DAVIS | ||||||
| 327 WHISPERING WILLOW CT | NOBLESVILLE | IN | 46060 | I | SCHOLARSHIPS | $2,000 |
| BAILEY LANNAN | ||||||
| 11943 N SHELBY 700 W | NEW PALESTINE | IN | 46163 | I | SCHOLARSHIPS | $2,000 |
| CROSSROADS OF AMERICA COUNCIL | ||||||
| 7125 FALL CREEK ROAD N | INDIANAPOLIS | IN | 46256 | 501C3 | DONATIONCHARITABLE | $5,000 |
| IN DONOR NETWORK FOUNDATION | ||||||
| 3760 GUION RD | INDIANAPOLIS | IN | 46222 | 501C3 | DONATIONCHARITABLE | $1,000 |
| THE GARDEN | ||||||
| 100 W 86TH STREET | INDIANAPOLIS | IN | 46260 | 501C3 | DONATIONCHARITABLE | $5,000 |
| SALIN FOUND COMMUNITY SCHLRSP | ||||||
| 8455 KEYSTONE CROSSING | INDIANAPOLIS | IN | 46240 | 501C3 | SCHOLARSHIP | $2,000 |
| THE LEAGUE CLUB | ||||||
| 5051 CASTELLO DR 240 | NAPLES | FL | 34103 | 501C3 | DONATIONCHARITABLE | $2,500 |
| HABITAT FOR HUMANITY | ||||||
| 3135 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 501C3 | DONATIONCHARITABLE | $1,000 |
| MAYO CLINIC | ||||||
| 8091 TOWNSHIP LINE RD | INDIANAPOLIS | IN | 46260 | 501C3 | DONATIONCHARITABLE | $10,000 |
| CONSERVANCY OF SW FLORIDA | ||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | 501C3 | DONATIONCHARITABLE | $1,500 |
| ROCK STEADY BOXING | ||||||
| 6847 HILLSDALE CT | INDIANAPOLIS | IN | 46250 | 501C3 | DONATIONCHARITABLE | $2,000 |
| GOODWILL INDUSTRIES FOUNDATION | ||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | 501C3 | DONATIONCHARITABLE | $2,000 |
| UNITED METHODIST WOMEN | ||||||
| 475 RIVERSIDE DR 15TH FLOOR | NEW YORK | NY | 10115 | 501C3 | DONATIONCHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,061 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,090 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,836 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,926 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,926 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM N SALIN SR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8455 KEYSTONE CROSSING DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KENT J. SHIPLEY TAX RETURNS | CategoryTxt |
| Amt | $2,470 | Amt |
| Net Investment Income | $2,470 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $1,572,885 | EOYBookValueAmt |
| EOYFMV | $2,118,171 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR 2016 ACTIVITY | $1,485 |
| 2015 FEDERAL TAXES PAID | $942 |
| 2016 ESTIMATED FEDERAL TAXES | $1,700 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SERVICES | $950 | $950 | |
| SILENT AUCTION PURCHASES | $3,844 | $3,844 | |
| 1099 PREPARATION | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| S-T CAP GAIN DIVIDEND | $159 | $159 | |
| L-T CAP GAIN DIVIDEND | $6,092 | $6,092 | |
| AUCTION PROCEEDS | $28,362 | $28,362 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACTIVITY TAXED IN PRIOR YEAR | $3,196 |
| CAPITAL GAINS | $1,609 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHOLARSHIP AMERICA SCHOLARSHIP MANAGEMENT | CategoryTxt |
| Amt | $3,280 | Amt |
| Disbursements Charitable Prps | $3,280 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $470 | Amt |
| Net Investment Income | $470 | NetInvestmentIncomeAmt |
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