BIRK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BIRK FOUNDATION (EIN 20-0464855)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201711299349101566
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T15:37:51-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 22039 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402529804 | 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 | 200464855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Birk Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o F James Walker | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIRK | BusinessNameControlTxt |
| Phone | 5029058888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6702 Longview Beach Road | AddressLine1Txt |
| City | Jeffersonville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471308434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F JAMES WALKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5029058888 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S B Shaw CPA | PreparerPersonNm |
| PTIN | P00075273 | PTIN |
| Phone | 5024230311 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.62.192.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-27 | IPDt |
| IP Tm | 15:26:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3534FB56A09BBD2018CF6D4B825CB28E73DB63B2 | 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 | $1,116,725 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,884 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,084 | 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 |
| Accounting Fees Rev And Expnss | $1,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,598 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,827 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,020,767 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $903,241 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,071,898 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,034,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $948,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,116,725 | 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 | $1,034,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $948,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,034,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $948,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,034,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $948,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,034,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,043 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $948,068 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $948,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-02-03 | $325 | $325 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-02-11 | $1,000 | $1,000 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-03-09 | $584 | $584 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-03-15 | $4,000 | $4,000 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-05-17 | $305 | $305 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-05-20 | $1,325 | $1,325 | $0 | $0 |
| CAPITAL WORLD CLA A | P | 2016-05-26 | $66,331 | $57,013 | $9,318 | $9,318 |
| CAPITAL WORLD CLA A | P | 2016-05-26 | $1,088 | $1,070 | $18 | $18 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-06-03 | $10,851 | $10,851 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-06-14 | $500 | $500 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-06-20 | $2,045 | $2,045 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-07-13 | $21,277 | $21,277 | $0 | $0 |
| BLACKROCK GLOBAL ALLOC CL C | P | 2016-07-15 | $52,396 | $52,341 | $55 | $55 |
| FIRST TRUST INTERMEDIATE DURATION | P | 2016-07-15 | $27,595 | $30,009 | -$2,414 | -$2,414 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-08-03 | $50,000 | $50,000 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-12-06 | $2,500 | $2,500 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-12-12 | $600 | $600 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-12-19 | $620 | $620 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-12-22 | $8,859 | $8,859 | $0 | $0 |
| HILLIARD LYONS INSURED DEPOSIT | P | 2016-12-23 | $25,000 | $25,000 | $0 | $0 |
| Capital Gains Dividends | P | $22,907 | $22,907 | $22,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,733 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,130,011 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,152,847 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042495 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,040,571 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036216 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,303 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $950,931 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085498 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,425 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $979,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057592 | DistributionYr5Rt |
| Total Distribution | 0.282626 | TotalDistributionRt |
| Average Distribution | 0.056525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,058,438 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,828 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $451 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,598 | 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 | $451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,406 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,406 | TotalPaymentsAndCreditsAmt |
| Overpayment | $955 | OverpaymentAmt |
| Applied To ES Tax | $955 | 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 | Yes (1) | 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 | F James Walker | IndividualWithBooksNm |
| Phone | 5029058888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S WASHINGTON DR | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| F James Walker | ||||||||
| 36 S WASHINGTON DRIVE | SARASOTA | FL | 34236 | Trustee, Advisor Committee | 0.00 | $0 | $0 | $0 |
| Merritt K Alcorn | ||||||||
| One West Sixth Street | Madison | IN | 47250 | Advisor Committee | 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 | $1,019,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,074,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,074,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,058,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $451 | TotalTaxAmt |
| Distributable Before Adj | $52,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,598 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,598 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $451 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,147 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $14,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,127 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $131,584 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,160 | ExcessFromYear4Amt |
| Excess From Year1 | $14,140 | ExcessFromYear1Amt |
| Excess From Current Year | $75,127 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY | |||||||
| 416 WEST ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $75,000 |
| FRATERNAL ORDER OF POLICE 128 | |||||||
| 317 WALNUT ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FUTHER EXEMPT PURPOSE | $2,500 |
| GIRLS INCORPORATED OF JEFFERSON COUNTY | |||||||
| 109 W 3RD ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $2,970 |
| POPE JOHN XXIII ELEMENTARY SCHOOL | |||||||
| 221 W STATE ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $42,128 |
| BOYS AND GIRLS CLUB | |||||||
| 1551 MSH NORTH GATE RD | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $4,000 |
| SHAWE MEMORIAL HIGH SCHOOL | |||||||
| 201 W STATE ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,598 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,195 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,884 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,084 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $1,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $903,241 | BookValueAmt |
| EOYFMV | $1,071,898 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | dues, supplies, shipping, travel reimbursement | Desc |
| Revenue And Expenses Per Books | $2,204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |